Daus Financial provides comprehensive financial planning and investment services with exceptional service and expertise.
* MainStreet Financial is an RIA (Registered Investment Advisory firm) with the SEC, developing retirement income and investment strategies for clients under an advisory fee arrangement. Includes developing individual portfolio models as well as institutional money management.* Securities offered through Mutual Service Corporation. Advisory services offered through MainStreet Financial Advisors, LLC, a Registered Investment Advisor.Mutual Service Corporation and LPL Financial are affiliated companies and members FINRA/SIPC.MainStreet Financial Advisors, LLC, and Mutual Service Corporation/LPL Financial are separate companies.* Saturday and Sunday by appointment only
Southwest Michigan Financial, LLC is committed to providing our Kalamazoo and Battle Creek area clients who are retired or approaching retirement with comprehensive financial planning services. Working with our clients, we strive to make the transition from the workforce to retirement as comfortable, easy, and rewarding as possible. Our number one priority is to make sure you have the retirement income for your chosen lifestyle. We aim to preserve, generate, and transfer the wealth of our clients to future generations via sound and conservative techniques that meet our strict fiduciary guidelines. Building a solid retirement is one of the greatest efforts people undertake, and we want our clients to enjoy their retirement years worry free.
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HFG Financial Group LLC is a financial services firm established in 1987. We believe in building and maintaining client relationships by providing trusted advice. Our firm focuses on financial planning, wealth management, education planning, life insurance and tax planning.
Founded in 2006 by Matt & Amber Rzepka, Valley Oak is a specialized financial services firm that offers a variety of solutions to help small business owners maximize the full value of their business and to always plan for the future. We believe our team is our strongest asset in delivering the best service to our clients. Click here to meet the friendly faces of Valley Oak. We believe that the power of a dollar is best utilized in the hands of the business owner and we work with our clients to help them determine how best the tax code can serve them and their businesses.
As a Wealth Management/Financial Advisor, I provide financial strategies, advice, and guidance to successful individuals and business owners. I am committed to providing premier service and access to exclusive resources to assist my clients in reaching their personal and financial goals.
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