Find a Financial Planner in
Within of
3 Financial Planners in Portage, Michigan
drop-arrowMore Filters
Within of
Languages ASL Cantonese Dutch English French

Sophit Lee

CFP®

Managing Director 2.71 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Portage, Michigan and the surrounding communities.

Docsa Capital Management, Inc.

8080 Moorsbridge Rd, Suite 200
Portage, MI 49024
(269) 488-2322

John A. Wolfe

CFP®

President & Chief Portfolio Manager 0.72 Miles

Specialties: Budget & Debt Management, Attending College, Investment Management, Employee Benefits,...More

Financial Advisor serving Portage, Michigan and the surrounding communities.

John A. Wolfe & Associates, Inc.

440 West Centre Avenue, Ste 4
Portage, MI 49024
(800) 344-6341
+1 More Number
(269) 324-1988

Preston B. Koslakiewicz

CFP®

Certified Financial Planner® 2.67 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Portage, Michigan and the surrounding communities.

Zhang Financial

5931 Oakland Dr
Portage, MI 49024
(586) 668-7029