Finance consulting firms in Traverse City, Michigan

Aurora Consulting, located at 810 Cottageview Drive in Traverse City, Michigan, is a specialized law firm that focuses on working with early stage life science, medical device, digital health, and software companies to develop valuable patent portfolios. With a team of engineers and scientists at the helm, Aurora Consulting offers highly tailored, comprehensive strategies that are closely aligned with business objectives. They provide services for both US and foreign patents, offering various levels of support based on the unique needs of each client. The team at Aurora Consulting is known for their proactive and strategic approach to IP execution and portfolio management. Clients have praised their efficiency, effectiveness, and dedication to building strong patent portfolios that protect their business interests. With years of industry experience, the professionals at Aurora Consulting are experts in understanding technology and patent strategy, ensuring that their clients receive the highest quality service.

RLM Financial Services-Traverse City is a reputable finance institution located in Traverse City, Michigan. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, we are here to help. Visit us at 4110 Copper Ridge Drive to learn more about how we can help you secure your financial future.

Pyramid Tax, Accounting & Consulting is a professional institution located at 3335 West South Airport Road in Traverse City, Michigan, United States. Specializing in accounting and finance services, our experienced team provides expert tax preparation, accounting, and consulting services to individuals and businesses alike. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and navigate the complexities of the tax and financial landscape. Trust Pyramid Tax, Accounting & Consulting to provide reliable and efficient solutions for all your accounting and financial needs.

JCaldwell Consulting PLLC is a reputable accounting and finance institution located at 149 East Sixteenth Street in Traverse City, Michigan, United States. With a team of experienced professionals, we provide top-notch consulting services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, financial planning, or budgeting, our experts are here to guide you every step of the way. Trust JCaldwell Consulting PLLC for all your accounting and finance needs.

McComb & Company Traverse City is a leading accounting and finance institution located at 511 Depot View Drive in Traverse City, Michigan, United States. Our team is dedicated to helping small businesses navigate success together, taking the stress out of running your business. We offer services such as payroll processing, deep financial analysis, cash flow management, and strategic guidance to help you make sound business decisions. Our expert team is committed to helping professional service providers build successful enterprises and stay financially healthy. We also provide guidance on managing business debt effectively and utilizing technology to improve your small business. With our personalized, human-centric approach, we ensure that your business thrives even during supply chain disruptions. Contact us today to learn more about how we can help you achieve financial wellness and success.

Grand Traverse Bay Bookkeeping LLC is a leading accounting and finance institution located in Williamsburg, Michigan, United States. We provide top-notch bookkeeping services to businesses in the Grand Traverse Bay area, helping them maintain accurate financial records and make informed decisions. Our team of experienced professionals is dedicated to providing personalized and reliable services to meet the unique needs of each client. Trust Grand Traverse Bay Bookkeeping LLC for all your accounting and finance needs.

Grand Traverse Accounting Inc is a trusted accounting and finance institution located at 1236 East Eighth Street in Traverse City, Michigan, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. With a commitment to excellence and personalized service, Grand Traverse Accounting Inc is the go-to destination for all your financial needs.

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.

Hudson Wealth Management is a finance, health, and insurance agency located at 3180 Racquet Club Drive in Traverse City, Michigan, United States. Our team specializes in creating clear retirement plans tailored to your specific needs, so you can focus on enjoying your retirement to the fullest. Whether you prefer in-person meetings, phone consultations, or home visits, we make it convenient for you to stay on track with your financial goals. Our experienced advisors will assess your risk tolerance, optimize your portfolio, and work with tax and legal professionals to ensure a smooth transition into retirement. With retired educators on staff, we offer valuable insights into life after your career. Attend our workshops and events in Northern Michigan for in-depth knowledge and practical tips for your retirement plan. Say goodbye to mixed feelings and hello to mixed drinks, as we guide you towards a worry-free retirement. Start your journey towards financial security today with a personalized review from Hudson Wealth Management.

Modern District Financial is a comprehensive finance, health, and insurance agency located at 2062 U.S. 31 in Traverse City, Michigan, United States. With a focus on retirement planning, our team is here to help navigate the uncertainties of the future. From retirement age and Medicare changes to Long Term Care costs and market risk, we provide answers and solutions to ensure a secure financial future. As the preferred Insurance & Financial Services Firm for Veterans in Northern, Mid, and Western Michigan through The Hometown Hero Project, we work with top insurance carriers to offer the best coverage options. Trust Modern District Financial to guide you towards a stable and prosperous retirement."

Debbie Craig - Raymond James is a finance institution located at 2915 North Garfield Road in Traverse City, Michigan. As a trusted financial advisor, Debbie Craig provides personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Debbie Craig - Raymond James is dedicated to providing exceptional financial guidance and support to individuals and families in the Traverse City area.

Flat Cap Ventures is a multi-use facility located at 476 U.S. 31 in Traverse City, Michigan. Our space includes the Lynas Event Center, office space, retail frontage, professional photography studio, multi-level deck, and conference room. Situated along one of the fastest-growing corridors in Traverse City, Flat Cap Ventures is a hub for community impact and innovation. At Flat Cap Ventures, we are proud to be home to two nonprofit organizations, and part of our mission is to cultivate a sense of community and be a force for good. The Lynas Event Center offers virtual and hybrid conferencing capabilities, allowing you to expand the reach of your audience and connect with stakeholders in new and innovative ways.

J L Stephan Co PC Certified Public Accountants is a reputable accounting firm located at 862 East Eighth Street in Traverse City, Michigan, United States. Specializing in accounting and finance services, our team of certified public accountants are dedicated to providing professional and reliable financial solutions for individuals and businesses alike. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and make informed decisions. Trust J L Stephan Co PC Certified Public Accountants for all your accounting needs.

MoneyFit is a leading accounting and finance institution located at 444 Cass Street in Traverse City, Michigan. Our team of expert financial advisors and accountants are dedicated to helping individuals and businesses achieve financial success. Whether you need help with budgeting, investing, tax planning, or any other financial matter, MoneyFit is here to provide personalized and professional guidance. Visit us today to take the first step towards a more secure financial future.

J Dulzo Tax & Accounting Inc is a trusted accounting and finance institution located at 862 East Eighth Street in Traverse City, Michigan. Our team of experts specializes in providing top-notch tax preparation, accounting, and financial services to individuals and businesses in the area. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of the financial world with ease. Whether you need assistance with tax planning, bookkeeping, or financial consulting, J Dulzo Tax & Accounting Inc is here to help. Visit us today to learn more about how we can support your financial goals.

Stifel is a reputable finance institution located at 202 East State Street in Traverse City, Michigan, United States. With a strong presence in the financial industry, Stifel offers a wide range of financial services to individuals, businesses, and institutions. Their team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, Stifel is dedicated to helping you navigate the complexities of the financial world with confidence.

Andrew L. Mitchell Inc. is a leading accounting and finance institution located at 526 West Fourteenth Street in Traverse City, Michigan, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, bookkeeping, and more. We strive to help our clients achieve their financial goals and make informed decisions. Visit us today to learn more about how we can assist you with your accounting and finance needs.

Located at 697 Hannah Avenue in Traverse City, Michigan, Patrick S. Fragel, Attorney at Law, P.C. is a trusted institution specializing in finance and legal services. With over 25 years of experience, Attorney Patrick S. Fragel is dedicated to protecting the rights of the criminally accused in Traverse City, the Upper Peninsula, and surrounding areas. Available 24/7 for urgent matters, Attorney Fragel offers confidential phone consultations to explain charges, rights, and next steps. With a background as a U.S. Army veteran and former prosecutor, Attorney Fragel provides honest, direct legal guidance and aggressive representation in the courtroom. Whether you are facing criminal charges or need help with a legal matter, Patrick S. Fragel, Attorney at Law, P.C. is here to fight for you. Contact us today at 231-933-7030 for reliable legal assistance.

Gabridge & Co. CPA is a reputable accounting and finance institution located at 13561 South West Bay Shore Drive in Traverse City, Michigan, United States. With a team of experienced certified public accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and auditing to financial planning and consulting, Gabridge & Co. CPA is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.

Seman, Brown & Brown, P.C. is a reputable accounting and finance institution located at 12935 South West Bay Shore Drive in Traverse City, Michigan, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business, Seman, Brown & Brown, P.C. is dedicated to providing top-notch financial services to meet your needs.

Resilient Financial Planning, located at 236 1/2 East Front Street in Traverse City, Michigan, is a finance institution dedicated to providing personalized financial advice and planning services. Unlike other financial advisors who may prioritize selling specific products, Resilient focuses on creating customized financial plans tailored to each client's individual goals and needs. As an independent firm, Resilient is able to offer unbiased advice and explore cutting-edge investment strategies to help clients achieve their financial objectives. With a commitment to providing white-glove service, the team at Resilient is dedicated to being accessible and responsive to clients' needs. Whether you are planning for retirement, managing income, addressing tax concerns, or simply looking to improve your overall financial well-being, Resilient Financial Planning is the partner you can trust to help you navigate the complexities of financial planning with confidence and peace of mind.

Upstream Investment Partners is a finance institution located at 830 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 investment strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Upstream Investment Partners is here to provide expert guidance and support. Contact us today to learn more about our services and how we can help you secure a brighter financial future.

Centennial Wealth Advisory is a finance institution located at 701 Third Street in Traverse City, Michigan, United States. We specialize in helping individuals create well-thought-out strategies to address their financial needs and concerns, particularly when it comes to planning for retirement. Our experienced professionals understand the importance of confidence in your financial future and are here to provide guidance every step of the way. Through our Plan to Retire Well process, we will examine your current financial situation and provide planning recommendations to help you reach your financial goals. We also offer live events focused on common financial concerns in retirement, as well as regular emails with important financial news and educational information.

Dohm Financial Services Inc is a reputable accounting and finance institution located at 955 East Eighth Street in Traverse City, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Their commitment to providing personalized and tailored solutions to meet their clients' needs sets them apart in the industry. Trust Dohm Financial Services Inc for all your accounting and financial needs.

Empire Value Advisors is a financial institution located at 701 West Front Street in Traverse City, Michigan, United States. We specialize in providing personalized investment and financial planning services to help our clients achieve their goals. Our team of experienced advisors utilizes our proprietary PE Perspective® software to analyze market trends and make informed investment decisions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Empire Value Advisors is here to help. Contact us with any questions or inquiries by completing the form on our website. Let us show you the value we can bring to your financial future.

Stonepath Wealth Management is a financial institution located at 134 West State Street in Traverse City, Michigan. We specialize in accounting and finance services to help you plan for your financial future. Our team at SPWM Advisors LLC is a Registered Investment Adviser, providing advisory services to clients where we are properly licensed. Trust us to help you with all your financial planning needs, because as the saying goes, "It takes as much energy to wish as it does to plan." Contact us today and let us assist you in achieving your financial goals. Blog content provided exclusively by Oechsli Institute.

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.

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.

Paul H. Sutherland is a reputable finance institution located at 111 Cass Street in Traverse City, Michigan, United States. With a strong focus on providing personalized financial services to clients, the institution is known for its expertise in investment management, retirement planning, and wealth preservation. The team at Paul H. Sutherland is dedicated to helping individuals and families achieve their financial goals through tailored solutions and expert guidance. Whether you are planning for the future or looking to optimize your current financial situation, Paul H. Sutherland is committed to providing the highest level of service and support.

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.