TOP 10 Individual investment solutions in Traverse City, Michigan

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.

Grand Traverse Financial is a trusted finance institution located at 1129 East Eighth Street in Traverse City, Michigan. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized and expert financial guidance to our clients. Whether you need help with investments, loans, or retirement planning, Grand Traverse Financial is here to help. Visit us today to see how we can assist you in reaching your financial aspirations.

FOR Investment Partners is a leading finance institution located at 2226 West South Airport Road in Traverse City, Michigan, United States. Our team of experienced professionals specializes in providing personalized investment solutions for individuals and businesses looking to grow and protect their assets. We offer a wide range of financial services, including wealth management, retirement planning, and investment consulting. At FOR Investment Partners, our goal is to help our clients achieve their financial goals through strategic planning and expert guidance. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Hantz Financial Services in Traverse City, Michigan is a reputable finance and insurance agency located at 924 East Eighth Street. Our experienced team of professionals is dedicated to providing personalized financial planning and insurance solutions to meet the unique needs of our clients. Whether you are looking to invest, save for the future, or protect your assets, we are here to help you navigate the complexities of the financial world. Trust Hantz Financial Services to help you achieve your financial goals and secure your financial future.

Financial & Investment Management is a leading finance institution located at 111 Cass Street in Traverse City, Michigan, United States. Our team of experienced professionals specializes in providing comprehensive financial planning, investment management, and wealth preservation services to individuals, families, and businesses. With a focus on personalized strategies tailored to meet each client's unique goals and objectives, we strive to help our clients achieve financial success and security. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our team is dedicated to helping you navigate the complexities of the financial world and make informed decisions that align with your best interests. Contact us today to learn more about how Financial & Investment Management can help you achieve your financial goals.

Old Mission Investment Co is a reputable finance institution located at 880 Munson Avenue in Traverse City, Michigan. With a strong focus on providing expert financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Old Mission Investment Co is here to provide personalized solutions tailored to your unique needs. Trust us to guide you towards a secure financial future.

Sutherland Integrated Investment Management Group is a leading finance institution located at 123 West Front Street in Traverse City, Michigan, United States. Specializing in investment management services, Sutherland offers a comprehensive range of financial solutions tailored to meet the individual needs of their clients. With a team of experienced professionals and a commitment to excellence, Sutherland Integrated Investment Management Group is dedicated to helping clients achieve their financial goals and secure their financial future.

Optimal Capital is a leading finance institution located at 12935 South West Bay Shore Drive in Traverse City, Michigan. Specializing in providing tailored financial solutions to individuals and businesses, Optimal Capital is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, they offer a wide range of services including investment management, retirement planning, estate planning, and more. Trust Optimal Capital to provide expert financial advice and personalized strategies to help you secure a prosperous future.

Northern Michigan Real Estate Consultants is a reputable finance institution located in Traverse City, Michigan. Our team of experienced consultants specializes in providing expert advice and guidance for all your real estate needs in Northern Michigan. Whether you are looking to buy, sell, or invest in property, our consultants are here to help you navigate the complex world of real estate transactions. We are dedicated to providing personalized service and tailored solutions to meet your individual goals and objectives. Contact us today at 3210 Racquet Club Drive to learn more about how we can assist you with your real estate endeavors.

John Haddix - State Farm Insurance Agent is an insurance agency located at 2981 North Garfield Road, Traverse City, Michigan, United States. With over 31 years of experience in the insurance industry, John Haddix offers a wide range of insurance and financial services to help protect what you care about most. Whether you need auto insurance, homeowners' insurance, life insurance, renters' insurance, or more, John Haddix is here to assist you. The agency is dedicated to providing exceptional customer service and helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. The team at John Haddix - State Farm Agent is passionate about making a difference in the lives of others and bettering the community.

Wealthcare Insurance Group is a trusted insurance agency located at 3693 Village Circle Drive in Traverse City, Michigan, United States. Specializing in life, health, and long-term care insurance, we offer tailored solutions to protect both you and your wealth. With our team's experience and expertise, we are equipped to provide the right insurance solution for your unique needs. Trust Wealthcare Insurance Group to safeguard your financial future.

Michigan Planners, Inc. is a health and insurance agency located at 417 South Union Street in Traverse City, Michigan, United States. For over 60 years, Michigan Planners has been providing affordable and comprehensive healthcare coverage for small and large businesses, individuals, and Medicare aged individuals. They offer solutions and tools for employers to take care of their employees, representing complementary and Medicare advantage programs. Michigan Planners also provides cost-effective individual health coverage for medical, dental, and vision, as well as investment guidance for retirement readiness. They offer individual life insurance solutions and services for employees, retirees, and dependents. Michigan Planners delivers nationwide solutions, with client locations in 26 states, and offers a range of services including employer and employee support, retirement services, benefit resources, and insurance consulting. They represent trusted brands and provide tools for building a great benefits package for unique situations. Michigan Planners is dedicated to saving time, energy, and headaches in maintaining benefits and insurance for all clients in Michigan.

Northwestern Mutual is a highly respected finance and insurance agency located at 534 East Front Street in Traverse City, Michigan. With a strong presence in the community, Northwestern Mutual offers a wide range of financial services including retirement planning, investment management, and insurance coverage. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to build wealth, protect your assets, or plan for retirement, Northwestern Mutual is committed to providing personalized solutions to meet your needs.

Heather Karmon, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan. As a Bankers Life Agent, Heather Karmon is dedicated to helping clients protect their financial future through a variety of insurance products and services. With a focus on personalized service and attention to detail, Heather Karmon strives to provide peace of mind and security for individuals and families in the Traverse City area. Whether you are looking for life insurance, health insurance, or retirement planning services, Heather Karmon, Bankers Life Agent is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.

Ronald Hessem, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan. As a Bankers Life Agent, Ronald Hessem provides personalized insurance services to individuals and families in the area. With a focus on financial security and peace of mind, Ronald Hessem helps clients choose the right insurance products to fit their needs and goals. Whether it's life insurance, health insurance, or retirement planning, clients can trust Ronald Hessem to provide expert advice and exceptional customer service. Contact Ronald Hessem, Bankers Life Agent today to discuss your insurance needs and start planning for a secure future.

Kelli Kelly, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan, United States. Specializing in providing insurance products and services from Bankers Life, Kelli Kelly offers a range of options to meet the needs of individuals and families. With a focus on personalized service and expert guidance, clients can trust Kelli Kelly to help them navigate the complexities of insurance and find the right coverage for their unique circumstances. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, Kelli Kelly, Bankers Life Agent is dedicated to helping you protect what matters most. Contact them today to learn more about their offerings and how they can assist you in securing your financial future.

Michael Benoit is a dedicated Bankers Life Agent and Bankers Life Securities Financial Representative located at 1760 Forest Ridge Drive in Traverse City, Michigan. As an insurance agency, Michael Benoit provides personalized services to help clients secure their financial future. With a focus on integrity and professionalism, Michael Benoit offers a range of insurance and investment products to meet the unique needs of each individual. Whether you are looking for life insurance, retirement planning, or investment strategies, Michael Benoit is committed to helping you achieve your financial goals. Visit us today to learn more about how we can assist you in planning for a secure future.

Greg Sundell, Bankers Life Agent is a trusted insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan. Specializing in providing comprehensive insurance solutions, Greg Sundell offers personalized service to help clients protect their assets and plan for their financial future. With a commitment to integrity and professionalism, Greg Sundell, Bankers Life Agent is dedicated to providing top-notch insurance products and exceptional customer service to individuals and families in the Traverse City area. Contact them today to discuss your insurance needs and secure peace of mind for the future.

James Hague, Bankers Life Agent is a reputable insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan, United States. Specializing in providing top-notch insurance services, James Hague is dedicated to helping clients find the best coverage options tailored to their individual needs. With a commitment to exceptional customer service and a wealth of knowledge in the insurance industry, James Hague, Bankers Life Agent is the go-to institution for all your insurance needs. Contact them today to secure your financial future.

Fortitude Wealth Planners, LLC is a finance and insurance agency located at 601 South Garfield Avenue in Traverse City, Michigan, United States. With a focus on providing expert financial planning and insurance solutions, Fortitude Wealth Planners, LLC is dedicated to helping individuals and families achieve their financial goals and secure their future. Their team of experienced professionals offers personalized services tailored to each client's unique needs, ensuring peace of mind and financial security. Visit Fortitude Wealth Planners, LLC today to start planning for a prosperous future.

Headwaters Apartments, located at 1964 Headwaters Drive in Traverse City, Michigan, offers top-notch management services through Schmidt-Rogers Management. With over forty years of combined experience, our team is equipped to handle all aspects of property management, from creating budgets to executing repairs and maintenance. We provide 24/7 emergency service to ensure that any unexpected issues are promptly addressed. Our client base ranges from individual homeowners to large corporations, and we offer personalized attention of the highest quality to each one. Whether you need assistance with residential or vacation rentals, commercial property management, or management services for your condominium or homeowners' association, our experienced staff is here to help.

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.

Northland Property Management is a versatile institution located at 241 East State Street in Traverse City, Michigan. Specializing in finance, real estate agency, storage, and travel services, Northland Property Management offers a wide range of solutions for individuals and businesses alike. With a dedicated team of professionals, they provide top-notch services to meet the diverse needs of their clients. Whether you are looking to buy or sell property, store your belongings, book a trip, or manage your finances, Northland Property Management is the go-to destination for all your needs.

Schmidt-Rogers Management, LLC is a real estate agency, storage, and travel agency located at 996 Garfield Woods Drive in Traverse City, Michigan, United States. With over forty years of combined experience, our team offers unparalleled service and knowledge in management services. From creating realistic budgets to executing repair and maintenance obligations, we provide 24/7 emergency service to effectively handle any unexpected situations. Our clients range from single residence owners to large corporations, with services tailored to meet the individualized needs of each client. Whether you need assistance with residential rentals, vacation rentals, commercial property management, or management services for condominium or homeowners' associations, our experienced staff is ready to serve you. We offer expert market analysis to maximize your return on investment, conduct thorough tenant screenings, ensure timely rent payments, handle inspections, and address maintenance issues promptly. Our detailed financial reporting tools make it easy for you to keep track of your investment through the owner portal.

First Community Bank is a reputable financial institution located at 102 East Front Street in Traverse City, Michigan. As a leading bank in the community, we offer a wide range of financial services to meet the needs of our customers. Our experienced team of professionals is dedicated to providing exceptional customer service and personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking for a checking account, savings account, mortgage, or business loan, First Community Bank is here to assist you every step of the way. Visit us today to experience the difference of banking with a trusted partner in your community.

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.

Independent Bank is a trusted financial institution located at 4011 Eastern Sky Drive in Traverse City, Michigan. With a history of over 150 years, we offer a wide range of banking services including ATM access, personal and business banking, and financial planning. Our dedicated team is committed to providing exceptional customer service and helping individuals and businesses achieve their financial goals. Visit us at our Copper Ridge branch or contact us at 234.815.1501 to learn more about how we can assist you with your banking needs.

Treadstone Funding is a finance institution located at 310 West Front Street in Traverse City, Michigan, United States. Specializing in mortgage lending and financing solutions, Treadstone Funding offers a wide range of services to help individuals and families achieve their homeownership goals. With a team of experienced professionals, Treadstone Funding is committed to providing personalized and efficient service to each client. Whether you are looking to purchase a new home or refinance your existing mortgage, Treadstone Funding is dedicated to helping you navigate the complex world of finance with ease and confidence.

Stifel is a reputable finance institution located at 202 East State Street in Traverse City, Michigan, United States. With a strong presence in the financial industry, Stifel offers a wide range of financial services to individuals, businesses, and institutions. Their team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, Stifel is dedicated to helping you navigate the complexities of the financial world with confidence.

Fifth Third Bank & ATM is a trusted financial institution located at 3535 West South Airport Road in Traverse City, Michigan, United States. Offering a wide range of banking services, including personal and business accounts, loans, and investment options, Fifth Third Bank is dedicated to providing top-notch customer service and financial solutions to help individuals and businesses achieve their financial goals. With convenient ATM services available on-site, customers can easily access their accounts and manage their finances at any time. Visit Fifth Third Bank & ATM today for all your banking needs.