Financial advisor in Gaylord, Michigan
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Kirtland Community College - Gaylord
Kirtland Community College in Gaylord, Michigan, is a university that offers a wide range of programs to help students achieve their academic and career goals. The institution provides resources to assist students in applying for financial aid, grants, and scholarships. The M-TEC program at Kirtland Community College in Gaylord offers general education, occupational, and skilled trades programs to prepare students for success in their chosen fields. With locations in Gaylord and Grayling, Kirtland Community College provides accessible options for students throughout northern Michigan. The institution also offers Dual Enrollment programs for high school students to earn college credit at a low cost. Whether you are looking to enhance your skills in a fast-growing field or start on the path to a new career, Kirtland Community College in Gaylord is dedicated to helping you achieve your goals. Apply for admission today and take the first step towards a bright future!
KorthaseFlinn Insurance & Financial Services
KorthaseFlinn Insurance & Financial Services is a well-established institution located at 1098 Bay View Road in Petoskey, Michigan. As Northern Michigan's leading choice for insurance and financial services, KorthaseFlinn has been serving clients since 1926 with a focus on trust and superior personal service. With five offices throughout the region, including Boyne City, East Jordan, Gaylord, and Traverse City, KorthaseFlinn is dedicated to protecting what matters most to over forty thousand clients in the Midwest. As an independent insurance agency, KorthaseFlinn proudly represents a variety of carriers, offering personal insurance, employee benefits, and business insurance solutions. From bodily injury liability and property damage coverage to medical payments and uninsured/underinsured motorist protection, KorthaseFlinn provides comprehensive options to ensure you are fully covered in the event of an accident.
KorthaseFlinn Insurance & Financial Services
KorthaseFlinn Insurance & Financial Services is a leading choice in Northern Michigan for all your insurance and financial needs. With a history dating back to 1926, we have built a reputation for trust and superior service. Our five offices in Boyne City, Petoskey, East Jordan, Gaylord, and Traverse City serve over forty thousand clients throughout the Midwest. As an independent insurance agency, we proudly represent a number of different carriers to provide you with the best options for personal insurance, employee benefits, and business insurance. Whether you need bodily injury liability, property damage coverage, medical payments, uninsured/underinsured motorist damage coverage, physical damage coverage, or rental coverage/loss of use, we have you covered.
KorthaseFlinn Insurance & Financial Services
KorthaseFlinn Insurance & Financial Services is a trusted institution located at 711 West Main Street in Gaylord, Michigan. As Northern Michigan’s leading choice for insurance and financial services, KorthaseFlinn has been serving clients since 1926 with a focus on client trust and superior personal service. With five offices throughout the Midwest, including Boyne City, Petoskey, East Jordan, Gaylord, and Traverse City, KorthaseFlinn provides a variety of personal insurance, employee benefits, and business insurance solutions. What sets KorthaseFlinn apart is their representation of multiple carriers, giving clients a range of options to choose from. Whether you need bodily injury liability coverage, property damage protection, medical payments coverage, uninsured/underinsured motorist damage coverage, or physical damage coverage, KorthaseFlinn has you covered. They also offer rental coverage/loss of use to ensure you have transportation while your vehicle is being repaired.
Northwestern Mutual Financial
Northwestern Mutual Financial is a finance and insurance agency located at 440 West Main Street in Gaylord, Michigan, United States. Our dedicated financial advisors are committed to helping you protect your family and achieve your goals with personalized insurance solutions. We offer a wide range of financial options, including investments and insurance, designed to support your individual goals. With top financial strength ratings and recognition for our customer experience, you can trust us to guide you towards financial security and success. Connect with an advisor today to start planning for your future with Northwestern Mutual Financial.
Michigan Insurance and Financial Services
Michigan Insurance and Financial Services is a reputable insurance agency located at 131 West Main Street in Gaylord, Michigan. With a team of experienced professionals, they provide a wide range of insurance and financial services to meet the needs of individuals and businesses in the area. Whether you are looking for auto, home, life, or business insurance, they have you covered. Their commitment to excellent customer service and personalized solutions sets them apart from other agencies. Contact Michigan Insurance and Financial Services today to discuss your insurance needs and secure your financial future.
Black Walnut Wealth Management - Traverse City Financial Advisor
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.
Encore Financial Group
Encore Financial Group is a leading finance institution located at 685 Michigan 32 in Gaylord, Michigan, United States. With a team of experienced financial professionals, Encore Financial Group offers a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for your future, or secure your financial stability, Encore Financial Group is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards financial success.
Hantz Financial Services
Hantz Financial Services is a reputable finance institution located at 1229 Gornick Avenue in Gaylord, Michigan, United States. With a strong commitment to providing top-notch financial services, Hantz Financial Services offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for wealth management, retirement planning, investment advice, or insurance services, the experienced professionals at Hantz Financial Services are dedicated to helping you secure your financial future. Visit us today to learn more about how we can help you achieve financial success.
Edward Jones - Financial Advisor: Bill Forreider, AAMS™
Edward Jones - Financial Advisor: Bill Forreider, AAMS™ is a renowned financial institution located at 685 Michigan 32, Gaylord, Michigan, United States. Bill Forreider, a certified Accredited Asset Management Specialist (AAMS™), provides expert financial advice and services to clients seeking to secure their financial future. With a focus on personalized wealth management strategies, Edward Jones offers comprehensive financial planning, investment management, retirement planning, and more. Trust Bill Forreider and the team at Edward Jones to help you achieve your financial goals and build a solid financial foundation for the future.
Edward Jones - Financial Advisor: Philip W Hofweber
Edward Jones - Financial Advisor: Philip W Hofweber is a trusted finance institution located at 100 West Main Street in Gaylord, Michigan, United States. With a focus on personalized financial planning and investment strategies, Philip W Hofweber and his team provide expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit us today to start building a secure financial future.
Edward Jones - Financial Advisor: Toni Straughen
Edward Jones - Financial Advisor: Toni Straughen is a renowned finance institution located at 145 West Main Street in Gaylord, Michigan, United States. With a focus on providing personalized financial advice and services, Toni Straughen is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to plan for retirement, save for a major purchase, or invest for the future, Toni Straughen is committed to providing expert guidance and support every step of the way. With a reputation for excellence and a track record of success, Edward Jones - Financial Advisor: Toni Straughen is the trusted choice for individuals seeking comprehensive financial planning and investment services.
Edward Jones - Financial Advisor: Tim Janis, AAMS™|CRPC™
Edward Jones - Financial Advisor: Tim Janis, AAMS™|CRPC™ is a trusted finance institution located at 513 Chestnut in Gaylord, Michigan, United States. As a highly qualified financial advisor with certifications in AAMS™ and CRPC™, Tim Janis provides expert financial planning and investment advice to help clients achieve their financial goals. With a focus on personalized service and a commitment to building long-term relationships, Edward Jones - Financial Advisor: Tim Janis is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Tabatha Simpson, CFP®|AAMS™
Edward Jones - Financial Advisor: Tabatha Simpson, CFP®|AAMS™ is a reputable finance institution located at 513 Chestnut in Gaylord, Michigan, United States. Tabatha Simpson is a Certified Financial Planner and an Accredited Asset Management Specialist who provides personalized financial advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Tabatha offers comprehensive financial planning services tailored to each client's unique needs. Whether you are planning for retirement, saving for college, or looking to grow your investments, Tabatha Simpson at Edward Jones is dedicated to helping you make informed decisions and secure a stable financial future.
Edward Jones - Financial Advisor: Chris A Dandeneau
Edward Jones - Financial Advisor: Chris A Dandeneau is a trusted finance institution located at 4458 Orchard Drive in Gaylord, Michigan, United States. With a focus on personalized financial planning and investment strategies, Chris A Dandeneau offers expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Chris A Dandeneau provides tailored solutions to meet your unique needs. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Chris A Dandeneau is dedicated to helping clients secure their financial future.
Edward Jones - Financial Advisor: Bev Fink
Edward Jones - Financial Advisor: Bev Fink is a reputable finance institution located at 513 Chestnut in Gaylord, Michigan, United States. As a trusted financial advisor, Bev Fink provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Bev Fink is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Bev Fink is committed to providing expert guidance and support every step of the way.
Bankers Life
Bankers Life is a finance, health, and insurance agency located at 685 Michigan 32 in Gaylord, Michigan, United States. Our agents offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage. With the rising cost of healthcare, planning for long-term care is crucial. Join our team as an agent, manager, or investment professional and help your community achieve a financially secure retirement. Our training programs are award-winning, providing you with the tools for success and a flexible schedule. Start planning for your future with Bankers Life today!
Andy Patrick - State Farm Insurance Agent
Andy Patrick - State Farm Insurance Agent is located at 1030 South Wisconsin Avenue in Gaylord, Michigan. This insurance agency offers a hometown experience to its clients, with Andy Patrick being a second-generation State Farm agent with over 25 years of experience. The agency's team has a collective insurance experience of over 40 years and is dedicated to helping clients manage risks, recover from unexpected events, and achieve their dreams. Services offered include auto, home, life, and pet insurance, as well as financial products such as annuities and credit cards. The agency also provides valuable tips on topics such as drunk driving prevention, tire pressure maintenance, and power washing. For more information or assistance, clients can contact the agency at (989) 732-9081.
Tanner Sides, Bankers Life Agent
Tanner Sides, Bankers Life Agent is an insurance agency located at 685 Michigan 32, Gaylord, Michigan, United States. Our team of agents offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, we can help you find the right coverage for your needs. With the rising costs of healthcare and the importance of long-term care planning, our agents are here to help you prepare for the future. Contact us today to start planning your next steps towards financial security and peace of mind.
Audrey West, Bankers Life Agent
Audrey West, Bankers Life Agent is an insurance agency located at 685 Michigan 32, Gaylord, Michigan, United States. Audrey West, Insurance Sales Representative, offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Audrey can help you find the right coverage for your needs. With the rising costs of healthcare and increasing life expectancy, planning for long-term care is essential. Audrey is here to help you start planning for the future and have important discussions with your loved ones. Choose Audrey West, Bankers Life Agent for all your insurance needs.
Melissa Wolgast, Bankers Life Agent
Melissa Wolgast, Bankers Life Agent is an insurance agency located at 685 Michigan 32 in Gaylord, Michigan. As a Bankers Life Agent, Melissa Wolgast specializes in providing insurance products and financial services to help individuals and families protect their assets and plan for the future. With a commitment to personalized service and expertise in the insurance industry, Melissa Wolgast helps clients navigate their options and find the best policies to meet their needs. Whether you're looking for life insurance, long-term care insurance, or retirement planning solutions, Melissa Wolgast, Bankers Life Agent is here to help you secure your financial future.
GreenPath Debt Solutions
GreenPath Debt Solutions, located at 440 West Main Street in Gaylord, Michigan, is a finance institution that has been helping individuals regain financial independence for over 60 years. With NFCC-certified counselors, GreenPath offers options to manage credit card debt, student loans, and homeownership. Whether you are facing foreclosure, looking for rental counseling, or considering a home purchase, HUD-certified counselors provide trusted support to handle housing challenges. GreenPath also offers free resources such as articles, tools, webinars, and classes to guide you on your financial journey. Their Debt Management Program helps individuals become debt-free faster by negotiating with major creditors to save time and money. Testimonials from clients like LeAnn, Patricia, and Mandy highlight the positive impact GreenPath has had on their financial situations.
Northland Area Federal Credit Union
Northland Area Federal Credit Union is a trusted financial institution located at 1371 West Main Street in Gaylord, Michigan, United States. As a full-service credit union, we offer a range of financial services including savings accounts, loans, mortgages, and more. Our convenient ATM services make banking easy and accessible for our members. Visit us today to experience personalized customer service and competitive rates.
VB Bookkeeping, LLC
VB Bookkeeping, LLC is a reputable accounting and finance institution located at 845 South Otsego Avenue in Gaylord, Michigan, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need assistance with bookkeeping, tax preparation, payroll services, or financial consulting, VB Bookkeeping, LLC is dedicated to providing top-notch solutions tailored to your specific needs. Trust them to handle your financial matters with precision and expertise.
SITZTAX
SITZTAX is a finance institution located at 252 West Main Street in Gaylord, Michigan, United States. Our specialty is tax planning before you even have the income, making sure it's not your number one expense. We have built a strong reputation through hard work, proven results, and always putting our clients' best interests first. Our goal is to earn your trust and show you that we are the right choice for personalized tax services with professionals who have your back. We understand the ever-changing rules of the tax game and are here to help you save money and eliminate the stress of taxes and running a business. We believe that most tax preparation companies have a one-size-fits-all mentality, but at SITZTAX, we are committed to helping you take advantage of every opportunity for success. If you feel like you are overpaying on taxes, we are here to help you get back what's most important to you. Visit us at 252 West Main Street in Gaylord, Michigan to see how we can assist you.
H&R Block
H&R Block is a renowned accounting and finance institution located at 604 West Main Street in Gaylord, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us at our convenient location in Gaylord to learn more about how we can help you manage your finances effectively.
Centennial Wealth Advisory
Centennial Wealth Advisory, located at 145 West Main Street in Gaylord, Michigan, is a finance institution dedicated to helping individuals create well-thought-out strategies to address their financial needs and concerns. By scheduling a meeting with us, you can discover what your ideal retirement looks like and receive planning recommendations tailored to help you reach your financial goals through our Plan to Retire Well process. Our experienced professionals understand the importance of confidence in your financial future and offer a variety of financial tools to custom suit your needs and objectives. We also host live events focusing on common financial concerns in retirement to help you feel more confident about the days ahead. Sign up to receive important financial news and educational information through our regular emails. Please note that our firm does not offer tax or legal advice, so it's important to consult your tax or legal advisor regarding your situation. Investment advisory services are offered through Centennial Wealth Advisory, LLC, a Registered Investment Adviser, and insurance products and services are offered through individually licensed and appointed agents in all appropriate jurisdictions. Remember that investing involves risk and no investment strategy can guarantee a profit or protect against loss. Annuity guarantees are backed by the financial strength of the issuing insurance company. The information provided on this website is for informational purposes only and should not be used as the sole basis for financial decisions.
Raymond James & Associates
Raymond James & Associates is a reputable finance institution located at 685 Michigan 32 in Gaylord, Michigan, United States. With a strong presence in the financial industry, this institution offers a wide range of services including investment advice, wealth management, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Raymond James & Associates provides the expertise and resources to help you succeed.
John Makranyi - Raymond James
John Makranyi - Raymond James is a finance institution located at 860 North Center Avenue in Gaylord, Michigan, United States. With a focus on providing comprehensive financial services, the institution offers investment management, retirement planning, wealth management, and more. The experienced team at John Makranyi - Raymond James is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, John Makranyi - Raymond James is committed to providing top-notch service and support.
Kathy Heinz CPA, PC
Kathy Heinz CPA, PC is a reputable accounting and finance institution located at 655 Chestnut in Gaylord, Michigan, United States. With years of experience and expertise in the field, Kathy Heinz and her team provide a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and bookkeeping, they are dedicated to helping their clients achieve their financial goals. Trust Kathy Heinz CPA, PC for all your accounting and financial needs.
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