Top cash flow / budgeting financial advisors in Portage, MI

Trammell Lindstrom is a financial advisor at Ameriprise in Portage, MI, holding a Series 66 license with one year of industry experience. His work history includes roles at Ameriprise since 2022, as well as positions in education and athletics, including Spring Arbor University and Dave Clark's Baseball Facility. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and a structured recommendation process.

Kelli Parris is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 designations and possessing 17 years of industry experience. She has been with T. Rowe Price Investment Services, Inc. since 2006. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm employs a model portfolio approach investing exclusively in proprietary mutual funds and ETFs, supported by an interactive online planning tool and phone access to advisors.

Tori Seeley is an Investment Advisor Representative with Fairway Investment Group, LLC, holding a Series 66 designation and two years of industry experience. She has previously worked with MEA Financial Services, Paradigm Equities, Inc., Monat Global, and is also a math instructor at Mattawan Consolidated Schools. In addition to her advisory role, she is involved in public education as a math teacher. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, operating predominantly on a non-discretionary basis with tailored recommendations based on client objectives.

Jeffrey Cole is the principal advisor at Cole Investment Advisors, Inc. in Portage, MI, holding CFP® and Series 65 credentials with 16 years of industry experience. He has worked at Kruggel, Lawton & Co., LLC since 2024 and has operated Cole Investment Advisors since 1999. Outside of his advisory work, he is a partner at a separate accounting firm and occasionally serves as a registered agent for various non-affiliated business entities. Cole Investment Advisors serves individual and high-net-worth clients, trusts, estates, and charitable organizations with fee-only investment management, client consultations, and portfolio reporting services. The firm focuses on individualized portfolio construction using fundamental analysis and both long- and short-term strategies, and offers standalone reporting for accounts not managed by the adviser.

Michael Nowak is a Series 65 licensed financial advisor with Advisory Services Network in Portage, Michigan, with 15 years of industry experience. He has been with Advisory Services Network since 2016. In addition to his advisory work, he owns Michael Nowak Agency LLC, which offers health insurance for seniors and life insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and financial planning services, employing various investment strategies tailored to clients’ objectives and risk tolerances.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.