Wealth planning in Kalamazoo, Michigan

Credent 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.

Baird Private Wealth Management is a leading finance institution located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, United States. With a focus on personalized financial solutions, Baird offers a wide range of wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Baird's team of experienced advisors are dedicated to providing top-notch service and expertise to their clients. Visit Baird Private Wealth Management today to see how they can help you secure your financial future.

Anchor 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.

Paul D Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6800 West Q Avenue, Kalamazoo, Michigan, United States. The institution offers a range of certifications and designations for its advisors, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® certification, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. These designations cover a wide range of financial planning topics and demonstrate the advisors' expertise and commitment to serving their clients.

Neal Miedema is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 5991 Venture Park Drive in Kalamazoo, Michigan, United States. Neal Miedema holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Neal Miedema's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a Private Wealth Advisor, Neal Miedema provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice such as military personnel and families with special needs. With a commitment to ethics and ongoing education, Neal Miedema is dedicated to providing clients with personalized, strategic financial solutions to help them achieve their financial goals.

George 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.

Buetow and Spitzley Wealth Management is a leading finance institution located at 2632 South 11th Street in Kalamazoo, Michigan, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support. Trust Buetow and Spitzley Wealth Management to help you secure a prosperous financial future.

Clear Ridge Wealth Management is a leading finance institution located at 259 East Michigan Avenue in Kalamazoo, Michigan, United States. Our dedicated team of financial experts is committed to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on transparency, integrity, and trust, we offer comprehensive financial planning, investment management, and retirement planning services. Contact us today to schedule a consultation and take the first step towards securing your financial future with Clear Ridge Wealth Management.

David Vorbeck is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 350 East Michigan Avenue in Kalamazoo, Michigan, United States. David holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate David's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for individuals and businesses. With a commitment to professionalism and ethical standards, David Vorbeck provides comprehensive financial services to help clients achieve their financial goals and secure their financial future.

Integrated Financial Planning -- Ross Pollard is a reputable finance institution located at 309 North Burdick Street in Kalamazoo, Michigan. With a focus on providing comprehensive financial planning services, Ross Pollard and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to create a budget, invest for retirement, or plan for your children's education, Integrated Financial Planning has the expertise and resources to guide you every step of the way. Trustworthy, knowledgeable, and committed to personalized service, Ross Pollard and his team are here to help you navigate the complexities of the financial world with confidence and peace of mind.

Integrated 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.

Hantz Financial Services in Kalamazoo, Michigan is a trusted finance and insurance agency located at 4341 South Westnedge Avenue. With a team of experienced professionals, they provide a range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to grow your wealth or protect your assets, Hantz Financial Services is committed to helping you achieve your financial goals. Visit their office in Kalamazoo today for personalized financial guidance and expert advice.

Robert Kerschbaum is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 433 East Michigan Avenue in Kalamazoo, Michigan, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Robert Kerschbaum offers expert financial advice and planning services to individuals and businesses. Specializing in asset management, retirement planning, estate planning, and investment strategies, Robert Kerschbaum is dedicated to helping clients achieve their financial goals. With a focus on ethics and professionalism, Robert Kerschbaum is a trusted advisor in the finance industry.

Rozankovich & Albrecht Wealth Management of Raymond James is a leading finance institution located in Kalamazoo, Michigan. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to help. Visit us at 125 South Kalamazoo Mall to learn more about how we can assist you in managing your finances and securing your future.

Nulty Insurance is a health insurance agency located at 5579 Stadium Drive in Kalamazoo, Michigan, United States. As a local independent insurance agency, we offer a wide range of insurance options from top-rated national and regional carriers. Our dedicated team provides excellent customer service and high-quality products, including home, auto, and health insurance plans. We understand the importance of being properly insured in case of unexpected events like fires, storms, or accidents. Our interactive graphics can help you assess your unique risks and find the right insurance solutions to protect your home, personal property, and assets.

Great Lakes Insurance & Financial Services is a reputable finance and insurance agency located at 2605 Winchell Avenue in Kalamazoo, Michigan, United States. With years of experience in the industry, we specialize in providing a wide range of insurance products and financial services to meet the unique needs of our clients. Our dedicated team of professionals is committed to helping individuals and businesses protect their assets and achieve their financial goals. Whether you are looking for insurance coverage or seeking expert financial advice, Great Lakes Insurance & Financial Services is here to assist you every step of the way. Contact us today to learn more about our services and how we can help you secure your future.

LMIA is a finance institution located at 5865 Venture Park Drive in Kalamazoo, Michigan. We specialize in providing financial services to individuals and businesses in the United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and navigate the complexities of the financial world. Whether you need assistance with investments, loans, or financial planning, LMIA is here to help. Visit us today to learn more about how we can assist you with your financial needs.

Doyle-Ogden Insurance Advisors is a leading insurance agency located at 259 East Michigan Avenue in Kalamazoo, Michigan. Our team of experienced advisors is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have the expertise to help you find the right coverage at the best possible price. Trust Doyle-Ogden Insurance Advisors to protect what matters most to you.

Modern 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.

Burnham & Flower Insurance Group is an insurance agency located at 315 South Kalamazoo Mall in Kalamazoo, Michigan, United States. We specialize in providing comprehensive insurance solutions to individuals and businesses. Our Acrisure COBRA solution offers a simplified approach to managing complex HR functions, making it easier for employers to navigate the benefits landscape. With WealthCare COBRA, we bring COBRA administration into the modern age with direct billing and consumer-directed healthcare. Our integrated, SaaS-based platform empowers you to close administrative gaps and increase satisfaction. We focus on meeting employees where they are with the right tools, support, and guidance to help them make high-quality, low-cost spending decisions and save more effectively. Trust Burnham & Flower Insurance Group for all your insurance needs.

Farmers Insurance - Kaleb Creamer-Schenck is a reputable insurance agency located at 6151 Kalamazoo Avenue Southeast in Grand Rapids, Michigan. Specializing in providing a wide range of insurance products and services, their team is dedicated to helping individuals and businesses protect their assets and achieve financial security. With a commitment to personalized service and tailored insurance solutions, Farmers Insurance - Kaleb Creamer-Schenck is a trusted partner in safeguarding what matters most to their clients. Contact them today for expert advice and comprehensive coverage options.

Anders Bergh - Prudential Financial is a prominent finance and insurance agency located at 3018 Oakland Drive in Kalamazoo, Michigan, United States. With a strong reputation for providing top-notch financial services and insurance products, the institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Anders Bergh - Prudential Financial is committed to providing personalized solutions tailored to your specific needs. Visit their office today to learn more about how they can help you secure your financial future.

Cheryl Jones-Primer, Bankers Life Agent is an insurance agency located at 4341 South Westnedge Avenue in Kalamazoo, Michigan. As a trusted Bankers Life agent, Cheryl Jones-Primer offers a wide range of insurance products and services to meet the needs of individuals and families in the community. With a commitment to providing personalized service and tailored insurance solutions, Cheryl Jones-Primer strives to help clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Cheryl Jones-Primer is dedicated to helping you make informed decisions and secure your financial well-being. Contact Cheryl Jones-Primer, Bankers Life Agent today to learn more about how she can help you protect what matters most.

Renner Campos, Bankers Life Agent is an insurance agency located at 4341 South Westnedge Avenue in Kalamazoo, Michigan. As a Bankers Life Agent, we specialize in providing insurance solutions tailored to meet the individual needs of our clients. Our dedicated team of professionals is committed to helping our customers protect what matters most to them, whether it be their health, wealth, or future financial security. Contact us today to learn more about our personalized insurance services and how we can help you plan for a secure tomorrow.

Richard Andre, Bankers Life Agent is an insurance agency located at 4341 South Westnedge Avenue in Kalamazoo, Michigan. Specializing in life insurance and financial planning, Richard Andre and his team are dedicated to helping individuals and families protect their futures. With a focus on personalized service and tailored solutions, they work closely with clients to assess their needs and provide comprehensive insurance coverage. Whether you are looking to secure your family's financial stability or plan for retirement, Richard Andre, Bankers Life Agent is committed to helping you achieve your goals.

Cody Fortner, Bankers Life Agent is an insurance agency located at 4341 South Westnedge Avenue in Kalamazoo, Michigan. As a trusted agent for Bankers Life, Cody Fortner offers a range of insurance products and services to help individuals and families protect their financial future. Whether you're looking for life insurance, retirement planning, long-term care coverage, or other insurance solutions, Cody Fortner is dedicated to providing personalized guidance and support. With a commitment to excellence and customer satisfaction, Cody Fortner, Bankers Life Agent is here to help you navigate the complexities of insurance and secure the coverage you need.

Charter 3 Global LLC is a finance institution located at 5945 W Main St in Kalamazoo, Michigan, United States. Specializing in global financial services, Charter 3 Global LLC offers a wide range of financial solutions to individuals and businesses worldwide. With a team of experienced professionals, they provide expert advice and personalized services to help clients achieve their financial goals. Whether you are looking to invest in international markets, manage your assets, or secure funding for your business, Charter 3 Global LLC is dedicated to providing top-notch financial services tailored to your specific needs.

Burton Holding LLC is a reputable institution located at 1110 Lake Street in Kalamazoo, Michigan, United States. With a strong focus on investment and financial services, Burton Holding LLC is committed to providing top-notch assistance to its clients. Their experienced team of professionals offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, financial planning, or asset management, Burton Holding LLC has the expertise and resources to meet your needs. Visit their office today to learn more about how they can help you secure your financial future.

Lake Michigan Credit Union (LMCU) is a financial institution located at 3326 Gull Road in Kalamazoo, Michigan, United States. As a credit union, LMCU offers a wide range of financial services including savings accounts, loans, mortgages, and investment options. With a focus on providing personalized and member-focused service, LMCU is dedicated to helping individuals and families achieve their financial goals. Whether you're looking to save for the future, purchase a home, or secure a loan, LMCU is committed to providing the tools and resources you need to succeed. Visit LMCU at their Gull Road location in Kalamazoo to learn more about their services and how they can help you manage your finances effectively.

Principal Financial Group, located at 2425 South 11th Street in Kalamazoo, Michigan, is a finance institution that offers a wide range of services to help individuals protect their assets, plan for the future, and achieve their financial goals. As a presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Our services include insurance products to safeguard what matters most, tax form downloads, retirement planning, and investment options tailored for the long term. With a focus on helping individuals meet their money goals and navigate life changes, we provide educational resources and tools to empower our clients to make informed financial decisions. Our firm is committed to transparency and integrity, and we encourage individuals to research our services through FINRA's BrokerCheck. Partner with us to secure your financial future and protect your loved ones.