Financial services in Charlevoix, Michigan

Charlevoix Middle/High School is a comprehensive secondary school located in Charlevoix, Michigan. The school is dedicated to providing a high-quality education for students in grades 6-12. With a focus on academic excellence, character development, and community involvement, Charlevoix Middle/High School offers a wide range of programs and extracurricular activities to support the growth and success of all students. The school is committed to creating a safe and welcoming environment where students can thrive both academically and socially. With a team of dedicated educators and staff members, Charlevoix Middle/High School is a place where students can learn, grow, and achieve their full potential.

The United States Postal Service (USPS) at 6700 Michigan 66 in Charlevoix, Michigan is a vital institution that serves the community by providing postal services, handling mail and packages, and offering financial services. As a local government office, the USPS plays a crucial role in facilitating communication and commerce within the region. Whether you need to send a letter, package, or money order, the USPS is there to help. With its convenient location and reliable services, the USPS is a trusted resource for residents and businesses alike.

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.

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.

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.

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.

Raymond James Financial Services is a finance institution located at 203 Mason Street in Charlevoix, Michigan, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions to meet your needs.

Edward Jones - Financial Advisor: Benjamin Muladore, CFP®|ChFC®|CLU® is a reputable financial institution located at 702 Bridge Street in Charlevoix, Michigan, United States. With a focus on providing personalized financial planning and investment services, Benjamin Muladore, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®), offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Benjamin Muladore is dedicated to helping you navigate the complexities of the financial world and secure your financial future.

Edward Jones - Financial Advisor: Carrie L Titus, CRPC™ is a trusted financial institution located at 251 Bridge Park Drive in Charlevoix, Michigan. As a Certified Retirement Planning Counselor, Carrie L Titus provides expert financial advice and guidance to help clients reach their financial goals. With a focus on personalized service and a commitment to excellence, Edward Jones is dedicated to helping individuals and families achieve financial success and security. Contact Carrie L Titus today to start planning for a brighter financial future.

Quick Bookkeeper, Inc. in Charlevoix, Michigan is your go-to institution for all your accounting and finance needs. Located at 221 Bridge Street, our team of experienced professionals are here to provide top-notch bookkeeping services and QuickBooks training. As a small business payroll provider, we offer cost-effective rates to help you manage your finances efficiently. Our classes are taught by a certified QuickBooks ProAdvisor, ensuring that you receive expert guidance and support. Whether you are new to the software or just need some assistance, we have the skills and knowledge to help you work with confidence. Our services can be provided at your location, ours, or through remote access, giving you flexibility and convenience.

R Jim Van Loo is a financial advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. He 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®, 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 his expertise and commitment to providing comprehensive financial planning services. Whether you are planning for retirement, managing investments, or navigating complex financial situations, R Jim Van Loo has the knowledge and skills to help you achieve your financial goals.

Shanna Shillington-Bylsma - Financial Advisor, Ameriprise Financial Services, LLC, located at 2851 Charlevoix Drive Southeast, Grand Rapids, Michigan, United States, is a reputable finance institution. Shanna Shillington-Bylsma is the 2023 Recipient of the Ameriprise Client Experience Award and offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular progress reviews, updates, and goal tracking are provided to ensure clients are on the right financial path. Clients can access their investments and accounts securely from any device. Risk tolerance is a key factor in determining investment strategies, and Shanna Shillington-Bylsma helps clients understand and navigate market volatility. Those interested in a more confident financial future can schedule a complimentary initial consultation. Ameriprise Financial Services, LLC offers investment products and services through a registered investment adviser, with securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Shanna Shillington-Bylsma is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. The institution prioritizes privacy and security, with a focus on helping clients achieve their financial goals.

Life & Legacy Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 2851 Charlevoix Drive Southeast, Grand Rapids, Michigan, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services tailored to your specific needs. Our initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. While we cannot guarantee future financial results, we are dedicated to helping you achieve your financial goals. Our website contains important disclosures, rules, and regulations that users agree to be bound by. We are a member of FINRA and SIPC, ensuring the security and privacy of your financial information. We appreciate referrals and look forward to assisting your friends and family members with their financial needs. Contact us today to schedule a meeting and discuss what's most important to you.

Michael Klassa is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan. As a finance institution, Michael Klassa 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®, CFA®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. With expertise in asset management, estate planning, retirement planning, and more, Michael Klassa provides comprehensive financial services to clients in the Grand Rapids area.

Holiday Vacation Rentals is a top-tier real estate and travel agency located at 6789 South Lake Shore Drive in Harbor Springs, Michigan. Since 2005, we have been dedicated to providing our guests with unforgettable vacation experiences by offering unique and well-suited accommodations in northern Michigan. Our extensive selection of rental properties includes cottages, condominiums, cabins, and luxury vacation homes in popular areas such as Harbor Springs, Petoskey, Bay Harbor, Boyne City, Charlevoix, and more. Whether you're looking for a family getaway on Lake Michigan, a golf vacation at Birchwood Farms Golf and Country Club, or a cozy winter retreat near ski resorts like The Highlands at Harbor Springs, Nub’s Nob, or Boyne Mountain, we have the perfect rental for you.

Northwest MI Community Action is a school located at 12585 U.S. 31 in Charlevoix, Michigan. This institution is dedicated to providing educational opportunities and resources to the community in Northwest Michigan. With a focus on empowering individuals through education and skill-building, Northwest MI Community Action offers a variety of programs and services to help students achieve their academic and career goals. Whether you are looking to further your education, improve your job prospects, or simply learn something new, Northwest MI Community Action is here to support you on your journey to success.

Northern Michigan Benefits is a reputable insurance agency located at 423 Bridge Street in Charlevoix, Michigan. As a trusted provider of insurance services, we are dedicated to helping individuals and businesses protect their assets and plan for the future. Our team of experienced agents is committed to finding the best coverage options for our clients, ensuring peace of mind and financial security. Whether you are in need of health insurance, life insurance, or retirement planning, Northern Michigan Benefits is here to assist you every step of the way. Contact us today to learn more about our services and how we can help you achieve your insurance goals.

Western & Southern Life Insurance Company, located in Grand Rapids, Michigan, is an insurance agency dedicated to helping you plan for your financial future. With a range of products to choose from, we offer personalized guidance and solutions tailored to your specific needs. Our financial tools, educational articles, and interactive calculators can help you feel more confident about managing your money and achieving your goals. As part of the Western & Southern Financial Group, we are committed to providing you with the highest quality products and services. Our comprehensive rewards package and world-class training opportunities demonstrate our commitment to your personal success. Contact us today to learn more about how we can help with your family's life insurance and financial needs. Please note that some products may be issued by companies not affiliated with Western & Southern. Remember to consult with a legal or tax advisor for specific advice regarding your situation. At Western & Southern Life, we are here to support you every step of the way towards a secure financial future.

Westfield Group is a reputable insurance agency located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. With a focus on providing quality insurance products and excellent customer service, Westfield Group is dedicated to protecting individuals and businesses from unexpected risks. Their knowledgeable agents work closely with clients to assess their needs and find the best coverage options to suit their unique requirements. Whether it's auto, home, life, or business insurance, Westfield Group is committed to delivering peace of mind and financial security to their valued customers.

Bill Gengle - State Farm Insurance Agent is located at 1301 Bridge Street in Charlevoix, Michigan, United States. As an insurance agency, we provide a range of services to help protect you and your assets. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that best fits your needs. Driving on rural roads may seem peaceful, but it comes with its own set of risks, including sharing the road with farm vehicles. We offer tips to help you stay safe while driving in the countryside. Additionally, with the increasing prevalence of data breaches, we provide information on how you can protect yourself and prevent hacking.

Bay Area Management is a professional association management company located in Boyne City, Michigan. We specialize in providing management, administrative, legal, and other necessary services to help condominium and homeowner associations run effectively and efficiently. With over 30 years of experience in the industry, our parent company, Capitol Area Management Services, has the knowledge and resources to support associations throughout the Bay Area and Northern Michigan. We are excited to introduce our new Client Portal, which allows you to access personal account information, governing documents, financial details, and make payments online. Our team works closely with association boards to provide guidance and ensure that all requirements are met according to the association's documents and by-laws.

EXIT Northern Shores Realty is a well-established real estate agency located at 204 South Cedar Street in Kalkaska, Michigan. With over 20 dedicated real estate professionals, we are committed to meeting all of your Northern Michigan real estate needs. Our team is highly experienced and trained in industry-leading systems and processes, ensuring that we can efficiently assist you with buying or selling your property. We have two main offices in Elk Rapids and Kalkaska, with additional agents in Traverse City, Bellaire, and Charlevoix. Our services cover all of Northwest Michigan, and our agents are not only knowledgeable about the areas they serve, but are also active members of various local organizations, making them true community experts.

Western Union is a renowned financial institution located at 111 Captains Lane in Charlevoix, Michigan, United States. With a long history of providing reliable and secure money transfer services, Western Union is a trusted name in the finance industry. Whether you need to send money to a loved one abroad or receive funds quickly, Western Union offers convenient solutions to meet your financial needs. Visit their location in Charlevoix to experience their excellent customer service and efficient money transfer services.

Western Union is a well-known financial institution located at 139 Michigan 66 in Charlevoix, Michigan, United States. As a global leader in money transfer services, Western Union provides a secure and reliable way for individuals to send and receive money both domestically and internationally. With a wide network of locations and online services, Western Union offers convenient options for customers to handle their financial transactions with ease. Whether you need to pay bills, send money to loved ones, or receive funds quickly, Western Union is a trusted choice for all your financial needs.

Riverside Title Co is an insurance agency located at 402 Bridge Street in Elk Rapids, Michigan, United States. With over 25 years of experience spanning two generations, we pride ourselves on offering personal and professional service to our customers. With offices in Michigan and Southwest Florida, we strive to meet our customers' needs no matter where they are located. As an underwritten by Old Republic National Title Company and WFG National Title Insurance Company, we are dedicated to providing prompt and professional title and escrow services. Our team works tirelessly to minimize closing times, understanding the value of our customers' time.

4Front Credit Union, located at 1031 May Street in Charlevoix, Michigan, is a full-service financial institution offering a range of services including ATM access, banking, and finance options. Our Online Banking and Mobile Banking demos empower you to take control of your digital banking experience. With our Straight4ward Rewards Checking, you can earn rewards simply by managing your money as you normally would, while also benefiting from features like Overdraft Privilege and Courtesy Pay. We take the time to understand your business needs and offer support through loans and lines of credit. Our Fast4ward Payday service allows you to access your funds early, and our 4Front Foundation supports community nonprofits and education initiatives. Whether you're just starting out or well on your financial journey, 4Front Credit Union is committed to making banking easy and convenient for you.