Individuals tax services 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.

KorthaseFlinn Insurance & Financial Services is a leading choice in Northern Michigan for all your insurance and financial needs. With a history dating back to 1926, we have built a reputation for trust and superior service. Our five offices in Boyne City, Petoskey, East Jordan, Gaylord, and Traverse City serve over forty thousand clients throughout the Midwest. As an independent insurance agency, we proudly represent a number of different carriers to provide you with the best options for personal insurance, employee benefits, and business insurance. Whether you need bodily injury liability, property damage coverage, medical payments, uninsured/underinsured motorist damage coverage, physical damage coverage, or rental coverage/loss of use, we have you covered.

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.

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.

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.

H&R Block is a trusted accounting and finance institution located at 112 South Lake Street in East Jordan, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting support, H&R Block is dedicated to providing reliable and efficient services to help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 232 Water Street in Boyne City, Michigan, United States. With a team of expert 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 finances or a business in need of accounting support, H&R Block is dedicated to providing top-notch services tailored to meet your specific needs. Trust H&R Block for all your accounting and finance needs in Boyne City, Michigan.

Welcome to Mark Patrick - State Farm Insurance Agent located at 219 South Lake Street in Boyne City, Michigan. Our agency, led by Mark E. Patrick, is dedicated to serving the insurance needs of our community with over 90 years of combined experience. We are committed to providing personalized service to ensure you have the right coverage to protect what matters most to you. Mark E. Patrick, a proud graduate of Ferris State University, has a Bachelor's degree in Insurance and holds the L.U.T.C.F. designation. With a deep-rooted connection to Northern Michigan, Mark and his team are passionate about building relationships based on trust and helping individuals safeguard their belongings.

H&R Block is a renowned accounting and finance institution located at 177 Michigan 66 in Charlevoix, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you navigate the complexities of the financial world. Visit us today and let us help you achieve your financial goals.

Alexandra McCann CPA PLLC is a certified public accountant located at 116 Water Street in Boyne City, Michigan. Specializing in tax and accounting services for businesses and individuals, Alexandra McCann helps clients stay compliant and create successful financial plans. With experience and professionalism, the institution offers customized support tailored to each client's unique needs and concerns. Services include tax planning, preparation, and filing for small businesses and individuals. As businesses grow, the complexity of finances also increases, which is where Alexandra McCann can step in to handle bookkeeping and financial management. From QuickBooks support to budgeting and projections, the institution is dedicated to helping businesses minimize tax liability and risk.

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.

Gillett Ralph W CPA is a reputable accounting and finance institution located at 106 Water Street in Boyne City, Michigan, United States. With years of experience in the industry, they offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, bookkeeping, or financial planning, the team at Gillett Ralph W CPA is dedicated to providing top-notch services and personalized solutions to meet your specific needs. Trustworthy and professional, this institution is committed to helping clients achieve their financial goals and secure their financial future.

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.

Family Dollar is a versatile institution located at 240 South Lake Street in East Jordan, Michigan, United States. It is not just a clothing store, but also a food, grocery, and supermarket all rolled into one convenient location. When shopping at Family Dollar, customers have the option to purchase individual units of a product, but please note that a handling fee will be applied to each unit. To eliminate these fees, customers can upgrade to a case instead. At Family Dollar, we value your privacy and will not share your phone number with any third-party vendors. For more information on how we handle your data, please refer to our Privacy & Security page. If you are looking to make a tax-exempt purchase at Dollar Tree and Deals, you will need to create an account on our website and provide your organization's tax-exempt information.

Doak Law Firm, PC is a reputable finance and legal institution located at 219 East Main Street in Boyne City, Michigan, United States. Specializing in various legal services, the firm is dedicated to providing top-notch legal advice and assistance to clients in need. With a team of experienced lawyers and financial experts, Doak Law Firm, PC is committed to helping individuals and businesses navigate complex legal issues and financial matters. Whether you are in need of legal representation or financial guidance, Doak Law Firm, PC is here to help you achieve your goals and protect your interests.

Hoffman CPA Firm is a reputable accounting and finance institution located at 104 Mason Street in Charlevoix, Michigan, United States. With a team of experienced and knowledgeable Certified Public Accountants, we provide a wide range of financial services to individuals and businesses in the area. Our services include tax preparation, bookkeeping, financial planning, and consulting. Trust Hoffman CPA Firm for all your accounting and financial needs.

Western & Southern Life Insurance Company, located in Grand Rapids, Michigan, is an insurance agency dedicated to helping you plan for your financial future. With a range of products to choose from, we offer personalized guidance and solutions tailored to your specific needs. Our financial tools, educational articles, and interactive calculators can help you feel more confident about managing your money and achieving your goals. As part of the Western & Southern Financial Group, we are committed to providing you with the highest quality products and services. Our comprehensive rewards package and world-class training opportunities demonstrate our commitment to your personal success. Contact us today to learn more about how we can help with your family's life insurance and financial needs. Please note that some products may be issued by companies not affiliated with Western & Southern. Remember to consult with a legal or tax advisor for specific advice regarding your situation. At Western & Southern Life, we are here to support you every step of the way towards a secure 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.

Round Lake Legal, PLLC is a reputable law firm located at 201 State Street in Charlevoix, Michigan. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. From personal injury cases to estate planning and business law, we are committed to helping individuals and businesses navigate the complexities of the legal system. With a focus on personalized attention and effective representation, Round Lake Legal, PLLC is here to advocate for your rights and best interests. Contact us today to schedule a consultation.

Kammermann & Bascom, P.C. is a reputable accounting and finance institution located at 110 Park Avenue in Charlevoix, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are a small business owner or an individual seeking financial guidance, Kammermann & Bascom, P.C. is dedicated to helping you achieve your financial goals.

Northern Michigan Elder Law PLC is a specialized law firm located at 100 Main Street, East Jordan, Michigan, United States. With offices in Traverse City, Charlevoix, and East Jordan, we serve all surrounding communities and are willing to travel to our clients' homes. Our focus is on Elder Law, handling all matters related to one's life and possessions in Northern Michigan. Our team specializes in Elder Law services for counties in Northern Michigan, including estate administration and litigation on islands such as Mackinaw Island, Beaver Island, and Drummond Island. We handle a range of legal matters affecting aging individuals, from second marriage contracts to Medicaid planning and estate administration.

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.

Sam Supernaw Jr. & CO., P.C. is a reputable accounting and finance institution located at 213 Nettleton Street in Charlevoix, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, consulting, and more. Their commitment to providing high-quality, personalized service sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Sam Supernaw Jr. & CO., P.C. is the trusted partner you can rely on for all your accounting needs.

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.

Edward Jones - Financial Advisor: Mike Eberhart is a reputable finance institution located at 4060 Michigan 75, Walloon Lake, Michigan, United States. With a focus on providing personalized financial advice and services, Mike Eberhart and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones - Financial Advisor: Mike Eberhart offers expert guidance and support to help you make informed financial decisions. Contact them today to schedule a consultation and take the first step towards a brighter financial future.

Edward Jones - Financial Advisor: Ruth A Skop, AAMS™ is a trusted financial institution located at 101 South Lake Street in Boyne City, Michigan, United States. As a dedicated financial advisor, Ruth A Skop, AAMS™ provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on comprehensive wealth management and investment strategies, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or building wealth for the future, Edward Jones - Financial Advisor: Ruth A Skop, AAMS™ is committed to helping you secure a stable financial future.

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.

Agnello Ronald CPA is a trusted accounting and finance institution located at 105 West Hurlbut Street in Charlevoix, Michigan, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax filing or strategic financial planning, Agnello Ronald CPA is here to provide professional and reliable service. Contact them today to schedule a consultation and take the first step towards financial success.