Tax planning advisor in Kalamazoo, MI
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Liberty Tax
● ClosedLiberty Tax is a finance institution located at 4026 South Westnedge Avenue in Kalamazoo, Michigan. They offer a wide range of tax services to individuals and businesses, including tax preparation, filing, and planning. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the tax system and maximize their refunds. With a commitment to integrity and customer service, Liberty Tax is a trusted partner for all your tax needs.
4026 S Westnedge Ave, Kalamazoo, MI 49008, United States -
SummitView Advisors
● ClosedSummitView 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.
975 Spaulding Ave SE # B, Ada, MI 49301, United States -
Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™
● OpenEdward 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.
5787 Stadium Dr Suite A, Kalamazoo, MI 49009, United States -
Harvard Financial Advisors
● ClosedHarvard 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.
5765 Stadium Dr, Kalamazoo, MI 49009, United States -
Fiduciary Financial Advisors
● ClosedFiduciary Financial Advisors is a reputable finance institution located at 5464 Holiday Terrace in Kalamazoo, Michigan, United States. Our team of experienced advisors provides personalized and unbiased financial guidance to help clients achieve their financial goals. As fiduciaries, we always act in the best interest of our clients, ensuring transparency and trust in every interaction. Whether you are planning for retirement, investing for the future, or seeking wealth management services, Fiduciary Financial Advisors is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation.
5464 Holiday Terrace, Kalamazoo, MI 49009, United States -
Gasaway Investment Advisors Inc
● ClosedGasaway Investment Advisors Inc is a leading finance institution located at 7110 Stadium Drive in Kalamazoo, Michigan, United States. With a team of experienced financial advisors, Gasaway Investment Advisors Inc provides personalized investment strategies and financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complex world of investments, Gasaway Investment Advisors Inc is dedicated to providing expert guidance and support every step of the way. Trust in Gasaway Investment Advisors Inc to help secure your financial future.
7110 Stadium Dr, Kalamazoo, MI 49009, 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 -
CWS Financial Advisors, LLC
● ClosedCWS Financial Advisors, LLC is a finance institution located at 405 West Michigan Avenue in Kalamazoo, Michigan, United States. Our team of experienced financial advisors provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on integrity and transparency, we strive to build long-lasting relationships with our clients based on trust and professionalism. Contact us today to schedule a consultation and take the first step towards securing your financial future.
405 W Michigan Ave #110, Kalamazoo, MI 49007, 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 -
Edward Jones - Financial Advisor: Jonathan M Vargo, CFP®|CIMA®|CRPC™
● OpenEdward 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.
4798 Campus Dr #111, Kalamazoo, MI 49008, United States -
Edward Jones - Financial Advisor: Dan Coleman
● ClosedEdward 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.
6860 Stadium Dr Suite 102, Kalamazoo, MI 49009, United States -
George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedGeorge 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.
6800 W Q Ave, Kalamazoo, MI 49009, United States -
Morgan Stanley Financial Advisors
● OpenMorgan 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.
277 S Rose St, Kalamazoo, MI 49007, United States -
Integrated Financial Planning -- Ross Pollard
● ClosedIntegrated 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.
251 N Rose St Suite 200, Kalamazoo, MI 49007, United States -
EFE FINANCIAL & TAX SERVICE LLC
● OpenEFE Financial & Tax Service LLC is a reputable accounting and finance institution located at 2107 East Main Street in Kalamazoo, Michigan. With a focus on providing top-notch financial services to individuals and businesses, EFE Financial & Tax Service LLC offers a wide range of services including tax preparation, financial planning, and consulting. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the financial world and achieve their financial goals. As a trusted local government office, EFE Financial & Tax Service LLC is committed to providing reliable and efficient services to the community.
2107 E Main St, Kalamazoo, MI 49048, United States -
Yeo & Yeo CPAs & Advisors
● ClosedYeo & Yeo CPAs & Advisors is a renowned institution located at 710 East Milham Avenue in Kalamazoo, Michigan, United States. Specializing in accounting and finance, we have over a century of experience in providing expert services to a wide range of industries, from healthcare and education to construction and small businesses. Our team of experienced professionals is dedicated to helping you achieve your unique goals, whether it's through financial management, technology solutions, or medical billing services. With a holistic approach to wealth management, we take a 360-degree view of your financial situation to help you reach your future goals. Our clients have relied on us for nearly 20 years, praising our accounting and tax services for their farming operations and financial management needs. From consulting to medical billing, our team at Yeo & Yeo is committed to optimizing and elevating your practices.
710 E Milham Ave, Kalamazoo, MI 49002, United States -
Jackson Hewitt Tax Service
● ClosedJackson 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.
501 S 9th St, Kalamazoo, MI 49009, United States -
SCORE
● ClosedSCORE 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.
1126 Gull Rd, Kalamazoo, MI 49048, United States -
Fred Milton - State Farm Insurance Agent
● ClosedFred 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.
2323 Gull Rd Ste C-1, Kalamazoo, MI 49048, United States -
Modern Woodmen Fraternal Financial
● ClosedModern Woodmen Fraternal Financial is a finance and insurance agency located at 2700 South Sprinkle Road in Kalamazoo, Michigan, United States. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative, you can make a positive impact on your family and community by working with us. We offer a portfolio of high-quality financial products to help meet your current needs and achieve your future dreams. As a member of Modern Woodmen, you have access to fraternal member programs and the opportunity to impact your community. Our dedicated representatives have the knowledge and experience to help you make the right financial decisions. Visit our website to make payments, update your information, access account details, and learn more about our offerings. Join us in being part of something bigger than yourself and make a difference in your community with Modern Woodmen Fraternal Financial.
2700 S Sprinkle Rd, Kalamazoo, MI 49001, United States -
Northwestern Mutual
● OpenNorthwestern 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.
415 W Michigan Ave, Kalamazoo, MI 49007, United States -
PNC Private Bank
● ClosedPNC Private Bank is a prestigious financial institution located at 245 North Rose Street in Kalamazoo, Michigan, United States. As a leading provider of private banking services, PNC Private Bank offers personalized financial solutions tailored to meet the unique needs of high-net-worth individuals and families. With a team of experienced wealth management professionals, PNC Private Bank provides comprehensive financial planning, investment management, and estate planning services to help clients achieve their financial goals. Visit us today to learn more about how PNC Private Bank can help you secure your financial future.
245 N Rose St, Kalamazoo, MI 49007, United States -
Hamacher and Associates, PLLC
● ClosedHamacher and Associates, PLLC is a reputable accounting and finance institution located at 8089 Stadium Drive in Kalamazoo, Michigan, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their personalized approach and attention to detail ensure that clients receive top-notch service tailored to their specific needs. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Hamacher and Associates, PLLC is dedicated to helping you achieve your financial goals.
8089 Stadium Dr, Kalamazoo, MI 49009, United States -
Panorea, Tsilimigras, ATY
● OpenPanorea, 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.
222 W Michigan Ave, Kalamazoo, MI 49007, United States -
VanSingel Financial Services
● ClosedVanSingel Financial Services is a trusted finance institution located at 7199 Kalamazoo Avenue Southeast in Caledonia, Michigan. With a commitment to providing personalized financial solutions, VanSingel Financial Services offers a range of services including investment planning, retirement planning, and wealth management. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, VanSingel Financial Services is here to help you every step of the way.
7199 Kalamazoo Ave SE Suite 200, Caledonia, MI 49316, United States -
Willis and Machnik Financial Services
● OpenWillis 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.
6301 Stadium Dr, Kalamazoo, MI 49009, United States -
HFG Financial Group LLC
● ClosedHFG 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.
5659 W Michigan Ave, Kalamazoo, MI 49009, United States -
Lake Effect Financial Consultants-Thrivent
● ClosedLake 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.
2156 S 11th St, Kalamazoo, MI 49009, United States -
The Wiser Financial Group
● ClosedThe 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.
6100 Stadium Dr, Kalamazoo, MI 49009, United States -
Daus Financial Group
● ClosedDaus 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.
487 S Drake Rd suite a, Kalamazoo, MI 49009, United States
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