Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

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

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, Ted Himelhoch will take the time to understand you and your goals, as well as those changing... Read More about Ted Himelhoch - Financial Advisor, Ameriprise Financial Services, LLC

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, Christopher Richard Merrill will take the time to understand you and your goals, as well as those... Read More about Christopher Richard Merrill - Financial Advisor, Ameriprise Financial Services, LLC

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

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, Shane D Winkelmann will take the time to understand you and your goals, as well as those... Read More about Shane D Winkelmann - Financial Advisor, Ameriprise Financial Services, LLC

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, Eric Fitzwilliams will take the time to understand you and your goals, as well as those changing... Read More about Eric Fitzwilliams - Financial Advisor, Ameriprise Financial Services, LLC

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, Ben Whitaker will take the time to understand you and your goals, as well as those changing... Read More about Ben Whitaker - Private Wealth Advisor, Ameriprise Financial Services, LLC

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, AJ Srmek will take the time to understand you and your goals, as well as those changing... Read More about AJ Srmek - Private Wealth Advisor, Ameriprise Financial Services, LLC

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

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

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 Moss will take the time to understand you and your goals, as well as those changing... Read More about Paul Moss - Financial Advisor, Ameriprise Financial Services, LLC

At Fouad Zeaiter & Associates, a financial 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 Portage, MI area to... Read More about Fouad Zeaiter & Associates - Ameriprise Financial Services, LLC

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

At OsborneKlein, 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 Portage, MI area to help them... Read More about OsborneKlein - Ameriprise Financial Services, LLC

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

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, Christopher Chambers will take the time to understand you and your goals, as well as those changing... Read More about Christopher Chambers - Financial Advisor, Ameriprise Financial Services, LLC

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, Gregory J Chimner will take the time to understand you and your goals, as well as those... Read More about Gregory J Chimner - Financial Advisor, Ameriprise Financial Services, LLC

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, Jason Klein will take the time to understand you and your goals, as well as those changing... Read More about Jason Klein - Private Wealth Advisor, Ameriprise Financial Services, LLC

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

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

Kalsee Credit Union is a financial institution in Portage, MI with a focus on member service and financial wellness. Our members can earn rate discounts, fee waivers, and other perks, and each product used will earn monthly points reflected on their statement and in Online Banking. We have a mobile app for Apple and Android devices that offers check deposit,... Read More about Kalsee Credit Union