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Christmas without Cash Traverse City MI

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Traverse City, MI. We have compiled a list of businesses and services around Traverse City, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Mark Folgmann
Ark Advisors LLC
(231) 668-4118
1010 S. Garfield Ave Suite 409
Traverse City, MI
Expertises
Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Tax Planning, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, AIF, ChFc, CLU

Kevin Russell
Financial & Investment Management Group
(231) 929-4500
111 Cass Street
Traverse City, MI
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, AAMS, CFP®, CPA, CRPC

Elizabeth Baer
Elizabeth Rutter Baer, CFP INC
(517) 321-4832
7568 Ole White Drive
Lake Ann, MI
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Ongoing Investment Management, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Mr. John A. Ehardt, CFP®
(231) 922-8993
1925 Coral Ln
Traverse City, MI
Firm
Advance Financial Group, Inc.

Data Provided By:
Dennis J. Prout, CFP®
(231) 947-3992
1040 E Front St
Traverse City, MI
Firm
Prout Financial Design
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: Not Applicable



Data Provided By:
Jay Berger
Independent Wealth Management
(231) 929-1086
236 1/2 E. Front Street
Traverse City, MI
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Planning Issues for Business Owners, Helping Clients Identify & Achieve Goals, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Erik Falconer
Falconer Group
(231) 946-5320
PO Box 4318
Traverse City, MI
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Charitable Giving - Trusts & Foundations, Alternative or Private Investments, Socially Responsible Investments, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Mr. Tracy Ross, CFP®
(231) 938-4405
3382 Greenwood Dr
Traverse City, MI
Firm
Tracy Ross CPA, P.C.

Data Provided By:
Mr. William J Stone, CFP®
(231) 932-5647
600 E. Front Street
Traverse City, MI
Firm
Plante Moran Financial Advisor

Data Provided By:
Mr. J. Robert Aukerman, CFP®
(231) 421-3292
4155 Huntington Dr
Traverse City, MI
Firm
James Robert Financial Services
Areas of Specialization
Accounting, Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

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