📍 157 S Kalamazoo Mall, Kalamazoo, MI, 49007
📞 877-469-0446
TruNorth Capital works with investors from around the country that care about their money, are uncomfortable with traditional, high-fee advisors and want to increase the probability of their success. We focus on achieving the highest probability of our clients' financial success. We plan for your financial wellness through a process which is focused on asset allocation, future cash flow needs and tax diversification. Our investment philosophy is based on academically validated portfolio science to drive intelligent investment strategies while keeping costs low - all designed to improve your financial security. We use maximum global diversification with targeted weighting to asset classes that offer the optimal blend of investments to increase returns and lower risk. We use the highest quality, lowest-cost, exchange-traded and mutual funds from top providers to deliver performance.
📍 3005 Oakland Dr, Kalamazoo, MI, 49008
📞 269-345-0783
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 tax-smart investor.
📍 950 Trade Centre Way Suite 325 Ste 325, Portage, MI, 49002
📞 269-216-2939
For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.
📍 950 Trade Centre Way Suite 325 Ste 325, Portage, MI, 49002
📞 269-327-0720
For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.
📍 950 Trade Centre Way Suite 325 Ste 325, Portage, MI, 49002
📞 269-216-2952
For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.
📍 950 Trade Centre Way Suite 325 Ste 325, Portage, MI, 49002
📞 269-216-2940
For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.
📍 6784 S Westnedge Suite D Ste D, Portage, MI, 49002
📞 269-321-7573
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 tax-smart investor.
📍 950 Trade Centre Way Ste 145, Portage, MI, 49002
📞 269-349-0505
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 tax-smart investor.
📍 487 S Drake Rd Ste B Ste B, Kalamazoo, MI, 49009
📞 269-349-6180
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 tax-smart investor.
📍 125 S Kalamazoo Mall Ste 300, Kalamazoo, MI, 49007
📞 269-349-0800