TOP 10 Wealth management services in Portage, Michigan

OsborneKlein - Ameriprise Financial is a finance institution located at 7130 South Westnedge Avenue in Portage, Michigan. As a branch of Ameriprise Financial, they offer a wide range of financial services including retirement planning, investment management, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, OsborneKlein - Ameriprise Financial is committed to providing top-notch financial advice and guidance to individuals and families in the Portage area.

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.

Doug Baiers CPA is a reputable accounting and finance institution located at 5106 Lovers Lane in Portage, Michigan. With years of experience and expertise in the field, Doug Baiers CPA offers a wide range of services to help individuals and businesses manage their financial needs effectively. From tax preparation and planning to financial consulting and auditing, their team of professionals is dedicated to providing top-notch services tailored to meet the unique needs of each client. Whether you are looking for help with your personal finances or seeking assistance with your business accounting, Doug Baiers CPA is the go-to institution for all your financial needs.

Securities America Inc is a finance institution located at 2224 East Centre Avenue in Portage, Michigan, United States. As a leading provider of investment services, Securities America Inc offers a wide range of financial products and services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Securities America Inc is dedicated to providing personalized solutions and expert guidance to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Securities America Inc is here to help you every step of the way.

Diversified Financial, Inc. is a leading accounting and finance institution located at 5217 Lovers Lane in Portage, Michigan, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. With a commitment to excellence and personalized service, Diversified Financial, Inc. is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.

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.

Kindred Financial Partners of Raymond James is a finance institution located at 7995 Moorsbridge Road in Portage, Michigan, United States. As a part of the Raymond James family, we are dedicated to providing personalized financial planning and investment services to our clients. Our team of experienced professionals is committed to helping individuals and families achieve their financial goals through tailored strategies and expert guidance. Whether you are planning for retirement, saving for college, or investing for the future, Kindred Financial Partners is here to support you every step of the way. Contact us today to schedule a consultation and start building a brighter financial 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.

Zhang Financial is a highly respected finance institution located at 5931 Oakland Drive in Portage, Michigan, United States. Specializing in fee-only advisory services, Zhang Financial is a proud member of NAPFA, the National Association of Personal Financial Advisors. With a focus on quality practices, financial expertise, client service, and unbiased investment advice, Zhang Financial has been nationally recognized for its outstanding services. Led by Charles Zhang, CFP®, who has been ranked #1 on Barron's list of America's Top 100 Independent Wealth Advisors, Zhang Financial is dedicated to providing clients with a comprehensive, evidence-based investment philosophy aimed at achieving financial success. The institution is also committed to philanthropy within the local community and has been honored with the 2022 Better Business Bureau's Torch Award for Ethics.

Edward Jones - Financial Advisor: Luke Johnson, CFP® is a reputable finance institution located at 5827 Oakland Drive in Portage, Michigan. As a Certified Financial Planner, Luke Johnson provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or building wealth for the future, Luke Johnson is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Edward Jones - Financial Advisor: Luke Johnson, CFP® today to schedule a consultation and start planning for a secure financial future.

Raymond James & Associates is a finance institution located at 7995 Moorsbridge Road in Portage, Michigan, United States. With a strong reputation for providing personalized financial services, Raymond James & Associates offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Their team of experienced advisors is dedicated to providing expert guidance and support to clients, ensuring they make informed decisions to secure their financial future. Whether you are looking to invest for retirement, save for college, or grow your wealth, Raymond James & Associates is committed to helping you navigate the complexities of the financial world with confidence.

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.

Nvng Investments Inc is a reputable finance institution located at 7950 Moorsbridge Road in Portage, Michigan, United States. Our dedicated team of financial experts offers a wide range of investment services to help clients achieve their financial goals. With a focus on personalized service and innovative investment strategies, Nvng Investments Inc is committed to providing top-notch financial solutions to our clients. Contact us today to learn more about how we can help you secure your financial future.

Hilliard Lyons is a finance institution located at 1300 West Centre Avenue in Portage, Michigan, United States. As a trusted financial services firm, Hilliard Lyons offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors, Hilliard Lyons provides personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Hilliard Lyons is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

DocSpot Financial, led by Matthew Jarrell, AIF, CFS, is a finance institution located at 7900 Kirkland Court in Portage, Michigan, United States. Specializing in online investment management, our expertise and convenient services are designed to help you grow your future. As part of our Residency Transition platform, we offer individual and employer accounts, catering to the financial needs of medical professionals. Matthew Jarrell established this institution to provide medical professionals with a better understanding of financial concepts such as insurance, investing, retirement planning, estate planning, and wealth preservation. Our team of skilled professionals is dedicated to helping you pursue your financial goals and achieve financial wellness.

Fifth Third Preferred - Andrew Schutz is a finance institution located at 3500 West Centre Avenue in Portage, Michigan, United States. Specializing in personalized financial services, Fifth Third Preferred offers a range of banking and investment options tailored to meet the unique needs of each client. With a focus on exceptional customer service and expert financial advice, Fifth Third Preferred - Andrew Schutz is dedicated to helping individuals and businesses achieve their financial goals.

Ameriprise Financial is a finance institution located at 8175 Creekside Drive, Portage, Michigan, United States. They offer a variety of certifications and designations for financial professionals to enhance their knowledge and expertise in areas such as asset management, retirement planning, estate planning, and investment strategies. Some of the certifications offered include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications require candidates to complete coursework, pass examinations, and adhere to a code of ethics. Ameriprise Financial also offers specialized programs such as the Certified Divorce Financial Analyst, Certified Exit Planning Advisor®, and Chartered Financial Analyst®. Overall, Ameriprise Financial is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

John A Wolfe & Associates is a well-established finance institution located at 440 West Centre Avenue in Portage, Michigan. With years of experience and expertise in the financial industry, our team of professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to help you achieve your financial goals. Visit us today to see how we can assist you in securing a stable financial future.

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: Matt Semelbauer, CFP®|CEPA® is a reputable financial institution located at 6784 South Westnedge Avenue in Portage, Michigan, United States. As a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA), Matt Semelbauer provides expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or prepare for a business exit strategy, Matt Semelbauer has the knowledge and experience to guide you towards financial success. Contact Edward Jones - Financial Advisor: Matt Semelbauer, CFP®|CEPA® today to schedule a consultation and start building a secure financial future.

Beyond Financial Planning is a leading finance and insurance agency located at 700 Mall Drive in Portage, Michigan, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning services that go beyond just managing your money. We work with our clients to create customized strategies to help them achieve their financial goals and secure their future. With a focus on personalized service and a commitment to excellence, Beyond Financial Planning is your trusted partner in building a secure 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.

LPL Financial is a leading finance institution located at 5228 Lovers Lane in Portage, Michigan, United States. With a strong reputation for providing comprehensive financial services, LPL Financial offers a wide range of investment options and personalized financial planning solutions to help clients achieve their financial goals. Their team of experienced financial advisors and wealth management professionals are dedicated to providing top-notch service and guidance to clients seeking to grow and protect their assets. Whether you are looking to invest for the future, plan for retirement, or protect your wealth, LPL Financial is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

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.

Fifth Third Securities - Gregg Eicholtz is a finance institution located at 6488 South Westnedge Avenue in Portage, Michigan, United States. Specializing in investment services, Fifth Third Securities offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced professionals led by Gregg Eicholtz, clients can expect expert advice and guidance in navigating the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Fifth Third Securities - Gregg Eicholtz is committed to providing top-notch financial services tailored to your individual needs.

BKC | Brink Key & Chludzinski is a full-service accounting and finance firm located at 1300 West Centre Avenue in Portage, Michigan, United States. Since 1992, we have been dedicated to providing exceptional value and superior quality traditional and innovative accounting services. Our goal is to foster success for our clients, our community, and our people. We assist businesses and individuals in successfully operating and expanding their ventures, all while minimizing taxes and retaining profits. Our team specializes in over 10 industries, serving a diverse clientele with simple to complex tax, accounting, and financial needs. At BKC, we help our clients make money and keep it.

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.

Strategic Tax & Planning is a reputable accounting and finance institution located at 1300 West Centre Avenue in Portage, Michigan, United States. Our team of experts specializes in providing strategic tax planning services to individuals and businesses, helping them navigate the complex world of taxes and financial planning. With a focus on maximizing savings and minimizing liabilities, we are dedicated to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can help you plan for a successful financial future.