Estate and tax planning in Manistee, MI
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Mason Oceana Manistee Board of Realtors
● OpenWelcome to the Mason Oceana Manistee Board of REALTORS®, your trusted partner in real estate, located at 503 South Rath Avenue, Ludington, Michigan. As a premier real estate agency, we are dedicated to promoting Diversity, Equity, Inclusion, and REALTOR® professionalism. Our mission is to equip our members with the tools and technology necessary to enhance their profitability while effectively communicating REALTOR® viewpoints on real estate and private property issues. We strive to highlight the value of REALTORS® to the public and assist consumers in fulfilling their real estate needs in compliance with local, state, and federal laws, as well as the REALTOR® Code of Ethics. At the Mason Oceana Manistee Board of REALTORS®, we are committed to supporting our community. We proudly contribute to the Lakeshore Children’s Advocacy Center, providing essential services to child abuse victims. Recently, we donated two $1000 grants to the center to support child survivors of abuse. Additionally, we made a $1,000 donation to the Hart Veterans of Foreign Wars Post 1329 to aid local veterans with medical support and counseling services.
503 South Rath Avenue, Ludington, Michigan 49431, United States -
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.
13919 S W Bay Shore Dr #106, Traverse City, MI 49684, United States -
Edward Jones - Financial Advisor: Brian Postma
● ClosedEdward Jones - Financial Advisor: Brian Postma is a trusted financial institution located at 60 Division Street in Manistee, Michigan, United States. As a reputable finance firm, Brian Postma offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Brian Postma is committed to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.
60 Division St, Manistee, MI 49660, United States
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