Legal audit services in Traverse City, Michigan
13 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 -
Stephen & Anderson Plc
● OpenStephen & Anderson Plc is a reputable law firm located at 812 South Garfield Avenue in Traverse City, Michigan. Our team of experienced lawyers specialize in various areas of law including personal injury, family law, estate planning, and business law. We are dedicated to providing our clients with top-notch legal representation and personalized service. Contact us today for a consultation to discuss your legal needs.
812 S Garfield Ave # 3, Traverse City, MI 49686, United States -
Lothamer Tax Resolution
● ClosedLothamer Tax Resolution is a reputable institution located at 236 East Front Street in Traverse City, Michigan. Specializing in accounting, finance, and legal services, they provide expert assistance in resolving tax-related issues for individuals and businesses. With a team of experienced professionals, Lothamer Tax Resolution offers personalized solutions to help clients navigate complex tax laws and regulations. Whether you are facing IRS audits, tax debt, or other tax-related challenges, this institution is dedicated to helping you achieve financial stability and peace of mind.
236 E Front St, Traverse City, MI 49684, United States -
Huber Law Group
● OpenHuber Law Group is a reputable law firm located at 3291 Racquet Club Drive in Traverse City, Michigan. With a team of experienced attorneys, they specialize in various areas of law including personal injury, family law, estate planning, and criminal defense. Their commitment to providing high-quality legal services and personalized attention to each client sets them apart from other law firms. Whether you are in need of legal representation or guidance, Huber Law Group is dedicated to helping you navigate the legal system with confidence and ease.
3291 Racquet Club Dr Ste A, Traverse City, MI 49684, United States -
Bower Stevenson LLC
● ClosedBower Stevenson LLC is a modern and personal law firm located at 3783 Rennie School Road in Traverse City, Michigan. We offer our services at affordable rates without sacrificing quality. We understand that every client is unique, and we take the time to get to know each individual in order to tailor our services to their specific needs. No matter who you are, we will find a way to serve you. Whether you prefer video conferences for convenience or traditional conference room meetings for confidentiality, we have options to accommodate your preferences.
3783 Rennie School Rd, Traverse City, MI 49685, United States -
Centennial Wealth Advisory
● ClosedCentennial 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.
701 Third St, Traverse City, MI 49684, United States -
Foguth Financial Group, LLC
● ClosedFoguth Financial Group, LLC, located at 457 Munson Avenue in Traverse City, Michigan, is a finance institution dedicated to helping individuals plan for their financial future, starting today. As a proud Wealth Management Partner of Michigan Athletics, our experienced team is committed to helping you make your dream retirement a reality. Retirement can be a confusing and frustrating time, but with a clear plan in place, you can pave the way to the retirement of your dreams. Our trusted financial team will assess your overall financial situation, identify areas for growth, and create a unique plan tailored to your specific needs. By utilizing a combination of services, we can craft a customized plan that works for you, allowing you to focus on your future with confidence.
457 Munson Ave, Traverse City, MI 49686, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 333 West Grandview Parkway in Traverse City, Michigan, is a leading finance institution that offers a wide range of wealth planning services. The experienced advisors at this branch work with individuals, families, business owners, executives, and institutions to address their financial challenges and opportunities. They provide personalized financial strategies based on years of combined knowledge and experience in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. They work closely with clients to understand their goals and create long-term financial strategies tailored to their needs.
333 W Grandview Pkwy STE 300, Traverse City, MI 49684, United States -
Mark Jackson - Thrivent
● ClosedMark Jackson - Thrivent is a finance institution located at 515 West Fourteenth Street, Traverse City, Michigan, United States. They are licensed in multiple states including AZ, CA, CO, FL, GA, IN, MI, MN, NY, OH, OR, TX, and VA. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through their Financial Planning Framework. Clients can choose to engage further with Dedicated Planning Services for 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 a subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. More information about their financial advisors can be found on their website or FINRA's Broker Check. For information on professional designations and requirements, visit their website.
515 W Fourteenth St, Traverse City, MI 49684, United States -
Hofstra, Bott & Kraft
● OpenHofstra, Bott & Kraft is a reputable accounting and finance institution located at 1515 South Cass Street in Traverse City, Michigan, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment strategies, their experts are dedicated to helping you achieve your financial goals. Trust Hofstra, Bott & Kraft for all your accounting and finance needs.
1515 S Cass St, Traverse City, MI 49684, United States -
Josh Sprunger - Thrivent
● ClosedJosh Sprunger - Thrivent is a finance institution located at 515 West Fourteenth Street in Traverse City, Michigan, United States. Licensing for their services can be obtained through the State Insurance Department's website, as recommended by the National Association of Insurance Commissioners. Please note that Thrivent and its financial professionals do not offer legal, accounting, or tax advice. It is advised to consult with your attorney or tax professional for such matters. Thrivent offers financial planning services through its Financial Planning Framework, which includes a thorough review and analysis of a client's financial situation. Clients can also opt for Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
515 W Fourteenth St Suite B, Traverse City, MI 49684, United States -
Flaherty, Miller & Dunson, PC
● ClosedFlaherty, Miller & Dunson, PC is a reputable accounting and finance institution located at 697 Hannah Avenue in Traverse City, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation and planning to financial analysis and consulting, they are dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, Flaherty, Miller & Dunson, PC is a trusted partner for all your accounting and finance needs.
697 Hannah Ave # F, Traverse City, MI 49686, United States -
Jan Geht, J.D., C.P.A., M.S.T.
● ClosedJan Geht, J.D., C.P.A., M.S.T. is a prestigious institution located at 620 Woodmere Avenue in Traverse City, Michigan, United States. Specializing in accounting, finance, and legal services, this institution offers top-notch expertise in these fields. With a team of highly qualified professionals, including Jan Geht who holds a Juris Doctor, Certified Public Accountant, and Master of Science in Taxation, clients can trust in the knowledge and experience provided. Whether you need assistance with tax planning, financial management, or legal advice, Jan Geht, J.D., C.P.A., M.S.T. is the institution to turn to for expert guidance and support.
620 Woodmere Ave Ste C, Traverse City, MI 49686, United States
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