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Christmas without Cash Portage MI

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Portage, MI. We have compiled a list of businesses and services around Portage, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Ted Feight
Creative Financial Design
(517) 371-5100
8175 Creekside Drive, Suite 200
Portage, MI
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Middle Income Client Needs, Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®

Sophit Lee
Docsa Capital Management, Inc.
(269) 488-2322, Ext 2 or 4
1210 West Milham Avenue, Suite 201
Portage, MI
Expertises
Ongoing Investment Management, Middle Income Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Investment Advice without Ongoing Management, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. James E. Gasaway, CFP®
(269) 324-0080
515 E Centre Ave
Portage, MI
Firm
Gasaway Investment Advisors Inc
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Investment Management, Retirement Planning

Data Provided By:
Mr. Ryan D. Cahill, CFP®
(269) 321-6600
6101 Newport Road
Portage, MI
Firm
Cahill Wealth Management
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Cross-Border Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits

Data Provided By:
Mr. Robert B. Burkey, CFP®
(269) 216-2940
950 Trade Centre Way Ste 325
Portage, MI
Firm
PRUDENTIAL

Data Provided By:
Charles Prudhomme
LVM Capital Management, LTD.
(269) 321-8125 Ext: 33
7840 Moorsbridge Road
Portage, MI
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Brent W Kerstetter, CFP®
(269) 488-6900
590 W Centre Ave
Portage, MI
Firm
Sanford Financial Services

Data Provided By:
Mr. John H. Porter Jr., CFP®
(269) 324-1988
3050 Old Centre Rd
Portage, MI
Firm
John A. Wolfe & Associates, Inc.
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Profession: Not Applicable

Data Provided By:
Mr. Jerome R. Kessenich, CFP®
(269) 323-8960
2224 E Centre Ave
Portage, MI
Firm
JK Financial Services Inc
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Education Planning, General Financial Planning, Investment Management, Investment Planning, Men's Finances
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Timothy M. Wendt, CFP®
(269) 567-4621
750 Trade Center Way
Portage, MI
Firm
Plante And Moran Financial Adv
Areas of Specialization
Wealth Management

Data Provided By:
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