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TOP 30 Financial and investment advice in Manistee, MI
4 results found
Search for local businesses, places and services near you
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.
Edward Jones - Financial Advisor: Brian Postma
Edward 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.
Mary Sturdevant - State Farm Insurance Agent
Mary Sturdevant Insurance Agency, located at 306 West Parkdale Road in Manistee, Michigan, is your local State Farm Insurance provider. With over 14 years of experience and a Bachelor's in Science from Western Michigan University, Mary Sturdevant is dedicated to offering personalized insurance coverage to meet your individual needs. As a long-time resident of Manistee County, she understands the community and the insurance challenges residents face. At Mary Sturdevant Insurance Agency, building meaningful relationships with customers is a top priority. By taking the time to understand your specific circumstances, they can provide tailored insurance recommendations to protect what matters most to you. Whether it's auto repair tips, dust reduction strategies, or financial advice, they are here to help.
Filer Credit Union
Filer Credit Union, located at 1117 28th Street in Manistee, Michigan, is a trusted institution that offers a range of financial services including ATM access, banking, and finance options. With a strong emphasis on building financial wellness through community relationships and education, Filer Credit Union is dedicated to helping its members achieve their financial goals. Whether you're opening your child's first savings account, purchasing a new car or home, or starting a business, Filer Credit Union is there to support you every step of the way. One of the ways Filer Credit Union supports its members is through offering HELOC loans, with a promotional introductory rate of 5.99% APR for the first 6 months. The institution also invests in the future of the community by providing scholarships to young graduates, helping them succeed in their next life adventure.
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