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

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 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

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

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.

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

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

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, 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

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

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

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