Oak Point Financial Group

Ameriprise Financial in Kalamazoo, MI, is a financial advisory firm dedicated to helping clients achieve their financial goals through personalized advice and tailored investment solutions. With over 10,000 advisors nationwide, the firm connects individuals to the right advisor based on their specific needs and aspirations. The advisors at Ameriprise focus on creating a confident financial future for their clients by providing one-on-one consultations, diversified portfolio recommendations, and ongoing support. Their professionals carry various qualifications, ensuring clients receive expert guidance in areas such as asset management, retirement planning, and estate planning. Generated from the website

The Wiser Financial Group, established in 1960, is one of Kalamazoo's oldest and largest independent financial advising firms in Southwest Michigan. They offer comprehensive financial services tailored to individual needs, including retirement planning, estate and legacy planning, investments, and more. The professionals at The Wiser Financial Group are committed to the growth and financial well-being of the region they serve, supporting Southwest Michigan organizations through partnerships, volunteer efforts, and outreach programs.Generated from the website

BCF Wealth Strategies, located in Byron Center, MI, serves as a personal CFO for individuals including retirees, self-employed professionals, and small business owners. Their focus is on building strong relationships with clients to protect, grow, and distribute wealth through personalized financial planning tailored to individual goals and dreams. The firm offers a range of services, including investments, retirement planning, estate planning, insurance, and business advisory services, all backed by data-driven strategies and extensive financial expertise. BCF Wealth Strategies is committed to providing reliable financial guidance while ensuring transparency and compliance through thorough audits and maintenance services. Generated from the website