Front Street Wealth Management

Founded in 1984, FIM Group is one of the leading financial companies in the United States, providing risk-managed investment solutions to its clients. It provides special planners and systematic approaches for the portfolio and wealth management of its customers. Employing more than 25 people, the company offers its clients with services like investment management, financial planning and retirement services. The company s planning services include budgeting, saving, taxes, investments, insurance, retirement and estate planning. FIM Group helps its clients to understand retirement plans through flexible plan design, complete document support, daily valuation record-keeping, participant and sponsor website, toll-free phone access and on-site enrollments.

Kevin Paul Kelly & Associates Provides Financial Planning Consultant, Investment Advisory, Estate Planning, Retirement Planning And Brokerage Services To The Traverse City, MI Area.

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.