8 advisors with offices in Traverse City. Credentials, fee structures, and minimums are disclosed on each listing.
Traverse City, Michigan
Bliss and Thompson Financial Services is located in Traverse City, Michigan and provides insurance analysis services. The firm operates in English.
View detailsTraverse City, Michigan
Centennial Wealth Advisory is a financial planning firm in Traverse City, Michigan that specializes in retirement planning. The firm provides financial planning services to clients in the local area.
View detailsTraverse City, Michigan
Fortitude Wealth Planners, LLC is based in Traverse City, Michigan and provides financial planning and insurance analysis services. The firm works with clients in English.
View detailsTraverse City, Michigan
Horizon Financial Wealth Management is located in Traverse City, Michigan and provides investment management, wealth management, and financial planning services. The firm serves clients with English-language support and has a 4.4-star rating based on seven Google reviews.
View detailsTraverse City, Michigan
Lucas Settineri, CFP®, AAMS®, operates as a financial advisor with Raymond James in Traverse City, Michigan. He holds the Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS) designations.
View detailsTraverse City, Michigan
Insurance-Based
Northwestern Mutual in Traverse City, Michigan provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are offered in English.
View detailsTraverse City, Michigan
Prout Financial Design is a financial planning firm based in Traverse City, Michigan that specializes in retirement planning. The firm provides financial planning and investment management services to support clients' retirement needs.
View detailsTraverse City, Michigan
Zhang Financial is located in Traverse City, Michigan and provides financial advisory services. The firm works with clients in English.
View detailsAdvisors serving Traverse City specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Michigan's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.