Personal tax advisor in Kalamazoo, Michigan

HFG Financial Group LLC is a reputable financial services firm located at 5659 West Michigan Avenue in Kalamazoo, Michigan. Established in 1987, our institution is dedicated to building and maintaining trusted financial relationships with our clients. Our services include financial planning, wealth management, education planning, and life insurance services. Please note that Kelly Ann Durlach, Lorilee Russell, and Kathie Smith are not registered or affiliated with Osaic Wealth, Inc. Investing involves risk, and past performance is not indicative of future results. Contact us for personalized advice tailored to your individual situation.

The Wiser Financial Group, located at 6100 Stadium Drive in Kalamazoo, Michigan, is one of the largest Independent Financial Advising Firms in the area with decades of experience. Our team is dedicated to earning the trust of our community by providing personalized financial solutions tailored to each client's specific goals. As an extension of your family, our advisors offer the highest level of care to help you achieve your financial objectives, maximize investments, and plan for the future. When you partner with the Wiser Financial Group, you will work closely with one advisor while benefiting from the collective knowledge and experience of our entire team. We stay informed on the latest financial news to ensure that our clients receive the most current advice.

Daus Financial Group is a boutique financial planning firm located at 487 South Drake Road in Kalamazoo, Michigan. Our mission is to provide our clients with the financial clarity and confidence they need to live their best lives. We work closely with successful individuals and families who are looking for a partner to help them navigate their financial journey and make smart decisions for their future. Our team at Daus Financial Group is dedicated to providing thoughtful financial guidance and personal service to each of our clients. We act as your financial quarterback, collaborating with other experts and professionals as needed to ensure you have a comprehensive financial plan in place.

Callaghan Public Accounting, Inc. is a reputable accounting and finance institution located at 1909 West Main Street in Kalamazoo, Michigan, United States. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses in the area. From tax preparation to financial planning, Callaghan Public Accounting, Inc. is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.

Vision Financial Advisory PC is a leading finance institution located in the heart of Kalamazoo, Michigan. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic planning. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, our experts are here to provide you with the guidance and support you need. Visit us at 251 North Rose Street to learn more about how Vision Financial Advisory PC can help you secure a brighter financial future.

Baird Private Wealth Management is a leading finance institution located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, United States. With a focus on personalized financial solutions, Baird offers a wide range of wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Baird's team of experienced advisors are dedicated to providing top-notch service and expertise to their clients. Visit Baird Private Wealth Management today to see how they can help you secure your financial future.

Jacobs Financial Services is a finance institution located at 4000 Portage Street, Kalamazoo, Michigan, United States. We specialize in providing effective retirement strategies for our clients, their families, and our community. Our personalized approach builds trust and confidence with each client, guiding them every step of the way towards financial peace in retirement. Our most rewarding moments come from hearing the success stories of our clients as they celebrate milestones and live out their dreams during their golden years. At Jacobs Financial Services, we believe in giving our clients the retirement they deserve. Our promise is to be by your side throughout your journey towards a stress-free retirement. We offer personalized income strategies designed to address the retirement crisis in America, ensuring that your money is safe regardless of market fluctuations. By reading our founder Tom Jacobs' book, "Retirement Domination: Play to Win With Your Retirement," you can learn how to dominate your post-work years and live out your dreams.

Lori Bagwell - Raymond James is a reputable finance institution located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, United States. With a strong focus on providing personalized financial services, Lori Bagwell - Raymond James offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at Lori Bagwell - Raymond James is dedicated to helping you navigate the complexities of the financial world. Trustworthy, reliable, and committed to excellence, Lori Bagwell - Raymond James is your partner in financial success.

Southwest Michigan Financial, LLC is a fiduciary institution located in Kalamazoo, Michigan, offering retirement planning services to clients in the Southwest Michigan area. Our team of financial educators and advisors believe in creating customized retirement investment and income plans for each client, rather than using a one-size-fits-all approach. We focus on educating clients on proper retirement planning and the importance of reliable income for life. Our philosophy, "Losses Hurt You More than Gains Help You™", drives our investment strategies to protect and grow our client's assets. In addition to offering personalized financial planning services, we provide free Retirement 101 classes at various universities and colleges in Southwest Michigan. Attendees of these classes receive a complimentary, in-depth retirement financial plan. Our hands-on approach to retirement financial planning includes live webinars and classes at local educational institutions.

The Connable Office Inc, located at 136 East Michigan Avenue in Kalamazoo, Michigan, is a finance institution dedicated to protecting and preserving family legacies through holistic planning and wealth management. With over 125 years of experience, The Connable Office serves client families by offering personalized services that encompass investment management, personal advisory, and fiduciary services. The institution prioritizes deep, personal relationships with clients and maintains the highest levels of confidentiality and trust. By taking a comprehensive approach to wealth management, The Connable Office ensures that each client family's needs are met with unparalleled service. Serving a limited number of client families in the United States and abroad, The Connable Office is committed to carrying forward family legacies across generations.

Fifth Third Securities - Christopher Merrill is a finance institution located at 5653 Gull Road in Kalamazoo, Michigan, United States. With a focus on providing expert financial services, Christopher Merrill and his team at Fifth Third Securities offer personalized investment strategies and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Fifth Third Securities - Christopher Merrill is dedicated to providing top-notch financial advice and support.

Anita Ritter Financial is a reputable finance institution located at 2632 South 11th Street in Kalamazoo, Michigan, United States. Specializing in financial services, Anita Ritter Financial offers expert advice and assistance to individuals and businesses seeking to manage their finances effectively. With a team of experienced professionals, clients can trust Anita Ritter Financial to provide personalized solutions tailored to their specific needs and goals. Whether you are looking to invest, save for the future, or plan for retirement, Anita Ritter Financial is committed to helping you achieve financial success.

Mark Sandmeyer - Morgan Stanley is a renowned finance institution located at 277 South Rose Street in Kalamazoo, Michigan, United States. With a strong reputation for providing top-notch financial services, Mark Sandmeyer - Morgan Stanley offers a wide range of investment and wealth management solutions to meet the diverse needs of its clients. The team of experienced professionals at this institution is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Mark Sandmeyer - Morgan Stanley is committed to providing you with the guidance and support you need to succeed in the world of finance.

Robert W. Baird & Co is a renowned finance institution located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, United States. With a strong reputation for providing top-notch financial services, Baird & Co offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and navigate the complexities of the market. Whether you are looking for investment advice, retirement planning, or asset management, Robert W. Baird & Co is committed to delivering personalized and professional services to meet your needs.

Integrated Financial Planning -- Ross Pollard is a renowned finance institution located at 251 North Rose Street in Kalamazoo, Michigan, United States. With a focus on providing comprehensive financial planning services, Ross Pollard and his team offer personalized solutions to help individuals and businesses achieve their financial goals. From retirement planning to investment management, their expertise and dedication ensure that clients receive the guidance and support they need to secure their financial future. Trust Integrated Financial Planning -- Ross Pollard to help you navigate the complexities of the financial world with confidence and peace of mind.

Mark A Weathers PC is a reputable accounting and finance institution located at 3027 Portage Street in Kalamazoo, Michigan. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or business consulting, Mark A Weathers PC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.

Brigitte Romanelli - Morgan Stanley is a finance institution located at 277 South Rose Street in Kalamazoo, Michigan, United States. Our team of experienced professionals provides a wide range of financial services, including investment management, wealth planning, and retirement solutions. With a focus on personalized service and strategic guidance, we help our clients navigate the complexities of the financial world to achieve their goals and secure their financial future. Contact us today to learn more about how we can assist you in reaching your financial objectives.

H&R Block is a reputable accounting and finance institution located at 3855 Gull Road in Kalamazoo, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals.

H&R Block is a trusted accounting and finance institution located at 5460 Gull Road in Kalamazoo, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of the financial world with ease and confidence. Visit us today to experience our top-notch services and personalized financial solutions.

Christopher J Bair CPA pllc is a trusted accounting and finance institution located at 5955 West Main Street in Kalamazoo, Michigan. With over 10 years of experience in management and tax services, Christopher J Bair is both a Certified Public Accountant and an IRS Enrolled Agent, ensuring reliable business services and individual financial planning. The firm offers a wide range of services including rental property management, business consulting, estate taxation and planning, and more. With a focus on building lasting relationships with clients, Bair CPA aims to be the premier resource in Michigan for financial planning and advising by 2027. Clients can expect personalized attention and a comprehensive view of their financial landscape, ensuring sound decision-making and long-term success.

H&R Block is a renowned accounting and finance institution located at 4416 South Westnedge Avenue in Kalamazoo, Michigan. With a reputation for providing expert tax preparation services, financial advice, and guidance to individuals and businesses, H&R Block is a trusted partner in managing financial matters. Their team of experienced professionals are dedicated to helping clients navigate complex tax laws and regulations, ensuring maximum refunds and financial security. Whether you are looking for assistance with tax filing, financial planning, or accounting services, H&R Block is committed to providing personalized solutions to meet your needs.

Sterling and Stein Financial Services LLC is a reputable accounting and finance institution located at 2031 Rambling Road in Kalamazoo, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Their commitment to excellence and personalized approach make them a trusted partner in helping clients achieve their financial goals.