TOP 30 Best Business management solutions in Charlevoix, Michigan
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Black Walnut Wealth Management - Traverse City Financial Advisor
● ClosedBlack Walnut Wealth Management - Traverse City Financial Advisor is a finance institution located at 13919 South West Bay Shore Drive in Traverse City, Michigan, United States. They specialize in reducing taxes, managing investments, and simplifying retirement for individuals, families, and private foundations in Traverse City and throughout Michigan. Their services include coordinating your entire financial picture, including taxes, estate planning, and investment management. They aim to proactively reduce taxes, manage investments, and coordinate your estate to minimize risk and avoid costly financial mistakes. As a fee-only fiduciary financial advisor, they are committed to your financial well-being and understand your concerns such as selling your business, generating consistent income, reducing taxes, managing investments, coordinating your estate, and maximizing retirement benefits. They serve areas in Northern Michigan such as Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Leland, Ludington, Manistee, Petoskey, Suttons Bay, Marquette, and Iron Mountain. Please note that their financial advice should not be construed as tax or legal advice. They are also certified by the Certified Financial Planner Board of Standards, Inc. (CFP Board). For more information, you can contact them at 231.421.7711 or visit their website.
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Quick Bookkeeper, Inc. - Charlevoix
● ClosedQuick Bookkeeper, Inc. in Charlevoix, Michigan is your go-to institution for all your accounting and finance needs. Located at 221 Bridge Street, our team of experienced professionals are here to provide top-notch bookkeeping services and QuickBooks training. As a small business payroll provider, we offer cost-effective rates to help you manage your finances efficiently. Our classes are taught by a certified QuickBooks ProAdvisor, ensuring that you receive expert guidance and support. Whether you are new to the software or just need some assistance, we have the skills and knowledge to help you work with confidence. Our services can be provided at your location, ours, or through remote access, giving you flexibility and convenience.
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Creative Business and Tax Solutions LLC
● ClosedCreative Business and Tax Solutions LLC is a leading accounting and finance institution located at 03260 Wickersham Road in Charlevoix, Michigan, United States. Our team of expert professionals specializes in providing innovative and customized solutions for businesses of all sizes. From tax preparation and planning to financial analysis and consulting services, we are dedicated to helping our clients achieve their financial goals. With a commitment to creativity and excellence, Creative Business and Tax Solutions LLC is your trusted partner for all your accounting and finance needs.
03260 Wickersham Rd, Charlevoix, MI 49720, United States -
Corporate Settlement Solutions
● ClosedCorporate Settlement Solutions is a reputable institution located at 802 Bridge Street in Charlevoix, Michigan, United States. Specializing in finance, insurance, and legal services, they offer expert solutions for corporate settlements. With a team of skilled professionals, they provide comprehensive assistance and guidance in navigating complex financial and legal matters. Whether you are in need of insurance coverage, financial planning, or legal advice, Corporate Settlement Solutions is dedicated to helping you achieve your goals and protect your assets. Trustworthy and reliable, they are committed to delivering top-notch services to their clients.
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OsborneKlein - Ameriprise Financial - Financial Advisor in Petoskey
● ClosedOsborneKlein - Ameriprise Financial is a finance institution located at 600 Charlevoix Avenue in Petoskey, Michigan, United States. They offer a range of financial advisory services, including asset management, retirement planning, estate planning, and investment strategies. The advisors at OsborneKlein hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating their expertise and commitment to providing top-notch financial advice. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, OsborneKlein has advisors with the knowledge and skills to help you achieve your financial goals.
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National Storage
● ClosedNational Storage is a moving company and storage facility located at 6600 Michigan 66, Charlevoix, Michigan, United States. With an additional location at 3389 M-119 Harbor Springs, MI 49740, National Storage offers high-quality storage features designed to provide customers with a consistent and reliable experience. The facility is clean, climate-controlled, and secure, making it an ideal spot for storing furniture and other items. The manager, Terry, is knowledgeable, helpful, and ensures that the process of renting a unit is efficient and easy. Customers can access their units 24/7 using the app on their phone, adding to the convenience of using National Storage. The facility is well-managed, with competitive pricing and excellent customer service. Overall, National Storage in Charlevoix is highly recommended for anyone looking for a reliable and secure storage solution.
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Waterfront Wellness Primary Care
● ClosedWaterfront Wellness Primary Care, located at 815 Business Park Drive in Traverse City, Michigan, offers unique In-Home Concierge Healthcare services. Unlike traditional practices, our providers only accept a limited number of clients to ensure truly personalized care. Say goodbye to long wait times and limited access to your provider - at Waterfront Wellness, we sign you up the same day you call and provide you with a direct cell phone number for your provider. We accept insurance for hospital visits, medications, and diagnostic testing, but we have opted out of insurance to offer in-home visits that are longer and of higher quality. Our service areas include Emmet, Charlevoix, Antrim, Kalkaska, Wexford, Misaukee, Benzie, Grand Traverse, and Leelanau.
815 Business Park Dr Suite A, Traverse City, MI 49686, United StatesAdvertisements -
Northern Michigan Elder Law PLC | NMEL
● ClosedNorthern Michigan Elder Law PLC (NMEL) is a specialized law firm located at 103 Belvedere Avenue in Charlevoix, Michigan, United States. With additional offices in Traverse City and East Jordan, we serve the entire Northern Michigan region, including surrounding communities and islands such as Mackinaw Island, Beaver Island, and Drummond Island. At NMEL, we focus exclusively on Elder Law, handling a wide range of legal matters related to aging, estate planning, and asset protection. Our team is dedicated to providing high-quality legal services to clients in counties throughout Northern Michigan, ensuring that their needs are met with professionalism and care.
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MCLANE BLATCHFORD CPA FIRM
● ClosedMcLane Blatchford CPA Firm is a reputable accounting and finance institution located at 1108 Bridge Street in Charlevoix, Michigan, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart from other firms in the area. Whether you are an individual or a business in need of financial guidance, McLane Blatchford CPA Firm is dedicated to helping you achieve your financial goals.
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Nothelfer Agency, Petoskey - Farm Bureau Insurance
● ClosedNothelfer Agency, Petoskey - Farm Bureau Insurance is a reputable insurance agency located at 2780 Charlevoix Avenue in Petoskey, Michigan, United States. Specializing in providing insurance coverage for farms and agricultural businesses, they offer a wide range of policies to protect against risks and uncertainties in the industry. With a team of knowledgeable agents dedicated to providing personalized service and tailored solutions, Nothelfer Agency, Petoskey - Farm Bureau Insurance is committed to helping clients find the right coverage to meet their specific needs. Whether you are a farmer, rancher, or agricultural business owner, you can trust this agency to provide reliable and comprehensive insurance options to safeguard your livelihood.
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HOFFMAN CPA FIRM
● ClosedHoffman CPA Firm is a reputable accounting and finance institution located at 104 Mason Street in Charlevoix, Michigan, United States. With a team of experienced and knowledgeable Certified Public Accountants, we provide a wide range of financial services to individuals and businesses in the area. Our services include tax preparation, bookkeeping, financial planning, and consulting. Trust Hoffman CPA Firm for all your accounting and financial needs.
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Brown & Brown of Michigan
● ClosedBrown & Brown of Michigan is a reputable insurance agency located in Grand Rapids, Michigan. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on customer service and expertise in the insurance industry, we strive to offer the best coverage options at competitive rates. Visit us at 2851 Charlevoix Drive Southeast to learn more about how we can protect what matters most to you.
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Western & Southern Life Insurance Company
● ClosedWestern & Southern Life Insurance Company, located in Grand Rapids, Michigan, is an insurance agency dedicated to helping you plan for your financial future. With a range of products to choose from, we offer personalized guidance and solutions tailored to your specific needs. Our financial tools, educational articles, and interactive calculators can help you feel more confident about managing your money and achieving your goals. As part of the Western & Southern Financial Group, we are committed to providing you with the highest quality products and services. Our comprehensive rewards package and world-class training opportunities demonstrate our commitment to your personal success. Contact us today to learn more about how we can help with your family's life insurance and financial needs. Please note that some products may be issued by companies not affiliated with Western & Southern. Remember to consult with a legal or tax advisor for specific advice regarding your situation. At Western & Southern Life, we are here to support you every step of the way towards a secure financial future.
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REMC 2 South
● OpenREMC 2 South is a school located at 9905 East 13th Street in Cadillac, Michigan, United States. It is part of the REMC 2 network, which includes REMC 2 North at Charlevoix-Emmet ISD and REMC 2 Central at Traverse Bay Area ISD. REMC centers like REMC 2 South provide instructional materials and support services to K-12 schools in the area. REMC 2 South specifically serves local districts within the Wexford-Missaukee ISD, with over 100 buildings and 2200 teachers in its service area. The institution offers services in Business Office & HR, Career Technical Center, General Education, and Special Education. For more information, you can contact the main office at 231.876.2260.
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True North Group
● OpenTrue North Group is a reputable insurance agency located in Petoskey, Michigan. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on integrity and commitment to excellence, we strive to build long-lasting relationships with our clients based on trust and reliability. Whether you are looking for auto, home, life, or business insurance, True North Group is here to help you navigate the complexities of the insurance world. Visit us at 5783 Charlevoix Avenue to learn more about how we can protect what matters most to you.
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Mr. Dean Tahtinen
● OpenMr. Dean Tahtinen is a renowned physiotherapist located at 2609 Charlevoix Avenue in Petoskey, Michigan. With years of experience and expertise in the field of health and wellness, Mr. Tahtinen offers personalized and effective physiotherapy services to help his patients achieve their optimal physical well-being. Whether you are recovering from an injury, managing a chronic condition, or simply looking to improve your overall health, Mr. Dean Tahtinen is dedicated to providing top-quality care and support to help you reach your goals. Visit his institution today and start your journey towards a healthier and happier life.
2609 Charlevoix Ave, Petoskey, MI 49770, United StatesAdvertisements -
Old Republic Title
● ClosedOld Republic Title is a reputable finance and insurance agency located at 3890 Charlevoix Avenue in Petoskey, Michigan. With a strong presence in the United States, Old Republic Title offers a wide range of services including title insurance, escrow services, and closing assistance. Their experienced team is dedicated to providing clients with reliable and efficient solutions for all their real estate transactions. Trust Old Republic Title to safeguard your investments and ensure a smooth and secure closing process.
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Superior Gutters LLC
● OpenSuperior Gutters LLC is a trusted provider of high-quality gutter installation and repair services in Charlevoix, Michigan. Located at 8762 Old US 31 Highway North, our team of experienced professionals is dedicated to ensuring that your home or business is protected from water damage by providing top-notch gutter solutions. With a commitment to excellent customer service and superior workmanship, Superior Gutters LLC is the go-to choice for all your gutter needs in the Charlevoix area. Contact us today to schedule a consultation and see why we are the premier gutter company in the region.
8762 Old US 31 Hwy N, Charlevoix, MI 49720, United States -
OsborneKlein - Ameriprise Financial Services, LLC
● ClosedOsborneKlein - Ameriprise Financial Services, LLC, located at 600 Charlevoix Avenue in Petoskey, Michigan, is a finance institution offering personalized financial planning services. Their team of Ameriprise financial advisors are registered to conduct business in select U.S. states and provide consultations to discuss individual financial goals. While they cannot guarantee future financial results, they are dedicated to helping clients achieve their objectives. Clients can expect to receive tailored advice and recommendations to help them make informed decisions about their finances. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring that clients receive reliable and trustworthy financial guidance. Additionally, the institution prioritizes privacy and security, adhering to strict rules and regulations to protect their clients' information. If you refer a friend or family member to OsborneKlein, they can expect to hear from the team soon to start working towards their financial goals.
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N Point Strategies
● ClosedN Point Strategies is a leading consulting firm located at 13064 Cedar Street in Charlevoix, Michigan. Our team of experienced professionals offers strategic planning and management services to help businesses achieve their goals and maximize their potential. With a focus on innovation and collaboration, we work closely with our clients to develop customized solutions that drive success. Whether you are a small start-up or a large corporation, N Point Strategies is dedicated to helping you navigate the ever-changing business landscape and thrive in today's competitive market. Contact us today to learn more about how we can help your business succeed.
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Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 203 Mason Street in Charlevoix, Michigan, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions to meet your needs.
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Shanna Shillington-Bylsma - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedShanna Shillington-Bylsma - Financial Advisor, Ameriprise Financial Services, LLC, located at 2851 Charlevoix Drive Southeast, Grand Rapids, Michigan, United States, is a reputable finance institution. Shanna Shillington-Bylsma is the 2023 Recipient of the Ameriprise Client Experience Award and offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular progress reviews, updates, and goal tracking are provided to ensure clients are on the right financial path. Clients can access their investments and accounts securely from any device. Risk tolerance is a key factor in determining investment strategies, and Shanna Shillington-Bylsma helps clients understand and navigate market volatility. Those interested in a more confident financial future can schedule a complimentary initial consultation. Ameriprise Financial Services, LLC offers investment products and services through a registered investment adviser, with securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Shanna Shillington-Bylsma is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. The institution prioritizes privacy and security, with a focus on helping clients achieve their financial goals.
2851 Charlevoix Dr SE STE 200, Grand Rapids, MI 49546, United StatesAdvertisements -
Michael Klassa - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Klassa is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan. As a finance institution, Michael Klassa holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. With expertise in asset management, estate planning, retirement planning, and more, Michael Klassa provides comprehensive financial services to clients in the Grand Rapids area.
2851 Charlevoix Dr S Ste 200, 2851 Charlevoix Dr SE, Grand Rapids, MI 49546, United States -
Centennial Securities - Headquarters
● ClosedCentennial Securities - Headquarters is a leading finance institution located at 3075 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. As a trusted financial services provider, Centennial Securities offers a wide range of investment and wealth management solutions for individuals and businesses. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Visit Centennial Securities - Headquarters today to learn more about their services and how they can assist you in managing your finances effectively.
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Windemuller Inc.
● OpenWindemuller Inc. is an electrician institution located at #6 North, Charlevoix, Michigan, United States. We provide top-notch design-build and maintenance services in electrical contracting, automation solutions, communications systems, information technology, outdoor utility construction, and renewable energy installations. Serving commercial, industrial, and residential clients in Michigan and beyond, our experts are available around the clock for all your electrical needs. Our Automation Group offers diverse solutions including SCADA system programming and process control integration. With certifications and decades of experience, our communications experts provide unparalleled installations and updates. Count on us for reliable 24/7 IT services and support, as well as start-to-finish commercial and industrial renewable energy design-build services. Our Outdoor Utilities team ensures impeccable construction and maintenance of pole lines, athletic field lights, and traffic signals. At Windemuller, we pride ourselves on our family-like atmosphere and commitment to employee growth and development. With a focus on personal connections, wellness programs, and safety initiatives, we strive to ensure a positive work environment for our over 200 employees and thousands of customers.
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Steven M. Pothoven CPA PC
● ClosedSteven M. Pothoven CPA PC is a reputable accounting and finance firm located at 3075 Charlevoix Drive Southeast in Grand Rapids, Michigan. With years of experience and expertise in the field, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, auditing, or financial planning, our firm is here to assist you every step of the way. Trust Steven M. Pothoven CPA PC for all your accounting and finance needs.
3075 Charlevoix Dr SE Suite 150, Grand Rapids, MI 49546, United States
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