Wealth Management in Petoskey, MI

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List of Firms

Petoskey, MI Wealth Management Firms

David Farley - Raymond James
Location 422 E Mitchell St Ste 3, Petoskey, MI 49770, USA
Phone (231) 347-3961
Greenleaf Trust
Location 4000 Main St, Bay Harbor, MI 49770, USA
Phone (231) 439-5016
KorthaseFlinn Insurance & Financial Services
3 out of 5
Location 1098 Bay View Rd, Petoskey, MI 49770, USA
Phone (231) 348-8121
Wealth Management in Petoskey, MI

Where Wealth Management Advisors in Petoskey, MI Serve

Petoskey, Michigan is a small town in the north of the state which is best known for its resorts and tourist attractions. The town has a population of just over 6,000 people and is home to a few major employers such as Little Traverse Bay Bands of Odawa Indians and Petoskey Plastics. The main highway through Petoskey is US-31, and the main streets are Howard Street, Spring Street, and Michigan Street. Some of the neighborhoods in Petoskey include Bay View, Central Park, and North End.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Petoskey, MI offer a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer a variety of investment products, such as mutual funds and annuities. Some banks also offer insurance products and other financial services.

Retirement Planning

Retirement planning in Petoskey, MI is a critical process that helps individuals ensure they have the necessary funds to live comfortably after they stop working. There are a variety of factors to consider when planning for retirement, including how much money you will need to cover your costs, when you want to retire, and how you want to spend your time.There are a number of resources available to help people plan for retirement, including financial advisors, online calculators, and workshops offered by local organizations. It is important to start planning early so that you have enough time to save and invest your money wisely.

Tax Services

A tax accountant in Petoskey, MI helps businesses and individuals file their taxes. They can help you find deductions and credits that can lower your taxable income. They can also help you plan for your future tax obligations. Speak to a local tax accountant today to learn more about the services available to you.

Financial Advisor

A financial advisor in Petoskey, MI provides individuals and businesses with guidance on financial planning and investing. They can help you save for retirement, invest in stocks or mutual funds, and manage your money wisely. If you're looking for professional assistance with your finances, a financial advisor in Petoskey is a great option.

Insurance Broker

An insurance broker in Petoskey, MI helps people find the best insurance policies for their needs. They work with a variety of different companies to find the best rates and coverage for their clients. They also help people file claims and handle any problems they may have with their insurance.

Mortgage Loan Officer

A mortgage loan officer in Petoskey, MI helps people get mortgages. They work with banks and other lenders to help people get the best mortgage possible. They help people through the entire process, from finding a home to getting the mortgage approved.

Estate Planning Lawyer

An estate planning lawyer in Petoskey, MI helps people create a will, power of attorney and other legal documents to protect their assets and ensure their wishes are carried out after they die. They can also help with trusts, Medicaid planning and other issues related to estate planning.


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