Carl Holmgren Ii: Primerica-Financial Services

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 banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Stifel Nicolaus & Company Incorporated, a renowned wealth management firm, prioritizes the satisfaction of its employee advisors, which has earned it the #1 rank by J.D. Power for more than one year. Dedicated to supporting successful financial advisors, Stifel offers a comprehensive array of resources including investment products, industry-leading technology, and personalized transition services to enhance growth and client relationships. With a legacy stretching over 115 years, Stifel blends tradition with innovation, enabling advisors to thrive in today's dynamic market. The firm boasts a robust research platform, sophisticated alternative investment offerings, and a culture that values advisor input and entrepreneurial spirit, making it an attractive choice for those looking to elevate their business. Generated from the website

LPL Financial in Dowagiac, MI, serves as a prominent independent broker-dealer, boasting a diverse range of investment offerings, advisory services, and holistic wealth management solutions. This establishment stands out for its strategic collaborations with financial advisors, institutions, and registered investment advisors (RIAs), equipping them with cutting-edge resources and tech platforms to deliver tailored financial advice. At LPL Financial, the emphasis lies on bolstering advisors through robust compliance oversight, expert practice management support, and efficient technology solutions. Their core mission revolves around amplifying advisors' operational efficiency, precision, and autonomy within the intricate realm of financial services. By fostering a dynamic environment that fosters effective client engagement, LPL Financial plays a vital role in advancing the capabilities and impact of financial advisors in the industry. Generated using this brand's available information