Connect with Top-Rated Financial Planners in Portage!

Gasaway Investment Advisors is a comprehensive financial planning and investment advisory firm that helps individuals and businesses navigate their financial goals. With over 30 years of experience, we provide personalized service and expertise to design, monitor, and manage investments. Our team is committed to delivering the highest standard of customer commitment, including 24-hour access to account information. We offer a range of services, including investment planning, retirement planning, and portfolio management, all backed by a team of knowledgeable and experienced advisors.

Infinity Advisory Group, LLC is a Registered Investment Advisor that helps individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Our team approach is committed to helping clients create a flexible plan that encompasses a deep understanding of their life goals and what motivates them. We take a personal discovery process to uncover what's important to each client, and then design a plan that balances their wants and needs. Our plan serves as an ever-changing compass to help navigate the journey ahead, and we provide insights and education to help clients stay on track and meet their goals.

Credent Wealth Management is a fee-only investment management firm that collaborates with clients to achieve their financial freedom. With a focus on transparency and client-first relationships, our experienced team of advisors offers a range of services including retirement planning, investment management, tax minimization strategies, risk management, charitable giving, multigenerational estate planning, high-net-worth investing, and business planning. Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.