Merrill Lynch Financial Advisor Daniel Ingles

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.

Plante Moran is among the nation s largest certified public accounting and business advisory firms.We provide clients with audit; tax; risk management; financial, technology, and business consulting; and wealth management services. Whether you have a single, specific need or require comprehensive service on a worldwide scale, we have the knowledge, experience, and resources to meet your goals.Our professionals specialize by industry. This means our clients benefit from the expertise and advice of teams who know their specific challenges and how to combat them. We bring the full resources of the firm to every client.

The Beckwith Financial Group, Inc. is a strategic alliance of several well established and locally recognized insurance agencies, here to service all of your insurance and financial planning needs. We have been appointed as a General Agency for the Ohio National Financial Services and its insurance affiliates, servicing Michigan and Northern Indiana. We also offer a complete portfolio of products of other nationally recognized A-rated carriers. People ask us what we do and the list is extensive; it includes: Financial Planning, Investments, Property & Casualty and Commercial Insurance; Life, Health and Long-Term Care Insurance as well as Medicare Advantage plans. In other words, all the things that people rely upon to increase and protect their present standard of living while working to secure their future. We do it all and do it with in-house specialists for each area of service. More than that, though, we're earning your confidence in our ability to counsel you on your insurance and investments with the reassurance that you're dealing with professionals who have the knowledge that comes with your years of training and experience. We?re selling you the comfort of knowing that when you ask a question, you'll get an honest, straightforward answer when you need it. In short, we're not selling anything. We are earning your trust!Investment Advisory services offered through O.N. Investment Management Company ASSOCIATIONMember FINRA / SIPC