Estate planning advice in Ludington, Michigan

Thompson Thompson & Glanville is a highly reputable law firm located at 111 East Court Street in Ludington, Michigan. With a team of experienced and dedicated lawyers, they provide expert legal services to clients in need of representation. Specializing in a variety of practice areas, including family law, criminal defense, and personal injury, Thompson Thompson & Glanville is committed to serving the community with integrity and professionalism. Whether you are facing a complex legal issue or simply need legal advice, you can trust the team at Thompson Thompson & Glanville to advocate for your rights and provide personalized guidance every step of the way.

Spindler Financial Services is a reputable insurance agency located at 413 Ludington Street in Escanaba, Michigan. With a strong commitment to providing personalized financial solutions, Spindler Financial Services offers a wide range of insurance products to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, their team of experienced professionals is dedicated to helping you find the right coverage at the best possible price. Contact Spindler Financial Services today to discuss your insurance needs and secure your financial future.

Dale Parker: Primerica - Financial Services is a reputable finance and insurance agency located at 337 North Jebavy Drive in Ludington, Michigan, United States. With a focus on providing expert financial advice and high-quality insurance products, Dale Parker and his team strive to help individuals and families achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Dale Parker: Primerica - Financial Services is dedicated to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you build a strong financial foundation.

The Dock House is a charming institution located at 706 West Loomis Street in Ludington, Michigan. This versatile establishment serves as a lodging facility, real estate agency, and travel agency all in one. Whether you are looking for a comfortable place to stay, seeking assistance with buying or selling property, or planning your next vacation, The Dock House has you covered. With a prime location in the heart of Ludington, guests can enjoy easy access to the area's attractions and amenities. Experience exceptional service and hospitality at The Dock House during your next visit to Ludington.

Carlson Thomas A is a reputable law firm located at 7053 Abrahamson Road in Ludington, Michigan. Specializing in various areas of law, their team of experienced lawyers provides expert legal advice and representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, Carlson Thomas A is dedicated to delivering top-notch legal services tailored to meet your specific needs. With a commitment to excellence and a track record of success, clients can trust Carlson Thomas A to handle their legal matters with professionalism and care.

Great Lakes Wealth Advisors is a leading financial institution located in Escanaba, Michigan. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals and secure their future. From retirement planning to investment management, we offer a wide range of services tailored to meet the unique needs of each individual. With our personalized approach and commitment to excellence, Great Lakes Wealth Advisors is the trusted choice for all your financial needs. Visit us at 812 Ludington Street to learn more about how we can help you build and preserve your wealth.

Black 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.

Edward Jones - Financial Advisor: Jacquelyn Trask-Rahn, CFP®|CEPA®|AAMS™ is a renowned finance institution located at 1200 Ludington Street in Escanaba, Michigan, United States. With a team led by the highly qualified and experienced financial advisor Jacquelyn Trask-Rahn, who holds certifications as a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS™), the institution offers expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or need assistance with wealth management, Edward Jones is dedicated to providing personalized solutions tailored to your unique needs. Visit us today to secure your financial future with confidence.

Edward Jones - Financial Advisor: Brian L Madl, CFP®|AAMS™ is a reputable financial institution located at 202 South James Street in Ludington, Michigan, United States. Brian L Madl, a Certified Financial Planner and Accredited Asset Management Specialist, provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Brian L Madl and his team are dedicated to helping you make informed decisions and navigate the complexities of the financial world. Contact them today to schedule a consultation and take the first step towards financial security.

The Law Office of Viau & Chapekis is a reputable financial and legal institution located at 808 Ludington Street in Escanaba, Michigan. Our team of experienced lawyers specializes in a wide range of legal services, including estate planning, real estate law, and business law. With a commitment to providing personalized and professional service, we strive to help our clients navigate complex legal matters with confidence and ease. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Burkhart, Lewandowski, Miller & Parmet, P.C. is a leading law firm located at 816 Ludington Street in Escanaba, Michigan. Our team of experienced lawyers specializes in various areas of law, including personal injury, criminal defense, family law, estate planning, and more. We are dedicated to providing top-notch legal representation and personalized service to our clients. Whether you are facing a legal issue or need expert advice, our team is here to help you navigate the legal system and achieve the best possible outcome. Contact us today to schedule a consultation.

Delta Abstract & Title is a trusted insurance agency located at 201 Ludington Street in Escanaba, Michigan, United States. Specializing in abstract and title services, they provide comprehensive insurance solutions to protect your property and investments. With a team of experienced professionals, Delta Abstract & Title ensures a smooth and efficient process for all your insurance needs. Whether you are buying a new home or refinancing your current property, trust Delta Abstract & Title to provide reliable and accurate insurance services.

Universal Tax Consultants is a premier accounting and finance institution located at 1616 Ludington Street in Escanaba, Michigan. With a team of highly skilled and experienced professionals, we offer a wide range of tax consulting services to individuals and businesses. Our dedicated staff is committed to providing personalized and efficient solutions to help our clients navigate the complex world of taxes and finances. Whether you need assistance with tax preparation, planning, or audit representation, Universal Tax Consultants is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you with all of your accounting and finance needs.

Edward Jones - Financial Advisor: Brian J Matson is a trusted financial institution located at 74 North Jebavy Drive in Ludington, Michigan. As a dedicated financial advisor, Brian J Matson provides personalized and comprehensive financial planning services to help clients achieve their long-term financial goals. Whether you are looking to save for retirement, plan for your child's education, or build wealth for the future, Brian J Matson is committed to providing expert guidance and support every step of the way. With a focus on building strong relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Brian J Matson is the go-to destination for all your financial needs in Ludington.

Brian Pahnke - Thrivent is a finance institution located at 1612 Ludington Street in Escanaba, Michigan, United States. Licensed in multiple states including AZ, FL, IL, MI, MS, NC, PA, SC, TX, WA, and WI, the institution offers guidance to help individuals pursue their lifelong dreams while supporting causes they care about. With industry expertise, they help clients map out a path to a more secure financial future. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through its Financial Planning Framework. Clients can further their planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Only credentialed financial advisors provide investment advisory services. For more information, visit Thrivent's website or FINRA's Broker Check.

Money Concepts is a reputable financial institution located in Ludington, Michigan, United States. Specializing in accounting and finance services, Money Concepts offers expert advice and guidance to help individuals and businesses manage their money effectively. With a team of experienced professionals, Money Concepts is committed to providing personalized solutions tailored to meet the unique financial needs of each client. Whether you are looking for assistance with tax planning, investment strategies, or retirement planning, Money Concepts is dedicated to helping you achieve your financial goals.

Hinterland Advisors - Ameriprise Financial Services, LLC is a finance institution located at 209 Ludington Street in Escanaba, Michigan, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping you achieve your financial goals. During the initial consultation, we will discuss what is most important to you and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to providing personalized and professional financial advice. Please visit our website or FINRA’s BrokerCheck website for additional details. Our services are governed by Ameriprise Financial Website Rules and Regulations, and we prioritize privacy and security for our clients. Contact us to refer your friends or family members to help them achieve their financial goals. Thank you for considering Hinterland Advisors - Ameriprise Financial Services, LLC.

Wyatt Eisenberger - Thrivent is a finance institution located at 1612 Ludington Street, Escanaba, Michigan, United States. Licensing for their services is available through the State Insurance Department's website, as well as through the National Association of Insurance Commissioners website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.

Thrivent Financial-Lutherans is a finance institution located at 1612 Ludington Street, Escanaba, Michigan, United States. We believe that everyone deserves a financial plan they can be confident about, which is why we start by understanding your unique situation and goals. Our financial advisors can help match you with resources based on your top financial concerns and work with you to identify strategies and solutions to help you achieve your goals. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you take on the challenges and opportunities life gives you. We are passionate about giving back and offer generosity programs and charitable planning options to help you live generously.

Phil Harmon - Financial Advisor, Ameriprise Financial Services, LLC, located at 121 East Ludington Avenue in Ludington, Michigan, is a finance institution offering a wide range of specialized certifications and designations to its advisors. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Advisors at Phil Harmon are trained to provide expert financial advice and planning tailored to the unique needs of their clients, including veterans and military personnel.

Northwood Financial LLC: Ruba Richard is a finance institution located at 401 West Ludington Avenue in Ludington, Michigan, United States. Specializing in financial services, Northwood Financial LLC offers personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, including Ruba Richard, clients can expect expert advice and tailored strategies to manage their finances effectively. Whether you are looking to invest, save for the future, or secure a loan, Northwood Financial LLC is committed to providing top-notch financial services to meet your needs.

Edward Jones - Financial Advisor: Tanya Lesinski, CFP®|AAMS™ is a trusted financial institution located at 3851 U.S. 10 in Ludington, Michigan. Specializing in personalized financial planning and investment strategies, Tanya Lesinski, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional service, Edward Jones is dedicated to helping individuals and families secure their financial futures.

Wells Fargo Advisors is a finance institution located at 2421 Ludington Street in Escanaba, Michigan, United States. As a trusted name in the financial industry, Wells Fargo Advisors offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized solutions and guidance to help clients navigate the complexities of investing and planning for the future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wells Fargo Advisors is dedicated to helping you build a secure financial future.

Welcome 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.

Welcome to Trey Schuiteman - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 121 East Ludington Avenue, Ludington, Michigan. Our mission is to help you navigate your financial journey with confidence. We offer personalized financial advice tailored to your unique needs and goals. During our initial consultation, we will explore key financial planning concepts to guide your financial decision-making process. Please note that this session will not include written analysis or recommendations. At Ameriprise, while we strive to provide the best guidance, future financial results cannot be guaranteed.

Welcome to Zoe Wilbur - Financial Advisor at Ameriprise Financial Services, LLC, located at 121 East Ludington Avenue in Ludington, Michigan. We are dedicated to providing exceptional financial guidance tailored to your unique needs. Our expertise spans a wide range of financial planning areas, ensuring that we can help you achieve your financial goals with confidence. At our practice, we prioritize ethical standards and comprehensive knowledge in all aspects of financial advising. Zoe Wilbur holds several prestigious certifications that underscore her commitment to professionalism and expertise. These include the AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), and APMA™ (Accredited Portfolio Management Advisor).