Fitzmaurice-Garvin Insurance

Independent Wealth Management LLC is a Traverse City-based financial advisory firm that specializes in delivering personalized and objective wealth management services. With a team of experienced and certified financial planners, they offer tailored solutions to reduce the stress and worry associated with managing wealth, ensuring clients' financial well-being. As a fee-only firm, they prioritize unbiased advice and take on a fiduciary role, putting their clients' interests first. With over 20 years of experience, each partner at Independent Wealth Management LLC brings a wealth of knowledge and expertise to the table. Their commitment to providing exceptional service is evident in their extensive media coverage and recognition in reputable publications. As an independent firm, they are free from external influences, allowing them to deliver objective advice and unbiased portfolio management to their valued clients.Generated from the website

Northern Financial Management, founded in 1979 and located in Traverse City, Michigan, is dedicated to building lasting relationships and helping clients achieve their financial goals. With a focus on offering a wide range of financial products and services, the firm aims to assist individuals, families, and businesses in building, protecting, and preserving their hard-earned assets. As independent fiduciaries, the financial representatives at Northern Financial Management prioritize their clients' best interests, ensuring that their investment recommendations align with their values. The team, comprised of experienced professionals, employs a disciplined investment approach to guide clients toward reaching their financial objectives. Generated from the website