J B White Financial Service LLC

Mary McLain, Mortgage Loan Officer at Lake Michigan Credit Union in Traverse City, MI, specializes in providing mortgage loan services to individuals in the local community. With NMLS#140066, Mary McLain helps clients navigate the mortgage process and secure financing for their home purchases or refinancing needs. Generated from their business information

Golba Financial Group, located in Traverse City, MI, offers a comprehensive range of financial services, including financial planning, investment management, insurance, retirement planning, and college savings plans. Their approach emphasizes leveraging data and research to provide tailored insights that help clients achieve their financial goals. The firm prides itself on a straightforward financial planning process and a commitment to understanding the unique needs of each client. By focusing on innovative strategies and maintaining a client-centered philosophy, Golba Financial Group aims to create worry-free retirement solutions and effective wealth management strategies. Generated from the website

Mercer Advisors in Traverse City, MI offers comprehensive wealth management services designed to simplify and amplify clients' financial lives through an integrated family office structure. Their in-house team comprises financial planners, investors, accountants, and estate specialists dedicated to tailoring financial planning and investment strategies to each client’s unique needs. With a focus on specialized solutions for retirement planning, women business owners, and multi-generational succession planning, Mercer Advisors prides itself on a deeply experienced team, with nearly half of its client-facing professionals being women. The firm is committed to serving local residents and customizing their financial strategies to align with the diverse needs of the community. Generated from the website