The Best Wealth management tips in Portage, Michigan

Horizon Bank is a trusted financial institution located at 3250 West Centre Avenue in Portage, Michigan, United States. As a full-service bank, Horizon Bank offers a range of banking services including personal and business accounts, loans, mortgages, and investment options. With convenient ATM services available, customers can easily access their funds and manage their finances. Horizon Bank is committed to providing excellent customer service and helping individuals and businesses achieve their financial goals.

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.