Find a Financial Advisor in Grand Traverse County, MI

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Financial Planning Firms in Grand Traverse County, MI

Edward Jones
SEC File# 801-3297
CRD# 250
Location 806 S Garfield Ave Suite B, Traverse City, MI 49686, USA
Phone (231) 932-1290
Language https://www.edwardjones.com/us-en
Directions
Legacy Financial Services Group
Location 5499, 10691 E Carter Rd # 101, Traverse City, MI 49684, USA
Phone (231) 933-0631
Language http://www.discoverlegacy.net/
Directions
Intentional Wealth Advisors
Location 4110 Copper Ridge Dr #235, Traverse City, MI 49684, USA
Phone (231) 933-0846
Language https://www.intentionaladvice.com/
Directions
Advanced Financial Group, Inc.
Location 1925 Coral Ln, Traverse City, MI 49686, USA
Phone (231) 922-8993
Language http://advancedfinancialtc.com/new/advancedfinancialgroup/
Directions
Robert Revett - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 3337 S Airport Rd W Ste 4, Traverse City, MI 49684, USA
Phone (231) 947-6700
Language https://www.ameripriseadvisors.com/robert.t.revett/?cid=IP_local_google
Directions
David Schweitzer - Raymond James
Location 818 Red Dr, Traverse City, MI 49684, USA
Phone (231) 995-9400
Language http://www.davidwschweitzer.com/
Directions
The Kildee Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 13919 S W Bay Shore Dr Ste 105A, Traverse City, MI 49684, USA
Phone (231) 935-1457
Language https://www.ameripriseadvisors.com/team/the-kildee-group/?cid=IP_local_google
Directions
Dawn Hemming Mba
SEC File# 801-114962
CRD# 300918
Location 600 E Front St # 201, Traverse City, MI 49686, USA
Phone (231) 922-2900
Directions
Mark A Lundmark - Morgan Stanley
Location 300 E Front St STE 300, Traverse City, MI 49684, USA
Phone (231) 932-7225
Language https://advisor.morganstanley.com/mark.lundmark?y_source=1_MTA4MjA1NzUtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Modern District Financial

4 out of 5

Location 2062 U.S. 31 N S, Traverse City, MI 49685, USA
Phone (231) 421-8331
Language http://moderndistrict.com/
Directions
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About Grand Traverse County, MI

Grand Traverse County is a county located in the U.S. state of Michigan. The county seat is Traverse City, which is also the largest city in the county. Other major cities include Acme, Buckley, East Jordan, Elk Rapids, Grawn, Interlochen, Kingsley, Lake Leelanau, Maple City, Suttons Bay, and Williamsburg. Grand Traverse County is home to many notable landmarks, including the Sleeping Bear Dunes National Lakeshore, the Grand Traverse Lighthouse Museum, and the Bowers Harbor Vineyards. The county is also home to a number of top employers, including Cherry Capital Foods, Munson Medical Center, and Northwestern Michigan College. Major highways and streets in the county include US-31 and M-22. The neighborhoods of Grand Traverse County vary greatly in terms of size and demographics, but all have a strong sense of community.

Related Services

Banks and Credit Unions

Grand Traverse County, MI is home to a number of local and national banks. These banks offer a variety of services to their customers, including checking and savings accounts, loans, credit cards, and more. In addition to these traditional banking services, many banks now offer online banking and mobile banking options that allow customers to conduct transactions from anywhere at any time. This gives Grand Traverse County residents the convenience they need with the security they trust.

Insurance Broker

Grand Traverse County, MI residents can benefit from the services of insurance brokers. Brokers can help people find the best insurance policies for their needs and budget. They are also able to help people file claims and get the money they deserve after an accident or other incident.

Retirement Planning

Grand Traverse County, MI residents may be looking for help with retirement planning. Financial advisors can provide this help by developing a plan that is tailored to the individual's needs and goals. Advisors can also help individuals understand the different options available to them, such as 401(k)s and IRA accounts. By working with an advisor, Grand Traverse County, MI residents can feel confident that they are making the best choices for their retirement.

Wealth Management

Grand Traverse County, MI is a great place to live, with plenty of natural beauty and outdoor activities to enjoy. But living in a rural area has its drawbacks too, especially when it comes to wealth management. Many people in Grand Traverse County are self-employed or own their own businesses, which can make it difficult to save for retirement or other long-term financial goals. Wealth management services can help residents here take control of their finances and plan for the future. Wealth management firms can provide guidance on how to budget and save money, invest in stocks and mutual funds, and prepare for unexpected events like job loss or illness. They can also help families protect their assets and pass on their wealth to the next generation. If you're looking for ways to improve your financial situation, contact a wealth management firm today and see how they can help you reach your goals.

Estate Planning Lawyer

Grand Traverse County, MI residents can rely on estate planning lawyers to help them with a variety of legal issues.Estate planning lawyers are experienced in dealing with the complex legal issues that often arise when someone dies. They can help Grand Traverse County, MI residents create wills and trusts, and they can also advise them on how to best distribute their property after they die.In addition, estate planning lawyers can help Grand Traverse County, MI residents with probate proceedings and with estate tax planning. If you need assistance with any aspect of estate planning, it is wise to consult a qualified lawyer.

Mortgage Loan Officer

Mortgage loan officers in Grand Traverse County, MI can help residents to find the best mortgage rates and products to suit their needs. By providing a wide range of options and working with a variety of lenders, mortgage loan officers can help their clients get the best deal on their home loans. They can also provide advice on choosing the right type of mortgage for each individual, as well as guidance through the entire process.

Tax Services

Grand Traverse County, MI residents can benefit from the help of tax accountants. Tax accountants can help residents save money on their taxes by helping them understand the complex tax code and by filing their taxes correctly. They can also help residents plan for their future by advising them on what deductions they should take and how to best invest their money.