Custom investment solutions in Charlevoix, MI
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Mike Epping - State Farm Insurance Agent
● OpenMike Epping - State Farm Insurance Agent is an insurance agency located at 801 Bridge Street in Charlevoix, Michigan, United States. They specialize in helping customers save money by customizing coverage plans to protect what's important to them, whether it's family, belongings, or finances. Mike Epping offers a range of options including safe driving rewards, bundling discounts, and coverage for auto, home, renters, recreational vehicles, and more. They are dedicated to providing personalized solutions that fit each individual's needs. Customers can also explore options for life insurance, health insurance, banking, and investment planning services. Contact Mike Epping in Charlevoix, MI to get started on securing your future and protecting what matters most to you.
801 Bridge St, Charlevoix, MI 49720, United States -
Coldwell Banker Schmidt - Real Estate
● OpenColdwell Banker Schmidt - Real Estate is a full-service brokerage firm located at 710 Bridge Street in Charlevoix, Michigan, United States. As part of the Schmidt Family of Companies, we offer a wide range of services including Title and Mortgage Services, Property Management, and Relocation Services. Our commercial division ranks among the top Coldwell Banker affiliates, and our luxury division, Coldwell Banker Global Luxury, is experiencing rapid growth. With global syndication, we connect our listings to affluent buyers worldwide. Established in 1927, our firm remains committed to providing exceptional service and value to our clients. We serve clients in Michigan, Ohio, Florida, and St. Croix, U.S. Virgin Islands. Coldwell Banker Schmidt Family of Companies is dedicated to upholding the principles of the Fair Housing Act and the Equal Opportunity Act. Each office is independently owned and operated, ensuring personalized service for our clients. Contact us for all your real estate needs.
710 Bridge St, Charlevoix, MI 49720, United States -
EXIT Northern Shores Realty
● OpenEXIT Northern Shores Realty is a well-established real estate agency located at 204 South Cedar Street in Kalkaska, Michigan. With over 20 dedicated real estate professionals, we are committed to meeting all of your Northern Michigan real estate needs. Our team is highly experienced and trained in industry-leading systems and processes, ensuring that we can efficiently assist you with buying or selling your property. We have two main offices in Elk Rapids and Kalkaska, with additional agents in Traverse City, Bellaire, and Charlevoix. Our services cover all of Northwest Michigan, and our agents are not only knowledgeable about the areas they serve, but are also active members of various local organizations, making them true community experts.
204 S Cedar St, Kalkaska, MI 49646, United States -
Jeffrey Neill - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJeffrey Neill - Financial Advisor at Ameriprise Financial Services, LLC, located at 600 Charlevoix Avenue in Petoskey, Michigan, is a trusted institution specializing in finance. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2023, Jeffrey Neill offers personalized financial advice to help clients prepare for their future goals. Whether it's saving for college, planning for retirement, or making smart investments, Jeffrey Neill takes the time to understand what's truly important to each individual. With a focus on risk tolerance and investment strategies, clients can feel more confident and in control of their financial life. Schedule a complimentary initial consultation to learn more about how Ameriprise Financial Services, LLC can help you achieve your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information.
600 Charlevoix Ave, Petoskey, MI 49770, United States -
Edward Jones - Financial Advisor: Benjamin Muladore, CFP®|ChFC®|CLU®
● OpenEdward Jones - Financial Advisor: Benjamin Muladore, CFP®|ChFC®|CLU® is a reputable financial institution located at 702 Bridge Street in Charlevoix, Michigan, United States. With a focus on providing personalized financial planning and investment services, Benjamin Muladore, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®), offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Benjamin Muladore is dedicated to helping you navigate the complexities of the financial world and secure your financial future.
702 Bridge St, Charlevoix, MI 49720, United States -
R Jim Van Loo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenR Jim Van Loo is a financial advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. He 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®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, 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 his expertise and commitment to providing comprehensive financial planning services. Whether you are planning for retirement, managing investments, or navigating complex financial situations, R Jim Van Loo has the knowledge and skills to help you achieve your financial goals.
2851 Charlevoix Dr SE STE 200, Grand Rapids, MI 49546, United States -
Bergmann Marine
● OpenBergmann Marine is a premier storage facility located at 5953 Loeb Road in Charlevoix, Michigan, United States. Specializing in marine storage, this institution offers safe and secure facilities for boats, yachts, and other watercraft. With top-notch security measures in place, customers can trust that their valuable investments are protected at Bergmann Marine. Whether you're looking for short-term storage or a long-term solution, Bergmann Marine has the space and services to meet your needs. Trust Bergmann Marine for all your marine storage needs in the Charlevoix area.
5953 Loeb Rd, Charlevoix, MI 49720, United States
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