Wealth Management in Leelanau County, MI

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List of Firms

Leelanau County, MI Wealth Management Firms

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
Language http://www.hemmingwm.com/
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
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Front Street Wealth Management
Location 310 W Front St Suite 411, Traverse City, MI 49684, USA
Phone (231) 947-3775
Language https://frontstreet.com/
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Falconer Asset Management
Location 810 Cottageview Dr Suite 103, Traverse City, MI 49684, USA
Phone (231) 392-1710
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IB Wealth Management
Location 333 W Grandview Pkwy, Traverse City, MI 49684, USA
Language http://ibwealthmanagement.com/
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Independent Wealth Management
SEC File# 801-120528
CRD# 124242
Location 1/2, 236 E Front St, Traverse City, MI 49684, USA
Phone (231) 929-1086
Language http://www.iwmusa.com/
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Stonepath Wealth Management
5 out of 5
Location 134 W State St Suite 200, Traverse City, MI 49684, USA
Phone (231) 668-6999
Language http://www.stonepathwm.com/
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Merrill Lynch Wealth Management
Location 333 W Grandview Pkwy Suite 300, Traverse City, MI 49684, USA
Phone (231) 922-0707
Language https://www.local.ml.com/TRAVERSE_CITY
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Hudson Wealth Management
5 out of 5
Location 3180 Racquet Club Dr Suite A, Traverse City, MI 49684, USA
Phone (231) 421-7391
Language https://www.retirementclarified.com/
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Wealth Management in Leelanau County, MI

Where Wealth Management Advisors in Leelanau County, MI Serve

Leelanau County, located in the northern part of Michigan's Lower Peninsula, is known for its breathtaking natural beauty and charming small towns. The county is home to several notable landmarks, including Sleeping Bear Dunes National Lakeshore, which features towering sand dunes and stunning views of Lake Michigan. Other attractions include the Leelanau State Park, which boasts miles of hiking trails and a historic lighthouse, and the charming village of Suttons Bay, which is known for its art galleries and boutique shops. The county's top employers include Munson Healthcare, which operates several hospitals and clinics in the area, and the Leelanau Sands Casino and Lodge, which provides entertainment and lodging for visitors. Major highways and streets in the area include M-22, which winds along the Lake Michigan shoreline and offers stunning views of the water, and US-31, which connects the county to Traverse City and other nearby cities.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Leelanau County, MI could benefit from a bank in numerous ways. One specific way is through access to loans for agricultural purposes. Leelanau County is known for its rich agricultural heritage, with cherry orchards, vineyards, and dairy farms dotting the landscape. A local bank could provide loans to farmers for equipment purchases, expansion of their operations, or even to weather unexpected financial setbacks. Additionally, a bank could offer financial education and resources to small business owners, who make up a significant portion of the county's economy. With the support of a local bank, residents of Leelanau County could continue to thrive and grow their businesses and farms for generations to come.

Insurance Broker

Residents of Leelanau County, MI could benefit from the services of an insurance broker in various ways. For instance, an insurance broker could help them navigate the complex healthcare system in the county, which has a population of over 21,000 people. With only one hospital in the county, residents may have limited options for healthcare providers and may struggle to find affordable health insurance. An insurance broker could help them find the best insurance plan that meets their unique needs and budget. Additionally, with the county's economy heavily reliant on tourism, insurance brokers could help residents protect their homes and businesses from potential risks, such as natural disasters or liability claims. Overall, insurance brokers could provide invaluable assistance to residents of Leelanau County, MI, helping them safeguard their health, homes, and livelihoods.

Retirement Planning

Residents of Leelanau County, MI can benefit significantly from the expertise of a retirement planner. With its scenic landscapes and idyllic surroundings, Leelanau County is a popular retirement destination. However, many residents may not be aware of the financial complexities and challenges that come with retirement. A retirement planner can help them navigate these challenges and create a comprehensive retirement plan that takes into account their unique needs and goals. For instance, the planner can help them optimize their Social Security benefits, minimize taxes, and manage their retirement savings effectively. Moreover, given the county's high cost of living and limited job opportunities, a retirement planner can help residents plan for contingencies such as long-term care, healthcare expenses, and inflation. By working with a retirement planner, residents of Leelanau County can enjoy a secure and comfortable retirement without having to worry about financial uncertainties.

Financial Advisor

Residents of Leelanau County, MI could benefit from the guidance of a financial advisor in a variety of ways. One specific area where a financial advisor could be particularly helpful is in navigating the unique challenges of the local economy. Leelanau County is known for its natural beauty and thriving tourism industry, but many residents also work in agriculture, manufacturing, and other sectors. A skilled financial advisor could help these individuals make informed decisions about investing, retirement planning, and managing debt in light of the ups and downs of the local economy. Additionally, a financial advisor could provide valuable guidance on tax planning, estate planning, and other complex financial matters that are especially important for individuals who own businesses or other assets in the area. Overall, working with a financial advisor could help residents of Leelanau County achieve their financial goals and build a secure future for themselves and their families.

Mortgage Loan Officer

Residents of Leelanau County, MI can benefit from the expertise of a mortgage loan officer in a variety of ways. With the county's picturesque landscape and proximity to the Great Lakes, many residents are looking to purchase second homes or investment properties. A mortgage loan officer can provide guidance on the unique challenges of financing these types of properties, including potential rental income and property management. Additionally, Leelanau County is home to many small businesses and entrepreneurs. A mortgage loan officer can assist these residents in securing financing to start or expand their businesses, which can have a positive impact on the local economy. With the county's growing population and diverse needs, a mortgage loan officer can play a crucial role in helping residents achieve their financial goals.

Tax Services

Residents of Leelanau County, MI can benefit from the expertise of a tax advisor in various ways. Specifically, the county is known for its thriving tourism industry, which means that many residents have rental properties that generate income. A tax advisor can assist these individuals in maximizing their deductions and minimizing their tax liabilities. Additionally, Leelanau County has a large population of retirees who may require specialized tax planning to optimize their retirement income. A tax advisor can help these individuals navigate complex tax laws and ensure that they are taking advantage of all available deductions and credits. Furthermore, with the recent changes in tax laws, it is essential for residents to have a knowledgeable tax advisor who can help them understand the implications of these changes and adjust their financial strategies accordingly. Overall, a tax advisor can provide valuable guidance and support to residents of Leelanau County, MI, helping them to achieve their financial goals and minimize their tax burden.

Estate Planning Lawyer

An estate planning lawyer would be of great help to residents of Leelanau County, MI in many ways. One specific area where they could be particularly useful is in helping families navigate the complex and often confusing process of passing down property and assets. Leelanau County is known for its stunning natural beauty and is a popular destination for tourists and retirees alike. As a result, many families have invested in property in the area, which can create unique challenges when it comes to estate planning. An experienced lawyer can help families create a comprehensive plan that takes into account factors such as property taxes, inheritance laws, and other local regulations. They can also help families navigate the often-emotional process of dividing assets and ensuring that their loved ones are taken care of after they pass away. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Leelanau County as they plan for the future.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Leelanau County, MI can offer a range of services to help clients manage their wealth effectively. These services include investment management, financial planning, estate planning, tax planning, and risk management. With the county's vast natural resources, including the Sleeping Bear Dunes National Lakeshore and the Leelanau Peninsula Wine Trail, there are ample opportunities for investment in real estate, tourism, and agriculture. A skilled wealth manager can help clients navigate these opportunities and make informed investment decisions that align with their financial goals. Additionally, the wealth manager can provide advice on tax-efficient strategies to minimize tax liabilities and preserve wealth for future generations. With the complexity of wealth management and the unique opportunities in Leelanau County, MI, a wealth manager can be a valuable partner in achieving financial success.

Leelanau County, MI is an ideal destination for anyone in search of a wealth manager. With its picturesque landscapes and thriving economy, this county is the perfect place to secure your financial future. One of the most notable features of this region is its abundance of vineyards and wineries, which have contributed significantly to its economic growth. This means that there is a steady flow of capital, and wealth managers in the area are well-versed in managing investments in the wine industry. Additionally, the county is home to several affluent residents, which means that wealth managers have the opportunity to work with high net worth individuals. With the combination of a robust economy and a knowledgeable pool of wealth managers, Leelanau County is a prime location for anyone seeking to secure their financial future.