TOP 10 Financial advisor for risk management in Cadillac, Michigan

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.

Shelby Henry - State Farm Insurance Agent is a trusted insurance agency located at 1512 North Mitchell Street in Cadillac, Michigan, United States. Shelby Henry is a VFW Auxiliary Life Member, VFW Auxiliary Past District President, American Legion Auxiliary Member, and Former Auxiliary Secretary. The agency emphasizes the importance of regular upkeep for home appliances and systems to ensure longevity. They also provide valuable tips for financial management and safe driving in rural areas. The team's mission is to help customers manage risks, recover from unexpected events, and achieve their dreams. They offer a range of insurance and financial services to meet individual needs. For inquiries, please contact (231) 775-0602. Remember to carefully consider investment options and consult with a tax or legal advisor for personalized advice.