TOP 10 Small business financing in Petoskey, Michigan
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Petoskey Financial Solutions
Petoskey Financial Solutions is a reputable finance and insurance agency located at 1231 U.S. 31 in the charming town of Petoskey, Michigan. With a team of experienced professionals, we offer a wide range of financial services and insurance solutions to meet the unique needs of our clients. Whether you are looking to secure your financial future or protect your assets, our experts are here to help you every step of the way. Trust Petoskey Financial Solutions for all your financial and insurance needs.
OsborneKlein - Ameriprise Financial - Financial Advisor in Petoskey
OsborneKlein - Ameriprise Financial is a finance institution located at 600 Charlevoix Avenue in Petoskey, Michigan, United States. They offer a range of financial advisory services, including asset management, retirement planning, estate planning, and investment strategies. The advisors at OsborneKlein hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating their expertise and commitment to providing top-notch financial advice. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, OsborneKlein has advisors with the knowledge and skills to help you achieve your financial goals.
KorthaseFlinn Insurance & Financial Services
KorthaseFlinn Insurance & Financial Services is a well-established institution located at 1098 Bay View Road in Petoskey, Michigan. As Northern Michigan's leading choice for insurance and financial services, KorthaseFlinn has been serving clients since 1926 with a focus on trust and superior personal service. With five offices throughout the region, including Boyne City, East Jordan, Gaylord, and Traverse City, KorthaseFlinn is dedicated to protecting what matters most to over forty thousand clients in the Midwest. As an independent insurance agency, KorthaseFlinn proudly represents a variety of carriers, offering personal insurance, employee benefits, and business insurance solutions. From bodily injury liability and property damage coverage to medical payments and uninsured/underinsured motorist protection, KorthaseFlinn provides comprehensive options to ensure you are fully covered in the event of an accident.
Encore Financial Group
Encore Financial Group is a leading finance and insurance agency located at 418 Waukazoo Avenue in Petoskey, Michigan. Our team of experienced professionals is dedicated to providing comprehensive financial services and insurance solutions to meet the unique needs of our clients. Whether you are looking for assistance with retirement planning, investment management, or insurance coverage, Encore Financial Group is here to help. Visit us today to learn more about how we can help you secure your financial future.
KorthaseFlinn Insurance & Financial Services
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.
The UPS Store
The UPS Store located at 201 West Mitchell Street in Petoskey, Michigan is a one-stop shop for all your shipping and printing needs. As a trusted name in the industry, this store offers a wide range of services including packing, shipping, printing, and mailbox services. Whether you need to send a package, print documents, or rent a mailbox, The UPS Store has you covered. With friendly and knowledgeable staff, convenient hours, and competitive pricing, this store is the go-to destination for all your finance and store needs in Petoskey.
Manthei Capital
Manthei Capital is a finance institution located at 3890 Charlevoix Avenue in Petoskey, Michigan, United States. Specializing in commercial real estate, their Commercial Real Estate Division offers build-to-suit, flexible, and economical solutions to meet specific business needs. Their offerings are primarily located in Northern Michigan, including Petoskey, Harbor Springs, Charlevoix, and Traverse City, as well as Grand Rapids, MI and Indiana. Manthei Capital is a part of The Manthei Group, a family-owned ensemble of companies dedicated to driving innovative solutions across various industries and enriching lives through their creations.
4Front Credit Union
4Front Credit Union, located at 1633 U.S. 131 in Petoskey, Michigan, is your go-to institution for all your banking and finance needs. Whether you're looking for an ATM, bank services, or financial assistance, we have you covered. Our Online Banking and Mobile Banking demos make it easy for you to take control of your digital banking experience. With our Straight4ward Rewards Checking account, you can earn rewards simply by managing your money as you normally would. Plus, we offer peace-of-mind protection with features like Overdraft Privilege and Courtesy Pay.
St. Francis X Federal Credit Union
St. Francis X Federal Credit Union is a trusted financial institution located at 224 State Street in Petoskey, Michigan, United States. As a credit union, we offer a range of financial services including savings accounts, loans, and investment opportunities. Our convenient ATM services make accessing your funds easy and convenient. With a focus on personalized service and community support, St. Francis X Federal Credit Union is committed to helping our members achieve their financial goals. Visit us today to see how we can help you with your financial needs.
SCORE
SCORE, a finance institution located at 401 East Mitchell Street in Petoskey, Michigan, offers free business advice, training webinars, workshops, and a library of templates and tools to help entrepreneurs succeed. Established in 1988, the Tip of the Mitt SCORE chapter has 25 dedicated volunteers ready to support businesses in scenic Northern Michigan. One of their current offerings is a free webinar series on Amazon selling success, taught by experts directly from Amazon. Additionally, SCORE provides guidance on navigating negotiations, managing stress, and adapting to new business challenges like the Corporate Transparency Act. With a focus on inclusivity and personalized support through their SCORE for All platform, the institution aims to empower diverse entrepreneurs to achieve their goals. Since 1964, SCORE has mentored over 11 million small business owners and is always looking for individuals with varied backgrounds to join their team of mentors and advocates. This institution is funded in part through a Cooperative Agreement with the U.S. Small Business Administration, emphasizing their commitment to supporting small businesses nationwide.
Koehler Services | Two Raven Solutions, LLC
Koehler Services | Two Raven Solutions, LLC is a reputable accounting and finance institution located in Petoskey, Michigan. With a focus on providing top-notch financial services to individuals and businesses, our team of experts is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experienced professionals are here to provide personalized solutions tailored to your specific needs. Visit us at 1938 East Mitchell Road to learn more about how we can help you secure a stable financial future.
Old Republic Title
Old Republic Title is a reputable finance and insurance agency located at 3890 Charlevoix Avenue in Petoskey, Michigan. With a strong presence in the United States, Old Republic Title offers a wide range of services including title insurance, escrow services, and closing assistance. Their experienced team is dedicated to providing clients with reliable and efficient solutions for all their real estate transactions. Trust Old Republic Title to safeguard your investments and ensure a smooth and secure closing process.
Kanine, William R., CPA - William R. Kanine P.C.
William R. Kanine, CPA is a reputable accounting and finance institution located at 405 Division Road in Petoskey, Michigan. The institution, known as William R. Kanine P.C., is dedicated to providing top-quality financial services to individuals and businesses in the area. With a focus on professionalism and expertise, William R. Kanine, CPA offers a wide range of accounting services including tax preparation, financial planning, and business consulting. Clients can trust in the knowledge and experience of the skilled team at this institution to help them achieve their financial goals.
Regal Financial Group
Regal Financial Group is a leading finance institution located at 314 Howard Street in Petoskey, Michigan, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Regal Financial Group offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Regal Financial Group is dedicated to helping you achieve your financial goals. Visit us today and see how we can help you secure your financial future.
Crooked Tree Capital Advisors
Crooked Tree Capital Advisors is a leading finance institution located at 3280 Woods Way in Petoskey, Michigan, United States. Specializing in providing expert financial advice and services, Crooked Tree Capital Advisors helps clients navigate the complex world of investments, wealth management, and strategic financial planning. With a team of experienced professionals, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, Crooked Tree Capital Advisors is here to guide you every step of the way.
West Arbor Solutions
West Arbor Solutions is a registered investment adviser located at 430 Boyer Road in Petoskey, Michigan. Our team of licensed professionals offers investment advisory services to help clients navigate the complexities of financial planning. Please note that the information provided is for educational purposes only and should not be used as a substitute for professional advice in accounting, legal, tax, or investment matters. West Arbor Solutions is not affiliated with the Social Security Administration or any government agency, and does not provide legal tax advice. Guarantees and benefits are subject to the claims paying ability of the issuing insurance company. Investing involves risk, and asset allocation or diversification does not guarantee against loss. Contact West Arbor Solutions for personalized guidance on your financial journey.
Cornerstone CPA Solutions, LLC
Cornerstone CPA Solutions, LLC is a boutique accounting and finance firm located at 152 East Main Street in Harbor Springs, Michigan. The firm prides itself on providing personalized, high-quality services to a limited client base, ensuring that each client receives the attention and support they need. With a focus on problem-solving and forward-thinking, Cornerstone CPA Solutions offers a range of accounting, controllership, consulting, and tax services to small businesses and individuals in various industries. Headquartered in Petoskey, Michigan, with operations in Hilton Head Island and Bluffton, SC, Cornerstone CPA Solutions serves clients across the United States, leveraging technology to provide virtual services securely and efficiently. The firm values effective communication and aims to break the traditional habits of the public accounting industry by offering unparalleled service and building strong relationships with clients.
Timothy C Beardsley, CPA
Timothy C Beardsley, CPA is a reputable accounting and finance institution located at 101 Lewis Street in Petoskey, Michigan, United States. With years of experience and expertise in the field, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their team of certified public accountants is dedicated to providing top-notch services tailored to meet the unique needs of each client. Trust Timothy C Beardsley, CPA for all your accounting and financial needs.
OsborneKlein - Ameriprise Financial Services, LLC
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.
Edward Jones - Financial Advisor: Dave Elliott
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.
Cornerstone CPA Solutions, LLC
Cornerstone CPA Solutions, LLC is a boutique accounting and finance firm located at 410 East Lake Street in Petoskey, Michigan. As a smaller firm, we prioritize forming personal relationships with our clients and providing high-quality services tailored to their specific needs. Our team is dedicated to solving problems and helping our clients succeed, whether they are small businesses or individuals. We offer a range of services including accounting, controllership, consulting, and tax services, with a focus on particular industries. We pride ourselves on prompt and effective communication, ensuring that each client receives the attention and support they deserve. With a strong emphasis on technology, we are able to serve clients all over the United States, not just in Michigan and South Carolina where we have physical offices. Our goal is to break the traditional habits of the public accounting industry and provide unparalleled service to our clients.
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