51 results for:

Financial Planning Consultants in Kalamazoo

Equitable Advisors

Equitable Advisors Verified by Yext

0.0

(0 Reviews)

141 E Michigan Ave, Unit 203, Kalamazoo, MI

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

See Detail
Michael Farrance - Thrivent

Michael Farrance - Thrivent Verified by Yext

0.0

(0 Reviews)

2156 South 11th Street, Kalamazoo, MI

Learn More

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Michael Farrance is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Kalamazoo, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Michael Farrance - Thrivent

See Detail
William Annis - Thrivent

William Annis - Thrivent Verified by Yext

0.0

(0 Reviews)

2156 South 11th Street, Kalamazoo, MI

269-655-1818

Website

Learn More

William Annis - Thrivent

William Annis - Thrivent Verified by Yext

0.0

(0 Reviews)

2156 South 11th Street, Kalamazoo, MI

Learn More

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. William Annis is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Kalamazoo, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about William Annis - Thrivent

See Detail
PNC Private Bank

PNC Private Bank Verified by Yext

0.0

(0 Reviews)

245 N. Rose Street, Kalamazoo, MI

Achieving the “Why” behind your wealth

PNC Private Bank offers advice and solutions to help individuals, families and business owners grow and manage their short-term and long-term wealth needs.

See Detail
Gallagher Insurance, Risk Management & Consulting

Gallagher Insurance, Risk Management & Consulting Verified by Yext

0.0

(0 Reviews)

5071 West H Avenue, Kalamazoo, MI

Connect with us

At Gallagher, we're more than just a global insurance broker - we're your partner in navigating the world of risk management and consulting services. Since 1927, we've been providing commercial insurance solutions that empower businesses of all sizes to tackle challenges head-on. With a presence in over 130 countries, our team of industry experts are all guided by our client-first... Read More about Gallagher Insurance, Risk Management & Consulting

See Detail
Bankers Life

Bankers Life Verified by Yext

0.0

(0 Reviews)

950 Trade Centre Way, Ste 325, Portage, MI

Life or health insurance needs? Let us help.

Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and investments designed for Americans who are near or in retirement. Our local agents in Portage, MI live and work in the community, providing personalized guidance to help you plan a secure retirement.  With 200+ offices and 4,000 insurance agents and... Read More about Bankers Life

See Detail
Nathan Brown - Financial Advisor, Ameriprise Financial Services, LLC

Nathan Brown - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

650 Trade Centre Way, Ste 110, Portage, MI

More info available at FINRA's BrokerCheck website

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 those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Portage, MI area, Nathan Brown will take the time to understand you and your goals, as well as those changing... Read More about Nathan Brown - Financial Advisor, Ameriprise Financial Services, LLC

See Detail
David Vorbeck - Private Wealth Advisor, Ameriprise Financial Services, LLC

David Vorbeck - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

350 E Michigan Ave, Ste 215, Kalamazoo, MI

More info available at FINRA's BrokerCheck website

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 those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Kalamazoo, MI area, David Vorbeck will take the time to understand you and your goals, as well as those changing... Read More about David Vorbeck - Private Wealth Advisor, Ameriprise Financial Services, LLC

See Detail
Timothy Knapper - Financial Advisor, Ameriprise Financial Services, LLC

Timothy Knapper - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

350 E Michigan Ave, Ste 215, Kalamazoo, MI

More info available at FINRA's BrokerCheck website

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 those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Kalamazoo, MI area, Timothy Knapper will take the time to understand you and your goals, as well as those changing... Read More about Timothy Knapper - Financial Advisor, Ameriprise Financial Services, LLC

See Detail
Jed McCrumb - Financial Advisor, Ameriprise Financial Services, LLC

Jed McCrumb - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

350 E Michigan Ave, Ste 215, Kalamazoo, MI

More info available at FINRA's BrokerCheck website

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 those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Kalamazoo, MI area, Jed McCrumb will take the time to understand you and your goals, as well as those changing... Read More about Jed McCrumb - Financial Advisor, Ameriprise Financial Services, LLC

See Detail
Nick Yetter - Financial Advisor, Ameriprise Financial Services, LLC

Nick Yetter - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

650 Trade Centre Way, Ste 110, Portage, MI

More info available at FINRA's BrokerCheck website

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 those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Portage, MI area, Nick Yetter will take the time to understand you and your goals, as well as those changing... Read More about Nick Yetter - Financial Advisor, Ameriprise Financial Services, LLC

See Detail
James Novaria - Financial Advisor, Ameriprise Financial Services, LLC

James Novaria - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

650 Trade Centre Way, Ste 110, Portage, MI

More info available at FINRA's BrokerCheck website

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 those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Portage, MI area, James Novaria will take the time to understand you and your goals, as well as those changing... Read More about James Novaria - Financial Advisor, Ameriprise Financial Services, LLC

See Detail
Cherry Tree Financial - Ameriprise Financial Services, LLC

Cherry Tree Financial - Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

433 E Michigan Ave, Kalamazoo, MI

More info available at FINRA's BrokerCheck website

At Cherry Tree Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Kalamazoo, MI area to... Read More about Cherry Tree Financial - Ameriprise Financial Services, LLC

See Detail
Robert Schauer - Branch Manager, Ameriprise Financial Services, LLC

Robert Schauer - Branch Manager, Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

650 Trade Centre Way, Ste 110, Portage, MI

More info available at FINRA's BrokerCheck website

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 those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Portage, MI area, Robert Schauer will take the time to understand you and your goals, as well as those changing... Read More about Robert Schauer - Branch Manager, Ameriprise Financial Services, LLC

See Detail
David Foster - Financial Advisor, Ameriprise Financial Services, LLC

David Foster - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

433 E Michigan Ave, Kalamazoo, MI

More info available at FINRA's BrokerCheck website

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 those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Kalamazoo, MI area, David Foster will take the time to understand you and your goals, as well as those changing... Read More about David Foster - Financial Advisor, Ameriprise Financial Services, LLC

See Detail
Paul Seals - Financial Advisor, Ameriprise Financial Services, LLC

Paul Seals - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

650 Trade Centre Way, Ste 110, Portage, MI

More info available at FINRA's BrokerCheck website

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 those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Portage, MI area, Paul Seals will take the time to understand you and your goals, as well as those changing... Read More about Paul Seals - Financial Advisor, Ameriprise Financial Services, LLC

See Detail
Robert Kerschbaum - Private Wealth Advisor, Ameriprise Financial Services, LLC

Robert Kerschbaum - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

433 E Michigan Ave, Kalamazoo, MI

More info available at FINRA's BrokerCheck website

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 those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Kalamazoo, MI area, Robert Kerschbaum will take the time to understand you and your goals, as well as those changing... Read More about Robert Kerschbaum - Private Wealth Advisor, Ameriprise Financial Services, LLC

See Detail
Old National Bank

Old National Bank Verified by Yext

0.0

(0 Reviews)

3201 Portage Rd, Kalamazoo, MI

Open a checking account online today!

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 Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, North Dakota, Tennessee, and Wisconsin. At Old National, you will find financial services for all of life, including personal and business banking, mortgages, investments, wealth management, online... Read More about Old National Bank

See Detail

Honor Credit Union - Stadium Drive Verified by Yext

0.0

(0 Reviews)

4400 Stadium Dr, Kalamazoo, MI

WHY HONOR CREDIT UNION? As a Michigan credit union, we are unconventional! We are obsessed with providing a better experience! We know finances are personal, and dreams need a plan. To us, it’s all about your story, and crafting a solution to fit your needs. We won’t stop until we help you achieve financial success!

See Detail

CoinFlip Bitcoin ATM - Bottoms Up Snacks & Spirits (Kalamazoo) Verified by Yext

0.0

(0 Reviews)

930 W Michigan Ave, Kalamazoo, MI

Find your nearest CoinFlip Bitcoin ATM!

CoinFlip offers the easiest and fastest way to buy bitcoin and other cryptocurrencies with cash. Just select the coin you want, verify your phone number, scan your wallet address, and input your cash. Bitcoin is sent almost instantly with guaranteed low crypto ATM fees nationwide. For any questions, reach out to our 24/7 customer support through phone, text, or email!

See Detail
Plante Moran

Plante Moran Verified by Uberall

0.0

(0 Reviews)

750 Trade Centre Way, Suite 300, Portage, MI

269-567-4500

Website

Plante Moran Verified by Uberall

0.0

(0 Reviews)

750 Trade Centre Way, Suite 300, Portage, MI

Plante Moran is among the nation s largest certified public accounting and business advisory firms.We provide clients with audit; tax; risk management; financial, technology, and business consulting; and wealth management services. Whether you have a single, specific need or require comprehensive service on a worldwide scale, we have the knowledge, experience, and resources to meet your goals.Our professionals specialize by... Read More about Plante Moran

See Detail
Docsa Capital Management

Docsa Capital Management Verified by Yext

0.0

(0 Reviews)

1210 W Milham Ave, Portage, MI

269-488-2322

Call Today!

Docsa Capital Management Verified by Yext

0.0

(0 Reviews)

1210 W Milham Ave, Portage, MI

Call Today!

Docsa Capital Management, situated in Portage, MI, is a distinguished firm specializing in financial planning and investment services. With a commitment to helping clients achieve their financial goals, they offer personalized strategies and expert advice tailored to individual needs. Whether you are seeking retirement planning, portfolio management, or comprehensive financial advice, Docsa Capital Management provides the expertise and service you... Read More about Docsa Capital Management

See Detail
Qualified Intermediary Services

Qualified Intermediary Services Verified by Yext

0.0

(0 Reviews)

2740 Bronson Blvd, Kalamazoo, MI

269-385-1031

Website

Call today

Qualified Intermediary Services Verified by Yext

0.0

(0 Reviews)

2740 Bronson Blvd, Kalamazoo, MI

Call today

See Detail
2740 Bronson Blvd, Kalamazoo, MI 269-385-1031