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TOP 30 Financial wellness in Traverse City, MI
37 results found
Search for local businesses, places and services near you
Traverse City Christian School
Traverse City Christian School is a vibrant educational institution located at 753 Emerson Road in Traverse City, Michigan. As a primary and secondary school, we are dedicated to providing a nurturing and academically rigorous environment for students to thrive. Our dedicated faculty and staff are committed to helping students grow spiritually, academically, and socially. With a focus on Christian values and teachings, we strive to prepare students to become well-rounded individuals who are equipped to make a positive impact on the world around them. Join us at Traverse City Christian School and experience the difference a faith-based education can make in your child's life.
KorthaseFlinn Insurance & Financial Services
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.
Well Done Life & Legacy
Well Done Life & Legacy is a reputable insurance agency located in Traverse City, Michigan. Our dedicated team is committed to helping individuals and families secure their financial future by providing a wide range of insurance products and services. Whether you are looking for life insurance, retirement planning, or estate planning, we are here to guide you every step of the way. At Well Done Life & Legacy, we believe in protecting what matters most to you and ensuring a legacy that will last for generations to come. Visit us at 476 U.S. 31 to learn more about how we can help you achieve your financial goals.
Well Done Collaborative
Well Done Collaborative is a reputable finance and insurance agency located at 476 U.S. 31 in Traverse City, Michigan, United States. With a team of dedicated professionals, we strive to provide exceptional financial and insurance services to our clients. Our collaborative approach ensures that each client receives personalized attention and tailored solutions to meet their specific needs. Whether you are looking for investment advice, retirement planning, or insurance coverage, Well Done Collaborative is here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
TreMonte Financial Consultants, LLC
TreMonte Financial Consultants, LLC, located at 1014 Sixth Street in Traverse City, Michigan, is a finance institution dedicated to helping individuals take control of their finances and achieve their goals. With a focus on building relationships and understanding each client's unique needs, TFC offers personalized solutions tailored to fit each individual's situation. By breaking down financial jargon and providing clear, actionable advice, TFC empowers clients to make informed decisions about their money and plan for a secure future. At TFC, the focus is on collaboration and partnership, with regular check-ins and updates to ensure clients stay on track towards their financial goals. Whether you're just starting out, growing your family, or navigating the complexities of business ownership, TFC is there to provide guidance and support every step of the way.
Wells Fargo Advisors
Wells Fargo Advisors is a leading financial institution located at 10850 East Traverse Highway in Traverse City, Michigan, United States. Specializing in providing expert financial advice and investment services, Wells Fargo Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced and knowledgeable financial advisors, Wells Fargo Advisors offers personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, investing for the future, or managing your wealth, Wells Fargo Advisors is committed to delivering exceptional service and guidance to help you make informed financial decisions.
Black Walnut Wealth Management - Traverse City Financial Advisor
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.
Resilient Financial Planning
Resilient Financial Planning, located at 236 1/2 East Front Street in Traverse City, Michigan, is a finance institution dedicated to providing personalized financial advice and planning services. Unlike other financial advisors who may prioritize selling specific products, Resilient focuses on creating customized financial plans tailored to each client's individual goals and needs. As an independent firm, Resilient is able to offer unbiased advice and explore cutting-edge investment strategies to help clients achieve their financial objectives. With a commitment to providing white-glove service, the team at Resilient is dedicated to being accessible and responsive to clients' needs. Whether you are planning for retirement, managing income, addressing tax concerns, or simply looking to improve your overall financial well-being, Resilient Financial Planning is the partner you can trust to help you navigate the complexities of financial planning with confidence and peace of mind.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a renowned finance institution located at 300 East Front Street in Traverse City, Michigan, United States. Our team of experienced advisors offers a wide range of financial services to help clients achieve their investment goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our dedicated professionals are here to provide personalized guidance and support. Trust Morgan Stanley Financial Advisors to help you navigate the complexities of the financial world and make informed decisions for your financial well-being.
William Kildee - Ameriprise Financial Services, Inc.
William Kildee - Ameriprise Financial Services, Inc. is a reputable institution located at 3337 West South Airport Road in Traverse City, Michigan, United States. Specializing in finance and offering ATM services, this institution provides a range of certifications and designations to ensure their financial advisors are well-equipped to meet the diverse needs of their clients. The institution offers various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, which cover a wide range of financial planning and investment topics. From asset management to retirement planning, estate planning, and risk management, the advisors at William Kildee - Ameriprise Financial Services, Inc. are well-versed in providing tailored financial solutions to individuals, retirees, small business owners, and high net worth clients.
McComb & Company Traverse City
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.
Eastern Michigan University
Eastern Michigan University is a prestigious institution located at 2200 Dendrinos Drive in Traverse City, Michigan. As a university, EMU offers a wide range of academic programs and resources for students to excel in their education. The institution is committed to providing a diverse and inclusive environment for all students, and offers scholarships and financial aid to those who qualify. With renovated residence halls and academic spaces, EMU provides a modern and comfortable setting for students to learn and grow. The university also prioritizes the health and well-being of its students, offering resources for both physical and mental wellness. With a focus on student success, EMU is constantly investing in new facilities, academic programs, and living spaces to enhance the overall student experience. Visit EMU today to see why it is considered one of the top universities in Michigan.
Susan Rauser - State Farm Insurance Agent
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
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.
Bankers Life
Bankers Life, located at 1760 Forest Ridge Drive in Traverse City, Michigan, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs are designed to set you up for success and provide a career path that meets your individual aspirations. Join us at Bankers Life to achieve more and help your community achieve a financially secure retirement.
Harris Agency LLC
Harris Agency LLC is a well-established institution located in Traverse City, Michigan, United States. Specializing in finance, health, and insurance services, we are dedicated to providing top-notch assistance and guidance to our clients. Our experienced team is committed to helping individuals and businesses navigate the complexities of financial planning, health coverage, and insurance policies. Visit us at 201 East Seventeenth Street to learn more about how we can help you secure your financial future and protect your well-being.
Matt Wetmore - State Farm Insurance Agent
Matt Wetmore - State Farm Insurance Agent is located at 286 North Michigan Avenue in Beulah, Michigan, United States. With over 20 years of experience, Matt Wetmore is a dedicated State Farm agent who understands the importance of safeguarding what matters most in life - family. When he's not assisting customers, Matt enjoys golfing and boating, as well as being actively involved in youth sports in the community. The agency offers a wide range of insurance services, including Auto, Home, Life, and more, serving Benzie County, Manistee County, Grand Traverse County, Leelanau County, and beyond. The team at Matt Wetmore's office prioritizes building meaningful relationships with customers, ensuring that they are well protected and their financial well-being is secure.
Jasmine Greenshields, Bankers Life Agent
Jasmine Greenshields, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare, offering similar coverage with the option of prescription drug coverage (Part D) and an annual maximum out of pocket limit. Some plans even have premiums as low as $0 per month.
Jonathan Craven, Bankers Life Agent
Jonathan Craven, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan. Specializing in providing comprehensive insurance solutions, Jonathan Craven is dedicated to helping individuals and families protect their financial well-being. With a focus on personalized service and tailored insurance plans, clients can trust in the expertise and professionalism of Jonathan Craven, Bankers Life Agent. Contact them today to discuss your insurance needs and secure your future.
Michael Heck - State Farm Insurance Agent
Michael Heck - State Farm Insurance Agent is an insurance agency located at 923 Franklin Avenue, Grand Haven, Michigan, United States. Situated just one block south of Washington St. on the east side of Beacon Blvd, the office serves the Grand Haven area with a focus on resident re-locations to Ottawa County. The team of licensed Insurance Professionals is dedicated to providing the correct insurance coverage for your specific needs, including auto, home, renters, life, boat, and motorcycle insurance, as well as financial services. Small business owners can also benefit from commercial lines of insurance. Prepare for motorcycle season by reviewing your coverage to ensure it suits your biking lifestyle. Learn how to say goodbye to debt with helpful tips and discover the importance of limiting screen time for children. Save on auto repair costs by performing some maintenance tasks at home.
truenorth
Truenorth is a versatile institution located at 948 US Highway 31 South in Traverse City, Michigan, United States. This one-stop destination offers a range of services including ATM facilities, a cozy cafe, a convenient convenience store, financial services, delicious food options, a gas station for refueling, a liquor store for beverages, and a well-stocked retail store for all your shopping needs. Whether you need to grab a quick snack, fill up your tank, or take care of your banking needs, Truenorth has got you covered. Visit us today for a convenient and enjoyable experience.
truenorth
Truenorth is a versatile institution located at 708 Munson Avenue in Traverse City, Michigan, United States. This one-stop destination offers a range of services including ATM access, a cozy cafe, a convenient convenience store, financial services, delicious food options, a gas station for your vehicle needs, a well-stocked liquor store, and a variety of items available for purchase in the store. Whether you need to grab a quick snack, fill up your tank, or take care of your banking needs, Truenorth has you covered. Visit us today for all your needs in one convenient location.
Northwest Michigan Community Action Agency
Northwest Michigan Community Action Agency is a reputable institution located at 3963 North Three Mile Road in Traverse City, Michigan, United States. This institution offers a wide range of services in the fields of accounting and finance, as well as educational programs. With a strong focus on community development and empowerment, Northwest Michigan Community Action Agency is dedicated to providing valuable resources and support to individuals and families in need. Whether you are looking to improve your financial literacy or pursue a career in accounting, this institution is committed to helping you achieve your goals.
The Tides
The Tides, located at 1510 Veterans Drive in Traverse City, Michigan, is managed by Schmidt-Rogers Management, a team with over forty years of combined experience in property management. They offer unparalleled service and expertise in creating realistic budgets, executing repair and maintenance obligations, and providing 24/7 emergency service. The clients of The Tides range from individual homeowners to large corporations, with services tailored to meet the needs of each. Whether you need assistance with residential or vacation rentals, commercial property management, or condominium/homeowners' association management, the knowledgeable staff at The Tides is ready to help.
EXIT Northern Shores Realty
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.
Credit Union ONE
Credit Union ONE is a trusted financial institution located at 1609 Walker Avenue Northwest in Grand Rapids, Michigan. Offering a range of services including ATM access and financial guidance, Credit Union ONE is dedicated to providing resources to support the Michigan community. With headquarters in Ferndale, MI, Credit Union ONE is federally insured and committed to ensuring the financial security of its members. Whether you need a checking account, credit card, mortgage, or online banking services, Credit Union ONE has you covered. With locations throughout Metro Detroit, including Ann Arbor, Detroit, and Traverse City, Credit Union ONE is convenient and reliable. Experience the difference with Credit Union ONE, where your financial well-being is our priority.
WB CPA Group PC
WB CPA Group PC is a well-established accounting and finance institution located in Traverse City, Michigan. With a commitment to providing top-notch financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, WB CPA Group PC is here to provide expert guidance and support. Visit us at 10161 East Pickwick Court to learn more about how we can help you manage your finances effectively.
Centennial Wealth Advisory
Centennial Wealth Advisory is a finance institution located at 701 Third Street in Traverse City, Michigan, United States. We specialize in helping individuals create well-thought-out strategies to address their financial needs and concerns, particularly when it comes to planning for retirement. Our experienced professionals understand the importance of confidence in your financial future and are here to provide guidance every step of the way. Through our Plan to Retire Well process, we will examine your current financial situation and provide planning recommendations to help you reach your financial goals. We also offer live events focused on common financial concerns in retirement, as well as regular emails with important financial news and educational information.
North Coast Ag
North Coast Ag is a finance and real estate agency located at 801 South Garfield Avenue in Traverse City, Michigan. Specializing in Family Farms and AgriBusiness, our services include Family Business Planning, Financial Management, Succession Planning, and Real Estate Services. Our mission is to enhance your family's well-being and the financial health of your farm. Trust North Coast Ag to help you with all your agricultural and financial needs.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management is a finance institution located at 310 West Front Street in Traverse City, Michigan, United States. The firm is dedicated to helping clients transition from wealth-building to wealth-enjoying, ensuring that all aspects of their financial life are well-managed. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors aims to connect all the dots of their clients' financial lives. The team at Mercer Advisors includes experienced professionals such as Tracey, Renée, Kevin, George, Merideth, Becky, and Tony, who bring a wealth of knowledge and expertise to the table. From providing long-term financial strategies that reflect the values and lifestyles of clients to offering comprehensive financial planning and wealth management services, the team is committed to helping clients reach their financial goals.
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