Michigan estate planning professionals in St. Joseph, Michigan

Jennings Law Office PC is a reputable legal institution located at 610 Ship Street in St. Joseph, Michigan, United States. Specializing in a wide range of legal services, the experienced team at Jennings Law Office PC is dedicated to providing top-notch representation and personalized solutions for their clients. With a focus on professionalism, integrity, and excellent client service, Jennings Law Office PC is committed to achieving the best possible outcomes for each case they handle. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, Jennings Law Office PC is here to help. Contact them today to schedule a consultation.

Davidson Law Firm, located at 211 Portage Avenue in Three Rivers, Michigan, is a reputable general practice law firm with a long-standing history in St. Joseph County. With roots dating back to 1900, Davidson Law Office, P.C. is dedicated to providing professional legal services to clients in the community. Specializing in various areas of law, the firm is committed to delivering exceptional representation and personalized attention to each client. Trust Davidson Law Firm for all your legal needs.

Levine & Levine Attorneys at Law is a highly respected law firm located at 136 East Michigan Avenue in Kalamazoo, Michigan, United States. We serve clients throughout Southwest Michigan, including Kalamazoo, Calhoun, St. Joseph, and Van Buren Counties. Our experienced attorneys specialize in criminal defense, estate planning, business law, real estate, and professional licensing defense. Founded in 1987, our firm has a reputation for providing creative, professional legal solutions to our clients. We are known for our compassionate and thoughtful representation, as well as our aggressive advocacy in the courtroom. Our Kalamazoo criminal defense attorneys have a high acquittal rate and a proven track record of success.

Meridian Title Corporation is a trusted insurance agency located at 800 Ship Street in St. Joseph, Michigan, United States. With a strong reputation for providing reliable and efficient title insurance services, Meridian Title Corporation is dedicated to protecting the interests of their clients in real estate transactions. Their experienced team of professionals ensures a smooth and secure closing process, giving clients peace of mind knowing their investments are safeguarded. Whether buying, selling, or refinancing a property, Meridian Title Corporation is the go-to institution for all your title insurance needs.

Lumpkins Private Wealth Management is a prestigious finance institution located at 500 Renaissance Drive in St. Joseph, Michigan, United States. With a focus on personalized financial planning and wealth management services, Lumpkins Private Wealth Management offers tailored solutions to help clients achieve their financial goals. Our team of experienced professionals provides expert guidance and support to help clients navigate the complexities of the financial world and secure their financial future. Trust Lumpkins Private Wealth Management to provide top-notch financial services and personalized attention to meet your unique needs.

Kinney Wealth Advisory Group is a finance institution located at 4035 Hollywood Road in St. Joseph, Michigan, United States. As a member of Stifel, Nicolaus & Company, Incorporated, they offer a range of investment services to help clients achieve their financial goals. With a focus on personalized wealth management, Kinney Wealth Advisory Group helps clients navigate the complexities of investing while managing risks. Investors can trust in the expertise and professionalism of this institution to provide sound financial advice and guidance. It is important to note that investing always carries risks, including the potential loss of invested funds. Clients are encouraged to check the background of their investment professional to ensure they are working with a reputable and qualified advisor.

Edward Jones - Financial Advisor: Karla K McLean is a trusted financial institution located at 2525 Niles Avenue in St. Joseph, Michigan. As a dedicated financial advisor, Karla K McLean provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones is committed to helping individuals and families secure their financial future. Contact Karla K McLean today to start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: David W McNabb, CFP® is a reputable finance institution located at 809 Lester Avenue in St. Joseph, Michigan, United States. As a Certified Financial Planner®, David W McNabb offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Edward Jones provides a range of financial services to individuals, families, and businesses. Trust Edward Jones - Financial Advisor: David W McNabb, CFP® for sound financial guidance and reliable investment solutions.

Gina Van Baren - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2603 Niles Avenue, St. Joseph, Michigan, United States. Gina Van Baren 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications reflect Gina Van Baren's expertise in asset management, investment strategies, estate planning, retirement planning, financial planning for domestic partners, and more. The institution provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Gina Van Baren is committed to upholding a code of ethics and providing clients with expert advice on a wide range of financial matters.

Baird Private Wealth Management is a leading finance institution located at 2900 South State Street in St. Joseph, Michigan, United States. With a focus on personalized wealth management solutions, Baird offers a range of services including investment management, financial planning, retirement planning, and estate planning. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Baird Private Wealth Management is committed to providing top-notch customer service and expert financial advice to individuals and families looking to grow and protect their wealth.

Confer Financial Services is a reputable finance institution located at 505 Pleasant Street in St. Joseph, Michigan, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, they are dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Confer Financial Services provides personalized solutions and expert advice to ensure their clients' financial success. Visit them today to learn more about their comprehensive financial services offerings.

Scott Silcox - Thrivent is a finance institution located at 715 Market Street in St. Joseph, Michigan, United States. Licensing information can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on professional designations and requirements, visit their website at https://www.thrivent.com/designations.

Honor Investment Services, located at 2712 Niles Avenue in St. Joseph, Michigan, is a finance institution dedicated to helping clients create personalized wealth management plans to achieve their financial goals. Our team of professionals offers a wide range of services, products, and strategies to assist you on your financial journey. We provide personalized guidance and access to online financial resources to help you make informed decisions. Our team believes in a teamwork approach that adds a broader perspective to our services, ultimately benefiting our clients. We serve various areas in Michigan, including Allegan, Kalamazoo, Paw Paw, Benton Harbor, Niles, and more. Our goal is to help you navigate your financial future with confidence.

Wendy Mitchell - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 505 Pleasant Street, St. Joseph, Michigan, United States. Wendy Mitchell holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. This extensive list of certifications showcases Wendy Mitchell's expertise in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. The institution offers a wide range of services including asset management, estate planning, investment strategies, retirement planning, and insurance products. Wendy Mitchell is dedicated to upholding a high standard of ethics and professionalism in her practice, ensuring that clients receive expert guidance tailored to their unique financial goals and needs.

Matthew Mast - Thrivent is a finance institution located at 715 Market Street in St. Joseph, Michigan, United States. They are licensed in multiple states including CO, FL, IN, KY, MI, MN, MO, NE, OK, SC, and TX. Thrivent offers financial advice and guidance through their Financial Planning Framework, and clients can choose to further their planning engagement with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and they offer insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Their financial advisors are credentialed to provide investment advisory services, and more information about their advisors can be found on their website or through FINRA's Broker Check. For information on professional designations and requirements, visit their website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for these matters.

Honor Investment Services, located at 2340 East Centre Avenue in Portage, Michigan, is a finance institution dedicated to helping clients create personalized wealth management plans to achieve their financial goals. Our team of professionals offers a wide range of services, products, and strategies to meet your needs. We believe in a teamwork approach that provides a broader perspective and increased benefits to our clients. Our team serves various areas in Michigan, including Allegan, Allendale, Coldwater, Kalamazoo, Paw Paw, Plainwell, Portage, and more. We also cater to clients in Baroda, Benton Harbor, Niles, South Haven, St. Joseph, and other surrounding areas.

CooperBoettger PLLC is a reputable accounting and finance institution located at 2920 Division Street in St. Joseph, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or business consulting, CooperBoettger PLLC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Welcome to TCJ Construction LLC, your trusted general contractor located in the heart of St. Joseph, Michigan. Situated at 4686 Lauren Lane, we proudly serve the local community and surrounding areas with top-notch construction services tailored to meet your needs. Whether you're planning a residential renovation, a commercial build-out, or a custom construction project, our team of skilled professionals is dedicated to delivering exceptional quality and craftsmanship. At TCJ Construction LLC, we prioritize customer satisfaction, ensuring that every project is completed on time and within budget. Explore our comprehensive range of services and discover how we can bring your vision to life with precision and expertise. Contact us today to discuss your next project and experience the difference with TCJ Construction LLC.

Welcome to The Heaps Team - Realty Executives Instant Equity, your trusted real estate agency located in the heart of St. Joseph, Michigan. Situated at 815 Main Street, we specialize in helping clients navigate the dynamic real estate market with ease and confidence. Our dedicated team of experienced professionals is committed to providing exceptional service, whether you are buying, selling, or investing in property. At The Heaps Team, we understand that real estate transactions are significant milestones in our clients' lives. That's why we offer personalized, comprehensive solutions tailored to meet your unique needs. Our deep knowledge of the local market, combined with our innovative approach and commitment to integrity, ensures that you receive the best possible outcome in every deal.

Welcome to The Petzke Team at RE/MAX by the Lake, your trusted real estate agency located in the heart of St. Joseph, Michigan. Situated at 805 Van Brunt Avenue, we proudly serve the vibrant community of St. Joseph and its surrounding areas. Our dedicated team of experienced real estate professionals is committed to providing personalized service and expert guidance to help you navigate the local real estate market with ease. Whether you are buying, selling, or investing in property, The Petzke Team is here to ensure your real estate journey is smooth and successful. We offer a comprehensive range of services tailored to meet your unique needs, from detailed market analysis and strategic marketing plans to expert negotiation and seamless transaction management.

Welcome to Fred Malawski Realtor®, your trusted real estate partner located in the heart of St. Joseph, Michigan. Situated at 2724 Niles Avenue, Fred Malawski Realtor® is dedicated to providing exceptional real estate services to clients in St. Joseph and surrounding areas. With a deep understanding of the local market and a commitment to personalized service, Fred Malawski works tirelessly to help you buy, sell, or invest in properties that align with your goals. Whether you are a first-time homebuyer, looking to upgrade, or planning to sell your property, Fred Malawski offers expert guidance and support at every step of the process. Known for his integrity, professionalism, and attention to detail, Fred ensures that your real estate journey is smooth and successful.

Welcome to John Bare - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 505 Pleasant Street, St. Joseph, Michigan. Our mission is to provide personalized financial advice to help you achieve your financial goals. John Bare is committed to guiding you through every stage of your financial journey, offering expertise in a wide range of financial services. As a dedicated professional, John holds numerous prestigious certifications that underscore his commitment to excellence and ethical standards in financial advising. These include the AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), and AEP® (Accredited Estate Planner®), among others. Each of these certifications equips John with the knowledge and skills necessary to address diverse financial needs, from asset management and retirement planning to estate planning and investment strategies.

Welcome to Jason Topp - Private Wealth Advisor at Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial planning and wealth management located in the heart of St. Joseph, Michigan. Situated at 2603 Niles Avenue, our firm is dedicated to providing personalized financial advice tailored to meet the unique needs of each client. With a strong commitment to ethical practices and continued professional development, Jason Topp holds multiple prestigious designations, including AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), AEP® (Accredited Estate Planner®), AIF® (Accredited Investment Fiduciary®), APMA™ (Accredited Portfolio Management Advisor™), and many more. Each certification represents a deep understanding of complex financial concepts and a dedication to helping clients achieve their financial goals through strategic planning and informed decision-making.

Welcome to Wells Fargo Advisors, your trusted partner in financial planning and investment management, conveniently located at 500 Momany Drive, St. Joseph, Michigan. As a leading financial services firm, we are committed to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team of experienced advisors provides a comprehensive range of services, including investment advisory, retirement planning, wealth management, and more. Whether you're planning for retirement, saving for a child's education, or looking to grow your wealth, we are here to guide you every step of the way.

Welcome to Huntington Private Bank, located at 720 Pleasant Street, St. Joseph, Michigan. As a premier financial institution, we are committed to providing a comprehensive suite of wealth and financial services tailored to meet your unique needs. Our expert team of Private Bankers delivers premium banking solutions, while our Wealth and Investment Management professionals offer trust and estate administration, along with portfolio management services. Huntington Private Bank is a distinguished part of The Huntington National Bank, supported by licensed investment representatives from The Huntington Investment Company. We are proud to offer securities and investment advisory services, ensuring that your financial future is in capable hands. Our affiliation with Huntington Financial Advisors allows us to provide a broad range of securities and insurance products through our registered broker-dealer and investment advisor, complying with all regulatory standards set by FINRA and the SEC.