Fifth Third Preferred - Lisa Stewart

Mitchell Investment Advisors, LLC, is a financial services firm whose advisor provides planning and investments for businesses, families, individuals, and trusts throughout Michigan and 23 additional states. As an independent firm, we have the freedom to give objective advice and recommendations to our clients.

Carroll Retirement Plans & Investments is a diversified financial services organization located in Cadillac, Michigan. For over 12 years our staff has been serving the financial needs of clients across the United States. Our goal is to provide comprehensive financial solutions that help our customers secure their retirement and manage life transitions. Carroll Retirement Plans & Investments is anxious to build a relationship with you! When making important decisions, who is it you ask for financial advice? Most often you probably seek help from those who know you the best, people who can help you make the right decisions for you based on your own values and goals. Our representatives explain your options and work on a personal level to guide you in the right direction. We would like the opportunity to start that kind of trusting relationship with you today, to help you plan for your future...one day at a time.

Experience locally rooted financial professionals at Horizon Financial in Traverse City, MI. We are a woman-owned business guiding individuals and families in northern Michigan towards financial stability and success for over three decades. With a 95% client retention rate, our proven approach to comprehensive financial planning and wealth management has earned us the trust of our community. Our team of experts, led by a Certified Financial Planner (CFP) and an MBA, provides personalized attention and tailored strategies to help you achieve your financial goals. Whether you're seeking retirement planning, investment guidance, or comprehensive financial planning, Horizon Financial is your partner for a secure and prosperous future.