Retirement management in Portage, MI
42 results found
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Blodgett Wealth Management
● ClosedBlodgett Wealth Management is a leading finance institution located at 8051 Moorsbridge Road in Portage, Michigan, United States. With a team of experienced financial advisors, Blodgett Wealth Management offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Blodgett Wealth Management provides comprehensive financial solutions tailored to your unique needs. Trust in Blodgett Wealth Management to guide you towards a secure financial future.
8051 Moorsbridge Rd, Portage, MI 49024, United States -
Retirement Wealth Management Group
● OpenRetirement Wealth Management Group is a finance institution located at 7900 Kirkland Court, Portage, Michigan, United States. They offer securities and advisory services through LPL Financial, a registered investment advisor. The LPL Financial Registered Representatives associated with this site are only able to discuss and transact securities business with residents of certain states. Retirement Wealth Management Group is affiliated with Walters Wealth Advisors, DocSpot Financial, Alkhamis Financial Retirement Wealth Management, and LPL Financial, all of which are separate entities. Contact them at 269-978-0238 or toll-free at 866-451-3005 for more information.
7900 Kirkland Ct, Portage, MI 49024, United States -
Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management, located at 590 West Centre Avenue in Portage, Michigan, is a finance institution that offers a different approach to wealth management. They believe that there comes a point in life where the hardworking wealth-builder deserves to enjoy the fruits of their labor. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors aims to help clients protect and grow their wealth by overseeing and connecting all aspects of their financial life. Their team of talented wealth advisors in the Portage area, including Brent, Scott, Todd, Elizabeth, Nick, Josh, and Madeline, are dedicated to helping clients navigate the complexities of their financial journey. Whether it's tailoring retirement plans, planning for the unpredictable nature of life, or educating clients on financial literacy, the advisors at Mercer Advisors are committed to empowering clients to make informed decisions about their assets and future.
590 W Centre Ave, Portage, MI 49024, United States -
Credent Wealth Management - Kalamazoo Fee-Only Financial Planner
● ClosedCredent Wealth Management is a fee-only financial planning institution located in Kalamazoo, Michigan. Our dedicated team of financial planners is committed to helping clients achieve their financial goals through personalized and comprehensive financial planning services. We specialize in providing unbiased advice and guidance to individuals and families, offering a range of services including retirement planning, investment management, tax planning, and estate planning. Located at 721 West Centre Avenue in Portage, Michigan, Credent Wealth Management is dedicated to helping clients navigate their financial future with confidence and peace of mind.
721 W Centre Ave, Portage, MI 49024, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 750 Trade Centre Way in Portage, Michigan, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide financial strategies based on years of combined knowledge and expertise in wealth management. In addition to traditional investments and retirement income planning, Merrill Lynch Wealth Management offers access to Bank of America's estate planning services. The branch is dedicated to client service and satisfaction, working closely with clients to identify their personal and professional goals. Advisors use industry analysts and specialists to fully understand each client's financial situation and create strategies designed to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which it operates.
750 Trade Centre Way Suite 120, Portage, MI 49002, United States -
Cahill Wealth Management
● ClosedCahill Wealth Management is a reputable finance institution located at 5831 Oakland Drive in Portage, Michigan, United States. With a dedicated team of financial experts, Cahill Wealth Management offers personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Cahill Wealth Management provides comprehensive financial solutions tailored to your individual needs. Trust in Cahill Wealth Management to guide you towards a secure financial future.
5831 Oakland Dr, Portage, MI 49024, United States -
PPS & V Asset Management Consultants
● OpenPPS & V Asset Management Consultants is a leading financial institution located at 2750 Old Centre Road in Portage, Michigan, United States. With a team of experienced professionals, they offer a wide range of asset management services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, PPS & V Asset Management Consultants can provide personalized solutions to meet your needs. Their expertise and dedication to client satisfaction make them a trusted partner in financial planning and investment management. Contact them today to learn more about how they can help you secure your financial future.
2750 Old Centre Rd # 100, Portage, MI 49024, United States -
James Martinus - Heritage Wealth Management
● ClosedJames Martinus - Heritage Wealth Management is a finance institution located at 4166 56th Street Southwest, Portage, Michigan, United States. Specializing in retirement planning for individuals over the age of 50, we create simple and meaningful financial plans for our clients. Whether you are currently retired or approaching retirement, HWM can help you gain clarity around your financial life. Our services are available to individuals residing in the states of MI, CA, FL, IN, IA, MN, OH, SC, TX, and WI. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
4166 56th St SW STE B, Portage, MI 49002, United States -
Haverdink Financial Management
● ClosedHaverdink Financial Management is a reputable finance institution located at 440 West Centre Avenue in Portage, Michigan, United States. With a team of experienced financial advisors, we specialize in providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our dedicated team is here to provide expert guidance and support every step of the way. Trust Haverdink Financial Management to help you navigate the complexities of the financial world and secure a prosperous future.
440 W Centre Ave # 5, Portage, MI 49024, United States -
Jason Klein - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJason Klein is a Financial Advisor at Ameriprise Financial Services, LLC located at 7130 South Westnedge Avenue in Portage, Michigan, United States. Jason 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 Jason's expertise in asset management, estate planning, retirement planning, investment strategies, and various other financial services. As a Certified Military Financial Advisor®, Jason is also trained to serve veterans and active duty personnel. With a commitment to ethical practices and continuous education, Jason Klein is dedicated to providing comprehensive financial planning services to his clients.
7130 S Westnedge Ave, Portage, MI 49002, United States -
Bankers Life
● ClosedBankers Life, located at 950 Trade Centre Way in Portage, Michigan, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Humana, UnitedHealthcare®, and Wellcare. With the rising costs of healthcare and the need for long-term care becoming more prevalent, our team can help you navigate Medicare Advantage plans and plan for the future. We are currently recruiting agents, managers, and investment professionals who are passionate about helping others achieve financial security in retirement. Our award-winning training programs and flexible schedules make it easy to start a rewarding career with unlimited earning potential. Join us at Bankers Life and achieve more in your local branch office!
950 Trade Centre Way #325, Portage, MI 49002, United States -
Miller-Schuring Agency Inc
● ClosedMiller-Schuring Agency Inc is a leading insurance agency located at 9848 Portage Road in Portage, Michigan. With over 20 years of experience, we specialize in providing personalized professional insurance services for individuals and businesses across the Midwest and the Nation. As an independent agency, we offer a wide range of products and services to meet all your insurance and risk management needs. Whether you need personal insurance, commercial insurance, employee benefits, or retirement planning services, we have you covered. Our team is dedicated to building strong relationships with our clients and ensuring they have the coverage they need for peace of mind. Give us a call at 1-800-315-8740 or visit our website to learn more about how we can help protect what matters most to you.
9848 Portage Rd, Portage, MI 49002, United States -
Treyvanna Brown, Bankers Life Agent
● ClosedTreyvanna Brown, Bankers Life Agent in Portage, Michigan, offers a wide range of insurance options including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As an insurance sales representative, Treyvanna Brown can help you navigate the complexities of Medicare Advantage plans and assist you in finding the right coverage for your needs. With the rising costs of healthcare and the increasing importance of long-term care planning, Treyvanna Brown is here to help you prepare for the future and have important discussions with your loved ones. Visit our office at 950 Trade Centre Way in Portage, MI to start planning your next steps towards financial security and peace of mind.
950 Trade Centre Way Ste 325, Portage, MI 49002, United States -
Robert Gerren, Bankers Life Agent
● ClosedRobert Gerren is an Insurance Sales Representative located in Portage, Michigan. Our agency offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage is an all-in-one alternative to Original Medicare, offering similar coverage with the option for prescription drug coverage. Our plans include an annual maximum out of pocket limit, with some plans offering premiums as low as $0 per month. With the rising costs of healthcare, long-term care planning is essential. Let us help you start planning for the future and have important discussions with your loved ones. Visit us at 950 Trade Centre Way in Portage to learn more about how we can assist you in preparing for what lies ahead.
950 Trade Centre Way Ste 325, Portage, MI 49002, United States -
626 Financial
● Open626 Financial is a leading finance institution located at 7950 Moorsbridge Road in Portage, Michigan, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or simply need assistance with managing your finances, 626 Financial is here to help. Contact us today to learn more about how we can assist you with your financial needs.
7950 Moorsbridge Rd # 104, Portage, MI 49024, United States -
Arbor Financial Credit Union
● ClosedArbor Financial Credit Union, located at 2019 West Centre Avenue in Portage, Michigan, offers a range of financial services including banking, ATM access, and loans. With their mobile app and digital wallet, you can easily manage your money on the go and access over 30,000 surcharge-free ATMs. Whether you're looking for a home loan, mortgage, auto loan, or business loan, Arbor Financial is here to help. Their friendly team at 12 branches across Michigan can assist with opening accounts, applying for loans, and providing expert financial advice. Members aged 13-24 can benefit from the Volt Account, which combines savings and checking with special perks. Arbor Financial also offers low-rate auto loans, mortgage options, credit cards, and Certificate of Deposit accounts to help you achieve your financial goals. Federally insured by the NCUA, Arbor Financial Credit Union is committed to providing valuable financial products and guidance for individuals and businesses throughout Michigan. Visit one of their branches or access their services online or through their mobile app to start your journey towards financial growth and stability.
2019 W Centre Ave, Portage, MI 49024, United States -
Diversified Financial: Eric Arnold
● OpenDiversified Financial: Eric Arnold is a finance institution located at 5217 Lovers Lane in Portage, Michigan, United States. Specializing in a wide range of financial services, Eric Arnold and his team provide expert advice and personalized solutions to help clients achieve their financial goals. With a focus on diversification and risk management, they offer comprehensive financial planning, investment management, retirement planning, and more. Whether you are planning for the future or navigating a major life event, Diversified Financial: Eric Arnold is committed to helping you secure your financial future.
5217 Lovers Ln, Portage, MI 49002, United States -
Stifel
● OpenStifel is a finance institution located at 950 Trade Centre Way in Portage, Michigan, United States. As a leading financial services firm, Stifel offers a wide range of investment and wealth management services to individuals, businesses, and institutions. With a team of experienced financial advisors and analysts, Stifel is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Stifel is committed to providing personalized solutions and expert guidance to help you make informed financial decisions.
950 Trade Centre Way #305, Portage, MI 49002, United States -
John J Conlon & Associates
● OpenJohn J Conlon & Associates is a reputable institution located at 400 Romence Road in Portage, Michigan, United States. With a team of experienced professionals, they provide top-notch services in various fields such as accounting, financial planning, and business consulting. Their dedication to excellence and commitment to client satisfaction sets them apart from the competition. Whether you are an individual looking for tax assistance or a business in need of strategic guidance, John J Conlon & Associates is the go-to destination for all your financial needs.
400 Romence Rd, Portage, MI 49024, United States -
James Hemenway - Raymond James
● OpenJames Hemenway - Raymond James is a reputable financial institution located at 7995 Moorsbridge Road in Portage, Michigan, United States. With a focus on providing personalized financial services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer a wide range of financial solutions tailored to meet your individual needs. Trust in James Hemenway - Raymond James for expert guidance and support in navigating the complexities of the financial world.
7995 Moorsbridge Rd, Portage, MI 49024, United States -
Norm Torre - Raymond James
● OpenNorm Torre - Raymond James is a reputable finance institution located at 2750 Old Centre Road in Portage, Michigan, United States. As a branch of Raymond James, a well-known financial services firm, Norm Torre offers a wide range of financial services including wealth management, investment planning, retirement planning, and more. With a team of experienced financial advisors, Norm Torre - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Visit their office today to learn more about their services and how they can assist you in managing your finances effectively.
2750 Old Centre Rd # 100, Portage, MI 49024, United States -
Drake Financial Group
● ClosedDrake Financial Group is a leading finance institution located at 1302 West Milham Avenue in Portage, Michigan, United States. With a focus on providing personalized financial solutions, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Drake Financial Group is committed to delivering expert guidance and support every step of the way. Contact us today to schedule a consultation and start securing your financial future.
1302 W Milham Ave, Portage, MI 49024, United States -
Commonwealth Financial Network, Roger Finder
● OpenCommonwealth Financial Network, Roger Finder is a trusted financial institution located at 1624 West Centre Avenue in Portage, Michigan, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Commonwealth Financial Network, Roger Finder provides personalized solutions and expert guidance to clients. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, this institution is dedicated to helping you navigate the complexities of the financial world. Visit Commonwealth Financial Network, Roger Finder today to start building a secure financial future.
1624 W Centre Ave, Portage, MI 49024, United States -
Bright Financial Advisors
● ClosedBright Financial Advisors is a finance institution located at 450 West Centre Avenue in Portage, Michigan, United States. Since 1958, we have been dedicated to building long-term, prudent financial advisory relationships with our clients. Our services include comprehensive financial planning, retirement planning, investments, tax strategies, estate planning, and more. We believe in a personalized approach to help you manage your finances and your life. When you contact us, you will be greeted by a friendly staff member ready to assist you with any questions or concerns. Our goal is to create a warm and welcoming atmosphere for our clients, and our success is based on our commitment to your financial well-being.
450 W Centre Ave # C, Portage, MI 49024, United States -
Lowe Financial - Northwestern Mutual
● OpenLowe Financial - Northwestern Mutual is a reputable finance and insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. With a focus on helping individuals and businesses achieve their financial goals, this institution offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of experienced professionals is dedicated to providing personalized guidance and tailored strategies to help clients secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Lowe Financial - Northwestern Mutual is committed to helping you navigate the complex world of finance and insurance. Contact them today to schedule a consultation and start building a solid financial foundation.
950 Trade Centre Way #210, Portage, MI 49002, United States -
Merrill Lynch Financial Advisor Eric S Miles
● ClosedMerrill Lynch Financial Advisor Eric S Miles is a reputable finance institution located at 750 Trade Centre Way in Portage, Michigan, United States. With a focus on providing expert financial advice and guidance, clients can trust in the knowledge and expertise of Eric S Miles to help them achieve their financial goals. Whether it's planning for retirement, investing for the future, or managing wealth, Merrill Lynch Financial Advisor Eric S Miles is dedicated to providing personalized solutions tailored to each client's unique needs. Visit their office today to start your journey towards financial success.
750 Trade Centre Way Suite 120, Portage, MI 49002, United States -
OsborneKlein - Ameriprise Financial
● ClosedOsborneKlein - Ameriprise Financial is a finance institution located at 7130 South Westnedge Avenue in Portage, Michigan. As a branch of Ameriprise Financial, they offer a wide range of financial services including retirement planning, investment management, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, OsborneKlein - Ameriprise Financial is committed to providing top-notch financial advice and guidance to individuals and families in the Portage area.
7130 S Westnedge Ave, Portage, MI 49002, United States -
Christopher Chambers - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChristopher Chambers is a financial advisor at Ameriprise Financial Services, LLC located at 7950 Moorsbridge Road in Portage, Michigan, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, and retirement planning. Christopher is dedicated to helping individuals with their financial needs and providing ethical and comprehensive financial advice. Whether you are a retiree, small business owner, or high net worth client, Christopher Chambers can assist you in achieving your financial goals.
7950 Moorsbridge Rd Ste 304, Portage, MI 49024, United States -
Daniel J Kasson - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDaniel J Kasson is a Financial Advisor at Ameriprise Financial Services, LLC located at 4855 West Centre Avenue, Portage, Michigan, United States. With a range of 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, Daniel J Kasson offers expert financial advice and services to individuals and small business owners. With a focus on estate planning, retirement planning, investment strategies, and asset management, Daniel J Kasson is dedicated to helping clients achieve their financial goals.
4855 W Centre Ave d, Portage, MI 49024, United States -
Fouad H Zeaiter - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedFouad H Zeaiter - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7950 Moorsbridge Road, Portage, 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 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 cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. The institution is committed to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those with special financial planning needs.
7950 Moorsbridge Rd Ste 300, Portage, MI 49024, United States
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