Best Financial Advisors in Leelanau County, MI

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Leelanau County, MI Fiduciary Financial Advisors

Edward Jones
SEC File# 801-3297
CRD# 250
Location 720 N St Joseph St J2, Unit 65, Suttons Bay, MI 49682, USA
Phone (231) 271-0098
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Hemming& Wealth Management
SEC File# 801-114962
CRD# 300918

5 out of 5

Location 600 E Front St #201, Traverse City, MI 49686, USA
Phone (231) 922-2900
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Pillar Financial Services LLC
Location 101 Dame St, Suttons Bay, MI 49682, USA
Phone (231) 271-1120
Fifth Third Preferred - Kerr-Ann Dempster

5 out of 5

Location 120 N St Joseph St, Suttons Bay, MI 49682, USA
Phone (231) 271-2335
Baird Fixed Income Capital Markets
Location 1001 Bay St, Traverse City, MI 49684, USA
Phone (231) 933-6050
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
High Tower Advisors
Location 10850 E Traverse Hwy # 3350, Traverse City, MI 49684, USA
Phone (231) 941-7130
Prout Financial Design
SEC File# 801-67082
CRD# 110929

5 out of 5

Location 1040 E Front St, Traverse City, MI 49686, USA
Phone (231) 947-3992
Morgan Stanley Financial Advisors
Location 300 E Front St STE 300, Traverse City, MI 49684, USA
Phone (231) 941-7200
Merrill Lynch Wealth Management Advisor David Edward Greiner
Location 333 W Grandview Pkwy Suite 300, Traverse City, MI 49684, USA
Phone (231) 922-3324
Merrill Lynch Wealth Management Advisor Rick Simonton
Location 333 W Grandview Pkwy Suite 300, Traverse City, MI 49684, USA
Phone (231) 922-6825
Dawn Hemming Mba
SEC File# 801-114962
CRD# 300918
Location 600 E Front St # 201, Traverse City, MI 49686, USA
Phone (231) 922-2900
Intentional Wealth Advisors
Location 4110 Copper Ridge Dr #235, Traverse City, MI 49684, USA
Phone (231) 933-0846
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About Leelanau County, MI

Leelanau County is a county located in the U.S. state of Michigan. It is situated on the 45th parallel, halfway between the equator and north pole. The county seat is Suttons Bay, and its largest city is Traverse City. The county was founded in 1831 as Michigan's second organized county and was named after the Ottawa Indian word "l'lelanaou", meaning "lake of fire." Some of Leelanau County's most notable landmarks include Sleeping Bear Dunes National Lakeshore, Leland Blue Heron Rookery, and Old Mission Point Lighthouse. The county is also home to a variety of wineries and vineyards, including Chateau Grand Traverse, Black Star Farms, and Shady Lane Cellars. The top employers in Leelanau County are Cherryland Electric Cooperative, Munson Medical Center, Grand Traverse Resort and Spa, and Northwestern Michigan College. Major highways and streets in the county include US-31, M-22, and M-72. Neighborhoods in the county include Glen Arbor, Northport, Suttons Bay, and Traverse City.

Where Certified Financial Advisors in Leelanau County, MI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of any community, and Leelanau County, MI is no exception. Banks provide a variety of services to their customers, including checking and savings accounts, loans, and mortgages. They also offer a variety of other services, such as online banking and bill payment, which make it easy for customers to manage their finances. In addition, banks can be a valuable resource for information about financial planning and investing.

Insurance Broker

Residents of Leelanau County, MI who are looking for insurance coverage can benefit from working with a local insurance broker. Brokers have the knowledge and expertise to help residents find the best coverage for their needs, and they can also save them money by negotiating rates on behalf of their clients. In addition, brokers are familiar with the local insurance market, so they can recommend the best policies available in Leelanau County.

Retirement Planning

Leelanau County, MI residents have a lot to look forward to in their retirement years. However, there are still some important steps that need to be taken in order to ensure a smooth and enjoyable transition. That's where financial advisors can help. Financial advisors can work with retirees to create a budget and investment plan that will meet their needs both now and in the future. They can also provide advice on how to make the most of Social Security benefits and other sources of income. In short, financial advisors can help Leelanau County residents make the most of their retirement years.

Wealth Management

Leelanau County, MI is a beautiful place to live, but the cost of living can be prohibitive for some residents. That's where wealth management comes in. Wealth management can help Leelanau County residents save money on taxes and invest their money wisely so they can afford to stay in their homes and continue to enjoy all that this wonderful county has to offer.

Estate Planning Lawyer

Estate planning lawyers in Leelanau County, MI can help residents create wills and trusts which will help to ensure that their property is distributed according to their wishes after they die. In addition, estate planning lawyers can also help residents set up powers of attorney and healthcare directives which will allow them to make decisions about their medical care if they are unable to do so themselves.

Mortgage Loan Officer

Mortgage loan officers in Leelanau County, MI can help residents with their home buying needs. They can provide guidance on the best mortgages for people in a variety of situations, and they can help residents get the best rates possible. Mortgage loan officers can also help people who are having trouble making their mortgage payments, and they can work with homeowners to find solutions that will keep them in their homes.

Tax Services

Tax accountants are an important part of the community, and they can help Leelanau County, MI residents in a number of ways. For one, tax accountants can help residents file their taxes and get the best possible return. They can also help residents understand complex tax laws, and ensure that they are following all of the regulations. In addition, tax accountants can offer advice on how to save money on taxes, and how to invest money in order to receive the best return on investment. Overall, tax accountants are a valuable resource for residents of Leelanau County, MI, and they can help residents save money and stay compliant with the law.

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