What'sNearbyTM

What are you looking for?

Close Search

      Financial Planning Consultants in Portage, MI

      Refine
      Sort by
      Features

      1. Lancaster, Lee

      Lancaster, Lee
      269-204-2311Call NowVisit Website
      Directions
      Insurance Consultants & AnalystsFinancial PlannersInsurance

      441 E Bridge St, Plainwell, MI 49080

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: My Office will recognize and honor the dignity, diversity, and worth of all individuals. We will be honest and follow through on our commitments to our customers, families and…

      2. Lee A Lancster State Farm Insurance

      Lee A Lancster State Farm Insurance
      269-204-2311Call NowVisit Website
      Directions
      Financial Planning ConsultantsHealth InsuranceLife Insurance

      441 E Bridge St, Plainwell, MI 49080

      From Business: My Office will recognize and honor the dignity, diversity, and worth of all individuals. We will be honest and follow through on our commitments to our customers, families and…

      4. Kellam Financial Planning Inc

      Kellam Financial Planning Inc
      269-226-9570Call Now
      Directions
      Financial Planning Consultants

      3562 Sandhill Ln, Portage, MI 49024

      CLOSED NOW:9:00 am - 5:00 pm

      7. Integrated Financial Planning

      Integrated Financial Planning
      269-903-2360Call NowVisit Website
      Directions
      Financial Planning Consultants

      309 N Burdick St, Kalamazoo, MI 49007

      CLOSED NOW:9:00 am - 5:00 pm

      9. Kalsee Credit Union

      Kalsee Credit Union
      269-323-9600Call NowVisit Website
      Directions
      5.0
      5.0
      Credit UnionsFinancial Planning ConsultantsLoans

      7225 S Westnedge Ave, Portage, MI 49002

      CLOSED NOW:Closed

      "I love the hours of this bank. Its very convenient. The drive thru hours are very convenient for me. All staffing are just wonderful people."

      YP
      10 Years
      in Business
      Amenities:
      Wheelchair accessible

      11. Brink, Key & Chludzinski, P.C.

      Brink, Key & Chludzinski, P.C.
      269-321-9200Call NowVisit Website
      Directions
      Real Estate AppraisersTax Return PreparationFinancial Planning Consultants

      1300 W Centre Ave, Portage, MI 49024

      CLOSED NOW:8:00 am - 5:00 pm

      From Business: Brink, Key & Chludzinski, P.C. was started over 25 years ago by 3 partners with a vision to create a firm of balance and opportunity, one that puts people first in an…

      YP
      33 Years
      in Business
      Amenities:
      Wheelchair accessible

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

      Edward Jones - Financial Advisor: Thomas A Brillati II
      269-350-5584Call NowVisit Website
      Directions
      InvestmentsStock & Bond BrokersInvestment Management

      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

      13. Edward Jones - Financial Advisor: Tom Schripsema

      Edward Jones - Financial Advisor: Tom Schripsema
      269-321-0588Call NowVisit Website
      Directions
      InvestmentsFinancial PlannersFinancing Consultants

      3798 W Centre Ave, Portage, MI 49024

      CLOSED NOW:8:00 am - 5:00 pm

      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…

      14. Jason Klein - Financial Advisor, Ameriprise Financial Services

      Jason Klein - Financial Advisor, Ameriprise Financial Services
      269-321-5002Call NowVisit Website
      Directions
      Financial PlannersFinancial ServicesFinancial Planning Consultants

      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…

      15. Chimner-Orwig-Ameriprise Financial

      Chimner-Orwig-Ameriprise Financial
      269-488-2004Call NowVisit Website
      Directions
      Financial PlannersInvestment SecuritiesFinancing Consultants

      7130 S Westnedge Ave, Portage, MI 49002

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: The advisor listed is an Ameriprise financial advisor in Portage. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

      16. AJ Srmek - Private Wealth Advisor, Ameriprise Financial Services

      AJ Srmek - Private Wealth Advisor, Ameriprise Financial Services
      269-321-5002Call NowVisit Website
      Directions
      Financial PlannersFinancial ServicesFinancing Consultants

      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…

      17. OsborneKlein - Ameriprise Financial Services

      OsborneKlein - Ameriprise Financial Services
      269-321-5002Call NowVisit Website
      Directions
      Financial PlannersFinancial ServicesInvestment Securities

      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,…

      18. Primerica Advisors - Mark Drake

      Primerica Advisors - Mark Drake
      269-329-0010Call NowVisit Website
      Directions
      Financial Planning ConsultantsInvestment Advisory ServiceRetirement Planning Services

      536 Romence Rd, Portage, MI 49024

      CLOSED NOW:Closed

      From Business: Our familys firm has been dedicated to serving West Michigan since 1985. We love getting to know you personally and learning about exactly what it is you value the most so that…

      YP
      40 Years
      in Business

      19. Edward Jones - Financial Advisor: Matt Semelbauer, CFP®|CEPA®

      Edward Jones - Financial Advisor: Matt Semelbauer, CFP®|CEPA®
      269-321-7573Call NowVisit Website
      Directions
      InvestmentsFinancial ServicesFinancial Planning Consultants

      6784 S Westnedge Ave Ste D, Portage, MI 49002

      CLOSED NOW:Closed

      From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

      YP
      103 Years
      in Business

      20. Blue Star Financial Group-Ameriprise Financial Services

      Blue Star Financial Group-Ameriprise Financial Services
      269-888-2100Call NowVisit Website
      Directions
      Financial PlannersInvestment SecuritiesFinancial Planning Consultants

      1911 W Centre Ave, Portage, MI 49024

      CLOSED NOW:8:00 am - 5:00 pm

      From Business: At Blue Star Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…

      21. Christopher Chambers - Financial Advisor, Ameriprise Financial Services

      Christopher Chambers - Financial Advisor, Ameriprise Financial Services
      269-276-0554Call NowVisit Website
      Directions
      Financial PlannersFinancial ServicesFinancing Consultants

      7950 Moorsbridge Rd Ste 304, 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…

      22. Fouad Zeaiter & Associates - Ameriprise Financial Services

      Fouad Zeaiter & Associates - Ameriprise Financial Services
      269-492-6600Call NowVisit Website
      Directions
      Financial PlannersFinancial ServicesInvestment Securities

      7950 Moorsbridge Rd Ste 300, Portage, MI 49024

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: 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…

      23. Merrill Lynch Wealth Management

      Merrill Lynch Wealth Management
      269-388-8230Call NowVisit Website
      Directions
      Financial PlannersFinancial Planning ConsultantsInvestment Management

      750 Trade Centre Way Ste 120, Portage, MI 49002

      CLOSED NOW:9:00 am - 5:00 pm

      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

      24. Edward Jones - Financial Advisor: Gregory A Feltner

      Edward Jones - Financial Advisor: Gregory A Feltner
      269-349-0505Call NowVisit Website
      Directions
      InvestmentsFinancial ServicesFinancial Planning Consultants

      950 Trade Centre Way Ste 145, Portage, MI 49002

      CLOSED NOW:Closed

      From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

      YP
      103 Years
      in Business

      25. Edward Jones - Financial Advisor: Luke Johnson, CFP®

      Edward Jones - Financial Advisor: Luke Johnson, CFP®
      269-443-5246Call NowVisit Website
      Directions
      InvestmentsFinancial ServicesRetirement Planning Services

      5827 Oakland Dr Ste B, Portage, MI 49024

      CLOSED NOW:Closed

      From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

      YP
      103 Years
      in Business

      27. Chimner, Gregory, CLTC

      Chimner, Gregory, CLTC
      269-321-5002Call NowVisit Website
      Directions
      Investment Advisory ServiceInvestmentsFinancial Planning Consultants

      7130 S Westnedge Ave, Portage, MI 49002

      CLOSED NOW:8:30 am - 5:00 pm

      From Business: The advisor listed is an Ameriprise financial advisor in Portage. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

      28. Whitaker, Ben

      Whitaker, Ben
      269-321-5002Call NowVisit Website
      Directions
      Investment Advisory ServiceInvestmentsFinancial Planning Consultants

      7130 S Westnedge Ave, Portage, MI 49002

      CLOSED NOW:8:30 am - 5:00 pm

      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…

      29. Winkelmann, Shane D, CFP

      Winkelmann, Shane D, CFP
      269-248-5291Call NowVisit Website
      Directions
      Investment Advisory ServiceFinancial Planning Consultants

      7130 S Westnedge Ave, Portage, MI 49002

      CLOSED NOW:8:30 am - 5:00 pm

      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…

      30. Howard, Jay B, CFP

      Howard, Jay B, CFP
      269-321-5002Call NowVisit Website
      Directions
      Investment Advisory ServiceFinancial Planning Consultants

      7130 S Westnedge Ave, Portage, MI 49002

      CLOSED NOW:8:30 am - 5:00 pm

      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…

      We found 405 results for Financial Planning Consultants in or near Portage, MI.They also appear in other related business categories including Financial Services, Investment Advisory Service, and Financial Planners. 4 of the rated businesses have 4+ star ratings.


      The businesses listed also serve surrounding cities and neighborhoods including Central Business District, South Westnedge, and Oakland-Winchell. These businesses offer their services in one-or-more of the following languages: and Spanish.