TOP 30 Michigan financial goals in Niles, Michigan

41 results found

Korhorn Financial Group, Inc. is a reputable accounting, finance, and insurance agency located at 2028 South 11th Street in Niles, Michigan, United States. With a dedicated team of professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax planning, investment management, or insurance coverage, Korhorn Financial Group, Inc. offers personalized solutions to meet your specific needs. Trustworthy and reliable, they are committed to helping you achieve your financial goals.

Honor Credit Union in Niles, located at 1010 Moore Drive, offers a full-service banking experience for its members. Operating on Monday, Tuesday, and Thursday from 9:00 AM to 5:00 PM, the institution provides a range of financial solutions including auto, home, and personal loans, as well as various deposit options such as savings accounts, money markets, and certificates of deposit. Conveniently situated along South 11th Street, near U.S. 31, the Niles Member Center is easily accessible. Members can utilize the free coin counter machine at this location and also benefit from Video Teller machines for face-to-face service with Virtual Member Specialists.

Edward Jones - Financial Advisor: Becky Young is a trusted financial institution located at 3012 Niles Road in St. Joseph, Michigan, United States. As a dedicated financial advisor, Becky Young provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Becky Young is committed to helping clients make informed decisions about their investments, retirement planning, and overall financial well-being. Whether you are looking to grow your wealth, save for the future, or plan for retirement, Edward Jones - Financial Advisor: Becky Young is here to help you every step of the way.

Jenna Mitchell Everett is a Financial Advisor at Ameriprise Financial Services, LLC located at 2603 Niles Avenue, St. Joseph, Michigan, United States. Jenna Mitchell Everett holds several 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®. Jenna Mitchell Everett specializes in providing comprehensive financial planning services to individuals and businesses, with a focus on asset management, retirement planning, estate planning, and investment strategies. With a commitment to ethical practices and ongoing education, Jenna Mitchell Everett is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Jenna Mitchell Everett at Ameriprise Financial Services, LLC for expert financial advice and personalized service.

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.

Ameriprise Financial, located at 2603 Niles Avenue in St. Joseph, Michigan, is a finance institution that offers personalized financial planning services. Each Ameriprise advisor has their own "Top areas of focus," allowing clients to find an advisor that aligns best with their financial goals. Clients can review the backgrounds, credentials, and experience of the advisors before filling out a "Request consultation" form to connect with their desired advisor. The advisor will then reach out to schedule a complimentary initial consultation to discuss and create a customized financial plan.

Jim Everett, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2603 Niles Avenue in St. Joseph, Michigan, offers a range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jim Everett is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment opportunities. Whether you are looking for assistance with portfolio management, insurance products, or retirement income planning, Jim Everett has the knowledge and experience to help you achieve your financial goals. Contact Jim Everett at Ameriprise Financial Services, LLC for personalized financial guidance tailored to your individual needs.

Edward Jones - Financial Advisor: Brian Campbell is a trusted finance institution located at 2525 Niles Avenue in St. Joseph, Michigan, United States. Brian Campbell is a highly experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to invest for the future, Brian Campbell can provide personalized financial advice and guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Brian Campbell is committed to helping you secure your financial future.

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.

Edward Jones - Financial Advisor: Becky Brown, CFP®|AAMS™|CRPC™ is a trusted financial institution located at 213 East Main Street in Niles, Michigan, United States. Becky Brown, a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Becky Brown and the team at Edward Jones are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Edward Jones - Financial Advisor: Becky Brown, CFP®|AAMS™|CRPC™ is committed to helping you secure a brighter financial future.

Woods Financial Services, LLC is a reputable finance institution located at 1521 Orchard Lane in Niles, Michigan, United States. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Woods Financial Services, LLC is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Jose A Ontiveros, CEPA® is a trusted financial institution located at 2726 South 11th Street in Niles, Michigan, United States. Specializing in finance, they offer personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on integrity and professionalism, Jose A Ontiveros, CEPA® provides expert guidance and support to individuals and families looking to secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

LPL Financial is a reputable finance institution located at 10 North 3rd Street in Niles, Michigan, United States. They offer a wide range of financial services including investment advice, retirement planning, and wealth management. With a team of experienced financial advisors, LPL Financial is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, LPL Financial is committed to providing personalized and professional financial guidance to meet your needs.

Edward Jones - Financial Advisor: Shane R Shidler, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 2726 South 11th Street in Niles, Michigan, United States. Specializing in providing comprehensive financial planning services, Shane R Shidler holds prestigious certifications including Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™). With a strong commitment to helping clients achieve their financial goals, Edward Jones - Financial Advisor: Shane R Shidler is dedicated to providing personalized and professional financial advice.

Edward Jones - Financial Advisor: Gregory A Surber, AAMS™ is a trusted financial institution located at 2010 South 11th Street in Niles, Michigan, United States. As a certified Accredited Asset Management Specialist, Gregory A Surber offers personalized financial advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides a wide range of financial services including retirement planning, investment management, and insurance solutions. Contact Gregory A Surber today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Jennifer R Salmon, CFP®|AAMS™ is a reputable finance institution located at 719 East Main Street in Niles, Michigan, United States. With a focus on providing personalized financial planning services, Jennifer R Salmon, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

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 MidCoast Wealth Advisors - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning. Conveniently located at 2603 Niles Avenue, St. Joseph, Michigan, we are committed to helping you achieve your financial goals with personalized advice and comprehensive planning strategies. At MidCoast Wealth Advisors, we understand that each client's financial journey is unique. Our initial consultation provides an insightful overview of financial planning concepts tailored to your needs. While this session does not include written analysis or recommendations, it sets the foundation for a collaborative relationship focused on what matters most to you.

Paul Barrett - State Farm Insurance Agent is an insurance agency located at 224 Front Street in Niles, Michigan, United States. With a focus on helping customers save money, Paul Barrett offers customized coverage plans to protect what matters most, whether it's family, belongings, or finances. From safe driving rewards to bundling options and discounts, customers can create a solution tailored to their needs. Specializing in auto insurance, State Farm offers a range of coverage options for vehicles, including collision, comprehensive, rental, and rideshare insurance. Customers can also benefit from discounts by combining auto and home policies. Paul Barrett can assist customers in Niles, MI with their Personal Price Plan for auto insurance.

Modern Woodmen of America is a finance and insurance agency located at 3130 South 11th Street in Niles, Michigan, United States. Since 1883, Modern Woodmen has been bringing people together, supporting families, and strengthening communities. As a financial representative, you can make a positive impact for your family and community by accessing a portfolio of high-quality financial products to meet your needs at all stages of life. Members of Modern Woodmen have access to fraternal member programs and can make payments, update information, and access resources online. The organization is committed to helping real people like you achieve their financial goals and protect their families. With a focus on relationships, not just sales, Modern Woodmen is dedicated to making a positive impact on individuals and communities. Contact a Modern Woodmen representative in your community to explore how shared values can work for you.

Circle Federal Credit Union is a trusted financial institution located at 507 East Main Street in Niles, Michigan. As a credit union, we are dedicated to providing exceptional banking and financial services to our members. With a focus on personalized service and competitive rates, we strive to help our members achieve their financial goals. Whether you need a savings account, loan, or financial advice, our team of experts is here to assist you every step of the way. Visit us today and experience the difference of banking with Circle Federal Credit Union.

1st Source Bank is a trusted financial institution located at 720 South 11th Street in Niles, Michigan, United States. As a full-service bank, 1st Source offers a wide range of banking and financial services to meet the needs of individuals and businesses. Whether you need to open a checking or savings account, apply for a loan, or access their convenient ATMs, 1st Source Bank is dedicated to providing exceptional customer service and helping you achieve your financial goals.

Honor Credit Union - St. Joseph, located at 2712 Niles Avenue in St. Joseph, Michigan, offers a full-service banking experience for its members. The institution provides a range of financial solutions, including auto, home, and personal loans, as well as two free checking account options. Members can also take advantage of deposit solutions such as savings accounts, high-interest money markets, and certificates of deposit. Conveniently situated near St. Joseph High School and Lake Michigan, the modern member center features Video Teller machines that allow for face-to-face service through video technology. Members can use the coin counter machine service for free at this location. Outside of regular business hours, transactions can still be performed at a Video Teller, offering live assistance or standard ATM services.

Check `n Go is a financial institution located at 2080 Niles Road in St. Joseph, Michigan. Specializing in providing convenient and reliable financial services, Check `n Go offers a variety of financial solutions including payday loans, installment loans, and check cashing services. With a commitment to helping individuals manage their finances effectively, Check `n Go is a trusted resource for those in need of short-term financial assistance. Visit us today to learn more about how we can help you achieve your financial goals.

Quality Tax Service is a reputable institution specializing in accounting and finance services. Located at 1935 South 11th Street in Niles, Michigan, United States, our team of experts is dedicated to providing top-notch tax services for individuals and businesses. With a focus on accuracy, professionalism, and personalized attention, we strive to help our clients navigate the complex world of taxes with ease. Whether you need assistance with tax preparation, planning, or IRS representation, Quality Tax Service is here to help you achieve your financial goals. Trust us to deliver quality service that exceeds your expectations.

Dana F Cole & Co LLP is a reputable accounting and finance institution located at 325 Woodruff Street in Niles, Michigan, United States. Our firm is dedicated to providing timely and accurate financial information to our clients, offering a full range of cost-effective accounting services. We believe that proper planning is crucial for business growth and continuity, and our experienced staff can assist you in reaching your financial goals. At Dana F Cole & Co LLP, we specialize in providing financial statements at all three levels of reporting: audit, review, and compilation. Whether you are an individual, corporation, LLC, or partnership, we can develop tax strategies tailored to new tax laws and legislation. With offices in various communities and trade areas throughout the Midwest, we are able to truly understand your challenges and provide efficient and effective service.

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.

Scarpone James F is a finance institution located at 21 North 2nd Street in Niles, Michigan, United States. With a strong reputation for providing expert financial services, Scarpone James F offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Scarpone James F are here to help. Visit us today to see how we can help you achieve your financial goals.

Flagstar Bank is a reputable financial institution located at 2829 Niles Avenue in St. Joseph, Michigan, United States. As a full-service bank, Flagstar offers a wide range of banking and financial services, including checking and savings accounts, loans, mortgages, and investment options. With a focus on personalized customer service and innovative financial solutions, Flagstar Bank is committed to helping individuals and businesses achieve their financial goals. Additionally, Flagstar Bank provides convenient ATM services for easy access to cash and account management. Visit Flagstar Bank today to experience top-notch banking services in the heart of St. Joseph.

Old National Bank, located at 1903 South 11th Street in Niles, Michigan, is a trusted institution offering a range of financial services including ATM access, banking, and finance options. Start your financial journey with us and discover the savings tools to help you achieve your goals. Whether you're looking for a personal loan, debt consolidation, or auto refinance, our team is here to assist you every step of the way. Please note that by visiting our website, you may be redirected to a third-party site and can choose to opt-out of the sale of your personal information at any time. For more information on managing your privacy choices, please review our California Consumer Privacy Disclosures on our Privacy information page. Choose Old National Bank for all your financial needs and secure your future today.