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Mortgages
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A. L. Mitchell & Associates
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http://www.mitchelltax.com/
Business consulting, accounting, tax preparation and planning. Company profile and a list of services.
Auto Net Financial
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http://www.autonetfinancial.com/
Assists people with problem credit obtain pre-approved car loans.
Core Recovery
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http://corerecovery.biz/
Commission based debt collection agency. Includes process information, minimums and fees, references, newsletter, and a contact form.
Dennis, Gartland & Niergarth, P.C.
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http://www.dgncpa.com
CPA firm providing a wide range of audit and accounting, tax, management consulting, small business services and computer consulting. Includes company profile, services and details, forms and publications library, newsletter, calculators, and contact information.
East Traverse Catholic Federal Credit Union
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http://www.etcfcu.org/
Offers banking services to those of the Catholic faith. Includes history, service details and application forms, calculators, hours and location information, archived newsletters, and a kids and teens section.
Falconer Group
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http://www.falconergroup.com/
Family wealth advisors, offering an educational series and planning, coaching, management, and philanthropic consultation services. Includes product details, links to related resources, news, and contact information.
Financial & Investment Management Group, Ltd.
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http://www.fimg.net/
Offers asset allocation and strategic planning advice. Includes company overview, product and service information, office locations, and contacts. Also in Kahului, Hawaii and Onalaska, Wisconsin.
Ford Insurance Agency
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http://www.fordinsurance.net/
Offers a full range of personal and business insurance. Includes list of products and services, forms, links to carriers, FAQs, and contacts.
Front Street Investment Management, LLC
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http://www.frontstreet.com/
Investment advisory firm specializing in the management of personalized portfolios for individuals, trusts and retirement plans. Includes archived newsletter, staff profiles, and contact information.
Hagerty Classic Insurance
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http://www.hagerty.com
Specializes in insurance for antique and vintage autos and classic and wooden boats.
Holly Gallagher, CFP - Horizon Financial
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http://www.horizonfinancialtc.com/
Certified financial planner offering assistance with insurance, investments, stocks, bonds, annuities, and retirement planning. Includes an agent profile, list of services, and a contact form.
L. E. Williams & Company, P.C.
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http://www.lewilliamscpa.com/
Certified public accountant offering income tax preparation, tax planning, accounting, bookkeeping, and payroll services.
Legacy Financial Services Group
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http://www.discoverlegacy.net/
Offers wealth planning and investment consulting. Includes process details, strategies, an assortment of calculators, and contact information.
LeJeune Puetz Investment Counsel, L.L.C.
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http://www.lejeunepuetz.com/
Provides investment advisory and portfolio management services. Includes staff profiles and contacts.
Matrix Group Financial Services
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http://www.matrixfinancialservice.com/
Provides financial and investment counseling. Includes fee schedule and contact information.
Members Credit Union
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https://secured.cusiteonline.com/client/memberscu/1.php
Full service consumer and commercial banking entity. Includes product and services information, archived newsletter, calculators, an education section, calendar of events, locations and contacts. Also in Manistee, Mancelona, and Kalkaska, Michigan.
Northern Financial Management
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http://northern-financial.com/
Offers college, retirement, investment, insurance, and estate planning. Includes staff profiles and service descriptions.
Northwest Consumers Federal Credit Union
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http://www.nwconsumers.org/
Full service financial institution serving any person who lives, works, worships or attends school in Grand Traverse County. Includes products and services, membership information, and hours, location, and contacts.
Prout Financial Design
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http://www.proutfinancialdesign.com/
Offering advice on investments, insurance, college and retirement planning. Includes company and staff profiles, lists of products and services, and resource links.
Simmons Insurance
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http://www.simmonsinsurancetc.com/
Independent agency offering life, health, and long term care insurance, Medicare supplements, IRAs and financial planning.
Traverse City State Bank
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https://tcstatebank.portalvault.com/
Locally owned and managed community bank providing commercial and consumer banking. Includes company and services details, calculators, and location and contact information.
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