Trust advisors in Portage, Michigan

Block Advisors is a trusted institution located at 5228 Lovers Lane in Portage, Michigan, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing personalized financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Block Advisors is here to help you navigate the complexities of the financial world. With a commitment to excellence and customer satisfaction, you can trust Block Advisors to help you achieve your financial goals.

Mercer 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.

Wells Fargo Advisors is a leading financial institution located at 7900 Moorsbridge Road in Portage, Michigan, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and investment solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.

Clear Strategy is a trusted Medicare insurance advisor and retirement planning institution located at 1209 East Milham Avenue in Portage, Michigan. Our dedicated team of experts is committed to helping individuals navigate the complex world of healthcare and insurance to ensure they have the coverage they need for a secure and comfortable retirement. Whether you are looking for guidance on Medicare options, supplemental insurance, or retirement planning strategies, Clear Strategy is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your future.

Edward Jones - Financial Advisor: Mike Toner is a reputable finance institution located at 5827 Oakland Drive in Portage, Michigan, United States. As a trusted financial advisor, Mike Toner provides personalized 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: Mike Toner is dedicated to helping clients secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Mike Toner offers expert guidance and tailored solutions to meet your individual needs. Contact Edward Jones - Financial Advisor: Mike Toner today to start your journey towards financial success.

SummitView Advisors, located at 7950 Moorsbridge Road in Portage, Michigan, is a finance institution with offices in Grand Rapids and Kalamazoo. Serving clients across Michigan and nationwide, we prioritize your goals and needs above all else. Our sound advice helps you maximize your assets and make progress towards your long-term goals, guiding you through life's different seasons. Specializing in financial planning and investment management, SummitView Advisors helps you achieve the life you desire without the need to become a financial expert yourself. Our trusted financial partners work with you to stay on track, adapt to changes, and reach your goals. With expert advice and guidance, we create a custom financial path tailored to your unique vision of the future. Don't miss the opportunity to plan for the life you want - let SummitView Advisors help you accelerate your journey towards your goals.

Merrill Lynch Financial Advisor Ryan D Hekman is a finance institution located at 750 Trade Centre Way in Portage, Michigan, United States. Our mission is to understand our clients and what matters most to them, in order to help them achieve their financial goals while managing investment risk. We provide personalized plans tailored to each individual's needs, with a focus on turning goals into reality. Our team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. We offer a range of services, including investment strategies, financial planning, and comprehensive financial solutions from Bank of America. Our goal is to help clients stay on track to achieve what's most important to them, by continuously revisiting and adjusting their financial approach as their life and goals change. With a focus on understanding each client's unique needs and priorities, we work together to create a financial approach that reflects their personality and helps them address fluctuations in the market. Let's work together to help you achieve your goals.

Merrill 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.

Mazer Kevin Financial Advisor is a trusted institution located at 1624 West Centre Avenue in Portage, Michigan, United States. Specializing in financial advising and ATM services, Mazer Kevin Financial Advisor offers expert guidance and convenient access to funds for all your financial needs. With a commitment to excellence and personalized service, Mazer Kevin Financial Advisor is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to experience the difference our expertise can make in your financial success.

Edward Jones - Financial Advisor: John A Fiore is a trusted financial institution located at 2317 East Centre Avenue in Portage, Michigan. Specializing in personalized financial planning and investment services, John A Fiore is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on providing expert advice and tailored solutions, Edward Jones - Financial Advisor: John A Fiore is committed to delivering top-notch financial services to individuals and families in the Portage area. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, John A Fiore is here to provide the guidance and support you need to make informed financial decisions. Contact Edward Jones - Financial Advisor: John A Fiore today to schedule a consultation and start planning for a brighter financial future.

Edward Jones - Financial Advisor: Gregory A Feltner is a reputable finance institution located at 950 Trade Centre Way in Portage, Michigan, United States. As a trusted financial advisor, Gregory A Feltner offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on integrity and client satisfaction, Edward Jones - Financial Advisor: Gregory A Feltner is dedicated to providing top-notch financial advice and guidance to individuals and families in the Portage area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Gregory A Feltner can help you navigate the complex world of finance with confidence.

Merrill Lynch Financial Advisor Janene W Pirbhai is a finance institution located at 750 Trade Centre Way, Portage, Michigan, United States. Our team is dedicated to working one-on-one with you to develop a personalized financial strategy tailored to help you achieve your long-term goals. We understand that life is constantly changing and evolving, and we are here to help you navigate those changes with a customized approach that reflects your unique priorities and needs. Our team is committed to providing exemplary client service and building strong relationships based on trust and personalized service. We offer access to the investment insights of Merrill and the banking convenience of Bank of America to help you plan for your financial future. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, we aim to gain a deeper understanding of your goals, preferences, and priorities to create a financial approach that is centered around what matters most to you.

Merrill Lynch Financial Advisor Floyd A Tucker is a finance institution located at 750 Trade Centre Way, Portage, Michigan, United States. Our mission is to understand you and what matters most to you, so we can help you design and implement a personalized financial plan to pursue your goals while managing investment risk. We believe in focusing on potential solutions that can turn your goals into reality, whether it's planning for future expenses, college, business decisions, or wealth transfer. Our team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to help build and document a personalized plan centered on your goals. Our Investment Personality Assessment helps us understand your investing preferences, so we can customize a financial approach that aligns with your priorities. We understand that life and financial markets change, so we regularly check in to discuss any adjustments needed to your financial approach to help you stay on track.

Merrill Lynch Financial Advisor Jeffery D Vanderstraaten is a finance institution located at 750 Trade Centre Way, Portage, Michigan, United States. Our mission is to understand you and what matters most to you, so we can design and implement a personalized plan to help you pursue your financial goals while managing investment risk. We focus on potential solutions to turn your goals into reality, whether it's planning for future expenses, college, business transactions, or wealth transfer. With access to Merrill's investment insights and Bank of America's banking solutions, we work with you to develop a customized approach to address your financial needs. Our team is committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to build a plan centered on your goals, and we regularly check in to discuss any changes in your life or the financial markets. Let's work together to help you achieve your goals and stay on track.

Freeland Insurance Solutions is a trusted health insurance agency located at 724 West Centre Avenue in Portage, Michigan. Specializing in Kalamazoo-area Individual Health Insurance Plans, Medicare, and Group Benefits, this institution is dedicated to providing personalized and comprehensive coverage options for individuals and businesses. Led by Dawn Freeland, a knowledgeable and experienced agent, advisor, and advocate, Freeland Insurance Solutions is committed to helping clients navigate the complex world of insurance with ease. Dawn's priority is always the best interest of her clients, ensuring they are matched with the right health care coverage and benefits at a price they appreciate.

AAA Insurance - Lem Insurance Agency is a trusted insurance agency located at 5228 Lovers Lane in Portage, Michigan, United States. With a commitment to providing top-notch insurance solutions, the agency offers a wide range of coverage options to meet the unique needs of individuals and businesses. Whether you are looking for auto, home, life, or business insurance, the experienced agents at AAA Insurance - Lem Insurance Agency are dedicated to helping you find the right policy at the best possible price. Visit their office today to receive personalized service and expert advice on all your insurance needs.

H&R Block is a renowned accounting and finance institution located at 2005 West Centre Avenue in Portage, Michigan, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses alike. Their team of professionals are dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring their financial well-being. Whether you need assistance with tax filing, financial planning, or any other accounting services, H&R Block is committed to providing top-notch service and expertise to help you achieve your financial goals.

Carrier Law is a reputable law firm located at 3275 Cooley Drive in Portage, Michigan, United States. Specializing in various areas of law, including personal injury, family law, estate planning, and more, the experienced lawyers at Carrier Law are dedicated to providing top-notch legal representation and guidance to their clients. With a commitment to professionalism, integrity, and client satisfaction, Carrier Law is a trusted institution in the legal community. Contact them today for expert legal assistance.

Jared is a renowned institution located at 6307 South Westnedge Avenue in Portage, Michigan, United States. This establishment offers a unique combination of services, serving as a finance center, jewelry store, and general retail store all in one convenient location. Customers can expect a wide range of financial services, exquisite jewelry selections, and a diverse array of products for all their shopping needs. With a reputation for quality and exceptional customer service, Jared is a trusted destination for those seeking top-notch financial assistance, stunning jewelry pieces, and a seamless shopping experience.

H&R Block is a trusted accounting and finance institution located at 5220 South Westnedge Avenue in Portage, Michigan, United States. With a team of knowledgeable professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals.

Nicholas Sellen, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. As a trusted financial institution, we specialize in providing personalized insurance solutions and financial services to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families secure their financial future through a range of insurance products and investment options. Whether you are looking for life insurance, retirement planning, or investment guidance, we are here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and start planning for a secure financial future.

Alkhamis Financial Group is a reputable finance and insurance agency located at 7900 Kirkland Court in Portage, Michigan, United States. With a commitment to providing top-notch financial services and insurance solutions, Alkhamis Financial Group is dedicated to helping clients achieve their financial goals and protect their assets. Our team of experienced professionals is ready to assist with a wide range of financial needs, from investment planning to insurance coverage. Trust Alkhamis Financial Group to provide personalized and comprehensive financial solutions to meet your individual needs.

Shinar Law, PLC, located in Portage, Michigan, is a reputable law firm founded by Jim Shinar with over 30 years of experience in the legal field. Jim is dedicated to providing sound advice and effective advocacy for his clients, ensuring they achieve the best possible result and the justice they deserve. With a focus on honesty, integrity, and professionalism, Jim has built a successful practice based on referrals from satisfied clients, attorneys, judges, and community leaders. Known for his strategic thinking and effectiveness in the courtroom, Jim is a skilled litigator and trial lawyer who is committed to providing his clients with the guidance, support, and representation they need during legal disputes. Whether it's negotiation, settlement, or aggressive legal action, Jim is prepared to handle each case with expertise and dedication. Clients can trust Shinar Law, PLC to provide practical advice, zealous representation, and the support needed to navigate the legal process efficiently and cost-effectively.

Flegal & Melnik, Certified Public Accountants, is a reputable accounting and finance institution located at 350 Gladys Street in Portage, Michigan, United States. Our team of experienced and knowledgeable CPAs provide a wide range of services including tax preparation, auditing, financial planning, and consulting. With a strong commitment to professionalism and integrity, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Trust Flegal & Melnik for all your accounting and finance needs.

James 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.

Williams Capital Management of Raymond James is a leading financial institution located at 7995 Moorsbridge Road in Portage, Michigan, United States. As a trusted name in the finance industry, we specialize in providing expert investment and wealth management services to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and innovative solutions. With a commitment to excellence and a focus on building long-term relationships, Williams Capital Management of Raymond James is your trusted partner in financial success.

Cahill 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.

PPS & 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.

The Offices of Brian Kelley is a professional accounting and finance institution located at 5142 South Sprinkle Road in Portage, Michigan, United States. Our team of experts is dedicated to providing top-notch financial services to individuals and businesses in the area. From tax preparation to financial planning, we offer a wide range of services to meet our clients' needs. Trust the Offices of Brian Kelley for all your accounting and finance needs.

Klenow Greg is a reputable accounting and finance institution located at 2224 East Centre Avenue in Portage, Michigan, United States. With a team of experienced professionals, Klenow Greg offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Klenow Greg is dedicated to providing top-notch services to meet your needs. Trust Klenow Greg for all your accounting and finance needs.