Investment Management in Scotts, MI

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1. Docsa Capital Management

Docsa Capital Management

Serving the Scotts Area

OPEN 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

2. McLaughlin Wealth Management

McLaughlin Wealth Management

Portage, MI 49024

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

6. Hilliard Lyons

Hilliard Lyons

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

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

7. Greenleaf Trust

Greenleaf Trust

211 S Rose St, Kalamazoo, MI 49007

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

8. 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

9. Edward Jones - Financial Advisor: Jeanne L Case

Edward Jones - Financial Advisor: Jeanne L Case

350 E Michigan Ave Ste 220, Kalamazoo, MI 49007

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

10. Edward Jones - Financial Advisor: Sandra M DeVito

Edward Jones - Financial Advisor: Sandra M DeVito

186 S Grand St, Schoolcraft, MI 49087

CLOSED NOW:8:00 am - 4:00 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

11. Flagstar Bank

Flagstar Bank

15386 Helmer Rd S, Battle Creek, MI 49015

OPEN NOW:9:00 am - 5:00 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

12. Old National Bank

Old National Bank

3201 Portage St, Kalamazoo, MI 49001

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

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,…

YP
34 Years
in Business

13. Gregory J Chimner - Financial Advisor, Ameriprise Financial Services

Gregory J Chimner - Financial Advisor, Ameriprise Financial Services

7130 S Westnedge Ave, Portage, MI 49002

OPEN 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…

14. Jackie Antone - Financial Advisor, Ameriprise Financial Services

Jackie Antone - Financial Advisor, Ameriprise Financial Services

7130 S Westnedge Ave, Portage, MI 49002

OPEN 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…

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

Christopher Richard Merrill - Financial Advisor, Ameriprise Financial Services

7130 S Westnedge Ave, Portage, MI 49002

OPEN 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…

16. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

750 Trade Centre Way Ste 120, Portage, MI 49002

OPEN 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

17. Zhang Financial

Zhang Financial

5931 Oakland Dr, Portage, MI 49024

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

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

18. David Foster - Financial Advisor, Ameriprise Financial Services

David Foster - Financial Advisor, Ameriprise Financial Services

433 E Michigan Ave, Kalamazoo, MI 49007

OPEN 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…

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

Robert Kerschbaum - Private Wealth Advisor, Ameriprise Financial Services

433 E Michigan Ave, Kalamazoo, MI 49007

OPEN 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…

20. Timothy Knapper - Financial Advisor, Ameriprise Financial Services

Timothy Knapper - Financial Advisor, Ameriprise Financial Services

350 E Michigan Ave Ste 215, Kalamazoo, MI 49007

OPEN NOW:8:00 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…

21. Jed McCrumb - Financial Advisor, Ameriprise Financial Services

Jed McCrumb - Financial Advisor, Ameriprise Financial Services

350 E Michigan Ave Ste 215, Kalamazoo, MI 49007

CLOSED NOW:8:00 am - 4:00 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…

22. 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

23. Paul Moss - Financial Advisor, Ameriprise Financial Services

Paul Moss - Financial Advisor, Ameriprise Financial Services

7950 Moorsbridge Rd Ste 300, Portage, MI 49024

OPEN NOW:9:30 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…

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

Fouad H Zeaiter - Financial Advisor, Ameriprise Financial Services

7950 Moorsbridge Rd Ste 300, Portage, MI 49024

OPEN NOW:9:00 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…

25. Old National Bank

Old National Bank

4431 W Centre Ave, Portage, MI 49024

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

From Business: Old National Bank is your bank for Portage. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois, Indiana,…

YP
34 Years
in Business

26. 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

OPEN NOW:9:00 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…

27. 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

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

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…

28. Ted Himelhoch - Financial Advisor, Ameriprise Financial Services

Ted Himelhoch - Financial Advisor, Ameriprise Financial Services

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

OPEN 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…