
Find Top-Rated Portage Financial Advisors
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A64Reviews
Freyman CPA, P.C.
Business Description: With over 30 years of combined experience, we pride ourselves on offering top-level, white-glove service to our clients. Visit us today for a FREE review of your previous year tax return! We use the latest technology, including a secure cloud file exchange and electronic document signatures. You can view our office and meet Greg and Angela at this link: http://www.taxproff.com/greg-freyman-video/
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A296Reviews
Scoreology
Business Description: www.scoreologyusa.com is a national credit repair company providing our clients with one on one unmatched customer service. We have a track record of proven, outstanding results. We offer a wide variety of credit repair, building and budgeting services. Give us a call to set up your Free Consultation. Scoreology was formerly known as Credit Dr.
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A14Reviews
Michael Poland - PHE Mortgage Lending, Inc
Business Description: With over 17 years in the real estate lending and mortgage banking business, I am able to support any type of transaction you may be faced with in the home buying process. I am known for getting things done promptly, while also ensuring my clients are comfortable with the lending process, understand the details along the way, and receive the lowest mortgage rates available to them. I'm here to assist you in any way that I can with your home financing experience. My goal and commitment is to get you the mortgage you need while making the home buying process as transparent & enjoyable as possible.
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A20Reviews
New Era Debt Solutions
Business Description: New Era is a debt settlement/ debt relief company that helps people dramatically reduce their debt obligation and become debt-free. Since 1999 we have settled over $200,000,000 in debt for our clients saving them years of monthly payments and thousands of dollars of principal and interest.
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A2Reviews
Thomas Ciccones' Business Consultant Entrepreneur
Business Description: Financial Consultant, real estate investment, career coach.
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A5Reviews
IRS Tax Help Team
Business Description: We are a tax resolution firm. All services are performed in house. Staff includes CPA, Enrolled Agent and Tax Resolution Specialist. $495 retainer to start client's tax resolution case. Federally licensed, able to provide service nationwide. We also provide accounting, bookkeeping, and payroll services for businesses. Full income tax service provided for individuals and businesses. We can set up affordable payment plans as well as PPIA. We can prepare and file innocent/injured Spouse Relief. We can help you with any sales and payroll tax issues with the state.
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A13Reviews
Health Benefit Consultants LLC
Business Description: Or mission is to get the most competitive rates available with all the major carriers nationally in your specific zipcode. We have the ability to build a plan specifically to fit your needs.-----www.webinsuranceinfo.com ---- Health and Life insurance brokers for over 30 years experience. Licensed insurance consultants. Bringing affordable health and life insurance to our clients with the most competitive rates. Discount medical and lifestyle benefits also available. WE ONLY SERVICE NEBRASKA AND IOWA BECAUSE OF ALL THE CHANGES WITH THE HEALTHCARE ACT. WE CAN NO LONGER AFFORD ALL THE STATE LICENSING FEES.
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A176Reviews
Bruno Nascimento - Health & Life Insurance Broker
Business Description: 7x Super Service Award Recipient. Call me directly (888) 261-3584. Independent insurance broker representing every major health insurance carrier in United States. I help you understand all your options and compare between the carriers in your state to find the one with the best rates in your area, as well as the policy that is best suited for you based on your specific situation. I am here to answer any question you may have. I am experienced and great at what I do, please read what my clients are saying about me and call me with confidence. I look forward to working with you!
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A7Reviews
Clear Strategy
Business Description: We help people who are worried about outliving their money during retirement as well as those who are concerned that they have not adequately planned for their financial future. Some clients who choose to work with us are frustrated with their current volatile and confusing investment plan. They are looking for clear and easy to understand direction and assistance.
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A32Reviews
Marchand & Co CPA's PC
Business Description: Flexible appointment hours
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Finance Advising reviews in Portage
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AIntegrated Financial PlanningI certainly would recommend him to anybody. I worked with him for over 20 years. Actually, it wasn't my money. I was a trustee for an estate for a fellow that had illness problems. His father asked me to be a trustee. So I worked with him for 20 years. His investment products have been excellent. I think there was like $90,000 invested and he came out with about $950,000 at the end. It was like you get 20 years of use and very nice living and the man managed to make money at the same time. He is a very, very nice fellow and easy to work with. He is knowledgeable in his craft. He has done an excellent job. He doesn't charge that much.- Leo K.
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AZhang FinancialIf you are looking for a financial advisor I would highly recommend that you interview Zhang Financial.
The staff has made my family feel as though they put our interests as priority and value our relationship. I
prefer to work with an advisor that does not charge commissions or tie my investments up with surrender fees. We
also really enjoy the educational seminars put on during the year. It is nice to get a chance to talk with other
Zhang clients. If you are considering finding an advisor I suggest you consider Zhang Financial.
- Kai L. -
AAmeriprise FinancialI was happy with their service and I liked my financial planner.- Sandra L.