Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Traverse City, MI area, Thomas Roop will take the time to understand you and your goals, as well as those... Read More about Thomas Roop - Financial Advisor, Ameriprise Financial Services, LLC

At TruNorth Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Traverse City, MI area... Read More about TruNorth Financial Group - Ameriprise Financial Services, LLC

Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and investments designed for Americans who are near or in retirement. Our local agents in Traverse City, MI live and work in the community, providing personalized guidance to help you plan a secure retirement.  With 200+ offices and 4,000 insurance agents... Read More about Bankers Life

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Denver Cade is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Traverse City, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Denver Cade - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mark Jackson is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Traverse City, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Mark Jackson - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Josh Sprunger is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Traverse City, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Josh Sprunger - Thrivent

The Team at Up North Financial has over 60 years of industry experience. Mark Herman, CFP, MBA, Owner, enjoys helping individuals with their Investment and Financial Plans. Call Today!