Michigan > Portage Yellow Pages > Finance > Investment Services & Advisors > Financial Planning Consultants

Portage Financial Planning Consultants

Local Businesses: 32

Ameriprise Financial

8175 Creekside Drive Suite 226
Portage, MI 49024-5370
(269) 321-5105
Laurence Hawthorne
Categories: Financial Planning Consultants

Ameriprise Financial

5931 Oakland Drive Suite 101
Portage, MI 49024-2106
(269) 323-1100
Categories: Financial Planning Consultants

Ameriprise Financial

4855 West Centre Avenue Suite D
Portage, MI 49024-4686
(269) 353-4133
Daniel Kasson
Categories: Financial Services, Financial Planning Consultants

Beckwith Financial Group

5228 Lovers Lane Suite 108
Portage, MI 49002-1591
(269) 375-0000 +view more
John Beckwith (Owner)
Categories: Financial Planning Consultants

Bilicke Financial Solutions

8051 Moorsbridge Road
Portage, MI 49024-4073
(269) 344-6334
Categories: Financial Planning Consultants

Bright Financial Advisors

450 West Centre Avenue Suite C
Portage, MI 49024-5387
(269) 373-2700 +view more
Jeffrey Bright (Owner)
Products: Mortgages, Stocks, Real Estate
Services: Commissions, Real Estate, Stocks, Estate Planning, Mortgages
Categories: Financial Planning Consultants

Brink Key & Chludzinski Pc

1300 West Centre Avenue Suite 200
Portage, MI 49024-6309
(269) 321-9200 +view more
Susan Maas (Finance Executive)
Services: Business Valuations, Mergers & Acquisitions, S Elections, Counseling
Categories: Business Valuations, Tax Return Preparation, Public Accountants, Financial Planning Consultants, Real Estate Appraiser

Cahill Wealth Management

5831 Oakland Drive
Portage, MI 49024-1118
(269) 321-6600
Ryan Cahill (Owner)
Categories: Financial Management & Consulting

Campbell Accounting Inc

7127 South Westnedge Avenue
Portage, MI 49002-4276
(269) 329-2600
Categories: Financial Planning Consultants

Carlson Paul D Cfp Chfc

7950 Moorsbridge Road Suite 100
Portage, MI 49024-4420
(269) 329-7359
Paul Carlson (Cfp Chfc)
Categories: Financial Planning Consultants

Coffinger Richard Investment & Insurance

7127 South Westnedge Avenue Suite 5d
Portage, MI 49002-4276
(269) 327-5250
Richard Coffinger (Owner)
Products: Mutual Funds
Services: Consultations, Advice, Counseling, Estate Conservation, Estate Preservation,…
Categories: Estate And Property Attorneys & Lawyers, Insurance Carriers, Financial Planning Consultants, Investments & Mutual Funds, Estate And Property Lawyers & Attorneys

Corporate Investments

628 West Milham Avenue
Portage, MI 49024-2726
(269) 345-7988 +view more
Bill Robbins (Owner)
Categories: Financial Planning Consultants, Real Estate

Dosca Capital Management

1210 West Milham Avenue Suite 201
Portage, MI 49024-2227
(269) 488-2322
Steve Docsa (Owner)
Categories: Estate And Property Attorneys & Lawyers, Investment Services & Advisors, Financial Planning Consultants, Estate And Property Lawyers & Attorneys

Edward Jones - Financial Advisor: Gregory A Feltner

MAKING SENSE OF INVESTING
950 Trade Centre Way Suite 145
Portage, MI 49002-0490
(269) 349-0505
Products: Portage Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Hyun Berkley

MAKING SENSE OF INVESTING
Carillon Centre 6784 South Suite D
Portage, MI 49002
(269) 321-7573
Products: Portage Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Tom Schripsema

MAKING SENSE OF INVESTING
3798 West Centre Avenue
Portage, MI 49024-4630
(269) 321-0588
Products: Portage Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Gasaway Investment Advisors Inc

515 East Centre Avenue
Portage, MI 49002-5545
(269) 324-0080
Jim Gasaway (Cfp Chfc Clu)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: We Manage Them For You.
Categories: Pension & Profit Sharing Plans, Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers, Investments & Mutual Funds

Harbinger Financial Group Inc

5220 Lovers Lane Suite 130
Portage, MI 49002-1528
(269) 553-0805 +view more
Chris Tolmacs (President)
Services: Strategic Planning Amazing Results, Estate Planning Investments, Long Term…
Categories: Hospitalization & Long Term Care Insurance, Insurance Annuities, Insurance Medicare, Pension & Profit Sharing Plans, Financial Planning Consultants

James S Burkett Cfp

6101 Newport Road
Portage, MI 49002-9233
(269) 488-3623
Categories: Financial Planning Consultants

Jason Klein M & Associates Financial Planning

8175 Creekside Drive
Portage, MI 49024-5377
(269) 321-5002
Categories: Financial Planning Consultants

Jk Financial Services

2224 East Centre Avenue
Portage, MI 49002-4464
(269) 323-8960
Julie Maher (Manager)
Categories: Estate And Property Attorneys & Lawyers, Financial Planning Consultants, Estate And Property Lawyers & Attorneys

Kellam Financial Planning Inc

3562 Sandhill Lane
Portage, MI 49024-5515
(269) 226-9570
Glen Kellam (Owner)
Categories: Financial Planning Consultants

Lpl Financial

5228 Lovers Lane
Portage, MI 49002-1521
(269) 978-0108
Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual…
Services: Asset Management, Brokerage Services, Consultations, Educational Planning,…
Categories: Financial Planning Consultants

Oak Point Financial Group

721 West Centre Avenue
Portage, MI 49024-5309
(269) 532-1907 +view more
Saundra Ivy (Manager)
Categories: Financial Planning Consultants

Parker James

1624 West Centre Avenue
Portage, MI 49024-5328
(269) 492-9500
James Parker
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Primerica Hartley Region

7548 South Sprinkle Road
Portage, MI 49002-9426
(269) 323-3529
John Addison (Ceo)
Categories: Financial Planning Consultants

Prudential

3250 West Centre Avenue Suite A
Portage, MI 49024-4885
(269) 327-0720
Shelley Mayo (Manager)
Categories: Business Services, Financial Services, Financial Planning Consultants

Raymond James

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
2750 Old Centre Road Suite 100
Portage, MI 49024-4879
(269) 384-5000
Raymond James (Manager)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services,…
Categories: Financial Services, Financial Planning Consultants

Rix Accountants Inc

7127 South Westnedge Avenue Suite 5b
Portage, MI 49002-4276
(269) 329-2600
Bill Campbell (Owner)
Categories: Financial Planning Consultants

Securities America

YOUR BUSINESS GROWTH EXPERT
2224 East Centre Avenue
Portage, MI 49002-4464
(269) 323-8961
Jerome Kessnich (Manager)
Products: Software, Computer Programs
Services: Consultations, Investments, Investor Relations, Market Research, Sales Development,…
Categories: Financial Planning Consultants, Security Brokers & Dealers

Superior Financial Group

1651 West Centre Avenue Suite 250
Portage, MI 49024-6313
(269) 321-8600
Categories: Financial Planning Consultants

Zhang Financial

Portage, MI 49002
(616) 235-5777
Categories: Estate And Property Attorneys & Lawyers, Financial Planning Consultants, Estate And Property Lawyers & Attorneys


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