Investment Services locations near Kalamazoo, MI

Showing 1–10 of 10 results

Morgan Stanley

📍 277 S Rose St, Kalamazoo, MI, 49007

📞 269-373-2650

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Trunorth Capital Management, LLC

📍 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.

Edward Jones - Financial Advisor: Matt McDonald

📍 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.

Edward Jones - Financial Advisor: Leon Bennett

📍 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.

Edward Jones - Financial Advisor: Michael R Matteson

📍 487 S Drake Rd 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.

Edward Jones - Financial Advisor: James M Reslock

📍 890 N 10th St Ste 205, Kalamazoo, MI, 49009

📞 269-375-4520

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.

Edward Jones - Financial Advisor: DAN Coleman

📍 6860 Stadium Dr Ste 102, Kalamazoo, MI, 49009

📞 269-375-4199

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.

Arcadia Investment Management

📍 125 S Kalamazoo Mall Ste 300, Kalamazoo, MI, 49007

📞 269-349-0800

PPS & V Asset Management

📍 151 S Rose St Ste 777, Kalamazoo, MI, 49007

📞 800-231-5025

Greenleaf Trust

📍 211 S Rose St, Kalamazoo, MI, 49007

📞 269-388-9800

🌐 greenleaftrust.com