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Investment Management in Augusta, MI

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1. Docsa Capital Management

Docsa Capital Management

Serving the Augusta Area

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

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…

YP
31 Years
in Business

3. McLaughlin Wealth Management

McLaughlin Wealth Management

Portage, MI 49024

CLOSED NOW:9:00 am - 4:00 pm

4. Edward Jones - Financial Advisor: Keith Corts, CFP®

Edward Jones - Financial Advisor: Keith Corts, CFP®

4055 W Dickman Rd Ste E, Springfield, MI 49037

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

7. Hilliard Lyons

Hilliard Lyons

300 Country Pine Ln Suite 1, Battle Creek, MI 49015

CLOSED NOW:9:00 am - 5:00 pm
YP
171 Years
in Business

8. Ted Himelhoch - Financial Advisor, Ameriprise Financial Services

Ted Himelhoch - Financial Advisor, Ameriprise Financial Services

928 Columbia Ave W Ste C, Battle Creek, MI 49015

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. Daniel Graham - Private Wealth Advisor, Ameriprise Financial Services

Daniel Graham - Private Wealth Advisor, Ameriprise Financial Services

391 S Shore Dr Ste 112, Battle Creek, MI 49014

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. David Mabis - Financial Advisor, Ameriprise Financial Services

David Mabis - Financial Advisor, Ameriprise Financial Services

8712 Gull Rd, Richland, MI 49083

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. Stacy Clark - Financial Advisor, Ameriprise Financial Services

Stacy Clark - Financial Advisor, Ameriprise Financial Services

8712 Gull Rd, Richland, MI 49083

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…

12. Edward Jones - Financial Advisor: Morgan S Drobny

Edward Jones - Financial Advisor: Morgan S Drobny

8599 N 32nd St, Richland, MI 49083

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…

YP
103 Years
in Business

13. Daniel B. Liehr, MS, MBA, CFP, ChFC

Daniel B. Liehr, MS, MBA, CFP, ChFC

5751 E G Ave, Kalamazoo, MI 49004

OPEN 24 HOURS

From Business: Comprehensive Financial Planning, Investment Management

YP
25 Years
in Business

14. Flagstar Bank

Flagstar Bank

15386 Helmer Rd S, Battle Creek, MI 49015

CLOSED NOW:9:00 am - 6:00 pm

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…

YP
38 Years
in Business

15. The Buikema Oursler Morse Financial Team of Janney Montgomery Scott

The Buikema Oursler Morse Financial Team of Janney Montgomery Scott

15164 Helmer Rd S Ste B, Battle Creek, MI 49015

CLOSED NOW:Closed

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…

16. Old National Bank

Old National Bank

140 Columbia Ave W, Battle Creek, MI 49015

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

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,…

YP
191 Years
in Business

17. Zhang Financial

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…

18. Pamela Wesley - Financial Advisor, Ameriprise Financial Services

Pamela Wesley - Financial Advisor, Ameriprise Financial Services

391 S Shore Dr Ste 112, Battle Creek, MI 49014

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…

20. 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…

YP
34 Years
in Business

21. Greenleaf Trust

Greenleaf Trust

211 S Rose St, Kalamazoo, MI 49007

CLOSED NOW:8:30 am - 5:00 pm
YP
27 Years
in Business

24. Albion Financial

Albion Financial

440 W Centre Ave Ste 1, Portage, MI 49024

CLOSED NOW:8:00 am - 5:00 pm
YP
26 Years
in Business

27. Robert Kerschbaum - Private Wealth Advisor, Ameriprise Financial Services

Robert Kerschbaum - Private Wealth Advisor, Ameriprise Financial Services

433 E Michigan Ave, Kalamazoo, MI 49007

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…

28. Robert Schauer - Branch Manager, Ameriprise Financial Services

Robert Schauer - Branch Manager, Ameriprise Financial Services

1080 N 10th St Ste 200, Kalamazoo, MI 49009

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…

29. Paul Seals - Financial Advisor, Ameriprise Financial Services

Paul Seals - Financial Advisor, Ameriprise Financial Services

1080 N 10th St Ste 200, Kalamazoo, MI 49009

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…

30. David Foster - Financial Advisor, Ameriprise Financial Services

David Foster - Financial Advisor, Ameriprise Financial Services

433 E Michigan Ave, Kalamazoo, MI 49007

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…