Financial Planners in Portage, MI

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1. Mercer Advisors - Portage

Mercer Advisors - Portage

590 W Centre Ave, Portage, MI 49024

CLOSED NOW:Closed

From Business: Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special…

YP
40 Years
in Business

2. OsborneKlein - Ameriprise Financial Services

OsborneKlein - Ameriprise Financial Services

7130 S Westnedge Ave, Portage, MI 49002

CLOSED NOW:Closed

From Business: 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,…

3. Robert Schauer - Branch Manager, Ameriprise Financial Services

Robert Schauer - Branch Manager, Ameriprise Financial Services

650 Trade Centre Way Ste 110, Portage, MI 49002

CLOSED NOW:Closed

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…

4. Paul Seals - Financial Advisor, Ameriprise Financial Services

Paul Seals - Financial Advisor, Ameriprise Financial Services

650 Trade Centre Way Ste 110, Portage, MI 49002

CLOSED NOW:Closed

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…

5. Daniel J Kasson - Financial Advisor, Ameriprise Financial Services

Daniel J Kasson - Financial Advisor, Ameriprise Financial Services

4855 W Centre Ave Ste D, Portage, MI 49024

CLOSED NOW:Closed

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…

6. Ted Himelhoch - Financial Advisor, Ameriprise Financial Services

Ted Himelhoch - Financial Advisor, Ameriprise Financial Services

7130 S Westnedge Ave, Portage, MI 49002

CLOSED NOW:Closed

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…

7. Shane D Winkelmann - Financial Advisor, Ameriprise Financial Services

Shane D Winkelmann - Financial Advisor, Ameriprise Financial Services

7130 S Westnedge Ave, Portage, MI 49002

CLOSED NOW:Closed

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…

8. Christopher Richard Merrill - Financial Advisor, Ameriprise Financial Services

Christopher Richard Merrill - Financial Advisor, Ameriprise Financial Services

7130 S Westnedge Ave, Portage, MI 49002

CLOSED NOW:Closed

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. Ben Whitaker - Financial Advisor, Ameriprise Financial Services

Ben Whitaker - Financial Advisor, Ameriprise Financial Services

7130 S Westnedge Ave, Portage, MI 49002

CLOSED NOW:Closed

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. Gregory J Chimner - Financial Advisor, Ameriprise Financial Services

Gregory J Chimner - Financial Advisor, Ameriprise Financial Services

7130 S Westnedge Ave, Portage, MI 49002

CLOSED NOW:Closed

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…

11. Fifth Third Securities - Gregg Eicholtz

Fifth Third Securities - Gregg Eicholtz

6488 S Westnedge Ave, Portage, MI 49002

CLOSED NOW:Closed

From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…

12. Zhang Financial

Zhang Financial

5931 Oakland Dr, Portage, MI 49024

CLOSED NOW:Closed

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…

13. Paul Moss - Financial Advisor, Ameriprise Financial Services

Paul Moss - Financial Advisor, Ameriprise Financial Services

7950 Moorsbridge Rd Ste 300, Portage, MI 49024

CLOSED NOW:Closed

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…

14. Fouad H Zeaiter - Financial Advisor, Ameriprise Financial Services

Fouad H Zeaiter - Financial Advisor, Ameriprise Financial Services

7950 Moorsbridge Rd Ste 300, Portage, MI 49024

CLOSED NOW:Closed

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…

15. James Novaria - Financial Advisor, Ameriprise Financial Services

James Novaria - Financial Advisor, Ameriprise Financial Services

650 Trade Centre Way Ste 110, Portage, MI 49002

CLOSED NOW:Closed

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…

16. Nathan Brown - Financial Advisor, Ameriprise Financial Services

Nathan Brown - Financial Advisor, Ameriprise Financial Services

650 Trade Centre Way Ste 110, Portage, MI 49002

CLOSED NOW:Closed

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…

17. Nick Yetter - Financial Advisor, Ameriprise Financial Services

Nick Yetter - Financial Advisor, Ameriprise Financial Services

650 Trade Centre Way Ste 110, Portage, MI 49002

CLOSED NOW:Closed

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. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

750 Trade Centre Way Ste 120, Portage, MI 49002

CLOSED NOW:

From Business: Welcome to Merrill Lynch in Portage, MI. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
111 Years
in Business

20. Derby Financial & Associates

Derby Financial & Associates

8145 Valleywood Ln Ste A, Portage, MI 49024

CLOSED NOW:
YP
21 Years
in Business
Amenities:
Wheelchair accessible

24. Preferred Financial Group

Preferred Financial Group

2725 Airview Blvd Ste 204, Portage, MI 49002

CLOSED NOW:
YP
7 Years
in Business

25. Edward Jones - Financial Advisor: Thomas A Brillati II

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…

YP
103 Years
in Business

26. Harbinger Financial Group Inc

Harbinger Financial Group Inc

5220 Lovers Ln, Portage, MI 49002

CLOSED NOW:

From Business: Harbinger Financial Group specializes as a financial planner, providing life insurance, annuities, long term care insurance, life insurance quotes, and more. Our clients love…

YP
25 Years
in Business

29. Docsa Capital Management

Docsa Capital Management

Serving the Portage Area

CLOSED NOW:

From Business: Docsa Capital Management, situated in Portage, MI, is a distinguished firm specializing in financial planning and investment services. With a commitment to helping clients…

30. CareOne Debt Relief Services

CareOne Debt Relief Services

Serving the Portage Area

CLOSED NOW:Closed

From Business: CareOne Debt Relief Services is the nation's largest brand of debt relief, with over 5 million people helped to date. Call our certified personal finance counselors now for a…

We found 71 results for Financial Planners in or near Portage, MI.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investment Advisory Service. 2 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Central Business District, Oakland-Winchell, and South Westnedge.