Investment Management in Portage, MI

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Docsa Capital Management - Investment Management
(269) 488-2322
1210 W Milham Ave
Portage, MI 49024
CLOSED NOW
McLaughlin Wealth Management - Investment Management
(269) 459-9795
Portage, MI 49024
CLOSED NOW
Edward Jones - Financial Advisor: Thomas A Brillati II - Investments
(269) 350-5584
2317 E Centre Ave
Portage, MI 49002

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Gregory J Chimner - Financial Advisor, Ameriprise Financial Services - Financial Planners
(269) 321-5002
7130 S Westnedge Ave
Portage, MI 49002
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Jackie Antone - Financial Advisor, Ameriprise Financial Services - Financial Planners
(269) 321-5002
7130 S Westnedge Ave
Portage, MI 49002
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Ben Whitaker - Financial Advisor, Ameriprise Financial Services - Financial Planners
(269) 321-5002
7130 S Westnedge Ave
Portage, MI 49002
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Flagstar Bank - Banks
(269) 321-1900
475 Romence Rd
Portage, MI 49024
CLOSED NOW

From Business: At Flagstar, the success with our customers starts with our people. The expertise and personal dedication of our team are the factors that allow us to excel.…

DocSpot Financial, Matthew Jarrell, AIF, CFS - Financial Planners
(269) 492-1570
7900 Kirkland Ct
Portage, MI 49024
CLOSED NOW

From Business: Matthew Jarrell created this Web site to help medical professionals gain a better understanding of the financial concepts behind insurance, investing,…

Zhang Financial - Financial Planning Consultants
(269) 385-5888
5931 Oakland Dr
Portage, MI 49024
CLOSED NOW

From Business: Zhang Financial is a fee-only advisory firm and a proud member of the National Association of Personal Financial Advisors, otherwise known as NAPFA. NAPFA…

Paul Moss - Financial Advisor, Ameriprise Financial Services - Financial Planners
(269) 492-6600
7950 Moorsbridge Rd Ste 300
Portage, MI 49024
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Merrill Lynch Wealth Management - Financial Planners
(269) 388-8230
750 Trade Centre Way Ste 120
Portage, MI 49002
CLOSED NOW

From Business: Welcome to Merrill Lynch in Portage, MI. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and…

Old National Bank - Banks
(269) 323-7448
4431 W Centre Ave
Portage, MI 49024
CLOSED NOW

From Business: Old National Bank is your bank for Portage. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in…

Daniel J Kasson - Financial Advisor, Ameriprise Financial Services - Stock & Bond Brokers
(269) 353-4133
4855 W Centre Ave Ste D
Portage, MI 49024
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Albion Financial - Financial Planning Consultants
(269) 383-1330
440 W Centre Ave Ste 1
Portage, MI 49024
CLOSED NOW
Raymond James - Financial Planning Consultants
(269) 488-6900
590 W Centre Ave
Portage, MI 49024
CLOSED NOW
Securities America - Stock & Bond Brokers
(269) 323-8961
2224 E Centre Ave
Portage, MI 49002
Oak Point Financial Group - Financial Planning Consultants
(269) 532-1901
721 W Centre Ave
Portage, MI 49024
CLOSED NOW
626 Financial - Financial Planners
(269) 321-5040
8175 Creekside Dr Ste 230
Portage, MI 49024
South West Michigan Financial - Investment Advisory Service
(269) 323-7964
576 Romence Rd Ste 234
Portage, MI 49024
Brandt Wealth Advisors - Investment Management
(269) 321-5102

Serving the
Portage Area

CLOSED NOW

From Business: Philip Brandt, Senior Advisor at Brandt Wealth Advisors: My fee-based advisory services place me on the same side of the table as my clients and I take my…

Lvm Capital Management LTD - Investment Management
(269) 321-8120

Serving the
Portage Area

CLOSED NOW
Old National Bank - Banks
(269) 552-6130
3201 Portage St
Kalamazoo, MI 49001
CLOSED NOW

From Business: Old National Bank is your bank for Kalamazoo. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in…

Hantz Group - Investment Advisory Service
(269) 385-3220
4341 S Westnedge Ave
Kalamazoo, MI 49008
CLOSED NOW
Hartwell & Company - Financial Planning Consultants
(269) 327-5250
4341 S Westnedge Ave Ste 1202
Kalamazoo, MI 49008
CLOSED NOW
Lexington Kalamazoo LP - Investment Management
(269) 353-9627
6938 Elm Valley Dr
Kalamazoo, MI 49009
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