TOP 10 Trust planning in Kalamazoo, Michigan
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Jeannie Cleaning
● ClosedJeannie Cleaning, located at 640 Romence Road in Portage, Michigan, is dedicated to making your life better. Their team is fully insured, bonded, and almost magical in their cleaning services. Serving Greater Kalamazoo, they are committed to helping the local community feel more connected. Owned by Jeannie and Terry Henderson, they have been a part of the Kalamazoo business community for over 30 years. As partners of Cleaning for a Reason, a non-profit offering free cleanings to cancer patients, Jeannie Cleaning goes above and beyond to serve those in need. Their mission is to improve people's lives every day, whether it's through their cleaning services or community involvement.
640 Romence Rd Suite 115, Portage, MI 49024, United States -
Xpress Maids
● ClosedXpress Maids is a top choice for professional house cleaning services in Oakland County, Grand Rapids, Kalamazoo, and surrounding areas. With a focus on peace of mind, health, security, and identity, Xpress Maids offers a unique and tailored cleaning plan for each client. Using eco-friendly products safe for kids and pets, the insured and vetted team of maids provides a 100% Satisfaction Guarantee. With uniformed maids and branded cars, Xpress Maids ensures a clean and trusted experience for all clients. Give the gift of a professionally cleaned home with Xpress Maids Gift Certificates, perfect for any occasion. Contact us at Grand Rapids MI (616) 326-1924, Kalamazoo MI (269) 345-1655, or Detroit MI (248) 284-6979 or email [email protected] for more information.
5047 W Main St # 138, Kalamazoo, MI 49009, 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 -
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 -
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 -
Knibbe Paul
● ClosedKnibbe Paul is a reputable finance institution located at 2555 South 11th Street in Kalamazoo, Michigan, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Knibbe Paul prides itself on its commitment to excellence and customer satisfaction. Whether you are looking for assistance with investments, loans, or financial planning, the knowledgeable team at Knibbe Paul is dedicated to helping you achieve your financial goals. Trust Knibbe Paul for all your financial needs in Kalamazoo.
2555 S 11th St suite b, 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 -
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 -
SummitView Advisors
● ClosedSummitView 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.
7950 Moorsbridge Rd Suite 202, Portage, MI 49024, 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 -
Valley Oak
● ClosedValley Oak is a reputable accounting and finance institution located at 6011 Stadium Drive in Kalamazoo, Michigan, United States. With a focus on providing top-notch financial services to individuals and businesses, Valley Oak is known for its expertise in tax preparation, financial planning, and investment management. The institution prides itself on its experienced team of professionals who are dedicated to helping clients achieve their financial goals. Whether you need assistance with tax filing or want to create a comprehensive financial plan, Valley Oak is the go-to destination for all your accounting and finance needs.
6011 Stadium Dr, Kalamazoo, MI 49009, United States -
Top Tax Studio
● ClosedTop Tax Studio is a leading accounting and finance institution located at 2668 Green Oak Lane in Kalamazoo, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch tax services for individuals and businesses alike. Whether you need help with tax preparation, planning, or consulting, our experts are here to assist you every step of the way. Trust Top Tax Studio for all your financial needs and experience the difference of working with a top-tier institution.
2668 Green Oak Ln, Kalamazoo, MI 49004, 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 -
The Rose Street Group - Morgan Stanley
● OpenThe Rose Street Group at Morgan Stanley is a leading financial institution located at 277 South Rose Street in Kalamazoo, Michigan. With a strong reputation for providing top-notch financial services, our 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, we are here to provide expert guidance and support. Trust The Rose Street Group at Morgan Stanley to help you navigate the complex world of finance with confidence and ease.
277 S Rose St, Kalamazoo, MI 49007, United States -
Eric Tiller - Raymond James
● OpenEric Tiller - Raymond James is a trusted financial institution located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, United States. Specializing in providing personalized financial services, Eric Tiller - Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. With a team of experienced professionals, clients can expect top-notch service and expert advice tailored to their individual needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Eric Tiller - Raymond James is committed to helping you succeed.
125 S Kalamazoo Mall, Kalamazoo, MI 49007, United States -
Jacobs Financial Services
● ClosedJacobs Financial Services is a finance institution located at 4000 Portage Street, Kalamazoo, Michigan, United States. We specialize in providing effective retirement strategies for our clients, their families, and our community. Our personalized approach builds trust and confidence with each client, guiding them every step of the way towards financial peace in retirement. Our most rewarding moments come from hearing the success stories of our clients as they celebrate milestones and live out their dreams during their golden years. At Jacobs Financial Services, we believe in giving our clients the retirement they deserve. Our promise is to be by your side throughout your journey towards a stress-free retirement. We offer personalized income strategies designed to address the retirement crisis in America, ensuring that your money is safe regardless of market fluctuations. By reading our founder Tom Jacobs' book, "Retirement Domination: Play to Win With Your Retirement," you can learn how to dominate your post-work years and live out your dreams.
4000 Portage Street, Kalamazoo, MI 49001, United States -
The Connable Office Inc
● ClosedThe Connable Office Inc, located at 136 East Michigan Avenue in Kalamazoo, Michigan, is a finance institution dedicated to protecting and preserving family legacies through holistic planning and wealth management. With over 125 years of experience, The Connable Office serves client families by offering personalized services that encompass investment management, personal advisory, and fiduciary services. The institution prioritizes deep, personal relationships with clients and maintains the highest levels of confidentiality and trust. By taking a comprehensive approach to wealth management, The Connable Office ensures that each client family's needs are met with unparalleled service. Serving a limited number of client families in the United States and abroad, The Connable Office is committed to carrying forward family legacies across generations.
136 E Michigan Ave, Kalamazoo, MI 49007, United States -
Taylor Amy CPA
● OpenTaylor Amy CPA is a reputable accounting and finance institution located at 490 West South Street in Kalamazoo, Michigan, United States. With a team of experienced and knowledgeable certified public accountants, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, auditing, bookkeeping, and financial planning. Trust Taylor Amy CPA to help you navigate the complexities of the financial world with professionalism and expertise.
490 W South St, Kalamazoo, MI 49007, United States -
Shawn Craft, PC
● ClosedShawn Craft, PC is a reputable accounting and finance institution located at 1403 South Burdick Street in Kalamazoo, Michigan. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Shawn Craft, PC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
1403 S Burdick St, Kalamazoo, MI 49001, United States -
Heavenly Clean Homes
● OpenHeavenly Clean Homes is a professional cleaning service located in Kalamazoo, Michigan. Our team of experienced cleaners is dedicated to providing top-quality cleaning services for residential properties. From regular maintenance cleanings to deep cleans, we take pride in ensuring every corner of your home is sparkling clean. Our services are tailored to meet your specific needs and schedule, so you can enjoy a spotless home without the hassle. Trust Heavenly Clean Homes to keep your living space fresh and inviting. Visit us at 1342 North Burdick Street to learn more about our services.
1342 N Burdick St, Kalamazoo, MI 49007, United States -
Walmart Connection Center
● OpenThe Walmart Connection Center located at 501 North 9th Street in Kalamazoo, Michigan, is a convenient store that offers a wide range of services to help customers stay connected. From cell phone activations and upgrades to bill payments and prepaid phone plans, the Walmart Connection Center is your one-stop shop for all your communication needs. With friendly and knowledgeable staff ready to assist you, you can trust that you'll receive top-notch service every time you visit. Whether you're looking to purchase a new phone or simply need help troubleshooting a technical issue, the Walmart Connection Center is here to help.
501 N 9th St, Kalamazoo, MI 49009, United States -
Anchor Wealth Advisers
● ClosedAnchor Wealth Advisers is a trusted financial institution located at 7115 Kalamazoo Avenue Southeast in Caledonia, Michigan. Our team of experienced advisers is dedicated to helping clients navigate the complexities of wealth management and achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, our personalized approach ensures that your financial plan is tailored to your unique needs. With a commitment to transparency, integrity, and excellence, Anchor Wealth Advisers is your partner in building a secure financial future.
7115 Kalamazoo Ave SE #B, Caledonia, MI 49316, United States -
Edward Jones - Financial Advisor: Brice Banfield, AAMS™
● OpenEdward Jones - Financial Advisor: Brice Banfield, AAMS™ is a reputable finance institution located at 5787 Stadium Drive in Kalamazoo, Michigan, United States. Brice Banfield, an Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families navigate the complexities of investing and planning for the future. Trust Brice Banfield and the team at Edward Jones to provide expert guidance and support for your financial needs.
5787 Stadium Dr Suite A, Kalamazoo, MI 49009, United States -
Andrew Sonnevil - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenAndrew Sonnevil is an Associate Financial Advisor at Ameriprise Financial Services, LLC located in Kalamazoo, Michigan. With a focus on your individual goals and risk tolerance, Andrew provides investment recommendations and portfolio management to help you achieve financial success. Regular meetings and progress reviews ensure that your financial plan is always up-to-date and aligned with your changing life circumstances. Access your accounts and track your progress securely from any device. Schedule a complimentary consultation to learn more about how Andrew can help you reach your financial goals. With proper registration, Andrew can conduct securities business in specific states as listed on FINRA's BrokerCheck website. Trust Andrew Sonnevil to guide you towards a secure financial future with Ameriprise Financial Services, LLC.
6800 W Q Ave, Kalamazoo, MI 49009, United States -
Lisa Pleiness - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLisa Pleiness is a Financial Advisor at Ameriprise Financial Services, LLC located at 5991 Venture Park Drive in Kalamazoo, Michigan, United States. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. She is committed to upholding a code of ethics and providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Lisa's specialized training in areas such as behavioral finance, philanthropy, and divorce financial analysis sets her apart as a trusted and knowledgeable advisor in the finance industry. With a focus on client assessment, risk management, and investment performance, Lisa is dedicated to helping her clients achieve their financial goals and secure their financial future.
5991 Venture Park Dr, Kalamazoo, MI 49009, United States -
Edward Jones - Financial Advisor: Matt McDonald
● OpenEdward Jones - Financial Advisor: Matt McDonald is a reputable finance institution located at 3005 Oakland Drive in Kalamazoo, Michigan, United States. As a trusted financial advisor, Matt McDonald provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matt McDonald is dedicated to helping individuals and families secure their financial future. Contact Matt McDonald today to schedule a consultation and start planning for a brighter financial tomorrow.
3005 Oakland Dr, Kalamazoo, MI 49008, United States -
Edward Jones - Financial Advisor: Andrew J Brasosky
● OpenEdward Jones - Financial Advisor: Andrew J Brasosky is a reputable financial institution located at 4798 Campus Drive in Kalamazoo, Michigan, United States. As a trusted advisor, Andrew J Brasosky provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Andrew J Brasosky is dedicated to helping clients navigate the complexities of the financial world and secure their financial future. Whether you are planning for retirement, saving for your child's education, or investing for the future, Andrew J Brasosky is committed to providing expert guidance and support every step of the way.
4798 Campus Dr #111, Kalamazoo, MI 49008, United States -
Chartwell Financial Management
● OpenChartwell Financial Management is a reputable finance institution located at 5464 Holiday Terrace in Kalamazoo, Michigan, United States. With a team of experienced financial experts, Chartwell offers 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 wealth management solutions, Chartwell Financial Management is committed to providing personalized and professional services to meet your unique needs. Trust Chartwell to help you navigate the complex world of finance and secure a prosperous financial future.
5464 Holiday Terrace, Kalamazoo, MI 49009, United States -
st. michael financial
● OpenSt. Michael Financial is a trusted financial institution located at 2632 South 11th Street in Kalamazoo, Michigan, United States. Our dedicated team of professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, we are here to provide personalized solutions tailored to your needs. With a commitment to excellence and integrity, St. Michael Financial is your partner in financial success.
2632 S 11th St, Kalamazoo, MI 49009, United States
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