Wealth Management in Grand Traverse County, MI

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List of Firms

Grand Traverse County, MI Wealth Management Firms

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Debbie Craig - Raymond James
4 out of 5
Location 2915 N Garfield Rd, Traverse City, MI 49686, USA
Phone (231) 943-2920
Directions
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Front Street Wealth Management
Location 310 W Front St Suite 411, Traverse City, MI 49684, USA
Phone (231) 947-3775
Directions
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Financial & Investment Management
SEC File# 801-68644
CRD# 118588
5 out of 5
Location 111 Cass St, Traverse City, MI 49684, USA
Phone (231) 929-4500
Directions
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Elemint Wealth Management
5 out of 5
Location 12930 S W Bay Shore Dr, Traverse City, MI 49684, USA
Phone (231) 486-0804
Directions
SEC File# 801-113464
CRD# 138054
5 out of 5
Location 701 Third St, Traverse City, MI 49684, USA
Phone (877) 995-9575
Directions
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TreMonte Financial Consultants, LLC
Location 1014 6th St, Traverse City, MI 49684, USA
Phone (231) 486-6050
Directions
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Greenleaf Trust
4 out of 5
Location 160 E State St Suite 200, Traverse City, MI 49684, USA
Phone (231) 778-0050
Directions
SEC File# 801-120502
CRD# 312902
5 out of 5
Location 10238 E Cherry Bend Rd, Traverse City, MI 49684, USA
Phone (231) 668-4147
Directions
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Legacy Financial Services Group
Location 5499, 10691 E Carter Rd # 101, Traverse City, MI 49684, USA
Phone (231) 933-0631
Directions
Wealth Management in Grand Traverse County, MI

Where Wealth Management Advisors in Grand Traverse County, MI Serve

Grand Traverse County, located in the northwest region of Michigan's Lower Peninsula, boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the sandy beaches of Traverse City to the rolling hills of Leelanau County, this area offers something for everyone. One of the most notable landmarks in Grand Traverse County is the Sleeping Bear Dunes National Lakeshore, a breathtaking stretch of sand dunes that hugs the eastern shore of Lake Michigan. Another popular attraction is the Grand Traverse Resort and Spa, which features a championship golf course, luxurious accommodations, and world-class dining. As for top employers, Grand Traverse County is home to a diverse mix of businesses, including Munson Healthcare, Hagerty Insurance, and the Grand Traverse Resort and Spa. The region also has a thriving agricultural industry, with cherry orchards and vineyards dotting the landscape.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Grand Traverse County, MI can benefit from a bank in several ways. Firstly, banks provide financial services such as loans, savings accounts, and credit cards. This can be particularly helpful for residents who may need to finance a new home or car, or those who want to save for a rainy day. Secondly, banks offer investment opportunities, which can be a great way to grow wealth over time. This is especially relevant in Grand Traverse County, which is known for its abundance of natural resources and outdoor recreational activities. Lastly, banks provide a safe and secure place to store money and valuable assets. This is especially important in a county like Grand Traverse, which is prone to severe weather events such as heavy snowfall and thunderstorms. Overall, a bank can be a valuable resource for residents of Grand Traverse County, MI, providing them with the financial tools and security they need to thrive in their community.

Insurance Broker

Residents of Grand Traverse County, MI can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can assist residents in navigating the complex and often confusing world of insurance policies. This is particularly important in Grand Traverse County, MI, where the population is rapidly growing, and residents are increasingly looking for affordable and comprehensive insurance coverage. Additionally, an insurance broker can help residents save money by identifying the best insurance policies and providers for their specific needs. This is especially important in Grand Traverse County, MI, where the cost of living is relatively high, and many residents are struggling to make ends meet. Finally, an insurance broker can provide residents with peace of mind, knowing that they have the best possible insurance coverage to protect themselves and their families in the event of an unforeseen accident or emergency.

Retirement Planning

Residents of Grand Traverse County, MI can benefit immensely from the services of a retirement planner. With its picturesque landscapes and a booming tourism industry, Grand Traverse County has become a popular retirement destination. However, the county's economy is heavily reliant on seasonal industries, which can result in financial instability for retirees. A retirement planner can help residents of Grand Traverse County navigate these challenges by creating a personalized retirement plan that takes into account their unique financial situation, retirement goals, and the local economic landscape. A retirement planner can also provide valuable advice on investment strategies, tax planning, and estate planning, ensuring that retirees in Grand Traverse County can enjoy a secure and comfortable retirement. With a retirement planner's help, residents of Grand Traverse County can rest assured that their retirement years will be financially stable and fulfilling.

Financial Advisor

Residents of Grand Traverse County, MI can benefit from the expertise of a financial advisor in a multitude of ways. With its thriving tourism industry, many residents in the county operate small businesses, and a financial advisor can help them navigate the complexities of managing their finances and investments. Additionally, with the county's aging population, a financial advisor can help retirees plan for their future and ensure that they have enough saved to support themselves during their retirement years. Furthermore, with the county's proximity to the Great Lakes, many residents have investments tied to the fishing and boating industries, which can be unpredictable and require careful planning. A financial advisor can provide guidance on how to diversify investments and manage risk in these industries. In short, a financial advisor can provide invaluable support and expertise to residents of Grand Traverse County, MI as they navigate the complexities of their financial lives.

Mortgage Loan Officer

Residents of Grand Traverse County, MI would greatly benefit from the expertise and guidance of a mortgage loan officer. With the county's thriving tourism industry and growing population, there is a high demand for affordable housing options. A mortgage loan officer can assist residents in navigating the complex process of obtaining a mortgage, including assessing their financial situation, identifying suitable loan options, and securing the best possible interest rates. Additionally, with Grand Traverse County's unique mix of urban and rural areas, a mortgage loan officer can provide personalized advice on the best neighborhoods and properties to invest in, taking into account factors such as proximity to schools, parks, and local amenities. Overall, the support and knowledge of a mortgage loan officer can be invaluable to residents of Grand Traverse County as they pursue their dream of homeownership.

Tax Services

Residents of Grand Traverse County, MI can benefit immensely from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing expert advice on tax planning and preparation, which can save residents significant amounts of money. In Grand Traverse County, MI, where the cost of living is higher than the state average, this can be especially important for individuals and families looking to maximize their financial resources. Additionally, a tax advisor can assist with complex tax issues such as estate planning, business tax planning, and IRS audits, providing residents with peace of mind and ensuring that they are in compliance with all relevant tax laws and regulations. Overall, a tax advisor can be an invaluable resource for residents of Grand Traverse County, MI looking to navigate the complex and ever-changing world of taxation.

Estate Planning Lawyer

Residents of Grand Traverse County, MI can benefit from the services of an estate planning lawyer in numerous ways. Specifically, the lawyer can help them navigate the complex laws and regulations surrounding estate planning in Michigan, including the state's unique probate process. Moreover, the lawyer can assist residents in creating a comprehensive estate plan that addresses their specific needs and goals. This may include drafting wills, trusts, and powers of attorney, as well as developing strategies for minimizing taxes and protecting assets. Additionally, the lawyer can provide guidance on how to best transfer assets to beneficiaries, including charitable organizations and family members. With the help of an estate planning lawyer, residents of Grand Traverse County can ensure that their wishes are respected and their loved ones are protected in the event of their passing.

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