TOP 30 Best Michigan financial planning services in Traverse City, Michigan

Gunnar Gavin, Bankers Life Agent and Bankers Life Securities Financial Representative is a trusted insurance agency located at 1760 Forest Ridge Drive, Traverse City, Michigan, United States. As a financial advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Gunnar Gavin offers a range of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage, Gunnar Gavin can help you navigate the complexities of Medicare and find the best plan for your needs. With Medicare Advantage, you can enjoy all-in-one coverage that combines Parts A and B in a single plan.

Grand Traverse Accounting Inc is a trusted accounting and finance institution located at 1236 East Eighth Street in Traverse City, Michigan, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. With a commitment to excellence and personalized service, Grand Traverse Accounting Inc is the go-to destination for all your financial needs.

Jackson Hewitt Tax Service is a finance institution located at 1704 South Garfield Avenue in Traverse City, Michigan, United States. Our tax advance loans may have ended this year, but our Tax Pros are still available to help you maximize your refund! Drop off your tax documents with us and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros are proficient in Spanish, making it easy for our Hispanic clients to receive assistance.

KorthaseFlinn Insurance & Financial Services is a leading independent insurance and financial service agency located in Traverse City, Michigan. With a legacy of client trust and superior personal service since 1926, we are dedicated to helping our clients protect what matters most. Our agency operates five offices throughout Northern Michigan, serving over forty thousand clients in the Midwest. We offer a wide range of personal insurance, employee benefits, and business insurance solutions to meet the unique needs of our clients. As an independent agency, we proudly represent multiple carriers, giving our clients more options and flexibility when it comes to their insurance coverage.

Senior Health Services is an insurance agency located at 3210A Racquet Club Drive in Traverse City, Michigan. We specialize in providing comprehensive health insurance coverage for seniors, ensuring they have access to the care and services they need as they age. Our experienced team is dedicated to helping seniors navigate the complex world of health insurance, providing personalized guidance and support every step of the way. With Senior Health Services, you can rest assured knowing that you and your loved ones are protected and well taken care of.

KorthaseFlinn Insurance & Financial Services is a trusted institution located at 711 West Main Street in Gaylord, Michigan. As Northern Michigan’s leading choice for insurance and financial services, KorthaseFlinn has been serving clients since 1926 with a focus on client trust and superior personal service. With five offices throughout the Midwest, including Boyne City, Petoskey, East Jordan, Gaylord, and Traverse City, KorthaseFlinn provides a variety of personal insurance, employee benefits, and business insurance solutions. What sets KorthaseFlinn apart is their representation of multiple carriers, giving clients a range of options to choose from. Whether you need bodily injury liability coverage, property damage protection, medical payments coverage, uninsured/underinsured motorist damage coverage, or physical damage coverage, KorthaseFlinn has you covered. They also offer rental coverage/loss of use to ensure you have transportation while your vehicle is being repaired.

Bliss and Thompson Financial Services is a reputable finance and insurance agency located at 3409 Veterans Drive in Traverse City, Michigan. With a strong commitment to providing personalized and comprehensive financial solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, retirement planning, or wealth management services, Bliss and Thompson Financial Services is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you navigate the complexities of the financial world.

Christian Family Financial is a reputable finance and insurance agency located at 107 Cass Street in Traverse City, Michigan. With a focus on serving the needs of Christian families, our dedicated team of professionals is committed to providing personalized financial solutions that align with our clients' values and goals. Whether you are looking for insurance coverage or seeking investment opportunities, Christian Family Financial is here to help you navigate the complexities of the financial world with integrity and expertise. Contact us today to schedule a consultation and take the first step towards securing your family's financial future.

Michigan College Planning, located at 601 South Garfield Avenue in Traverse City, Michigan, is a finance institution dedicated to helping students and families navigate the complex world of college planning. Our team is committed to providing guidance and clarity while minimizing the stress that often comes with the college planning process. Whether you need help with financial aid, scholarships, or choosing the right college, Michigan College Planning is here to support you every step of the way.

Traverse Tax & Accounting is a reputable institution located in Traverse City, Michigan, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. Conveniently located at 1501 South Cass Street, our institution prides itself on delivering personalized and efficient financial solutions to meet the unique needs of our clients. Trust Traverse Tax & Accounting for all your accounting and finance needs in the Traverse City area.

Northern Michigan Elder Law PLC (NMEL) is a specialized law firm located at 103 Belvedere Avenue in Charlevoix, Michigan, United States. With additional offices in Traverse City and East Jordan, we serve the entire Northern Michigan region, including surrounding communities and islands such as Mackinaw Island, Beaver Island, and Drummond Island. At NMEL, we focus exclusively on Elder Law, handling a wide range of legal matters related to aging, estate planning, and asset protection. Our team is dedicated to providing high-quality legal services to clients in counties throughout Northern Michigan, ensuring that their needs are met with professionalism and care.

Traverse Legal, PLC is a cutting-edge law firm located at 810 Cottageview Drive in Traverse City, Michigan, United States. Specializing in legal protection for high-net-worth individuals and family offices, they offer fixed monthly fees for a range of services from formation to exit. Serving as outside general counsel, they have litigated cases similar to yours with proven success. Their team of experienced attorneys specialize in internet law, patent law, artificial intelligence, business law, commercial real estate law, and more. With a focus on innovative technology, they provide AI tools for clients to make informed decisions and navigate complex legal issues with confidence. Traverse Legal is dedicated to changing the way law is practiced, offering transparent billing and collaborative relationships with clients. Contact them today for expert legal advice and representation.

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, 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.

Up North Financial, LLC is a reputable finance institution located at 223 East State Street in Traverse City, Michigan, United States. Our team of experienced financial professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with investments, retirement planning, or wealth management, Up North Financial, LLC is here to help you achieve your financial goals. Visit us today to learn more about our services and how we can assist you in securing your financial future.

Northern Financial Management is a leading finance institution located at 309 East Front Street in Traverse City, Michigan, United States. With a team of experienced financial experts, we provide a wide range of services including investment management, financial planning, retirement planning, and estate planning. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you manage your finances effectively.

Dohm Financial Services Inc is a reputable accounting and finance institution located at 955 East Eighth Street in Traverse City, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Their commitment to providing personalized and tailored solutions to meet their clients' needs sets them apart in the industry. Trust Dohm Financial Services Inc for all your accounting and financial needs.

Michigan Business Advisors LLC is a trusted advisory firm located at 731 South Garfield Avenue in Traverse City, Michigan. Our team of experienced professionals provide expert guidance and strategic solutions to help businesses thrive and grow. Whether you are looking to improve operational efficiency, enhance financial performance, or develop a comprehensive business strategy, we are here to help. With a focus on personalized service and tailored solutions, Michigan Business Advisors LLC is committed to helping our clients achieve their goals and succeed in today's competitive business landscape. Contact us today to learn more about how we can support your business.

Cherryland Accounting & Tax Services, LLC is a reputable accounting and finance institution located at 802 South Garfield Avenue in Traverse City, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, payroll services, and financial consulting. Clients can trust Cherryland Accounting & Tax Services, LLC to provide accurate and reliable financial solutions to help them achieve their goals.

Prout Financial Design is a leading finance institution located at 1105 East Eighth Street in Traverse City, Michigan, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment solutions to help our clients achieve their financial goals. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, we are here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Edward Jones - Financial Advisor: Jim Mellinger is a reputable finance institution located at 12935 South West Bay Shore Drive in Traverse City, Michigan, United States. Jim Mellinger, a seasoned financial advisor, provides personalized investment strategies and financial planning 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: Jim Mellinger is dedicated to helping individuals and families secure their financial future.

William Kildee - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 13919 South West Bay Shore Drive, Traverse City, Michigan, United States, is a finance institution offering a wide range of services to meet the individual needs of clients. The advisors at Ameriprise hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate their expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. The advisors at William Kildee - Private Wealth Advisor are committed to providing comprehensive and personalized financial solutions to help clients achieve their financial goals.

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.

Edward Jones - Financial Advisor: John W Elwell, AAMS™ is a trusted financial institution located at 3588 Veterans Drive in Traverse City, Michigan. Specializing in personalized financial planning and investment services, John W Elwell, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-lasting relationships based on trust and integrity, this institution provides expert advice and guidance to individuals, families, and businesses. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Edward Jones - Financial Advisor: John W Elwell, AAMS™ is committed to providing tailored solutions to meet your unique needs.

Edward Jones - Financial Advisor: Yancy Boivin, AAMS™, located at 3285 West South Airport Road in Traverse City, Michigan, is a trusted institution in the finance industry. Yancy Boivin, a certified Accredited Asset Management Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is committed to helping individuals and families secure their financial futures. Visit us today to start planning for a brighter tomorrow.

TruNorth Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 3337 West South Airport Road in Traverse City, Michigan, United States. They offer one-to-one financial advice and exceptional client service, with personalized recommendations for a diversified portfolio and solutions to help protect from uncertainty. Their financial advisors are registered to do business in certain U.S. states and can provide personalized advice to help reach financial goals. The institution offers a complimentary initial consultation to discuss financial planning concepts, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. They are a member of FINRA and SIPC, and users of their site agree to be bound by their website rules and regulations. The institution values referrals and will reach out to friends or family members to help them achieve their financial goals. Privacy and security are a priority, with information available on their website regarding online security and email fraud.

JD McClure & Company, Inc. is a trusted institution located at 3135 Logan Valley Road in Traverse City, Michigan, offering expert tax and accounting services. Established by Jonathan McClure, who holds a Bachelors of Professional Accountancy from Saginaw Valley State University and is currently preparing to sit for the CPA exam, the company is dedicated to providing top-notch financial guidance to individuals and businesses alike. Craig, another key member of the team, holds a BS in Accounting from Central Michigan University and a J.D. with honors from Thomas M. Cooley School of Law in Lansing, MI. As a CPA and licensed attorney, Craig brings a unique perspective to the table, ensuring comprehensive and thorough financial advice for all clients. Trust JD McClure & Company, Inc. for all your tax and accounting needs.

B McCullen Accounting and Tax Services is a well-established institution located at 830 East Front Street in Traverse City, Michigan. We specialize in providing top-notch accounting and tax services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of financial management and achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help. Trust B McCullen Accounting and Tax Services for all your accounting and finance needs.

Baker's Management Services is a leading accounting and finance institution located in Big Rapids, Michigan, United States. Our team of experienced professionals offers a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, bookkeeping, or financial planning, our dedicated team is here to assist you. Visit us at 119 West Grand Traverse Street to learn more about how Baker's Management Services can help you achieve your financial goals.

Jackson Hewitt Tax Service is a finance institution located at 301 U.S. 31 in Traverse City, Michigan, United States. Our Tax Pros are ready to assist you in getting your biggest refund this tax season. Although our tax advance loans have ended for this year, we offer in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. You can drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. While Refund Advance loans are no longer available this year, we offer various options for early refunds. We recommend booking an appointment online or calling us at (231) 943-1041 to reserve time with a Tax Pro, or simply walk in without an appointment at our office. At Jackson Hewitt Tax Service, we understand that every dollar matters, so trust us to handle your taxes with care. When it comes to your finances, it matters who does your taxes™.