Financial wellness in Ludington, MI
19 results found
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Black Walnut Wealth Management - Traverse City Financial Advisor
● ClosedBlack 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.
13919 S W Bay Shore Dr #106, Traverse City, MI 49684, United States -
Wells Fargo Advisors
● ClosedWells Fargo Advisors is a finance institution located at 2421 Ludington Street in Escanaba, Michigan, United States. As a trusted name in the financial industry, Wells Fargo Advisors offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized solutions and guidance to help clients navigate the complexities of investing and planning for the future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wells Fargo Advisors is dedicated to helping you build a secure financial future.
2421 Ludington St, Escanaba, MI 49829, United States -
Trey Schuiteman - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Trey Schuiteman - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 121 East Ludington Avenue, Ludington, Michigan. Our mission is to help you navigate your financial journey with confidence. We offer personalized financial advice tailored to your unique needs and goals. During our initial consultation, we will explore key financial planning concepts to guide your financial decision-making process. Please note that this session will not include written analysis or recommendations. At Ameriprise, while we strive to provide the best guidance, future financial results cannot be guaranteed.
121 East Ludington Avenue, Ludington, Michigan 49431, United States -
Zoe Wilbur - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Zoe Wilbur - Financial Advisor at Ameriprise Financial Services, LLC, located at 121 East Ludington Avenue in Ludington, Michigan. We are dedicated to providing exceptional financial guidance tailored to your unique needs. Our expertise spans a wide range of financial planning areas, ensuring that we can help you achieve your financial goals with confidence. At our practice, we prioritize ethical standards and comprehensive knowledge in all aspects of financial advising. Zoe Wilbur holds several prestigious certifications that underscore her commitment to professionalism and expertise. These include the AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), and APMA™ (Accredited Portfolio Management Advisor).
121 East Ludington Avenue, Ludington, Michigan 49431, United States -
St Simon Catholic School
● OpenSt. Simon Catholic School is a vibrant educational institution located at 700 East Bryant Road in Ludington, Michigan. As a Catholic school, we are committed to providing a nurturing and faith-based learning environment for students of all backgrounds. Our dedicated faculty and staff work tirelessly to ensure that each student receives a quality education that not only focuses on academic excellence but also on spiritual growth and moral development. With a strong sense of community and a focus on service, St. Simon Catholic School prepares students to be well-rounded individuals who are ready to make a positive impact in the world. Come visit us and see the difference a Catholic education can make in your child's life.
700 E Bryant Rd, Ludington, MI 49431, United States -
Mason County School Employees
● OpenMason County School Employees is a financial institution located at 809 East Tinkham Avenue in Ludington, Michigan. This institution provides banking services specifically tailored for school employees in the Mason County area. From checking and savings accounts to loans and financial planning, Mason County School Employees is dedicated to helping educators manage their finances effectively. With a convenient location and a focus on personalized service, this institution is a trusted resource for the financial needs of school employees in the community.
809 E Tinkham Ave, Ludington, MI 49431, United States -
Mason County College Access Network
● OpenMason County College Access Network, located at 119 South Rath Avenue in Ludington, Michigan, is dedicated to helping individuals in the community achieve their post-secondary education goals. Led by experienced educators and community leaders such as Wendy Gradwohl Wells, Annie Jacobson, Dr. Jason Jeffrey, and Lynne Russell, the institution focuses on promoting college readiness and supporting student success. With a strong emphasis on the benefits of higher education for both individuals and the community as a whole, Mason CAN works to ensure that all students have access to the tools and resources they need to pursue their academic goals. Through partnerships with schools, scholarship programs, and other organizations, Mason CAN aims to create a culture of college-going and lifelong learning in Mason County. If you are interested in getting involved or receiving assistance from Mason County College Access Network, contact them today or visit the Ludington & Scottville Chamber of Commerce.
119 S Rath Ave, Ludington, MI 49431, United States -
Bill Weissert Insurance Agency
● ClosedBill Weissert Insurance Agency is a trusted health insurance agency located at 1719 Ludington Street in Escanaba, Michigan. With a focus on providing comprehensive and personalized insurance solutions, we strive to help individuals and families protect their health and well-being. Our experienced team is dedicated to finding the best coverage options for our clients, ensuring peace of mind and financial security. Contact us today to learn more about our services and how we can assist you in finding the right insurance plan for your needs.
1719 Ludington St, Escanaba, MI 49829, United States -
Michigan Planners, Inc
● ClosedMichigan Planners, Inc. is a health and insurance agency located at 1615 Ludington Street in Escanaba, Michigan. We specialize in providing life-long health solutions for individuals, small and large businesses, and Medicare-aged individuals in the Upper Peninsula and Wisconsin areas. Our services include access to affordable and comprehensive healthcare coverage, investment guidance for retirement readiness, and assistance with Medicare advantage programs. With over 60 years of experience and a team of around 50 employees, we pride ourselves on offering outstanding customer service and personalized benefit experiences. Our goal is to help businesses find the best insurance plans for the best prices, leaving no compliance concern untouched. Whether you are a historic employer with established group insurance plans or a newly formed business seeking additional resources, Michigan Planners can help. Our dedicated team, led by Mary, who brings over 20 years of H.R. and Employee Benefits management experience, is here to assist with all your benefit needs. We offer a range of insurance services including group, individual, Medicare, and retirement insurance, saving you time, energy, and headaches in building and maintaining benefits for your employees. Visit us at Michigan Planners, Inc. for all your insurance needs in Michigan.
1615 Ludington St, Escanaba, MI 49829, United States -
Cigna
● ClosedCigna is a leading health insurance agency located at 1032 North Ferry Street in Ludington, Michigan, United States. With a commitment to providing high-quality healthcare coverage to individuals and families, Cigna offers a range of insurance plans tailored to meet the diverse needs of its customers. Whether you are looking for comprehensive medical coverage, dental insurance, or vision care, Cigna has a solution for you. Trust in Cigna for reliable and affordable health insurance options that prioritize your well-being.
1032 N Ferry St, Ludington, MI 49431, United States -
Farmers Insurance - Sarah Fricke
● ClosedFarmers Insurance - Sarah Fricke is an insurance agency located at 901 East Ludington Avenue in Ludington, Michigan. As your local Farmers® agent, Sarah Fricke helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, life, renters, or business insurance, Sarah has the knowledge and experience to help you understand your options. She believes that life is better with a plan, and she is dedicated to helping you create one. Sarah can assist you with comprehensive coverage, deductibles, and more to ensure you are properly protected. Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts. Whether you need coverage for your home, life, rental property, or small business, Sarah Fricke is here to help. Additionally, Farmers Insurance offers coverage for recreational vehicles and personal belongings, as well as financial services to help you build a secure future. Contact Sarah Fricke at Farmers Insurance for personalized insurance solutions tailored to your needs.
901 E Ludington Ave, Ludington, MI 49431, United States -
Shell
● OpenShell is a comprehensive institution offering a range of services to meet all your needs. Located at 5445 East Ludington Avenue in Ludington, Michigan, United States, Shell provides convenient access to an ATM, a well-stocked convenience store, financial services, delicious food options, a reliable gas station, and a variety of retail items. Whether you're looking to grab a quick snack, fill up your tank, or take care of your banking needs, Shell has you covered. Visit us today for a one-stop shop experience.
5445 E Ludington Ave, Ludington, MI 49431, United States -
West Shore Family Support
● ClosedWest Shore Family Support, located at 603 East Tinkham Avenue in Ludington, Michigan, is a health institution dedicated to ensuring the well-being of families in the community. Our mission is to provide clean diapers for every baby, support for every mom, and equip every parent with the resources they need. Whether you are a pregnant mom in need of guidance, a single dad seeking parenting support, or parents looking for material assistance, West Shore Family Support is here to help. Our caring and knowledgeable staff are ready to assist you on your journey to a healthy and happy family life.
603 E Tinkham Ave, Ludington, MI 49431, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 4854 U.S. 10 in Ludington, Michigan, is a finance institution that is dedicated to helping individuals maximize their tax refunds. While tax advance loans are no longer available this year, our experienced Tax Pros are prepared to assist you in getting the most out of your return. Conveniently located within Walmart, you can drop off your tax documents while you shop and have a Tax Pro take care of the rest, including a final review and e-signing process. Although Refund Advance loans are no longer an option, we offer in-person and drop-off tax preparation services, as well as assistance with IRS letters. To ensure personalized attention, we recommend scheduling an appointment online or by calling (855) 301-1040. Rest assured, our Tax Pros at this location speak English and are committed to ensuring that every dollar counts when it comes to your taxes. Trust Jackson Hewitt Tax Service to handle your tax needs with expertise and efficiency.
4854 US-10, Ludington, MI 49431, United States -
Wyatt Eisenberger - Thrivent
● ClosedWyatt Eisenberger - Thrivent is a finance institution located at 1612 Ludington Street, Escanaba, Michigan, United States. Licensing for their services is available through the State Insurance Department's website, as well as through the National Association of Insurance Commissioners website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
1612 Ludington St, Escanaba, MI 49829, United States -
Schneider Larche Haapala: Meiers Karen L CPA
● OpenSchneider Larche Haapala: Meiers Karen L CPA is a well-established accounting and finance institution located at 401 Ludington Street in Escanaba, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and consulting. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals.
401 Ludington St, Escanaba, MI 49829, United States -
Credit Bureau of Manistee
● OpenCredit Bureau of Manistee - Your Trusted Financial Partner in Ludington Welcome to the Credit Bureau of Manistee, your reliable partner in navigating the financial landscape. Conveniently located in Ludington, Michigan, we are committed to serving the local community with integrity and expertise. Our mission is to empower individuals and businesses by providing comprehensive credit solutions and financial services tailored to meet your unique needs.
Ludington, Michigan 49431, United States -
Wayne E Brown Insurance Agency LLC
● ClosedWelcome to Wayne E Brown Insurance Agency LLC, your trusted partner in safeguarding what matters most. Conveniently located at 609 East Ludington Avenue, Ludington, Michigan, we are dedicated to providing comprehensive insurance solutions tailored to meet the diverse needs of our community. At Wayne E Brown Insurance Agency, we prioritize your peace of mind and the protection of your loved ones. Our personal insurance policies offer a wide range of coverages at affordable rates, ensuring you and your family are well-protected. Whether you’re on the road or at home, we’ve got you covered with policies that fit your lifestyle and needs. Your home is your sanctuary, a place where life’s cherished moments unfold, and it deserves the utmost protection.
609 East Ludington Avenue, Ludington, Michigan 49431, United States -
Fifth Third Bank & ATM
● ClosedWelcome to Fifth Third Bank & ATM, your trusted financial partner located at 5870 U.S. 10, Ludington, Michigan 49431. As a comprehensive financial institution, we are committed to providing you with exceptional banking services and innovative financial solutions to meet your needs. Whether you're looking to open a new account, apply for a loan, or simply need convenient access to your funds through our ATM services, our friendly and knowledgeable staff is here to assist you every step of the way. At Fifth Third Bank, we prioritize your financial well-being and strive to deliver personalized service that exceeds your expectations. Visit us today and experience the difference of banking with a team that truly cares about your financial future.
5870 U.S. 10, Ludington, Michigan 49431, United States
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