Financial strategies in Charlevoix, Michigan

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.

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: 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.

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.

N Point Strategies is a leading consulting firm located at 13064 Cedar Street in Charlevoix, Michigan. Our team of experienced professionals offers strategic planning and management services to help businesses achieve their goals and maximize their potential. With a focus on innovation and collaboration, we work closely with our clients to develop customized solutions that drive success. Whether you are a small start-up or a large corporation, N Point Strategies is dedicated to helping you navigate the ever-changing business landscape and thrive in today's competitive market. Contact us today to learn more about how we can help your business succeed.

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.

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.

Rick Wagner - Financial Advisor is a well-established finance institution located in Grand Rapids, Michigan. With a focus on providing personalized financial advice and guidance, Rick Wagner helps individuals and families navigate their financial goals and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to invest for the future, Rick Wagner offers tailored solutions to meet your needs. Visit us at 3075 Charlevoix Drive Southeast to start your journey towards financial success today.

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.

Iris Mortgage LLC is a finance institution located at 15214 Charlevoix Street in Grosse Pointe Park, Michigan, United States. Specializing in mortgage services, Iris Mortgage LLC offers personalized and professional assistance to help individuals and families secure the financing they need for their dream homes. With a team of experienced professionals, Iris Mortgage LLC is committed to providing top-notch service and guidance throughout the mortgage process. Whether you are a first-time homebuyer or looking to refinance, Iris Mortgage LLC is dedicated to helping you achieve your financial goals.

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.

Creative 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.

Fox & 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.

McLane Blatchford CPA Firm is a reputable accounting and finance institution located at 1108 Bridge Street in Charlevoix, Michigan, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart from other firms in the area. Whether you are an individual or a business in need of financial guidance, McLane Blatchford CPA Firm is dedicated to helping you achieve your financial goals.

Corporate Settlement Solutions is a reputable institution located at 802 Bridge Street in Charlevoix, Michigan, United States. Specializing in finance, insurance, and legal services, they offer expert solutions for corporate settlements. With a team of skilled professionals, they provide comprehensive assistance and guidance in navigating complex financial and legal matters. Whether you are in need of insurance coverage, financial planning, or legal advice, Corporate Settlement Solutions is dedicated to helping you achieve your goals and protect your assets. Trustworthy and reliable, they are committed to delivering top-notch services to their clients.

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.

Corp 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.

Centennial 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.

Cornerstone 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.

Medalist 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.

Centennial 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.