TOP 30 Financial services company in Traverse City, Michigan

80 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.

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 leading independent insurance and financial service agency located in Traverse City, Michigan. With a legacy of client trust and superior personal service since 1926, we are dedicated to helping our clients protect what matters most. Our agency operates five offices throughout Northern Michigan, serving over forty thousand clients in the Midwest. We offer a wide range of personal insurance, employee benefits, and business insurance solutions to meet the unique needs of our clients. As an independent agency, we proudly represent multiple carriers, giving our clients more options and flexibility when it comes to their insurance coverage.

Vero Retirement Services LLC is a comprehensive financial, health, and insurance agency located at 862 East Eighth Street in Traverse City, Michigan, United States. Our experienced team is dedicated to helping individuals plan for a secure and comfortable retirement by offering a range of services including retirement planning, health insurance, and insurance solutions. With a focus on personalized care and tailored strategies, Vero Retirement Services LLC is committed to providing peace of mind and financial security for our clients as they embark on their retirement journey.

Advanced Financial Group, Inc. is a leading finance, health, and insurance agency located at 1925 Coral Lane in Traverse City, Michigan. Our team of experienced professionals is dedicated to providing personalized financial solutions tailored to meet the unique needs of our clients. Whether you are looking to secure your financial future, protect your health, or safeguard your assets through insurance, we are here to help. Contact us today to schedule a consultation and learn more about how we can assist you in achieving your financial goals.

Modern District Financial is a comprehensive finance, health, and insurance agency located at 2062 U.S. 31 in Traverse City, Michigan, United States. With a focus on retirement planning, our team is here to help navigate the uncertainties of the future. From retirement age and Medicare changes to Long Term Care costs and market risk, we provide answers and solutions to ensure a secure financial future. As the preferred Insurance & Financial Services Firm for Veterans in Northern, Mid, and Western Michigan through The Hometown Hero Project, we work with top insurance carriers to offer the best coverage options. Trust Modern District Financial to guide you towards a stable and prosperous retirement."

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.

Bliss and Thompson Financial Services is a reputable finance and insurance agency located at 3409 Veterans Drive in Traverse City, Michigan. With a strong commitment to providing personalized and comprehensive financial solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, retirement planning, or wealth management services, Bliss and Thompson Financial Services is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you navigate the complexities of the financial world.

Gunnar Gavin, Bankers Life Agent and Bankers Life Securities Financial Representative is a trusted insurance agency located at 1760 Forest Ridge Drive, Traverse City, Michigan, United States. As a financial advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Gunnar Gavin offers a range of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage, Gunnar Gavin can help you navigate the complexities of Medicare and find the best plan for your needs. With Medicare Advantage, you can enjoy all-in-one coverage that combines Parts A and B in a single plan.

Christian Family Financial is a reputable finance and insurance agency located at 107 Cass Street in Traverse City, Michigan. With a focus on serving the needs of Christian families, our dedicated team of professionals is committed to providing personalized financial solutions that align with our clients' values and goals. Whether you are looking for insurance coverage or seeking investment opportunities, Christian Family Financial is here to help you navigate the complexities of the financial world with integrity and expertise. Contact us today to schedule a consultation and take the first step towards securing your family's financial future.

Nathan Duell, Bankers Life Agent and Bankers Life Securities Financial Representative in Traverse City, Michigan, offers a wide range of insurance options from Bankers Life and other reputable companies. Specializing in Medicare Advantage plans, Nathan can help you find the right coverage for your needs. With the rising costs of healthcare and the inevitability of needing long-term care, it's crucial to have a plan in place. Start planning for your future today with the help of Nathan Duell. Visit us at 1760 Forest Ridge Drive, Traverse City, MI.

Jeremy Pearson, Bankers Life Agent and Bankers Life Securities Financial Representative in Traverse City, Michigan, offers a wide range of insurance options from Bankers Life and other reputable companies. With a focus on Medicare Advantage, our team is dedicated to helping you navigate the complexities of healthcare and long-term care planning. Contact us today to start preparing for your future.

Patrick Egelus, Bankers Life Agent and Bankers Life Securities Financial Representative in Traverse City, Michigan offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our agents specialize in helping clients compare Medicare Advantage plans to find the right coverage, with options including prescription drug coverage and low monthly premiums. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to be prepared and have these important discussions with your loved ones. Visit us at 1760 Forest Ridge Drive to start planning your future today.

Michael Benoit is a dedicated Bankers Life Agent and Bankers Life Securities Financial Representative located at 1760 Forest Ridge Drive in Traverse City, Michigan. As an insurance agency, Michael Benoit provides personalized services to help clients secure their financial future. With a focus on integrity and professionalism, Michael Benoit offers a range of insurance and investment products to meet the unique needs of each individual. Whether you are looking for life insurance, retirement planning, or investment strategies, Michael Benoit is committed to helping you achieve your financial goals. Visit us today to learn more about how we can assist you in planning for a secure future.

Legal Services of Northern Michigan is a non-profit organization dedicated to providing free legal assistance to low-income individuals and families in the northern Michigan area. Located at 735 South Garfield Avenue in Traverse City, Michigan, our team of experienced attorneys and legal professionals are committed to ensuring that everyone has access to justice, regardless of their financial situation. Whether you are facing eviction, dealing with a family law issue, or need help navigating the complexities of the legal system, we are here to help. Contact us today to learn more about our services and how we can assist you.

Garrett Law Offices in Traverse City is a reputable institution specializing in finance and legal services. Located at 800 South Garfield Avenue in Traverse City, Michigan, this institution offers expert legal advice and assistance in various areas of law. With a team of experienced lawyers, Garrett Law Offices is dedicated to providing top-notch legal representation to clients in need. Whether you require assistance with financial matters or legal issues, you can trust Garrett Law Offices to provide professional and reliable services.

Kindlinger & Company, PC is a trusted accounting and finance institution located at 3118 Logan Valley Road in Traverse City, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual or a business owner, Kindlinger & Company, PC is dedicated to helping you achieve your financial goals and navigate the complexities of the financial world. Their commitment to excellence and personalized service sets them apart as a leading institution in the industry.

3rd Coast Financial is a leading financial institution located at 10850 East Traverse Highway in Traverse City, Michigan. Specializing in finance, our dedicated team of professionals is committed to providing top-notch financial services to our clients. Whether you are looking to secure a loan, invest in your future, or plan for retirement, 3rd Coast Financial is here to help you every step of the way. Trust us to guide you towards financial success and stability. Visit us today to learn more about our services and how we can assist you in achieving your financial goals.

Smallwood & Company CPA PLLC is a reputable accounting and finance institution located at 3409 Veterans Drive in Traverse City, Michigan, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to providing high-quality financial services tailored to meet the needs of each client sets them apart in the industry. Whether you are an individual or a business owner, Smallwood & Company CPA PLLC is committed to helping you achieve your financial goals.

Cornell & Company CPA, PLLC is a trusted accounting and finance institution located at 3220 Racquet Club Drive in Traverse City, Michigan, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

JD McClure & Company, Inc. is a trusted institution located at 3135 Logan Valley Road in Traverse City, Michigan, offering expert tax and accounting services. Established by Jonathan McClure, who holds a Bachelors of Professional Accountancy from Saginaw Valley State University and is currently preparing to sit for the CPA exam, the company is dedicated to providing top-notch financial guidance to individuals and businesses alike. Craig, another key member of the team, holds a BS in Accounting from Central Michigan University and a J.D. with honors from Thomas M. Cooley School of Law in Lansing, MI. As a CPA and licensed attorney, Craig brings a unique perspective to the table, ensuring comprehensive and thorough financial advice for all clients. Trust JD McClure & Company, Inc. for all your tax and accounting needs.

McComb & Company Traverse City is a leading accounting and finance institution located at 511 Depot View Drive in Traverse City, Michigan, United States. Our team is dedicated to helping small businesses navigate success together, taking the stress out of running your business. We offer services such as payroll processing, deep financial analysis, cash flow management, and strategic guidance to help you make sound business decisions. Our expert team is committed to helping professional service providers build successful enterprises and stay financially healthy. We also provide guidance on managing business debt effectively and utilizing technology to improve your small business. With our personalized, human-centric approach, we ensure that your business thrives even during supply chain disruptions. Contact us today to learn more about how we can help you achieve financial wellness and success.

Bott & Company, P.C. is a reputable accounting and finance firm located at 4020 Copper View in Traverse City, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial consulting. Their commitment to excellence and personalized service sets them apart from other firms in the area. Whether you are a small business owner or an individual looking for financial guidance, Bott & Company, P.C. is dedicated to helping you achieve your financial goals.

L. E. Williams & Company, P.C. is a reputable accounting and finance institution located at 996 Garfield Woods Drive in Traverse City, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to providing top-notch services and personalized attention to each client sets them apart from the rest. Whether you are an individual or a business owner, L. E. Williams & Company, P.C. is dedicated to helping you achieve your financial goals.

John Haddix - State Farm Insurance Agent is an insurance agency located at 2981 North Garfield Road, Traverse City, Michigan, United States. With over 31 years of experience in the insurance industry, John Haddix offers a wide range of insurance and financial services to help protect what you care about most. Whether you need auto insurance, homeowners' insurance, life insurance, renters' insurance, or more, John Haddix is here to assist you. The agency is dedicated to providing exceptional customer service and helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. The team at John Haddix - State Farm Agent is passionate about making a difference in the lives of others and bettering the community.

Susan Rauser - State Farm Insurance Agent is an insurance agency located at 874 East Eighth Street in Traverse City, Michigan, United States. Specializing in a variety of insurance products including homeowners insurance, renter's insurance, auto insurance, life insurance, health insurance, and business insurance, this agency is dedicated to providing comprehensive coverage to meet the needs of their clients. With a focus on overall well-being, Susan Rauser encourages clients to give their financial and insurance health a check-up during National Nutrition Month. As a State Farm agent since 2012, Susan brings a wealth of experience and a compassionate approach to serving the residents of Traverse City and surrounding areas such as Interlochen, Kingsley, and Suttons Bay.

Drew Bismack Medicare Supplement Insurance is a reputable health insurance agency located at 1769 South Garfield Avenue in Traverse City, Michigan, United States. Our dedicated team specializes in providing comprehensive Medicare supplement insurance plans to ensure our clients have access to the best healthcare coverage available. With a focus on personalized service and attention to detail, we strive to help individuals navigate the complex world of healthcare insurance with ease and confidence. Trust Drew Bismack Medicare Supplement Insurance to protect your health and financial well-being.

Bluewater Insurance is a trusted insurance agency located at 12935 South West Bay Shore Drive in Traverse City, Michigan. We specialize in providing personalized insurance solutions to protect you and your assets. Whether you need coverage for your home, car, business, or life, our experienced agents are here to help. With a commitment to exceptional customer service and a wide range of insurance options, Bluewater Insurance is your go-to source for peace of mind. Contact us today to learn more about how we can tailor a policy to fit your needs.

Advantage Benefits Group is a leading insurance agency located at 12935 South West Bay Shore Drive in Traverse City, Michigan. We specialize in helping individuals and businesses find the right insurance coverage to meet their needs. Our experienced team of professionals is dedicated to providing personalized service and expert guidance to our clients. Whether you are looking for health insurance, life insurance, or retirement planning services, Advantage Benefits Group has you covered. Contact us today to learn more about how we can help you protect what matters most.

Aflac is an insurance agency located at 3003 North Garfield Road in Traverse City, Michigan, United States. They offer a wide range of insurance policies to provide an extra layer of protection for life's unexpected events. Whether it's accidents, serious health diagnoses, or hospital stays, Aflac pays cash benefits to help ease financial burdens. Their dental and vision coverage has no networks, deductibles, or precertification requirements, making it easy to keep smiling and maintain good eye health. Aflac also provides peace of mind by offering essential financial protection for your loved ones. They offer quality products for employees at no direct cost to you and the opportunity to become an Aflac insurance agent. Aflac's services are available in most states, except for Puerto Rico, Guam, and the Virgin Islands. Whether you're looking for individual insurance, group dental and vision insurance, or premium life, absence, and disability services, Aflac has you covered.