Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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

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

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Huntington Financial Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Traverse City, MI area, JD Wieske will take the time... Read More about JD Wieske - Financial Advisor, Ameriprise Financial Services, LLC

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Cody Holderbecker 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 Cody Holderbecker - Thrivent

At OsborneKlein, 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 to help... Read More about OsborneKlein - Ameriprise Financial Services, LLC

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, Paul Mark Bonaccini will take the time to understand you and your goals, as well as... Read More about Paul Mark Bonaccini - Financial Advisor, Ameriprise Financial Services, LLC

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Shawn Bramer 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 Shawn Bramer - Thrivent

MSU Federal Credit Union provides a full array of financial services to the MSU and OU communities, as well as to hundreds of thousands of individuals throughout Michigan

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!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

MSU Federal Credit Union provides a full array of financial services to the MSU and OU communities, as well as to hundreds of thousands of individuals throughout Michigan