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TOP 30 Financial and investment advice in Marquette, MI
8 results found
Search for local businesses, places and services near you
Bell Financial
Bell Financial is a reputable finance institution located at 1070 Commerce Drive in Marquette, Michigan. With a strong commitment to providing top-notch financial services, Bell Financial offers a wide range of solutions to meet the unique needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Bell Financial is here to help. Trust in Bell Financial for all your financial needs and start building a secure future today.
Justin Le Page - Financial Advisor, Ameriprise Financial Services, LLC
Justin Le Page is a Financial Advisor at Ameriprise Financial Services, LLC located at 2400 U.S. 41, Marquette, Michigan, United States. Justin Le Page holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Justin Le Page's expertise in asset management, investment strategies, estate planning, retirement planning, and more. As a Certified Military Financial Advisor®, Justin Le Page is also trained to serve veterans and active duty military personnel. Contact Justin Le Page for comprehensive financial planning services tailored to your individual needs.
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.
Katy R Vogler - Financial Advisor, Ameriprise Financial Services, LLC
Katy R Vogler is a Financial Advisor at Ameriprise Financial Services, LLC located at 1901 West Ridge Street in Marquette, Michigan, United States. Katy holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Katy's expertise in various financial planning areas such as asset management, retirement planning, estate planning, and investment strategies. Katy is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Katy R Vogler today for all your financial planning needs."
Billie Paveglio - Financial Advisor, Ameriprise Financial Services, LLC
Billie Paveglio, a financial advisor at Ameriprise Financial Services, LLC, is located at 2400 U.S. 41 in Marquette, Michigan. Born and raised in the U.P, Billie enjoys outdoor activities like hiking, biking, and camping. If you're not already a client of Ameriprise, you can take the next step towards a more confident financial future by scheduling a complimentary initial consultation with Billie. During this consultation, you'll receive an overview of financial planning concepts. Please note that you will not receive written analysis or recommendations at this time. Investment products are not insured by the FDIC, NCUA, or any federal agency, and involve risks such as possible loss of principal. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Billie Paveglio is registered to conduct securities business in certain states - please refer to FINRA's BrokerCheck website for more information. Ameriprise Financial cannot guarantee future financial results. Your referrals are appreciated, and Billie will reach out to them soon. Feel free to inform them in advance. For more information on corporate entities, website rules, privacy, and security, visit the Ameriprise Financial website.
Brian Coleman - Financial Advisor, IncredibleWealth, a financial advisory practice of Ameriprise Financial Services, LLC
Brian Coleman - Financial Advisor at IncredibleWealth, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 1140 West Washington Street, Marquette, Michigan, United States. As a finance institution, Brian Coleman offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track financial goals. Clients have secure access to their investments and accounts from any device. To schedule a complimentary initial consultation or learn more about financial planning concepts, clients can contact Brian Coleman. Ameriprise Financial Services, LLC, provides personalized advice to help clients reach their financial goals in the short and long term. With over 125 years of experience, Ameriprise Financial Advisors build trusting relationships with clients to set them up for financial success. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Brian Coleman is registered to conduct securities business in certain states. Disclaimer: Ameriprise Financial cannot guarantee future financial results. For more information, visit the Ameriprise Financial Website.
Kristina Behrens - Financial Advisor, Ameriprise Financial Services, LLC
Kristina Behrens is a Financial Advisor at Ameriprise Financial Services, LLC located at 1901 West Ridge Street in Marquette, Michigan, United States. Kristina holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications showcase Kristina's expertise in asset management, estate planning, retirement planning, investment strategies, risk management, and financial planning for various client needs. Contact Kristina Behrens at Ameriprise Financial Services, LLC for comprehensive financial advice and services.
Edward Jones - Financial Advisor: Douglas R Gordon
Edward Jones - Financial Advisor: Douglas R Gordon is a trusted financial institution located at 625 West Washington Street in Marquette, Michigan, United States. As a finance institution, their main focus is on providing personalized financial advice and services to help clients achieve their financial goals. With Douglas R Gordon as the dedicated financial advisor, clients can expect expert guidance and support in managing their investments, retirement planning, and overall financial well-being. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: Douglas R Gordon is committed to helping you make sound financial decisions.
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