TOP 10 Financial consulting in Petoskey, Michigan

49 results found

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.

Encore Financial Group is a leading finance and insurance agency located at 418 Waukazoo Avenue in Petoskey, Michigan. Our team of experienced professionals is dedicated to providing comprehensive financial services and insurance solutions to meet the unique needs of our clients. Whether you are looking for assistance with retirement planning, investment management, or insurance coverage, Encore Financial Group is here to help. Visit us today to learn more about how we can help you secure your financial future.

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 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.

Regal Financial Group is a leading finance institution located at 314 Howard Street in Petoskey, Michigan, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Regal Financial Group offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Regal Financial Group is dedicated to helping you achieve your financial goals. Visit us today and see how we can help you secure your financial future.

Principal Financial Group is a finance institution located at 7549 Old U.S. 31 Highway in Petoskey, Michigan, United States. We offer a range of services to help you protect what matters most, including insurance and retirement planning. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Our goal is to help you safeguard your life and wages so that your loved ones can continue moving forward, regardless of what life throws your way. By dedicating part of each paycheck to long-term goals such as retirement or education, you can feel confident about investing in your future. Our team of experts is here to help you meet your financial goals and navigate any challenges you may face in retirement planning. With Principal Financial Group, you can trust that your money is in good hands.

Jeff Wynder is a Financial Advisor at Ameriprise Financial Services, LLC located at 600 Charlevoix Avenue in Petoskey, Michigan, United States. Jeff holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. His expertise includes asset management, retirement planning, estate planning, investment strategies, and insurance products. Jeff is dedicated to helping individuals achieve their financial goals and provides personalized advice based on their unique needs. Whether you are a retiree, small business owner, or high net worth client, Jeff Wynder has the knowledge and experience to assist you in managing your assets and planning for the future. Contact Jeff Wynder today for expert financial advice and guidance.

OsborneKlein - Ameriprise Financial Services, LLC, located at 600 Charlevoix Avenue in Petoskey, Michigan, is a finance institution offering personalized financial planning services. Their team of Ameriprise financial advisors are registered to conduct business in select U.S. states and provide consultations to discuss individual financial goals. While they cannot guarantee future financial results, they are dedicated to helping clients achieve their objectives. Clients can expect to receive tailored advice and recommendations to help them make informed decisions about their finances. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring that clients receive reliable and trustworthy financial guidance. Additionally, the institution prioritizes privacy and security, adhering to strict rules and regulations to protect their clients' information. If you refer a friend or family member to OsborneKlein, they can expect to hear from the team soon to start working towards their financial goals.

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: Dave Elliott is a reputable financial institution located at 3890 Charlevoix Avenue in Petoskey, Michigan, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their investments and achieve their financial goals. With the expertise and guidance of advisor Dave Elliott, clients can expect personalized financial planning and strategies tailored to their specific needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones is committed to providing top-notch service and support to help you secure a stable financial future.

Edward Jones - Financial Advisor: Diana M Eberhart is a reputable finance institution located at 411 Howard Street in Petoskey, Michigan, United States. Diana M Eberhart is a trusted financial advisor who is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach, Diana provides tailored financial solutions and expert advice to individuals and families. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Diana M Eberhart is committed to providing top-notch financial services and guidance.

Jeffrey Neill - Financial Advisor at Ameriprise Financial Services, LLC, located at 600 Charlevoix Avenue in Petoskey, Michigan, is a trusted institution specializing in finance. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2023, Jeffrey Neill offers personalized financial advice to help clients prepare for their future goals. Whether it's saving for college, planning for retirement, or making smart investments, Jeffrey Neill takes the time to understand what's truly important to each individual. With a focus on risk tolerance and investment strategies, clients can feel more confident and in control of their financial life. Schedule a complimentary initial consultation to learn more about how Ameriprise Financial Services, LLC can help you achieve your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information.

Edward Jones - Financial Advisor: Bob Waldvogel, AAMS™ is a reputable financial institution located at 2202 Mitchell Park Drive in Petoskey, Michigan, United States. Specializing in providing personalized financial planning and investment services, Bob Waldvogel, an Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored solutions, Edward Jones is dedicated to helping individuals and families secure their financial future.

Austin Willson - Financial Advisor, Ameriprise Financial Services, LLC, located at 600 Charlevoix Avenue in Petoskey, Michigan, United States, offers personalized financial advice to help you prepare for your future goals. With a focus on understanding your unique needs, whether it's saving for college, planning for retirement, or making smart investments, Austin Willson can provide the guidance you need to feel confident and in control of your financial life. Background and qualification information for Austin Willson is available on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure to ensure transparency in their services.

Edward Jones - Financial Advisor: Dan Ledingham is a trusted finance institution located at 1170 Bay View Road in Petoskey, Michigan, United States. As a dedicated financial advisor, Dan Ledingham provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Dan Ledingham is committed to helping individuals and families secure their financial future.

Shaun Osborne - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 600 Charlevoix Avenue in Petoskey, Michigan, United States. The institution offers a range of financial services and is staffed by professionals with various certifications and designations, 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 expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for specific demographics like seniors and military personnel. The professionals at Shaun Osborne - Private Wealth Advisor, Ameriprise Financial Services, LLC are dedicated to providing high-quality financial advice and services to help clients achieve their financial goals.

OsborneKlein - Ameriprise Financial is a finance institution located at 600 Charlevoix Avenue in Petoskey, Michigan, United States. They offer a range of financial advisory services, including asset management, retirement planning, estate planning, and investment strategies. The advisors at OsborneKlein hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating their expertise and commitment to providing top-notch financial advice. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, OsborneKlein has advisors with the knowledge and skills to help you achieve your financial goals.

Mass Mutual Financial Group is a reputable finance and insurance agency located at 425 Michigan Street in Petoskey, Michigan, United States. With a strong commitment to helping individuals and businesses achieve their financial goals, Mass Mutual offers a wide range of financial products and services, including insurance, retirement planning, and investment management. Their team of experienced professionals is dedicated to providing personalized solutions tailored to each client's specific needs. With a focus on integrity and trust, Mass Mutual Financial Group is a trusted partner in helping clients secure their financial future.

LLS Consulting Services LTD is a leading consulting firm located at 1562 Castle Drive in Petoskey, Michigan. Our team of experienced consultants offers a wide range of services to help businesses achieve their goals and overcome challenges. From strategic planning and marketing to financial analysis and organizational development, we provide tailored solutions to meet our clients' needs. With a commitment to excellence and a track record of success, LLS Consulting Services LTD is the partner you can trust for all your consulting needs. Contact us today to learn more about how we can help your business thrive.

Senior Benefits Network is an insurance agency located at 616 Petoskey Street in Petoskey, Michigan, United States. At Senior Benefits Network, we listen, clarify, and educate our clients on their Medicare and Retirement Planning needs. Our personalized services ensure that you are well-informed to make wise decisions regarding your healthcare coverage and financial planning. We understand the challenges that come with aging and are dedicated to helping seniors and their families find solutions that work for them. Our team at Senior Benefits Network is here to guide you through the entire process and answer any questions you may have. We offer ongoing Medicare education and annual reviews to keep you informed and up-to-date on your options. Medicare was not designed to cover all of your medical expenses, so it's important to know your choices and what works best for your individual needs and budget.

Robert Beigle is a leading health institution located at 2230 East Mitchell Road in Petoskey, Michigan. Specializing in physiotherapy, our team of skilled professionals is dedicated to providing top-notch care and support to help our patients achieve optimal physical health and well-being. With a focus on personalized treatment plans and cutting-edge therapies, we strive to help individuals recover from injuries, manage chronic conditions, and improve overall mobility and function. Visit us today to experience the exceptional care and expertise that sets Robert Beigle apart as a premier healthcare provider in the United States.

Integrity Business Solutions is a trusted store located at 387 Creekside Drive in Petoskey, Michigan. We pride ourselves on providing top-notch business solutions to our customers, ensuring integrity and professionalism in every transaction. Our team is dedicated to helping businesses succeed by offering a wide range of products and services tailored to meet their unique needs. Visit us today and experience the difference that Integrity Business Solutions can make for your business.

Stephanie Jones - Kidd & Leavy Real Estate is a reputable real estate agency located at 325 East Lake Street in Petoskey, Michigan. With the freshest data available, they offer active listings only and customizable search options to help clients find their dream home. Receive new listing alerts and instant home value assessments to stay informed on the latest properties on the market. Please note that the prices do not include any taxes or fees, so it is recommended to consult a financial professional for accurate information. Trust Stephanie Jones - Kidd & Leavy Real Estate to assist you in finding the perfect property in Petoskey, Michigan.

Molosky & Co. is a reputable law firm located at 2001 Harbor-Petoskey Road in Petoskey, Michigan. With a team of experienced and dedicated lawyers, we provide top-notch legal services to clients in need of expert advice and representation. Our firm specializes in various areas of law, including personal injury, family law, estate planning, and business law. We are committed to providing personalized and effective legal solutions to help our clients achieve their goals. Contact Molosky & Co. today for professional and reliable legal assistance.

Koehler Services | Two Raven Solutions, LLC is a reputable accounting and finance institution located in Petoskey, Michigan. With a focus on providing top-notch financial services to individuals and businesses, our team of experts is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experienced professionals are here to provide personalized solutions tailored to your specific needs. Visit us at 1938 East Mitchell Road to learn more about how we can help you secure a stable financial future.

H&R Block is a trusted accounting and finance institution located at 480 West Mitchell Street in Petoskey, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial management, H&R Block is dedicated to providing reliable and efficient solutions to meet your needs. Visit us today to experience top-notch financial expertise and personalized service.

William R. Kanine, CPA is a reputable accounting and finance institution located at 405 Division Road in Petoskey, Michigan. The institution, known as William R. Kanine P.C., is dedicated to providing top-quality financial services to individuals and businesses in the area. With a focus on professionalism and expertise, William R. Kanine, CPA offers a wide range of accounting services including tax preparation, financial planning, and business consulting. Clients can trust in the knowledge and experience of the skilled team at this institution to help them achieve their financial goals.

West Arbor Solutions is a finance institution located at 430 Boyer Road in Petoskey, Michigan, United States. We understand the struggles that come with financial uncertainty and work with individuals to reach their goals, whether short-term or long-term. Our team takes the time to listen to your needs and educate you on finances, cash flow, and money management. We offer investment advisory services through licensed professionals and are dedicated to helping you achieve financial stability. Please note that the information provided is for educational purposes only and should not be used as professional advice. West Arbor Solutions is not affiliated with the Social Security Administration or any government agency. Invest with us to work towards a brighter financial future.

Northwestern Mutual is a trusted finance institution located at 113 Howard Street in Petoskey, Michigan, United States. With a reputation for excellence and reliability, Northwestern Mutual offers a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance solutions, Northwestern Mutual's team of experienced professionals is dedicated to providing personalized and comprehensive financial guidance.Visit us today to learn more about how Northwestern Mutual can help you reach your financial goals.

Crooked Tree Capital Advisors is a leading finance institution located at 3280 Woods Way in Petoskey, Michigan, United States. Specializing in providing expert financial advice and services, Crooked Tree Capital Advisors helps clients navigate the complex world of investments, wealth management, and strategic financial planning. With a team of experienced professionals, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, Crooked Tree Capital Advisors is here to guide you every step of the way.