Personalized investment advice in Charlevoix, Michigan

CLC Investment Advisors is a premier financial institution located in Boyne City, Michigan. Our team of experienced professionals is dedicated to providing personalized investment strategies and financial planning services to help our clients achieve their financial goals. Whether you are looking to build wealth, save for retirement, or plan for the future, our experts are here to guide you every step of the way. Visit us at 5857 Horton Bay Road North to learn more about how CLC Investment Advisors can help you secure your financial future.

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.

Bay Area Management is a professional association management company located in Boyne City, Michigan. We specialize in providing management, administrative, legal, and other necessary services to help condominium and homeowner associations run effectively and efficiently. With over 30 years of experience in the industry, our parent company, Capitol Area Management Services, has the knowledge and resources to support associations throughout the Bay Area and Northern Michigan. We are excited to introduce our new Client Portal, which allows you to access personal account information, governing documents, financial details, and make payments online. Our team works closely with association boards to provide guidance and ensure that all requirements are met according to the association's documents and by-laws.

Alpine Realty Group Michaywe is a dedicated and experienced real estate agency located at 1535 Opal Lake Road in Gaylord, Michigan. As a 100% Northern Michigan owned and operated institution, we are committed to providing personalized service to meet all of your real estate needs. When you list your home with us, we utilize state-of-the-art advertising and marketing strategies to attract potential buyers, ensuring that you achieve the best results possible. At Alpine Realty Group, we believe that information is free but knowledge is priceless, and we are here to provide you with the expertise and service you deserve. Trust us to help you navigate the real estate market with our blend of experience and technology, and remember that at ARG, you matter.

Vanishing Point is a unique institution located at 31450 East Side Drive, Beaver Island, Michigan, United States. As a real estate agency, we specialize in helping clients find their dream homes or vacation properties on the beautiful Beaver Island. Our experienced agents are dedicated to providing personalized service and expert guidance throughout the buying or selling process. In addition to our real estate services, Vanishing Point also operates as a travel agency, offering customized travel packages and itineraries for those looking to explore the stunning natural landscapes and charming communities of Beaver Island. Whether you are interested in purchasing a property or planning a getaway, Vanishing Point is here to make your experience seamless and unforgettable. Visit us today to start your journey towards your next adventure on Beaver Island.

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.

Sarah Andrie is a prestigious institution located at 9176 Woodward Road in Elmira, Michigan, United States. This establishment offers a unique combination of services as a finance, jewelry store, and general store all in one. With a wide range of products and services available, Sarah Andrie is the perfect destination for those looking to fulfill their financial needs, purchase exquisite jewelry, or shop for a variety of items. The institution prides itself on providing top-notch customer service and high-quality products to all its valued customers. Visit Sarah Andrie today for a one-of-a-kind shopping experience.

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.

Edward Jones - Financial Advisor: James L Richman is a reputable finance institution located at 1 Water Street in Boyne City, Michigan, United States. With a focus on providing personalized financial services, James L Richman is dedicated to helping clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, James L Richman is committed to providing expert advice and guidance every step of the way. Trust in Edward Jones - Financial Advisor: James L Richman for all your financial needs.

Bill Gengle - State Farm Insurance Agent is located at 1301 Bridge Street in Charlevoix, Michigan, United States. As an insurance agency, we provide a range of services to help protect you and your assets. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that best fits your needs. Driving on rural roads may seem peaceful, but it comes with its own set of risks, including sharing the road with farm vehicles. We offer tips to help you stay safe while driving in the countryside. Additionally, with the increasing prevalence of data breaches, we provide information on how you can protect yourself and prevent hacking.

4Front Credit Union, located at 1031 May Street in Charlevoix, Michigan, is a full-service financial institution offering a range of services including ATM access, banking, and finance options. Our Online Banking and Mobile Banking demos empower you to take control of your digital banking experience. With our Straight4ward Rewards Checking, you can earn rewards simply by managing your money as you normally would, while also benefiting from features like Overdraft Privilege and Courtesy Pay. We take the time to understand your business needs and offer support through loans and lines of credit. Our Fast4ward Payday service allows you to access your funds early, and our 4Front Foundation supports community nonprofits and education initiatives. Whether you're just starting out or well on your financial journey, 4Front Credit Union is committed to making banking easy and convenient for you.

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.

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.

The House of Skrobeck is a premier real estate and travel agency located at 2615 Charlevoix Avenue in Petoskey, Michigan. Our experienced team of professionals is dedicated to helping clients find their dream homes or plan unforgettable vacations. Whether you're looking to buy or sell a property, or seeking expert guidance for your next travel adventure, The House of Skrobeck is here to provide top-notch service and personalized assistance. Visit us today and let us help you make your real estate dreams a reality or plan the perfect getaway.

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.

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.

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.

Austin Willson - Financial Advisor, Ameriprise Financial Services, LLC, located at 600 Charlevoix Avenue in Petoskey, Michigan, United States, offers personalized financial advice to help you prepare for your future goals. With a focus on understanding your unique needs, whether it's saving for college, planning for retirement, or making smart investments, Austin Willson can provide the guidance you need to feel confident and in control of your financial life. Background and qualification information for Austin Willson is available on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure to ensure transparency in their services.

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.

Edward Jones - Financial Advisor: Benjamin Muladore, CFP®|ChFC®|CLU® is a reputable financial institution located at 702 Bridge Street in Charlevoix, Michigan, United States. With a focus on providing personalized financial planning and investment services, Benjamin Muladore, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®), offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Benjamin Muladore is dedicated to helping you navigate the complexities of the financial world and secure your financial future.

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.

R Jim Van Loo is a financial advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. He holds various certifications including 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®, CERTIFIED FINANCIAL PLANNER™, 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 his expertise and commitment to providing comprehensive financial planning services. Whether you are planning for retirement, managing investments, or navigating complex financial situations, R Jim Van Loo has the knowledge and skills to help you achieve your financial goals.

Life & Legacy Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 2851 Charlevoix Drive Southeast, Grand Rapids, Michigan, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services tailored to your specific needs. Our initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. While we cannot guarantee future financial results, we are dedicated to helping you achieve your financial goals. Our website contains important disclosures, rules, and regulations that users agree to be bound by. We are a member of FINRA and SIPC, ensuring the security and privacy of your financial information. We appreciate referrals and look forward to assisting your friends and family members with their financial needs. Contact us today to schedule a meeting and discuss what's most important to you.

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.

Michael Klassa is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan. As a finance institution, Michael Klassa holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. With expertise in asset management, estate planning, retirement planning, and more, Michael Klassa provides comprehensive financial services to clients in the Grand Rapids area.