Fifth Third Preferred - Jonathan Hansen

Upstream Investment Partners, located in Midland, MI, offers comprehensive financial advice and custom plans for individuals at every stage of life, from taxes and retirement plans to estate planning. Their philosophy centers around creating a roadmap for long-term financial success that considers clients' dreams and goals. With a focus on understanding what matters most to their clients, Upstream Investment Partners provides detailed estate planning, sound financial strategies, and expert advice for life's milestones. As an independent and locally owned firm, they prioritize personalized service and tailored financial solutions.Generated from the website

Great Lakes Investment Advisors, located in Midland, MI, is dedicated to empowering families to make informed financial decisions through tailored financial planning. Their mission is to help individuals and families achieve their ideal retirements by providing personalized strategies and maintaining a commitment to integrity and transparency. The firm offers a range of services, including asset allocation, income planning, and generational vault strategies, all designed to address the unique financial needs of their clients. Great Lakes Investment Advisors also actively engages with the community by supporting local and national charities and hosting educational events on retirement and financial planning. Generated from the website

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.