Financial services provider in Charlevoix, MI
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HOFFMAN CPA FIRM
● ClosedHoffman CPA Firm is a reputable accounting and finance institution located at 104 Mason Street in Charlevoix, Michigan, United States. With a team of experienced and knowledgeable Certified Public Accountants, we provide a wide range of financial services to individuals and businesses in the area. Our services include tax preparation, bookkeeping, financial planning, and consulting. Trust Hoffman CPA Firm for all your accounting and financial needs.
104 Mason St, Charlevoix, MI 49720, United States -
Corp 1031
● OpenCorp 1031 is a trusted financial institution located at 802 Bridge Street in Charlevoix, Michigan. Specializing in 1031 exchanges, Corp 1031 provides expert guidance and support for clients looking to defer capital gains taxes on the sale of investment properties. With a team of experienced professionals, Corp 1031 is dedicated to helping clients navigate the complex world of real estate transactions. Whether you are a seasoned investor or new to the 1031 exchange process, Corp 1031 is committed to providing personalized service and ensuring a smooth and successful exchange. Visit us today to learn more about how Corp 1031 can help you achieve your financial goals.
802 Bridge St, Charlevoix, MI 49720, United States -
Solace Agency - Meemic Insurance Agent
● ClosedSolace Agency is a trusted Meemic Insurance Agent located at 3890 Charlevoix Avenue in Petoskey, Michigan. As an insurance agency, we provide personalized and comprehensive insurance solutions to meet the needs of our clients. Our dedicated team of agents is committed to providing excellent customer service and helping individuals and families protect what matters most. Whether you are looking for auto, home, life, or business insurance, Solace Agency is here to provide you with peace of mind and financial security. Visit us today to learn more about our insurance products and services.
3890 Charlevoix Ave, Petoskey, MI 49770, United States -
Centennial Wealth Advisory
● ClosedCentennial Wealth Advisory, located at 4144 Charlevoix Avenue in Petoskey, Michigan, is a finance institution dedicated to helping individuals create retirement strategies tailored to their specific needs and objectives. By utilizing their Plan to Retire Well process, their experienced professionals will assess your current financial situation and provide planning recommendations to help you reach your financial goals. They understand the importance of Social Security in retirement planning and offer a 16-page guide to help you navigate this aspect of your financial future. Their live events focus on common financial concerns faced in retirement, providing attendees with valuable information to help them feel more confident about their financial future. You can also sign up to receive regular emails with important financial news and educational information.
4144 Charlevoix Ave, Petoskey, MI 49770, United States -
Sam Supernaw Jr. & CO., P.C.
● ClosedSam Supernaw Jr. & CO., P.C. is a reputable accounting and finance institution located at 213 Nettleton Street in Charlevoix, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, consulting, and more. Their commitment to providing high-quality, personalized service sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Sam Supernaw Jr. & CO., P.C. is the trusted partner you can rely on for all your accounting needs.
213 Nettleton St, Charlevoix, MI 49720, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 177 Michigan 66 in Charlevoix, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you navigate the complexities of the financial world. Visit us today and let us help you achieve your financial goals.
177 M-66, Charlevoix, MI 49720, United States -
Cornerstone Retirement Partners
● ClosedCornerstone Retirement Partners is an independent fiduciary financial advisory and Medicare firm located in Grand Rapids, Michigan. With over 20 years of experience, our professional financial advisors and Medicare specialists assist working individuals with the transition into retirement. We help our clients navigate the process of signing up for Medicare, Social Security, and creating income plans from their accumulated wealth. Our team also collaborates with elder law attorneys to help retirees transfer their wealth to their loved ones while qualifying for Medicaid. As fiduciaries, Ron and Nolan are committed to acting in the best interest of our clients when recommending investments. They specialize in managing assets throughout retirement and working with Medicaid annuities. Our Medicare specialists, Nancy and Kristin, provide guidance on Part D and supplemental insurance options during Medicare open enrollment.
2900 Charlevoix Dr SE Suite 310, Grand Rapids, MI 49546, United States -
OXFORD Partners
● OpenOXFORD Partners is a premier real estate agency located at 2900 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. With a strong reputation for excellence and professionalism, OXFORD Partners specializes in buying, selling, and leasing residential and commercial properties. Our team of experienced agents is dedicated to providing top-notch service and helping clients achieve their real estate goals. Whether you are looking to buy your dream home, sell your current property, or invest in commercial real estate, OXFORD Partners is here to guide you every step of the way. Contact us today to learn more about how we can assist you with all of your real estate needs.
2900 Charlevoix Dr SE, Grand Rapids, MI 49546, United States -
Medalist Wealth Management
● ClosedMedalist Wealth Management is a finance institution located at 2900 Charlevoix Drive Southeast, Grand Rapids, Michigan, United States. Our dedicated team is committed to helping you achieve your dream retirement by designing and implementing successful financial strategies tailored to your goals. Founder Matt, a private wealth advisor with years of experience in financial services, focuses on retirement planning and is passionate about helping retirees secure their financial future. We offer a range of services to fit your unique lifestyle, including fixed index annuities to de-risk assets in today's changing economic landscape. Our goal is to help you build a financial strategy that provides security and peace of mind. Please note that all investments carry risk, and we recommend consulting with a qualified professional before making any decisions. Medalist Wealth Management is not affiliated with the U.S. Government or any governmental agency. Contact us today to start planning for your dream retirement.
2900 Charlevoix Dr SE Suite 220, Grand Rapids, MI 49546, United States -
Centennial Securities - Headquarters
● ClosedCentennial Securities - Headquarters is a leading finance institution located at 3075 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. As a trusted financial services provider, Centennial Securities offers a wide range of investment and wealth management solutions for individuals and businesses. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Visit Centennial Securities - Headquarters today to learn more about their services and how they can assist you in managing your finances effectively.
3075 Charlevoix Dr SE, Grand Rapids, MI 49546, United States -
Creative Business and Tax Solutions LLC
● ClosedCreative Business and Tax Solutions LLC is a leading accounting and finance institution located at 03260 Wickersham Road in Charlevoix, Michigan, United States. Our team of expert professionals specializes in providing innovative and customized solutions for businesses of all sizes. From tax preparation and planning to financial analysis and consulting services, we are dedicated to helping our clients achieve their financial goals. With a commitment to creativity and excellence, Creative Business and Tax Solutions LLC is your trusted partner for all your accounting and finance needs.
03260 Wickersham Rd, Charlevoix, MI 49720, United States -
Agnello Ronald CPA
● OpenAgnello Ronald CPA is a trusted accounting and finance institution located at 105 West Hurlbut Street in Charlevoix, Michigan, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax filing or strategic financial planning, Agnello Ronald CPA is here to provide professional and reliable service. Contact them today to schedule a consultation and take the first step towards financial success.
105 W Hurlbut St, Charlevoix, MI 49720, United States -
Steven M. Pothoven CPA PC
● ClosedSteven M. Pothoven CPA PC is a reputable accounting and finance firm located at 3075 Charlevoix Drive Southeast in Grand Rapids, Michigan. With years of experience and expertise in the field, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, auditing, or financial planning, our firm is here to assist you every step of the way. Trust Steven M. Pothoven CPA PC for all your accounting and finance needs.
3075 Charlevoix Dr SE Suite 150, Grand Rapids, MI 49546, United States -
Fox & Company, CPA's
● ClosedFox & Company, CPA's is a reputable accounting and finance institution located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. With a team of experienced and knowledgeable certified public accountants, they offer a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, Fox & Company, CPA's is dedicated to providing top-notch financial solutions tailored to meet their clients' specific needs. Trustworthy, reliable, and professional, they are committed to helping their clients achieve their financial goals.
2851 Charlevoix Dr SE # 116, Grand Rapids, MI 49546, United States
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