Oak Point Financial Group

Albion Financial Group, founded in 1982 by Toby Levitt and John Bird, is a nationally recognized fee-only Registered Investment Advisor committed to prioritizing clients' best interests over product sales. With a focus on creating tailored investment strategies, Albion has received accolades such as ranking on CNBC's Top 100 Financial Advisory Firms for four consecutive years. The firm emphasizes a collaborative approach, particularly through its Women of Albion initiative, which supports women at various life stages in understanding and managing their financial lives. By fostering an environment of informed decision-making, Albion aims to guide clients toward a lifetime of sound financial choices. Generated from the website

Ameriprise Financial in Kalamazoo, MI, is a financial advisory firm dedicated to helping clients achieve their financial goals through personalized advice and tailored investment solutions. With over 10,000 advisors nationwide, the firm connects individuals to the right advisor based on their specific needs and aspirations. The advisors at Ameriprise focus on creating a confident financial future for their clients by providing one-on-one consultations, diversified portfolio recommendations, and ongoing support. Their professionals carry various qualifications, ensuring clients receive expert guidance in areas such as asset management, retirement planning, and estate planning. Generated from the website

The Wiser Financial Group, established in 1960, is one of Kalamazoo's oldest and largest independent financial advising firms in Southwest Michigan. They offer comprehensive financial services tailored to individual needs, including retirement planning, estate and legacy planning, investments, and more. The professionals at The Wiser Financial Group are committed to the growth and financial well-being of the region they serve, supporting Southwest Michigan organizations through partnerships, volunteer efforts, and outreach programs.Generated from the website