Professional estate planning services in Charlevoix, MI
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Jeffrey Neill - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeffrey 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.
600 Charlevoix Ave, Petoskey, MI 49770, United States -
Shaun Osborne - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedShaun Osborne - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 600 Charlevoix Avenue in Petoskey, Michigan, United States. The institution offers a range of financial services and is staffed by professionals with various certifications and designations, 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 expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for specific demographics like seniors and military personnel. The professionals at Shaun Osborne - Private Wealth Advisor, Ameriprise Financial Services, LLC are dedicated to providing high-quality financial advice and services to help clients achieve their financial goals.
600 Charlevoix Ave, Petoskey, MI 49770, United States -
R Jim Van Loo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenR 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.
2851 Charlevoix Dr SE STE 200, Grand Rapids, MI 49546, United States -
the house of skrobeck
● OpenThe 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.
2615 Charlevoix Ave #7, Petoskey, MI 49770, United States -
EXIT Northern Shores Realty
● ClosedEXIT Northern Shores Realty is a well-established real estate agency located at 204 South Cedar Street in Kalkaska, Michigan. With over 20 dedicated real estate professionals, we are committed to meeting all of your Northern Michigan real estate needs. Our team is highly experienced and trained in industry-leading systems and processes, ensuring that we can efficiently assist you with buying or selling your property. We have two main offices in Elk Rapids and Kalkaska, with additional agents in Traverse City, Bellaire, and Charlevoix. Our services cover all of Northwest Michigan, and our agents are not only knowledgeable about the areas they serve, but are also active members of various local organizations, making them true community experts.
204 S Cedar St, Kalkaska, MI 49646, United States -
Turkelson Law Firm
● ClosedTurkelson Law Firm is a reputable legal institution located at 213 Nettleton Street in Charlevoix, Michigan. Specializing in various areas of law, the firm offers professional and dedicated legal services to clients in need of expert representation. With a team of experienced lawyers, Turkelson Law Firm is committed to providing top-notch legal advice and guidance to help clients navigate through their legal matters effectively. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Turkelson Law Firm is here to help. Trust in their expertise and experience to ensure your legal needs are met with the highest level of professionalism and care.
213 Nettleton St Suite A, Charlevoix, MI 49720, United States -
Northern Michigan Elder Law PLC | NMEL
● ClosedNorthern 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.
103 Belvedere Ave, Charlevoix, MI 49720, United States -
Campbell David L
● OpenCampbell David L is a reputable law firm located at 309 Petoskey Avenue in Charlevoix, Michigan. Specializing in various areas of law, the team at Campbell David L is dedicated to providing high-quality legal services to their clients. With a focus on professionalism and expertise, this institution is committed to achieving favorable outcomes for their clients. Whether you are in need of legal representation for a personal injury case, family law matter, or estate planning, Campbell David L is here to help. Contact them today to schedule a consultation and discuss your legal needs.
309 Petoskey Ave, Charlevoix, MI 49720, United States -
Beltz Law Firm, PLLC
● OpenBeltz Law Firm, PLLC is a reputable legal institution located at 1108 Bridge Street in Charlevoix, Michigan, United States. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, our experienced team of attorneys is dedicated to providing top-notch legal services to our clients. With a commitment to professionalism, integrity, and personalized attention, Beltz Law Firm, PLLC is here to help you navigate the complexities of the legal system and achieve the best possible outcome for your case. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
1108 Bridge St Unit A, Charlevoix, MI 49720, United States -
The Meisner Law Group, P.C.
● ClosedThe Meisner Law Group, P.C. is a reputable legal firm located at 201 State Street in Charlevoix, Michigan, United States. With a team of experienced attorneys, they specialize in providing top-notch legal services in various practice areas such as estate planning, probate, real estate, and business law. The firm is known for its personalized approach to each case, ensuring that clients receive the attention and guidance they deserve. Whether you are in need of legal advice or representation, The Meisner Law Group, P.C. is committed to helping you navigate the complexities of the legal system with professionalism and expertise.
201 State St Suite 6, Charlevoix, MI 49720, United States
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