Wealth Management Firms Battle Creek MI

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Battle Creek, MI. We have compiled a list of businesses and services around Battle Creek, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Mr. Loren C Rex, CFP®
(269) 441-4090
77 E Michigan Ave
Battle Creek, MI
Firm
Generations Financial Plannign & Wealth Management
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Richard M. Tsoumas, CFP®
(269) 441-5007
500 Country Pine Ln Ste 1
Battle Creek, MI
Firm
The Planning Group
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Debt Management, Education Planning, Estate Planning, General Financial Planning

Data Provided By:
Mrs. Diane Kay Housley, CFP®
(269) 789-0651
15975 W Michigan Ave
Marshall, MI
Firm
Monarch Investment Services
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care, General Financial Planning

Data Provided By:
Ms. Mary Jo Atkinson, CFP®
(269) 349-8830
6176 Hidden Lake Cir
Richland, MI
Firm
Self-Employed
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Bank of America - Battle Creek Main Office
(269) 969-8155
25 Capital Ave S.W.
Battle Creek, MI
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 9-2
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 9-2
Sunday Closed

Mr. Michael Sean Dugan, CFP®
(269) 441-9476
165 Capital Ave NE Apt 2
Battle Creek, MI
Firm
Ameriprise Financial
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided By:
Mr. William F. Thick Sr., CFP®
(269) 781-5522
602 N Linden St
Marshall, MI
Firm
Total Planning Service

Data Provided By:
Mr. Donald J. Paulson, CFP®
(269) 629-6040
4638 E Gull Lake Dr
Hickory Corners, MI
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning

Data Provided By:
Mr. Daniel B. Liehr, CFP®
(269) 720-9931
5751 East G Avenue
Kalamazoo, MI
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided By:
Bank of America - Columbia/Capital
(269) 969-0273
140 Columbia Avenue West
Battle Creek, MI
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 9-2
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 9-2
Sunday Closed

Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874