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 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

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.

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

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

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

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

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

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

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