Personal wealth management in Kalamazoo, Michigan

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.

Shawn Craft, PC is a reputable accounting and finance institution located at 1403 South Burdick 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 bookkeeping, Shawn Craft, 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 financial management.

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.

Fifth Third Preferred - Jacob Mysliwiec is a finance institution located at 6210 Kalamazoo Avenue Southeast in Kentwood, Michigan, United States. As a preferred banking institution, we offer personalized financial services tailored to meet the unique needs of our clients. Our experienced team, led by Jacob Mysliwiec, is dedicated to providing top-notch customer service and expert financial advice. Whether you are looking to invest, save, or plan for the future, Fifth Third Preferred - Jacob Mysliwiec is here to help you achieve your financial goals.

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.

Edward Jones - Financial Advisor: Brice Banfield, AAMS™ is a reputable finance institution located at 5787 Stadium Drive in Kalamazoo, Michigan, United States. Brice Banfield, an Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families navigate the complexities of investing and planning for the future. Trust Brice Banfield and the team at Edward Jones to provide expert guidance and support for your financial needs.

Edward Jones - Financial Advisor: Jonathan M Vargo, CFP®|CIMA®|CRPC™ is a leading financial institution located in Kalamazoo, Michigan, United States. With a team of highly qualified professionals, including Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), and Chartered Retirement Planning Counselor (CRPC™), Edward Jones provides expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your specific needs. Visit us at 4798 Campus Drive to learn more about how we can help you secure a more financially stable future.

Edward Jones - Financial Advisor: Matt McDonald is a reputable finance institution located at 3005 Oakland Drive in Kalamazoo, Michigan, United States. As a trusted financial advisor, Matt McDonald provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matt McDonald is dedicated to helping individuals and families secure their financial future. Contact Matt McDonald today to schedule a consultation and start planning for a brighter financial tomorrow.

Edward Jones - Financial Advisor: Andrew J Brasosky is a reputable financial institution located at 4798 Campus Drive in Kalamazoo, Michigan, United States. As a trusted advisor, Andrew J Brasosky provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Andrew J Brasosky is dedicated to helping clients navigate the complexities of the financial world and secure their financial future. Whether you are planning for retirement, saving for your child's education, or investing for the future, Andrew J Brasosky is committed to providing expert guidance and support every step of the way.

Raymond James Financial Services is a reputable finance institution located at 3503 Greenleaf Boulevard in Kalamazoo, Michigan, United States. Specializing in a wide range of financial services, they offer expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Raymond James Financial Services is committed to providing top-notch customer service and helping clients make informed decisions about their investments and financial planning. Whether you are looking for retirement planning, wealth management, or investment guidance, Raymond James Financial Services is dedicated to helping you secure a stable financial future.

Jason Reed - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5991 Venture Park Drive, Kalamazoo, Michigan, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, investment strategies, and more. The institution aims to provide expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

St. Michael Financial is a trusted financial institution located at 2632 South 11th Street in Kalamazoo, Michigan, United States. Our dedicated team of professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, we are here to provide personalized solutions tailored to your needs. With a commitment to excellence and integrity, St. Michael Financial is your partner in financial success.

Edward Jones - Financial Advisor: Tom Schripsema, AAMS™ is a reputable finance institution located at 8109 Vineyard Parkway in Kalamazoo, Michigan, United States. Specializing in providing personalized financial advice and services, Tom Schripsema, AAMS™ is committed to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Tom Schripsema, AAMS™ and the team at Edward Jones are dedicated to helping you make informed decisions and achieve financial success.

James Novaria is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1080 10th Street North, Kalamazoo, Michigan, United States. James Novaria 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®. These certifications demonstrate James Novaria's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethical practices and continuous education, James Novaria is dedicated to providing personalized and comprehensive financial advice to clients.

Ryan Daus, Principal & Founder of Daus Financial Group, LLC, is a reputable finance and insurance agency located at 487 South Drake Road in Kalamazoo, Michigan, United States. With years of experience and expertise in the industry, Ryan Daus and his team provide personalized financial planning and insurance solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Daus Financial Group is dedicated to providing top-notch services tailored to meet your unique needs. Contact Ryan Daus today to schedule a consultation and take the first step towards financial security and success.

Edward Jones - Financial Advisor: Barbara M Hammond is a renowned financial institution located at 4798 Campus Drive in Kalamazoo, Michigan, United States. Specializing in finance, this institution offers personalized financial advice and services to help clients achieve their financial goals. With Barbara M Hammond at the helm, clients can expect expert guidance and tailored solutions to navigate the complex world of investments, retirement planning, and wealth management. Trust Edward Jones - Financial Advisor: Barbara M Hammond to provide top-notch financial services with a personal touch.

Edward Jones - Financial Advisor: Dan Coleman is a trusted financial institution located at 6860 Stadium Drive in Kalamazoo, Michigan. As a finance institution, they provide expert financial advice and services to help individuals and families achieve their financial goals. With a focus on personalized service and tailored financial solutions, Dan Coleman and his team are dedicated to helping clients navigate the complexities of investing, retirement planning, and wealth management. Whether you are just starting to build your financial portfolio or looking to grow your investments, Edward Jones - Financial Advisor: Dan Coleman is committed to helping you secure a stable financial future.

Edward Jones - Financial Advisor: James M Reslock is a reputable finance institution located at 4798 Campus Drive in Kalamazoo, Michigan, United States. James M Reslock is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones is committed to providing top-notch guidance and support to individuals looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, James M Reslock and the team at Edward Jones are here to help you every step of the way.

Investment Plus is a leading finance and insurance agency located at 2555 South 11th Street in Kalamazoo, Michigan, United States. Our team of experienced professionals is dedicated to helping individuals and businesses make informed investment decisions and protect their assets through comprehensive insurance coverage. Whether you are looking to grow your wealth through strategic investments or safeguard your financial future with the right insurance policies, Investment Plus is here to provide personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards securing your financial well-being.

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.

Verlin Financial is a reputable finance institution located at 2632 South 11th Street in Kalamazoo, Michigan, United States. With a team of experienced professionals, Verlin Financial offers a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are an individual looking to grow your savings or a business in need of financial guidance, Verlin Financial is dedicated to providing personalized solutions to help you achieve your financial goals. Trust Verlin Financial to provide expert advice and exceptional service to help you secure a stable financial future.

Nick Yetter - Financial Advisor, Ameriprise Financial Services, LLC, located at 1080 10th Street North, Kalamazoo, Michigan, United States, offers a wide range of financial services to individuals and businesses. Nick Yetter holds various certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a strong focus on ethical practices and continuing education, Nick Yetter is dedicated to providing personalized and comprehensive financial advice to his clients. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Nick Yetter is equipped to help you achieve your financial goals.

Ameriprise Financial is a leading financial institution located at 1090 10th Street North in Kalamazoo, Michigan, United States. Specializing in providing comprehensive financial planning services, investment management, and retirement planning, Ameriprise Financial is dedicated to helping individuals and families achieve their financial goals. With a team of experienced financial advisors, Ameriprise Financial offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Ameriprise Financial is committed to helping you secure a sound financial future.

Stryker Financial Services is a leading finance institution located at 4664 Campus Drive in Kalamazoo, Michigan, United States. We specialize in providing a wide range of financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and expert advice. Whether you need assistance with investments, retirement planning, or wealth management, Stryker Financial Services is here to help. Visit us today to learn more about how we can help you secure your financial future.

Raymond James & Associates is a finance institution located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, United States. With a strong reputation for providing personalized financial services, Raymond James & Associates offers a wide range of investment options and financial planning services to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and support to help clients make informed decisions about their finances. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Raymond James & Associates is committed to helping you navigate the complexities of the financial world with confidence.

Morgan Stanley Financial Advisors, located at 277 South Rose Street in Kalamazoo, Michigan, is a leading finance institution that offers expert financial advice and services to individuals and businesses. With a team of experienced and knowledgeable financial advisors, Morgan Stanley provides personalized solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Morgan Stanley Financial Advisors can provide the guidance and support you need to make informed decisions. Trust in Morgan Stanley to help you navigate the complexities of the financial world and secure your financial future.

Raymond James & Associates is a finance institution located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, United States. With a strong reputation for providing personalized financial services, Raymond James & Associates offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing expert advice and guidance to help clients make informed decisions about their finances. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Raymond James & Associates is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Kelly Odean, a financial advisor at Ameriprise Financial Services, LLC, located at 151 South Rose Street in Kalamazoo, Michigan, offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as life changes, Kelly helps clients track their financial goals and investments securely from any device. Schedule a complimentary initial consultation to discuss retirement planning, education savings, major purchases, and more. Kelly Odean is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results, but strives to help clients achieve their financial goals. Member FINRA and SIPC. Contact Kelly Odean for more information or to refer friends and family members for financial planning assistance.

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.

The Scampini Dunn Group at Morgan Stanley is a leading financial institution located in Kalamazoo, Michigan. With a focus on personalized wealth management and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, we provide tailored solutions to meet your needs. Visit us at 277 South Rose Street to learn more about how we can help you secure your financial future.