Wealth transfer strategies in Sault Ste. Marie, Michigan

Lineage Retirement & Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 128 West Spruce Street in Sault Ste. Marie, Michigan, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we discuss what is most important to you and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. For more information, please visit our website or contact us directly. Thank you for considering us to help your friends or family members with their financial planning needs. Member FINRA and SIPC. Privacy and security are our top priorities.

Northwestern Mutual is a reputable finance and insurance agency located at 105 East Water Street in Sault Ste. Marie, Michigan, United States. With a strong focus on financial planning and insurance services, Northwestern Mutual is committed to helping individuals and families achieve their financial goals and secure their futures. Their team of experienced professionals provides personalized advice and solutions to meet the unique needs of each client. Trust Northwestern Mutual to provide reliable and trustworthy financial services in the heart of Sault Ste. Marie.

Brooke C Rose is a financial advisor at Ameriprise Financial Services, LLC located at 128 W West Spruce Street, Sault Ste. Marie, Michigan, United States. Brooke C Rose holds several prestigious 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 expertise in various areas of financial planning including asset management, estate planning, retirement planning, investment management, and more. Brooke C Rose is committed to providing comprehensive and personalized financial advice to clients in order to help them achieve their financial goals.

The LPL Financial Practice of David E. Scott, CFP® & Nicholas J. Kibble, AAMS®, CPFA® is a finance institution located at 812 Ashmun Street in Sault Ste. Marie, Michigan, United States. Our team is dedicated to helping you and your loved ones by creating a comprehensive financial plan to help you achieve your goals. We offer a range of services to address your concerns, needs, and goals, guided by our business philosophy that prioritizes personalized care and attention to detail. Our experienced professionals, including David Scott, CFP®, are committed to providing top-notch financial guidance and support.

Edward Jones - Financial Advisor: Joshua M MacDonald is a reputable financial institution located at 545 Ashmun Street in Sault Ste. Marie, Michigan, United States. Specializing in finance, Joshua M MacDonald provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Joshua M MacDonald is dedicated to helping individuals and families secure their financial futures.