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TOP 30 Tax planning advice in Kalamazoo, MI
40 results found
A convenient service for searching for businesses, places and services
Credent Wealth Management - Kalamazoo Fee-Only Financial Planner
Credent 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.
Integrated Financial Planning -- Ross Pollard
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.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 501 South 9th Street in Kalamazoo, Michigan, United States. While their tax advance loans have ended for this year, their Tax Pros are still available to help you get your biggest refund. You can drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. This location is conveniently situated in Walmart, allowing you to get your taxes done while you shop. A Refund Advance loan, which is repaid with your tax refund, was previously available at select locations. Jackson Hewitt offers appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. It is recommended to book an appointment online or call (269) 343-8615 to reserve time with a Tax Pro. Whether you drop off your documents or have a one-on-one appointment with a Tax Pro, Jackson Hewitt in Walmart in Kalamazoo is ready to assist you. Tax Pros at this location speak English and are dedicated to ensuring that every dollar counts when it comes to doing your taxes.
SCORE
SCORE Kalamazoo/Southwest Michigan is a finance institution located at 1126 Gull Road in Kalamazoo, Michigan, United States. We offer free mentoring services to new and established small businesses in the Southwest Michigan area. Our mentors are dedicated to helping you succeed and unlock the secrets to Amazon selling success through our free webinar series. If you are interested in becoming a mentor yourself, we welcome you to join our team. In addition, we are excited to announce the upcoming National Small Business Week Virtual Summit hosted by the U.S. Small Business Administration and SCORE. This event will provide educational webinars, networking opportunities, and professional guidance from SCORE mentors. We believe in supporting small business owners from diverse backgrounds and providing personalized support through our SCORE for All platform.
Fred Milton - State Farm Insurance Agent
Fred Milton - State Farm Insurance Agent is an insurance agency located at 2323 Gull Road, Kalamazoo, Michigan, United States. Fred Milton, the owner, is a man of faith, a former law enforcement officer, and a cancer survivor. With a passion for helping people, especially the youth, Fred and his team are dedicated to providing professional and efficient insurance services to their clients. They offer a range of services, including retirement planning, car financing options, and auto maintenance tips. Kimberly, a member of the team, has 22 years of customer service experience and strives to leave clients happier than when they first arrived. For those with pet insurance needs, Fred works with American Pet Insurance Company and ZPIC Insurance Company. State Farm does not endorse third party sites and recommends consulting a tax or legal advisor for personalized advice. Whether big or small, Fred Milton and his team are excited to work with you and meet your insurance needs.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 415 West Michigan Avenue in Kalamazoo, Michigan, United States. With a strong commitment to helping individuals and businesses achieve financial security, Northwestern Mutual offers a wide range of insurance and investment products to meet the diverse needs of its clients. The agency's team of experienced professionals provides personalized financial planning services and expert advice to help clients reach their financial goals. Trusted by millions of customers nationwide, Northwestern Mutual is dedicated to providing reliable and innovative financial solutions to help secure a brighter future for all.
Whelan & Company
Whelan & Company is a reputable insurance agency located at 315 South Kalamazoo Street in Paw Paw, Michigan, United States. With a strong commitment to providing top-notch insurance services, they offer a wide range of coverage options to meet the needs of individuals, families, and businesses. Their knowledgeable and friendly staff are dedicated to helping clients navigate the complexities of insurance, ensuring they have the protection they need. Whether you're looking for auto, home, life, or business insurance, Whelan & Company is a trusted choice for reliable coverage and exceptional customer service.
De Jesus & Associates Law Firm
De Jesus & Associates Law Firm is a reputable legal institution located at 4341 South Westnedge Avenue in Kalamazoo, Michigan. As a leading law firm in the area, they offer a wide range of legal services and expertise to clients in need of professional representation. Specializing in various areas of law, their team of skilled lawyers is dedicated to providing top-notch legal assistance and guidance to individuals and businesses alike. Whether you are facing a personal injury case, need help with estate planning, or require assistance with a business matter, De Jesus & Associates Law Firm is committed to delivering exceptional legal solutions tailored to meet your specific needs. With a strong reputation for excellence and a track record of successful outcomes, you can trust in the expertise and professionalism of De Jesus & Associates Law Firm for all your legal needs.
Consumers Credit Union - Corporate Headquarters
Consumers Credit Union - Corporate Headquarters is a finance institution located at 7200 Elm Valley Drive in Kalamazoo, Michigan, United States. At our headquarters, we offer a hub of smart money information, online courses, and advice for individuals at any life stage. Members can save up to 20% on TurboTax federal products or $25 on in-office tax prep with H&R Block. Additionally, kids 12 and under can join our club to make savings easy and rewarding. We welcome all individuals who live, work, or are enrolled in post-secondary education in Michigan to become a member with ease. Join us today and start taking control of your financial future!
Carey, Kirk, Webster & Kihm, PLLC
Carey, Kirk, Webster & Kihm, PLLC is a law firm located at 6100 Stadium Drive in Kalamazoo, Michigan, United States. Specializing in representing hard-working individuals who are injured or disabled, our team of blue-collar attorneys is dedicated to helping you navigate the legal process and secure the benefits you deserve. If you are struggling with mounting medical bills and uncertainty about your financial future, don't hesitate to reach out to us for a free consultation. We understand the challenges you are facing and are here to provide you with the trusted legal representation you need.
Panorea, Tsilimigras, ATY
Panorea, Tsilimigras, ATY is a reputable law firm located at 222 West Michigan Avenue in Kalamazoo, Michigan, United States. With a team of experienced lawyers, they specialize in providing legal services in various areas such as family law, criminal defense, personal injury, and more. Clients can expect professional and dedicated representation from Panorea, Tsilimigras, ATY, ensuring that their legal needs are met with expertise and efficiency.
SummitView Advisors
SummitView Advisors is a finance institution located at 975 Spaulding Avenue Southeast, Ada, Michigan, United States. With offices in Grand Rapids and Kalamazoo, Michigan, our team serves clients throughout the state and beyond. We prioritize our clients' goals and needs, providing sound advice to help them maximize their assets and achieve their financial objectives. Our focus on long-term goals ensures that our clients stay on track through life's various seasons. We offer financial planning and investment management services to help our clients reach the life they desire. Navigating financial decisions can be overwhelming, but our team of experts is here to guide you every step of the way. By working together, we can help you make informed decisions, adapt to changes, and ultimately reach your financial goals.
Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™
Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™ is a trusted financial institution located at 5787 Stadium Drive in Kalamazoo, Michigan, United States. Michael R Matteson, a Certified Financial Planner and 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 secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Michael R Matteson and his team are dedicated to providing expert guidance and support every step of the way.
Willis and Machnik Financial Services
Willis and Machnik Financial Services is a well-established finance institution located at 6301 Stadium Drive in Kalamazoo, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Willis and Machnik Financial Services can provide personalized solutions tailored to your specific needs. Trustworthy and reliable, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
HFG Financial Group LLC
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.
Harvard Financial Advisors
Harvard Financial Advisors is a renowned finance institution located at 5765 Stadium Drive in Kalamazoo, Michigan, United States. Our team of experienced financial experts provides comprehensive financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our advisors are dedicated to helping you make informed decisions and secure your financial future. Trust Harvard Financial Advisors to guide you towards financial success.
Lake Effect Financial Consultants-Thrivent
Lake Effect Financial Consultants-Thrivent is a finance institution located at 2156 South 11th Street in Kalamazoo, Michigan, United States. We offer practical and knowledgeable services to help you achieve financial confidence, making your financial plan as relaxing as spending a day at the lake. Our passionate team is dedicated to creating lasting and meaningful relationships with our clients, providing a safe space for questions and empowering you to make confident decisions. We focus on protecting loved ones against the impact of extended care, death, and disability, offering sound financial guidance tailored to your needs to help you reach your financial goals. Schedule a meeting with us through the links provided or contact our office directly. Your first consultation is complimentary, and licensing information is available through your State Insurance Department’s website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit our website for more information on our services and financial advisors.
The Wiser Financial Group
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.
Jeff K Ross Financial Services
Jeff K Ross Financial Services is a leading finance institution located at 259 East Michigan Avenue in Kalamazoo, Michigan, United States. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.
Lori Bagwell - Raymond James
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.
Karnell Edwin Accounting
Karnell Edwin Accounting is a reputable accounting firm located at 417 Forest Street in Kalamazoo, Michigan. With a team of experienced professionals, we offer a wide range of accounting services to individuals and businesses in the United States. Our services include tax preparation, bookkeeping, financial consulting, and more. We are dedicated to providing our clients with accurate and timely financial information to help them make informed decisions. Contact us today to learn more about how we can assist you with your accounting needs.
Fifth Third Securities - Christopher Merrill
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.
Edward Jones - Financial Advisor: Jonathan M Vargo, CFP®|CIMA®|CRPC™
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: Dan Coleman
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.
George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC
George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 6800 West Q Avenue in Kalamazoo, Michigan, is a finance institution specializing in providing comprehensive wealth management services to individuals. George Smojver holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and client suitability, George Smojver offers personalized financial advice tailored to each client's unique needs. Whether you are a retiree, small business owner, high net worth individual, or in need of domestic partnership planning, George Smojver has the knowledge and experience to help you achieve your financial goals. Contact George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC, for expert guidance on your financial journey.
Anita Ritter Financial
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.
Michael Farrance - Thrivent
Michael Farrance - Thrivent is a finance institution located at 2156 South 11th Street in Kalamazoo, Michigan, United States. Licensed in multiple states including AZ, CA, FL, GA, IL, IN, MI, NC, PA, SC, WA, and WI, Michael Farrance - Thrivent offers expert guidance to help individuals pursue their lifelong dreams while supporting causes they care about. Their team of financial professionals can assist in mapping out a path to a more secure financial future tailored to your goals and values. Appointments are available Monday through Friday by appointment. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through their Financial Planning Framework. Clients may choose to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Visit their team's page for more information and disclosures.
Morgan Stanley Financial Advisors
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.
Mark Sandmeyer - Morgan Stanley
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
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.
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