TOP 30 Comprehensive wealth management in Traverse City, Michigan

24 results found

Tandem Wealth Management is a leading finance institution located at 900 East Front Street in Traverse City, Michigan, United States. Our team of experienced financial advisors work in tandem with clients to create personalized wealth management strategies tailored to their unique financial goals. With a focus on building long-term relationships and providing top-notch customer service, Tandem Wealth Management is dedicated to helping clients navigate the complexities of the financial world and achieve financial success.

Mercer Advisors Wealth Management is a finance institution located at 310 West Front Street in Traverse City, Michigan, United States. The firm is dedicated to helping clients transition from wealth-building to wealth-enjoying, ensuring that all aspects of their financial life are well-managed. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors aims to connect all the dots of their clients' financial lives. The team at Mercer Advisors includes experienced professionals such as Tracey, Renée, Kevin, George, Merideth, Becky, and Tony, who bring a wealth of knowledge and expertise to the table. From providing long-term financial strategies that reflect the values and lifestyles of clients to offering comprehensive financial planning and wealth management services, the team is committed to helping clients reach their financial goals.

Intentional Wealth Advisors, located at 4110 Copper Ridge Drive in Traverse City, Michigan, provides personalized financial planning and wealth management services to clients in northern Michigan and surrounding areas. Our professionals are dedicated to helping clients achieve their financial goals through education and intentional planning, allowing them to focus on what matters most to them. With a commitment to integrity, compassion, and clear communication, we offer comprehensive services tailored to every stage of adulthood. Our Wealth Vision Financial Plan combines the expertise of a personal financial advisor with advanced technology to help clients make informed decisions about their resources. Whether you are just starting out in your career, raising a family, or enjoying retirement, our intentional guidance and support can help you navigate the complexities of financial planning. Contact us at 231-933-0846 to start the conversation about your financial future.

Hemming& Wealth Management is a leading finance institution located at 600 East Front Street in Traverse City, Michigan, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Hemming& Wealth Management is committed to providing expert guidance and exceptional service. Contact us today to learn more about how we can help you secure your financial future.

William Kildee - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 13919 South West Bay Shore Drive, Traverse City, Michigan, United States, is a finance institution offering a wide range of services to meet the individual needs of clients. The advisors at Ameriprise hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate their expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. The advisors at William Kildee - Private Wealth Advisor are committed to providing comprehensive and personalized financial solutions to help clients achieve their financial goals.

Baird Private Wealth Management is a leading finance institution located at 1001 Bay Street in Traverse City, Michigan, United States. Specializing in personalized wealth management services, Baird offers a comprehensive range of financial solutions tailored to meet the unique needs of each client. With a team of experienced professionals, Baird is committed to providing top-notch advice and guidance to help individuals and families achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or preserve your wealth for future generations, Baird Private Wealth Management is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Financial & Investment Management is a leading finance institution located at 111 Cass Street in Traverse City, Michigan, United States. Our team of experienced professionals specializes in providing comprehensive financial planning, investment management, and wealth preservation services to individuals, families, and businesses. With a focus on personalized strategies tailored to meet each client's unique goals and objectives, we strive to help our clients achieve financial success and security. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our team is dedicated to helping you navigate the complexities of the financial world and make informed decisions that align with your best interests. Contact us today to learn more about how Financial & Investment Management can help you achieve your financial goals.

Optimal Capital is a leading finance institution located at 12935 South West Bay Shore Drive in Traverse City, Michigan. Specializing in providing tailored financial solutions to individuals and businesses, Optimal Capital is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, they offer a wide range of services including investment management, retirement planning, estate planning, and more. Trust Optimal Capital to provide expert financial advice and personalized strategies to help you secure a prosperous future.

Susan Rauser - State Farm Insurance Agent is an insurance agency located at 874 East Eighth Street in Traverse City, Michigan, United States. Specializing in a variety of insurance products including homeowners insurance, renter's insurance, auto insurance, life insurance, health insurance, and business insurance, this agency is dedicated to providing comprehensive coverage to meet the needs of their clients. With a focus on overall well-being, Susan Rauser encourages clients to give their financial and insurance health a check-up during National Nutrition Month. As a State Farm agent since 2012, Susan brings a wealth of experience and a compassionate approach to serving the residents of Traverse City and surrounding areas such as Interlochen, Kingsley, and Suttons Bay.

Bliss and Thompson Financial Services is a reputable finance and insurance agency located at 3409 Veterans Drive in Traverse City, Michigan. With a strong commitment to providing personalized and comprehensive financial solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, retirement planning, or wealth management services, Bliss and Thompson Financial Services is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you navigate the complexities of the financial world.

Cathleen Wheeler, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage is an all-in-one alternative to Original Medicare, offering similar coverage with the option for prescription drug coverage. Our plans include an annual maximum out-of-pocket limit, with some plans available for as low as $0 per month. With the rising costs of healthcare and increasing life expectancy, long-term care planning is essential. Our agents are here to help you start planning for the future and have important discussions with your loved ones. Contact us today to begin planning your next steps.

Gunnar Gavin, Bankers Life Agent and Bankers Life Securities Financial Representative is a trusted insurance agency located at 1760 Forest Ridge Drive, Traverse City, Michigan, United States. As a financial advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Gunnar Gavin offers a range of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage, Gunnar Gavin can help you navigate the complexities of Medicare and find the best plan for your needs. With Medicare Advantage, you can enjoy all-in-one coverage that combines Parts A and B in a single plan.

Jacob Stevenson, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan, United States. Our knowledgeable agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to ensure they have the right coverage. With the rising costs of healthcare and increasing life expectancy, planning for long-term care is essential. Our team is here to help you prepare for the future and have important discussions with your loved ones. Contact us today to start planning your next steps towards financial security and peace of mind.

Beth Wills, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage is an all-in-one alternative to Original Medicare Parts A and B, with the option for prescription drug coverage. Our plans include an annual maximum out of pocket limit, and some even offer premiums as low as $0 per month. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with your loved ones. Contact us today to start planning for your future.

Heather Karmon, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan. As a Bankers Life Agent, Heather Karmon is dedicated to helping clients protect their financial future through a variety of insurance products and services. With a focus on personalized service and attention to detail, Heather Karmon strives to provide peace of mind and security for individuals and families in the Traverse City area. Whether you are looking for life insurance, health insurance, or retirement planning services, Heather Karmon, Bankers Life Agent is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.

Jeremy Pearson, Bankers Life Agent and Bankers Life Securities Financial Representative in Traverse City, Michigan, offers a wide range of insurance options from Bankers Life and other reputable companies. With a focus on Medicare Advantage, our team is dedicated to helping you navigate the complexities of healthcare and long-term care planning. Contact us today to start preparing for your future.

James Hague, Bankers Life Agent is a reputable insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan, United States. Specializing in providing top-notch insurance services, James Hague is dedicated to helping clients find the best coverage options tailored to their individual needs. With a commitment to exceptional customer service and a wealth of knowledge in the insurance industry, James Hague, Bankers Life Agent is the go-to institution for all your insurance needs. Contact them today to secure your financial future.

Stonebridge Capital Advisors is a premier finance institution located at 830 East Front Street in Traverse City, Michigan, United States. With a team of experienced financial advisors, Stonebridge Capital Advisors offers personalized investment strategies and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Stonebridge Capital Advisors provides expert guidance and tailored solutions to meet your individual needs. Trust Stonebridge Capital Advisors to navigate the complexities of the financial markets and help you build a secure financial future.

Merrill Lynch Financial Advisor Jonathan Wheatley, located at 333 West Grandview Parkway in Traverse City, Michigan, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jonathan Wheatley can help you navigate today's changing market conditions and plan for the future. By participating in the community and volunteering with local organizations, Jonathan Wheatley embodies the Merrill tradition of serving the community. Through Merrill Personal Wealth Analysis™, Jonathan Wheatley can help you create a personalized plan centered on your goals and aspirations. By understanding your unique preferences as an investor and your long-term financial objectives, Jonathan Wheatley can design a customized approach to help you pursue what matters most to you. By staying connected and regularly reviewing your financial situation, Jonathan Wheatley aims to help you stay on track towards achieving your goals.

Golden Circle Advisors is a finance and real estate agency located at 425 Boardman Avenue, Traverse City, Michigan, United States. Specializing in Business Sales, Mergers & Acquisitions, Business Auctions, and Business Valuations, we work with small to mid-sized privately held businesses in positioning and marketing them for sale. Our comprehensive process involves identifying appropriate acquirers through various marketing methods and utilizing an extensive network, including private equity firms and individual investors. Founded on principles of leadership, integrity, and results, we guide business owners through the process of selling their businesses with confidentiality and expertise. Additionally, we offer consultations for buyers and provide information on franchises for sale. With expertise in financing options, M&A, and business valuations, Golden Circle Advisors is dedicated to helping businesses succeed in their transactions.

Foguth Financial Group, LLC, located at 457 Munson Avenue in Traverse City, Michigan, is a finance institution dedicated to helping individuals plan for their financial future, starting today. As a proud Wealth Management Partner of Michigan Athletics, our experienced team is committed to helping you make your dream retirement a reality. Retirement can be a confusing and frustrating time, but with a clear plan in place, you can pave the way to the retirement of your dreams. Our trusted financial team will assess your overall financial situation, identify areas for growth, and create a unique plan tailored to your specific needs. By utilizing a combination of services, we can craft a customized plan that works for you, allowing you to focus on your future with confidence.

Merrill Lynch Financial Advisor Matthew J Eckenrode is a finance institution located at 333 West Grandview Parkway, Traverse City, Michigan, United States. Matthew J Eckenrode and his team of investment industry professionals offer personalized wealth plans and access to global investment capabilities through Merrill Lynch. With 13 years of experience in the financial services industry, Matthew J Eckenrode specializes in corporate benefit programs and can help corporate executives integrate their benefits into a long-term financial approach. The institution provides personalized wealth analysis and financial planning tailored to individual goals and priorities. The team at Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. The institution offers comprehensive financial solutions, investment insights, and strategies to help clients achieve their financial goals. Matthew Eckenrode is registered to do business in multiple states and is dedicated to helping clients navigate the complexities of their financial lives. Whether planning for retirement, saving for a home, or funding education, Merrill Lynch Financial Advisor Matthew J Eckenrode offers personalized solutions to help clients pursue their goals.

Huntington Private Bank, located at 625 South Garfield Avenue in Traverse City, Michigan, is a premier finance institution offering a wide range of wealth and financial services. The dedicated team at Huntington Private Bank includes Private Bankers providing top-notch banking solutions, Wealth and Investment Management professionals offering trust and estate administration and portfolio management services, and licensed investment representatives from The Huntington Investment Company. As a federally registered service mark of Huntington Bancshares Incorporated, Huntington Private Bank aims to provide personalized and comprehensive financial solutions to meet the needs of their clients. Additionally, Huntington Financial Advisors, a service mark under The Huntington Investment Company, offers securities and insurance products and services. Trust and investment management services are provided by The Huntington National Bank, a subsidiary of Huntington Bancshares Incorporated. Please note that lending products are subject to credit approval and investment, insurance, and non-deposit trust products are not insured by the FDIC or any federal government agency. Trust Huntington Private Bank to help you achieve your financial goals with their expertise and commitment to excellence.

Fifth Third Securities - Heather Kilbourne is a finance institution located at 102 West Front Street in Traverse City, Michigan, United States. Our dedicated financial professionals are committed to providing personalized investment solutions to help you achieve your financial goals. Whether you are looking to grow your wealth, save for retirement, or plan for the future, our team is here to help. Contact us today to schedule a consultation with Heather Kilbourne or one of our other experienced advisors.