Yahoo

Investment services in Kalamazoo, MI

See all Michigan cities
Results filtered byAll

PNC Private Bank offers advice and solutions to help individuals, families and business owners grow and manage their short-term and long-term wealth needs.

Philip Brandt, Senior Advisor at Brandt Wealth Advisors: My fee-based advisory services place me on the same side of the table as my clients and I take my fiduciary role seriously by always putting my clients' needs first. I currently serve clients in Michigan, Indiana, Florida and Georgia. Shelly Brandt, Senior Associate: I have worked in financial services for more than 15 years. From my humble beginning as a bank teller to my current partnership in the firm, I have learned many things along the way. I currently hold insurance licenses in Michigan, Indiana, and Illinois.

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence model includes the tools and resources financial professionals need to better serve their clients. Equitable Advisors, LLC (NY, NY, member FINRA, SIPC) (Equitable Financial Advisors in MI & TN), a broker-dealer. Equitable Advisors, LLC, an SEC registered investment adviser. GE-7756802.1 (03/25)

Investment services by category
Mobilize your Website
View Site in Mobile | Classic
Share by: