Integrated Wealth Management LLC

UBS is a leading financial services firm offering a comprehensive range of wealth management, asset management, and investment banking solutions tailored to meet the unique needs of distinguished clients and corporate institutions globally. With a commitment to creating superior value for clients, shareholders, and employees, UBS stands out through its expertise, innovative advice, and responsible business practices. The firm also provides specialized services for North American subsidiaries of Swiss corporations, along with insights on wealth trends and family office best practices. UBS prioritizes security, urging clients to be vigilant against potential fraud and emphasizing their dedication to safeguarding sensitive information. Generated from the website

Northern Financial Management, located in Traverse City, Michigan, has been providing comprehensive financial planning services since 1979. With a team of experienced and dedicated financial professionals, they offer a wide range of products and services to help individuals, families, and businesses build, protect, and preserve their assets. As independent representatives, they prioritize their clients' best interests, providing objective recommendations and personalized solutions. With a disciplined investment approach and a prudent process, Northern Financial Management helps clients achieve their financial goals. Their team's expertise and commitment to building trust with every client they meet sets them apart in the industry. Whether clients are planning for retirement or seeking guidance on various financial concerns, Northern Financial Management is dedicated to providing exceptional service and helping clients navigate the complexities of the financial world.Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.