Individual retirement plans in Gaylord, Michigan
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Bankers Life
● ClosedBankers Life is a finance, health, and insurance agency located at 685 Michigan 32 in Gaylord, Michigan, United States. Our agents offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage. With the rising cost of healthcare, planning for long-term care is crucial. Join our team as an agent, manager, or investment professional and help your community achieve a financially secure retirement. Our training programs are award-winning, providing you with the tools for success and a flexible schedule. Start planning for your future with Bankers Life today!
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Jason Goodale - State Farm Insurance Agent
● ClosedJason Goodale - State Farm Insurance Agent is a reputable insurance agency located at 621 West 2nd Street in Gaylord, Michigan. Situated between McDonald's and Big Buck Brewery, on the corner of Wisconsin and 2nd St., this agency is committed to protecting you and your loved ones through life's ups and downs. With over 25 years of experience in the insurance industry, Jason Goodale proudly serves as a State Farm agent, offering exceptional care and support to his customers. Born and raised in Michigan, Jason understands the unique needs of residents in the area, having been raised in Kalkaska.
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Melissa Wolgast, Bankers Life Agent
● ClosedMelissa Wolgast, Bankers Life Agent is an insurance agency located at 685 Michigan 32 in Gaylord, Michigan. As a Bankers Life Agent, Melissa Wolgast specializes in providing insurance products and financial services to help individuals and families protect their assets and plan for the future. With a commitment to personalized service and expertise in the insurance industry, Melissa Wolgast helps clients navigate their options and find the best policies to meet their needs. Whether you're looking for life insurance, long-term care insurance, or retirement planning solutions, Melissa Wolgast, Bankers Life Agent is here to help you secure your financial future.
685 M-32 #300, Gaylord, MI 49735, United StatesAdvertisements -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 604 West Main Street in Gaylord, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us at our convenient location in Gaylord to learn more about how we can help you manage your finances effectively.
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Centennial Wealth Advisory
● ClosedCentennial Wealth Advisory, located at 145 West Main Street in Gaylord, Michigan, is a finance institution dedicated to helping individuals create well-thought-out strategies to address their financial needs and concerns. By scheduling a meeting with us, you can discover what your ideal retirement looks like and receive planning recommendations tailored to help you reach your financial goals through our Plan to Retire Well process. Our experienced professionals understand the importance of confidence in your financial future and offer a variety of financial tools to custom suit your needs and objectives. We also host live events focusing on common financial concerns in retirement to help you feel more confident about the days ahead. Sign up to receive important financial news and educational information through our regular emails. Please note that our firm does not offer tax or legal advice, so it's important to consult your tax or legal advisor regarding your situation. Investment advisory services are offered through Centennial Wealth Advisory, LLC, a Registered Investment Adviser, and insurance products and services are offered through individually licensed and appointed agents in all appropriate jurisdictions. Remember that investing involves risk and no investment strategy can guarantee a profit or protect against loss. Annuity guarantees are backed by the financial strength of the issuing insurance company. The information provided on this website is for informational purposes only and should not be used as the sole basis for financial decisions.
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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.
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John Makranyi - Raymond James
● OpenJohn Makranyi - Raymond James is a finance institution located at 860 North Center Avenue in Gaylord, Michigan, United States. With a focus on providing comprehensive financial services, the institution offers investment management, retirement planning, wealth management, and more. The experienced team at John Makranyi - Raymond James is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, John Makranyi - Raymond James is committed to providing top-notch service and support.
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Hantz Financial Services
● ClosedHantz Financial Services is a reputable finance institution located at 1229 Gornick Avenue in Gaylord, Michigan, United States. With a strong commitment to providing top-notch financial services, Hantz Financial Services offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for wealth management, retirement planning, investment advice, or insurance services, the experienced professionals at Hantz Financial Services are dedicated to helping you secure your financial future. Visit us today to learn more about how we can help you achieve financial success.
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Edward Jones - Financial Advisor: Philip W Hofweber
● ClosedEdward Jones - Financial Advisor: Philip W Hofweber is a trusted finance institution located at 100 West Main Street in Gaylord, Michigan, United States. With a focus on personalized financial planning and investment strategies, Philip W Hofweber and his team provide expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit us today to start building a secure financial future.
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Edward Jones - Financial Advisor: Toni Straughen
● ClosedEdward Jones - Financial Advisor: Toni Straughen is a renowned finance institution located at 145 West Main Street in Gaylord, Michigan, United States. With a focus on providing personalized financial advice and services, Toni Straughen is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to plan for retirement, save for a major purchase, or invest for the future, Toni Straughen is committed to providing expert guidance and support every step of the way. With a reputation for excellence and a track record of success, Edward Jones - Financial Advisor: Toni Straughen is the trusted choice for individuals seeking comprehensive financial planning and investment services.
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Edward Jones - Financial Advisor: Tim Janis, AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Tim Janis, AAMS™|CRPC™ is a trusted finance institution located at 513 Chestnut in Gaylord, Michigan, United States. As a highly qualified financial advisor with certifications in AAMS™ and CRPC™, Tim Janis provides expert financial planning and investment advice to help clients achieve their financial goals. With a focus on personalized service and a commitment to building long-term relationships, Edward Jones - Financial Advisor: Tim Janis is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
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Edward Jones - Financial Advisor: Bev Fink
● ClosedEdward Jones - Financial Advisor: Bev Fink is a reputable finance institution located at 513 Chestnut in Gaylord, Michigan, United States. As a trusted financial advisor, Bev Fink provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Bev Fink is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Bev Fink is committed to providing expert guidance and support every step of the way.
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Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 950 Edelweiss Parkway in Gaylord, Michigan, offers expert tax preparation services for individuals and businesses. Our Tax Pros are ready to help you maximize your refund and navigate the complexities of tax season. Whether you prefer drop-off service or in-person appointments, our team is dedicated to providing personalized assistance tailored to your unique financial situation. Additionally, our location in Walmart makes it convenient for you to complete your taxes while running errands. Our Tax Pros are fluent in both English and Spanish, ensuring that language is not a barrier to receiving top-notch tax assistance. While our tax advance loans for this year have ended, we are committed to helping you get the most out of your tax return. Book an appointment online or call us today to secure your time with a Tax Pro at Jackson Hewitt Tax Service. Trust us with your taxes and see why "when every dollar matters, it matters who does your taxes™."
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Bozin George
● OpenBozin George is a reputable accounting and finance institution located at 147 West Main Street in Gaylord, Michigan, United States. With a team of experienced professionals, Bozin George offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Bozin George is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
147 W Main St, Gaylord, MI 49735, United StatesAdvertisements
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