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State DirectoryInvestment Management in Climax, MI
2. Brandt Wealth Advisors
Serving the Climax Area
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 fiduciary role…
5. Kiss Financial Services
8765 Gull Rd, Richland, MI 49083
6. Hilliard Lyons
300 Country Pine Ln Suite 1, Battle Creek, MI 49015
7. Edward Jones - Financial Advisor: Thomas A Brillati II
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 education and be a…
8. Ted Himelhoch - Financial Advisor, Ameriprise Financial Services
928 Columbia Ave W Ste C, Battle Creek, MI 49015
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 those goals can…
9. Daniel Graham - Private Wealth Advisor, Ameriprise Financial Services
391 S Shore Dr Ste 112, Battle Creek, MI 49014
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 those goals can…
10. Daniel B. Liehr, MS, MBA, CFP, ChFC
5751 E G Ave, Kalamazoo, MI 49004
From Business: Comprehensive Financial Planning, Investment Management
11. David Mabis - Financial Advisor, Ameriprise Financial Services
8712 Gull Rd, Richland, MI 49083
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 those goals can…
12. Stacy Clark - Financial Advisor, Ameriprise Financial Services
8712 Gull Rd, Richland, MI 49083
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 those goals can…
13. Old National Bank
3201 Portage St, Kalamazoo, MI 49001
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 Illinois, Indiana,…
14. The Buikema Oursler Morse Financial Team of Janney Montgomery Scott
15164 Helmer Rd S Ste B, Battle Creek, MI 49015
From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…
15. Flagstar Bank
15386 Helmer Rd S, Battle Creek, MI 49015
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. That is why we set…
16. Old National Bank
140 Columbia Ave W, Battle Creek, MI 49015
From Business: Old National Bank is your bank for Battle Creek. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois,…
17. Pamela Wesley - Financial Advisor, Ameriprise Financial Services
391 S Shore Dr Ste 112, Battle Creek, MI 49014
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 those goals can…
18. Zhang Financial
70 Michigan Ave W Ste 100, Battle Creek, MI 49017
From Business: At Zhang Financial in Battle Creek, MI, we support our clients with fee-only wealth management services. Our comprehensive research and resources help us offer unbiased advice…
20. Docsa Capital Management
1210 W Milham Ave, Portage, MI 49024
22. Daniel J Kasson - Financial Advisor, Ameriprise Financial Services
4855 W Centre Ave Ste D, Portage, MI 49024
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 those goals can…
23. Zhang Financial
5931 Oakland Dr, Portage, MI 49024
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 members must adhere…
27. Albion Financial
440 W Centre Ave Ste 1, Portage, MI 49024