TOP 10 Best Investment products in Battle Creek, Michigan
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BlueOx Credit Union - Battle Creek
BlueOx Credit Union in Battle Creek is a trusted financial institution located at 115 Riverside Drive in Michigan, United States. As a full-service credit union, BlueOx offers a range of financial services including banking, ATM access, and personalized finance solutions. Whether you're looking to open a new account, secure a loan, or simply manage your finances, BlueOx Credit Union is dedicated to providing top-notch service and support to its members in Battle Creek and beyond.
KCFCU Investment Services
Located at 499 Romence Road in Portage, Michigan, KCFCU Investment Services is a finance and insurance agency dedicated to providing smart and objective answers for retirement planning. Headed by Jerry Pawlowicz, who holds an MBA with honors from DePaul University and maintains series 7 and series 66 registrations through LPL Financial, the institution serves the areas of Kalamazoo, Battle Creek, and Marshall. Jerry Pawlowicz and his team offer consultations to help individuals and businesses navigate financial decisions, whether it's planning for retirement, exploring insurance strategies, or charitable giving. With a focus on personalized service and a holistic approach to financial solutions, KCFCU Investment Services aims to provide value and help clients achieve their financial goals.
Bread & Basket, LLC
Bread & Basket, LLC is a boutique-style public market located in downtown Battle Creek, Michigan. We are dedicated to bringing hard-to-find products straight to you, showcasing small business brands from across the U.S. Our store offers shelf space to local entrepreneurs in the Battle Creek/Kalamazoo region and the Mid-West, acting as the intermediary to the market for our makers, curators, and creatives. We value retail equity and intentionally invest in a diversity of makers. At Bread & Basket, you can shop for everyday products and specialty items including self-care, home goods, clothing, accessories, specialty foods, luxury candles, and more. We also feature products from local businesses such as New Story Community Books, a small bookstore in Marshall, and Maurie's Miracle Growth Oil, a homemade blend perfect for hair care.
Worgess Insurance & Financial Services
Worgess Insurance & Financial Services is a trusted insurance agency located at 2 West Michigan Avenue in Battle Creek, Michigan. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. With years of experience in the industry, we strive to offer exceptional customer service and competitive rates. Contact us today to learn more about how we can help protect what matters most to you.
Jason McBride - State Farm Insurance Agent
Jason McBride - State Farm Insurance Agent is located at 227 North Broadway Street in Union City, Michigan. Situated right downtown next to Southern Michigan Bank and Trust, our agency is thrilled to be a part of the local community events this Spring. With over ten years of State Farm experience, Jason McBride is a long-time resident of Calhoun County and has been a State Farm Agent since 2018. We offer a range of insurance services including auto, homeowners, life, health, and business insurance to Union City and surrounding areas such as Athens, Tekonsha, East Leroy, Coldwater, Colon, Battle Creek, and Marshall. Our office is known for its quick and efficient service, so give us a call for a quote today. We understand the importance of building personal relationships within our community and providing exceptional customer service with a high moral standard. Our passion for our products and dedication to meeting your insurance needs sets us apart. Whether you need car insurance, home insurance, life insurance, renters insurance, health insurance, or any other insurance services, we are here to help. We are committed to serving Union City, Branch County, and Calhoun County.
OMNI Community Credit Union
OMNI Community Credit Union, located at 4150 West Dickman Road in Battle Creek, Michigan, is a trusted financial institution serving the local community. With a focus on providing personalized service and competitive financial products, OMNI Community Credit Union is dedicated to helping its members achieve their financial goals. From savings and checking accounts to loans and investment services, OMNI Community Credit Union offers a wide range of financial solutions to meet the needs of individuals and families. Visit us today to experience the difference of banking with a community-focused credit union.
Dennis Asaro - Commonwealth Financial Network
Dennis Asaro - Commonwealth Financial Network is a reputable finance institution located at 395 South Shore Drive in Battle Creek, Michigan, United States. With a focus on providing personalized financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking guidance on wealth management, we are here to offer expert advice and tailored solutions. Trust Dennis Asaro - Commonwealth Financial Network to provide comprehensive financial planning services to secure your financial future.
Fifth Third Bank & ATM
Fifth Third Bank & ATM is a trusted financial institution located at 630 Capital Avenue Southwest in Battle Creek, Michigan, United States. Offering a range of banking services including checking accounts, savings accounts, loans, and more, Fifth Third Bank is committed to helping customers achieve their financial goals. With convenient ATM access available on-site, customers can easily access their funds and manage their finances. Visit Fifth Third Bank & ATM today for all your banking needs.
Northwestern Mutual Financial
Northwestern Mutual Financial, located at 131 East Columbia Avenue in Battle Creek, Michigan, is a finance and insurance agency dedicated to helping individuals protect their families and achieve their financial goals. Their team of advisors offers personalized plans that balance current and future priorities, providing a wide range of financial options including investments and insurance. With top ratings from major agencies and a focus on customer experience, Northwestern Mutual is committed to helping clients navigate life events and plan for the future. Through their inclusive culture and commitment to diversity, Northwestern Mutual strives to create a respectful and supportive environment for employees, advisors, clients, and communities. Whether you're looking to grow your wealth, protect your assets, or plan for retirement, Northwestern Mutual is here to help you reach your financial goals.
Jason Klein - Financial Advisor, Ameriprise Financial Services, LLC
Jason Klein is a Financial Advisor at Ameriprise Financial Services, LLC located at 928 West Columbia Avenue, Battle Creek, Michigan, United States. Jason holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications demonstrate Jason's expertise in asset management, investment strategies, retirement planning, estate planning, fiduciary practices, portfolio management, and more. Through rigorous training and examinations, Jason is equipped to provide clients with comprehensive financial advice tailored to their individual needs.
Mass Mutual Financial Group
Mass Mutual Financial Group is a reputable finance and insurance agency located at 15 Capital Avenue Southwest in Battle Creek, Michigan, United States. With a strong focus on providing financial security and peace of mind to individuals and families, Mass Mutual offers a wide range of services including retirement planning, investment management, and insurance solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets for the future. Trust Mass Mutual Financial Group to provide expert guidance and personalized solutions to meet your financial needs.
Pamela Wesley - Financial Advisor, Ameriprise Financial Services, LLC
Pamela Wesley, a Financial Advisor at Ameriprise Financial Services, LLC, located at 391 South Shore Drive in Battle Creek, Michigan, offers personalized financial advice to help individuals prepare for their future goals. Whether you are saving for college, planning for retirement, or making investments, Pamela takes the time to understand your priorities and provide guidance to help you feel more confident and in control of your financial life. With a focus on estate planning and wealth transfer, Pamela can work alongside your attorney and CPA to navigate the complexities of passing assets to the next generation. By addressing questions about wealth preservation, tax implications, and asset distribution, she can help you plan and prepare your legacy wishes with clarity and peace of mind.
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