TOP 30 Best Traverse city estate planning in Traverse City, Michigan
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Traverse North Rentals
Traverse North Rentals is a versatile institution located in the heart of Traverse City, Michigan. As a lodging, real estate, and travel agency all rolled into one, we offer a wide range of services to cater to our clients' needs. Whether you are looking for a cozy vacation rental, a new property to call home, or assistance in planning your next adventure, we are here to help. Our convenient location at 1011 East Eighth Street makes us easily accessible to visitors and locals alike. Come visit us at Traverse North Rentals and let us assist you in making your stay in Traverse City a memorable one.
Traverse Tax & Accounting
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.
Traverse Legal, PLC
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.
SWOGGER ESTATE LAW
Swogger Estate Law is a respected law firm located at 511 Depot View Drive in Traverse City, Michigan. Specializing in estate planning, probate, and trust administration, our team of experienced lawyers is dedicated to helping clients protect their assets and ensure their wishes are carried out. With a focus on personalized service and attention to detail, Swogger Estate Law is committed to providing expert legal guidance to individuals and families in the Traverse City area. Contact us today to schedule a consultation and start planning for your future.
Black Walnut Wealth Management - Traverse City Financial Advisor
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
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.
Hantz Financial Services - Traverse City, Michigan
Hantz Financial Services in Traverse City, Michigan is a reputable finance and insurance agency located at 924 East Eighth Street. Our experienced team of professionals is dedicated to providing personalized financial planning and insurance solutions to meet the unique needs of our clients. Whether you are looking to invest, save for the future, or protect your assets, we are here to help you navigate the complexities of the financial world. Trust Hantz Financial Services to help you achieve your financial goals and secure your financial future.
Garrett Law Offices - Traverse City
Garrett Law Offices in Traverse City is a reputable institution specializing in finance and legal services. Located at 800 South Garfield Avenue in Traverse City, Michigan, this institution offers expert legal advice and assistance in various areas of law. With a team of experienced lawyers, Garrett Law Offices is dedicated to providing top-notch legal representation to clients in need. Whether you require assistance with financial matters or legal issues, you can trust Garrett Law Offices to provide professional and reliable services.
Hall Real Estate Law
Hall Real Estate Law is a reputable law firm located at 2610 Twin Eagles Drive in Traverse City, Michigan. Specializing in real estate law, their team of experienced lawyers provides expert legal advice and representation to clients in the area. Whether you are buying, selling, or dealing with any other real estate issue, Hall Real Estate Law is dedicated to helping you navigate the complex legal process with ease. Trustworthy and reliable, they are committed to delivering top-notch service to their clients.
Arbutus Triangle Presented by Ken Weaver- Traverse North Realty
Arbutus Triangle Presented by Ken Weaver- Traverse North Realty is a premier real estate and travel agency located in Traverse City, Michigan. Situated at 633 Peninsula Trail, this institution offers top-notch services for those looking to buy or sell property in the area, as well as assistance in planning unforgettable travel experiences. With a team of experienced professionals led by Ken Weaver, clients can expect personalized attention and expert guidance throughout their real estate transactions or vacation planning. Whether you're in the market for a new home or seeking the perfect getaway, Arbutus Triangle is dedicated to helping you achieve your goals with ease and efficiency.
RLM Financial Services-Traverse City
RLM 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.
Grand Traverse Financial
Grand Traverse Financial is a trusted finance institution located at 1129 East Eighth Street in Traverse City, Michigan. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized and expert financial guidance to our clients. Whether you need help with investments, loans, or retirement planning, Grand Traverse Financial is here to help. Visit us today to see how we can assist you in reaching your financial aspirations.
Gunnar Gavin, Bankers Life Agent and Bankers Life Securities Financial Representative
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.
Mas/Stig-Nielsen, PLLC
Mas/Stig-Nielsen, PLLC is a reputable law firm located at 420 East Front Street in Traverse City, Michigan, United States. Specializing in various areas of law, their team of experienced lawyers provides top-notch legal services to clients in need of professional representation. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Mas/Stig-Nielsen, PLLC is a trusted institution in the legal community. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, the skilled attorneys at Mas/Stig-Nielsen, PLLC are here to help. Contact them today to schedule a consultation and discuss your legal needs.
Hudson Wealth Management
Hudson Wealth Management is a finance, health, and insurance agency located at 3180 Racquet Club Drive in Traverse City, Michigan, United States. Our team specializes in creating clear retirement plans tailored to your specific needs, so you can focus on enjoying your retirement to the fullest. Whether you prefer in-person meetings, phone consultations, or home visits, we make it convenient for you to stay on track with your financial goals. Our experienced advisors will assess your risk tolerance, optimize your portfolio, and work with tax and legal professionals to ensure a smooth transition into retirement. With retired educators on staff, we offer valuable insights into life after your career. Attend our workshops and events in Northern Michigan for in-depth knowledge and practical tips for your retirement plan. Say goodbye to mixed feelings and hello to mixed drinks, as we guide you towards a worry-free retirement. Start your journey towards financial security today with a personalized review from Hudson Wealth Management.
Sonshine Barn Wedding and Event Center
Sonshine Barn Wedding and Event Center is a charming and picturesque venue located at 2838 Wilkinson Road in Gaylord, Michigan. This beautiful property is the perfect setting for weddings, special events, and other celebrations. As a real estate and travel agency, Sonshine Barn offers tours by appointment only. To schedule a visit, simply fill out the form on their website and they will follow up to arrange a convenient time for you. Situated near popular destinations such as Petoskey, Boyne City, Charlevoix, Traverse City, and Treetop Resort & Spa, Sonshine Barn is easily accessible and surrounded by stunning natural beauty. Whether you're planning a wedding or looking for a unique event venue, Sonshine Barn is the ideal choice for your special occasion.
Bradley L Putney PLC
Bradley L Putney PLC is a reputable law firm located at 810 Business Park Drive in Traverse City, Michigan. With a strong focus on providing high-quality legal services, the firm specializes in various areas of law including personal injury, family law, estate planning, and business law. Led by experienced attorney Bradley L Putney, the firm is dedicated to delivering personalized and effective legal solutions to clients in the Traverse City area. Whether you are in need of legal representation for a personal injury case or require assistance with estate planning, Bradley L Putney PLC is committed to helping you navigate the legal process with confidence and peace of mind.
Lakemore Retreat
Nestled in the picturesque city of Traverse City, Michigan, Lakemore Retreat is a unique institution that offers a combination of lodging, real estate, and travel services. Situated at 2028 Evergreen Avenue, Lakemore Retreat is the perfect destination for those looking to experience the beauty and tranquility of Northern Michigan. As a lodging facility, Lakemore Retreat provides guests with comfortable and well-appointed accommodations, perfect for a relaxing getaway or a longer stay. The retreat offers a range of lodging options, from cozy cabins to spacious vacation homes, all designed to make guests feel right at home.
Wilson Kester, PLLC1998
Wilson Kester, PLLC1998 is a reputable law firm located at 627 West Front Street in Traverse City, Michigan, United States. Specializing in various areas of law, the skilled team of lawyers at Wilson Kester, PLLC1998 provides expert legal advice and representation to their clients. With a commitment to delivering personalized and effective solutions, they strive to achieve the best possible outcomes for their clients. Whether you are in need of legal assistance for business matters, estate planning, or personal injury cases, Wilson Kester, PLLC1998 is dedicated to providing top-notch legal services tailored to meet your specific needs.
H&R Block
H&R Block is a trusted accounting and finance institution located at 1734 South Garfield Avenue in Traverse City, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complex world of finances with expertise and personalized solutions. Visit us today to learn more about how we can assist you in achieving your financial goals.
John Haddix - State Farm Insurance Agent
John Haddix - State Farm Insurance Agent is an insurance agency located at 2981 North Garfield Road, Traverse City, Michigan, United States. With over 31 years of experience in the insurance industry, John Haddix offers a wide range of insurance and financial services to help protect what you care about most. Whether you need auto insurance, homeowners' insurance, life insurance, renters' insurance, or more, John Haddix is here to assist you. The agency is dedicated to providing exceptional customer service and helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. The team at John Haddix - State Farm Agent is passionate about making a difference in the lives of others and bettering the community.
Alward Fisher
Located at 412 South Union Street in Traverse City, Michigan, Alward Fisher is a premier law firm specializing in personal and business legal matters. With a team of top-tier attorneys, we have built a reputation for providing effective and efficient representation for our clients in Traverse City and throughout Michigan. Whether you are facing a divorce, business dispute, or need assistance with asset protection, our experienced lawyers are here to help. We pride ourselves on offering personalized attention and deep legal knowledge to help you navigate any legal issue.
Bethany C Warner & Associates
Bethany C Warner & Associates is a well-established law firm located at 107 Cass Street in Traverse City, Michigan. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch legal representation and personalized service to our clients. Whether you are in need of assistance with a personal injury case, family law matter, estate planning, or any other legal issue, our team is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
H&R Block
H&R Block is a renowned accounting and finance institution located at 3200 West South Airport Road in Traverse City, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting solutions. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized services to meet your specific needs. Visit us today to experience top-notch financial services and secure your financial future.
Dingeman & Dancer, PLC
Dingeman & Dancer, PLC is a reputable law firm located at 100 Park Street in Traverse City, Michigan. Specializing in personal injury, wrongful death, and transactional law services, our team of experienced attorneys is dedicated to providing high-quality representation to clients throughout Michigan. Whether you are in need of assistance with a business transaction, estate planning, civil litigation, or have been injured due to the negligence of another, our Traverse City lawyers are here to help. Established in 1990 by Attorney Daniel J. Dingeman and joined by Attorney Mark R. Dancer in 1993, our firm has a proven track record of success. With total verdicts and settlements exceeding $65 million, we have helped clients with real estate and business transactions totaling over $500 million. Our team of six attorneys and legal professionals is committed to finding innovative solutions for our clients and ensuring their satisfaction.
Marshall and Bruce Law Firm
Marshall and Bruce Law Firm is a reputable legal institution located in Traverse City, Michigan. With a dedicated team of experienced lawyers, they provide expert legal services to clients in need of representation. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business dispute, Marshall and Bruce Law Firm is committed to providing top-notch legal counsel. Their office is conveniently located at 13872 South Compass Rose Drive, making it easily accessible for clients in the area. Trust Marshall and Bruce Law Firm to handle your legal matters with professionalism and expertise.
Lakeshore Resort TC
Lakeshore Resort TC is a picturesque waterfront retreat located at 1897 U.S. 31 in Traverse City, Michigan. As a multi-faceted institution, Lakeshore Resort TC offers a range of services including lodging, real estate, and travel assistance. Nestled along the shores of a pristine lake, guests can relax and unwind in the cozy accommodations, explore the surrounding natural beauty, or seek expert guidance on real estate investments and vacation planning. Whether you're looking for a peaceful getaway, a new property investment, or a memorable travel experience, Lakeshore Resort TC is your one-stop destination for all your hospitality needs.
Jay Zelenock Law Firm PLC
Jay Zelenock Law Firm PLC is a trusted legal institution located at 309 East Front Street in Traverse City, Michigan. Specializing in various areas of law, including family law, real estate law, and estate planning, the firm is dedicated to providing top-notch legal services to clients in the Traverse City area. With a team of experienced and knowledgeable lawyers, Jay Zelenock Law Firm PLC is committed to helping clients navigate the complexities of the legal system and achieve the best possible outcomes for their cases. Whether you are facing a divorce, need assistance with a real estate transaction, or want to create a comprehensive estate plan, you can trust the professionals at Jay Zelenock Law Firm PLC to provide you with the expert guidance and representation you need.
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.
Well Done Life & Legacy
Well Done Life & Legacy is a reputable insurance agency located in Traverse City, Michigan. Our dedicated team is committed to helping individuals and families secure their financial future by providing a wide range of insurance products and services. Whether you are looking for life insurance, retirement planning, or estate planning, we are here to guide you every step of the way. At Well Done Life & Legacy, we believe in protecting what matters most to you and ensuring a legacy that will last for generations to come. Visit us at 476 U.S. 31 to learn more about how we can help you achieve your financial goals.
Nearby cities:
- Grand Rapids
- Detroit
- Kalamazoo
- Ann Arbor
- Troy
- Southfield
- Dearborn
- Livonia
- Holland
- Warren
- Muskegon
- Clinton Township
- Sterling Heights
- Farmington Hills
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