Tax advice in Traverse City, MI
49 results found
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Black Walnut Wealth Management - Traverse City Financial Advisor
● OpenBlack 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 -
RLM Financial Services-Traverse City
● OpenRLM Financial Services-Traverse City is a reputable finance institution located in Traverse City, Michigan. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, we are here to help. Visit us at 4110 Copper Ridge Drive to learn more about how we can help you secure your financial future.
4110 Copper Ridge Dr Suite 204C, Traverse City, MI 49684, United States -
The Tax Doctor
● OpenThe Tax Doctor is a reputable accounting and finance institution located at 2774 North Garfield Road in Traverse City, Michigan, United States. Our team of experienced professionals specialize in providing expert tax advice and financial services to individuals and businesses. Whether you need help with tax preparation, planning, or financial consulting, The Tax Doctor is here to provide personalized and reliable assistance. Trust us to diagnose and solve all your tax and financial needs with precision and care.
2774 N Garfield Rd Suite B, Traverse City, MI 49686, United States -
JD McClure & Company, Inc. - Tax & Accounting Services
● OpenJD 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.
3135 Logan Valley Rd, Traverse City, MI 49684, United States -
B McCullen Accounting and Tax Services
● OpenB 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.
830 E Front St, Traverse City, MI 49686, United States -
Pdq Tax Service
● OpenPdq Tax Service is a reputable accounting and finance institution located on West Eleventh Street in Traverse City, Michigan, United States. With a team of experienced professionals, Pdq Tax Service offers a wide range of tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, Pdq Tax Service is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Trust Pdq Tax Service for all your accounting and finance needs in Traverse City.
W Eleventh St, Traverse City, MI 49684, United States -
Tim Collins - State Farm Insurance Agent
● OpenTim Collins - State Farm Insurance Agent is a trusted insurance agency located at 4001 U.S. 31 in Traverse City, Michigan, United States. We provide a range of insurance services to help protect you and your family from the unexpected. From auto insurance to home insurance, we have you covered. At Tim Collins - State Farm Insurance Agent, we understand the importance of safe driving practices and offer valuable tips to help you avoid the dangers of drinking and driving. We also provide resources for parents looking to educate their teenagers about responsible driving habits.
4001 US-31 B Suite B, Traverse City, MI 49685, United States -
Bliss and Thompson Financial Services
● OpenBliss 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.
3409 Veterans Dr, Traverse City, MI 49684, United States -
Michael Heck - State Farm Insurance Agent
● OpenMichael Heck - State Farm Insurance Agent is an insurance agency located at 923 Franklin Avenue, Grand Haven, Michigan, United States. Situated just one block south of Washington St. on the east side of Beacon Blvd, the office serves the Grand Haven area with a focus on resident re-locations to Ottawa County. The team of licensed Insurance Professionals is dedicated to providing the correct insurance coverage for your specific needs, including auto, home, renters, life, boat, and motorcycle insurance, as well as financial services. Small business owners can also benefit from commercial lines of insurance. Prepare for motorcycle season by reviewing your coverage to ensure it suits your biking lifestyle. Learn how to say goodbye to debt with helpful tips and discover the importance of limiting screen time for children. Save on auto repair costs by performing some maintenance tasks at home.
923 Franklin Ave, Grand Haven, MI 49417, United States -
Piche & Olson, PLC
● OpenPiche & Olson, PLC is a leading dental practice located at 335 East State Street in Traverse City, Michigan, United States. Our experienced team of dentists and health professionals are dedicated to providing top-quality dental care in a comfortable and welcoming environment. From routine cleanings and exams to advanced cosmetic and restorative procedures, we offer a wide range of services to meet all of your dental needs. Visit us today and experience the difference that superior care and personalized attention can make for your oral health.
335 E State St, Traverse City, MI 49684, United States -
TreMonte Financial Consultants, LLC
● ClosedTreMonte Financial Consultants, LLC, located at 1014 Sixth Street in Traverse City, Michigan, is a finance institution dedicated to helping individuals take control of their finances and achieve their goals. With a focus on building relationships and understanding each client's unique needs, TFC offers personalized solutions tailored to fit each individual's situation. By breaking down financial jargon and providing clear, actionable advice, TFC empowers clients to make informed decisions about their money and plan for a secure future. At TFC, the focus is on collaboration and partnership, with regular check-ins and updates to ensure clients stay on track towards their financial goals. Whether you're just starting out, growing your family, or navigating the complexities of business ownership, TFC is there to provide guidance and support every step of the way.
1014 Sixth St #101, Traverse City, MI 49684, United States -
Seman, Brown & Brown, P.C.
● OpenSeman, Brown & Brown, P.C. is a reputable accounting and finance institution located at 12935 South West Bay Shore Drive in Traverse City, Michigan, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business, Seman, Brown & Brown, P.C. is dedicated to providing top-notch financial services to meet your needs.
12935 S W Bay Shore Dr #380, Traverse City, MI 49684, United States -
Hyatt Legal Solutions, P.C.
● OpenHyatt Legal Solutions, P.C. is a law firm located at 5055 Porsche Drive in Traverse City, Michigan. Founded by John D. Hyatt, a graduate of Michigan State University and Western Michigan University’s Thomas M. Cooley Law School, the firm specializes in a variety of legal matters including probate, personal injuries/accidents, social security disability filings and appeals, as well as family and business issues. John is admitted to the State Bar of Michigan and the Federal Bar for the Western District of Michigan. The firm offers services on a flat-fee or contingency basis and provides free consultations. Contact Hyatt Legal Solutions today at (231)590-9172 or john@hyattlegalsolutions.com.
5055 Porsche Dr, Traverse City, MI 49685, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a leading financial institution located at 10850 East Traverse Highway in Traverse City, Michigan, United States. Specializing in providing expert financial advice and investment services, Wells Fargo Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced and knowledgeable financial advisors, Wells Fargo Advisors offers personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, investing for the future, or managing your wealth, Wells Fargo Advisors is committed to delivering exceptional service and guidance to help you make informed financial decisions.
10850 E Traverse Hwy Suite 5575, Traverse City, MI 49684, United States -
Legacy Financial Services Group
● OpenLegacy Financial Services Group is a leading finance institution located at 10691 East Carter Road in Traverse City, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust Legacy Financial Services Group to help you secure your financial future.
5499, 10691 E Carter Rd # 101, Traverse City, MI 49684, United States -
Jennifer Youker - Raymond James
● OpenJennifer Youker - Raymond James is a finance institution located at 13818 South West Bay Shore Drive in Traverse City, Michigan. With a dedication to providing personalized financial services, Jennifer Youker and her team at Raymond James strive to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Jennifer Youker - Raymond James is committed to providing expert guidance and support. Visit their office in Traverse City to learn more about how they can help you secure your financial future.
13818 S W Bay Shore Dr, Traverse City, MI 49684, United States -
Resilient Financial Planning
● OpenResilient 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.
236 1/2 E Front St, Traverse City, MI 49684, United States -
Horizon Financial
● OpenHorizon Financial is a leading finance institution located at 4020 Copper View in Traverse City, Michigan, United States. With a commitment to providing top-notch financial services, Horizon Financial offers a wide range of products and solutions to meet the unique needs of individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, our team of experienced professionals is here to help. Visit us today and let Horizon Financial help you achieve your financial goals.
4020 Copper Vw STE 230, Traverse City, MI 49684, United States -
Tandem Wealth Management
● OpenTandem Wealth Management is a leading finance institution located at 900 East Front Street in Traverse City, Michigan, United States. Our team of experienced financial advisors work in tandem with clients to create personalized wealth management strategies tailored to their unique financial goals. With a focus on building long-term relationships and providing top-notch customer service, Tandem Wealth Management is dedicated to helping clients navigate the complexities of the financial world and achieve financial success.
900 E Front St # 200, Traverse City, MI 49686, United States -
Charles Schwab
● OpenCharles Schwab is a renowned finance institution located at 215 Washington Street in Traverse City, Michigan, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help clients achieve their financial goals. With a focus on customer service and personalized advice, Charles Schwab is a trusted partner for individuals and businesses looking to secure their financial future.
215 Washington St Ste 1b, Traverse City, MI 49684, United States -
Centennial Wealth Advisory
● OpenCentennial 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 -
Dennis Brodeur - Raymond James
● OpenDennis Brodeur - Raymond James is a reputable finance institution located at 315 North Division Street in Traverse City, Michigan, United States. With a strong focus on providing personalized financial services, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Dennis Brodeur - Raymond James is committed to providing you with expert guidance and support every step of the way. Visit their office today to learn more about how they can help you secure your financial future.
315 N Division St Ste 220, Traverse City, MI 49684, United States -
Merrill Lynch Financial Advisor Jeffrey Guy
● OpenMerrill Lynch Financial Advisor Jeffrey Guy is a reputable finance institution located at 333 West Grandview Parkway in Traverse City, Michigan, United States. With a focus on providing expert financial advice and guidance, clients can trust in the knowledge and experience of Jeffrey Guy to help them navigate their financial goals and investments. Whether you are looking to plan for retirement, manage your wealth, or grow your portfolio, Merrill Lynch Financial Advisor Jeffrey Guy is dedicated to helping you achieve financial success.
333 W Grandview Pkwy STE 300, Traverse City, MI 49684, United States -
Stonebridge Capital Advisors
● OpenStonebridge Capital Advisors is a premier finance institution located at 830 East Front Street in Traverse City, Michigan, United States. With a team of experienced financial advisors, Stonebridge Capital Advisors offers personalized investment strategies and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Stonebridge Capital Advisors provides expert guidance and tailored solutions to meet your individual needs. Trust Stonebridge Capital Advisors to navigate the complexities of the financial markets and help you build a secure financial future.
830 E Front St #300, Traverse City, MI 49686, United States -
Merrill Lynch Financial Advisor Roxanne M Hunter
● OpenMerrill Lynch Financial Advisor Roxanne M Hunter is a trusted finance institution located at 333 West Grandview Parkway in Traverse City, Michigan, United States. With years of experience and expertise in the financial industry, Roxanne M Hunter provides personalized financial advice and solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial strategy, Merrill Lynch Financial Advisor Roxanne M Hunter is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
333 W Grandview Pkwy STE 300, Traverse City, MI 49684, United States -
Merrill Lynch Financial Advisor Jonathan Wheatley
● OpenMerrill Lynch Financial Advisor Jonathan Wheatley, located at 333 West Grandview Parkway in Traverse City, Michigan, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jonathan Wheatley can help you navigate today's changing market conditions and plan for the future. By participating in the community and volunteering with local organizations, Jonathan Wheatley embodies the Merrill tradition of serving the community. Through Merrill Personal Wealth Analysis™, Jonathan Wheatley can help you create a personalized plan centered on your goals and aspirations. By understanding your unique preferences as an investor and your long-term financial objectives, Jonathan Wheatley can design a customized approach to help you pursue what matters most to you. By staying connected and regularly reviewing your financial situation, Jonathan Wheatley aims to help you stay on track towards achieving your goals.
333 W Grandview Pkwy STE 300, Traverse City, MI 49684, United States -
Golden Circle Advisors
● OpenGolden Circle Advisors is a finance and real estate agency located at 425 Boardman Avenue, Traverse City, Michigan, United States. Specializing in Business Sales, Mergers & Acquisitions, Business Auctions, and Business Valuations, we work with small to mid-sized privately held businesses in positioning and marketing them for sale. Our comprehensive process involves identifying appropriate acquirers through various marketing methods and utilizing an extensive network, including private equity firms and individual investors. Founded on principles of leadership, integrity, and results, we guide business owners through the process of selling their businesses with confidentiality and expertise. Additionally, we offer consultations for buyers and provide information on franchises for sale. With expertise in financing options, M&A, and business valuations, Golden Circle Advisors is dedicated to helping businesses succeed in their transactions.
425 Boardman Ave suite c, Traverse City, MI 49684, United States -
Padgett Advisors
● OpenPadgett Advisors is a leading accounting and finance institution located at 954 Business Park Drive in Traverse City, Michigan, United States. With a team of experienced professionals, Padgett Advisors offers a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and bookkeeping, Padgett Advisors is dedicated to helping clients achieve their financial goals. Whether you are looking for personal financial guidance or assistance with your business finances, Padgett Advisors is here to provide expert advice and support.
954 Business Park Dr Ste. 3, Traverse City, MI 49686, United States -
Kevin Paul Kelly & Associates
● OpenKevin Paul Kelly & Associates is a reputable finance and insurance agency located at 2226 West South Airport Road in Traverse City, Michigan, United States. With a dedicated team of professionals, they offer a wide range of financial services including investment planning, retirement planning, and insurance solutions tailored to meet the individual needs of their clients. Whether you are looking to secure your financial future or protect your assets, Kevin Paul Kelly & Associates is committed to providing personalized and reliable financial advice to help you achieve your goals.
2226 W South Airport Rd STE C, Traverse City, MI 49684, United States -
Foguth Financial Group, LLC
● OpenFoguth 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
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