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Hemming& Wealth Management
“Dawn and Autumn are both incredibly warm and friendly and exceptionally knowledgeable.”
Best Financial Advisors in Traverse City, MI
Handpicked from 122 vetted & reviewed Financial Planning & Wealth Management firms in the Traverse City area, discover the top 5 elite providers among the selected group of 24 finalists.
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Hudson Wealth Management
Legacy Planning, Social Security Maximization, Medicare Planning
“Making the appropriate decisions about coverage, as well as finding an affordable plan, was difficult right from the outset, but especially difficult if you don't have a great advisor.”
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Lasusa Law Offices PLC
- Expertise
- Information
- Knowledge
“I called with a very complicated question, he gave me so much advice and made sure I understood the steps I needed to take and who I needed to contact.”
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Professional Tax Services
Financial Accounting, Payroll Services, Advising on Quickbooks Pro
“Wonderful Ryan is the best Positive Professionalism”
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Stonepath Wealth Management
Investment Management, Financial Planning, Find an Advisor
“Peter Braden has the resources, the knowlege, and represents a standard of excellance , to walk you through your journey.”
Qualification Criteria for best of Winners
Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Christian Family Financial
Legacy Giving, Tax Preparation, Faith & Finances
“Really appreciate his help both with financial planning and taxes!”
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Black Walnut Wealth Management - Traverse City Financial Advisor
Multigenerational Family Planning, Complete Wealth Management, Solutions For Medical Professionals
“Eric is very knowledgeable about money management and taxes, he helps you plan and budget and spends plenty of time with you on a regular basis.”
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Elemint Wealth Management
Resources
“Blake Beebe is a very professional and motivated advisor ready to help you meet your goals.”
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Horizon Financial
“I would highly recommend Horizon Financial to all my friends and family.”
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Tobin & Co.
Industries, Services For Individuals, Business Services
“Jonathan is very detailed and helped explain the process of going from W2 work to 1099.”
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Blueprint Partners
“Blueprint Partners is a registered investment adviser located in Traverse City, MI. Blueprint Partners may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Bl...”
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Centennial Wealth Advisory
“By far the best communication keeping us informed about what is important for managing our retirement income and investments.”
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Northern Financial Management
“I worked with Steve Schade at Chase Bank as he was my financial advisor and we moved our business over to Northern Financial.”
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RLM Financial Services-Traverse City
“Kevin Cleary is a Rockstar.”
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Tandem Wealth Management
“Meghan always answers my questions.”
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Sutherland Integrated Investment Management Group
“He has spent so much time answering my questions, talking about the markets, and helping me understand how as he calls it "doing the little" can drastically change my retirement trajectory.”
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Hightower Great Lakes
“We believe getting the most out of your life begins with understanding where you are going. Whether you want to save for your children's education, start a company or spend more time enjoying your financial freedom and less time worrying about the fu...”
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Resilient Financial Planning
“I find Trent's on-line courses very practicial and it has helped me better understand the risks and trade offs of investments and how to stress test my portfolio to see how resiliant it will be in retirement.”
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Up North Financial
“They've been guiding me closer towards retirement over the last nine years and I sincerely appreciate how much they've helped me along the way.”
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Old Mission Investment Co
“They have honesty and integrity while delivering great performance.”
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Prout Financial Design
“I then was introduced to three other individuals that were in charge of the project and they were amazingly, and sincerely the nicest people I ever met, what a great company to work for!!”
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Financial & Investment Management
“Together FIM Group and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategi...”
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Jason P. Tank, Cfa, Cfp, EA
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Intentional Wealth Advisors
Financial Planning, Investment Management
“Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, ...”
Retirement Planning and Investment Management Services in Traverse City, MI Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on
409 cost profiles
Why these companies made our list
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