Pearson Shaw 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

Professional Tax Service is a locally owned and family managed accounting firm in Traverse City, Michigan, with over 40 years of experience. They offer a wide range of services, including personal and business tax preparation, bookkeeping, payroll services, estate planning, financial planning, and advising on QuickBooks Pro. With a focus on transparency, cost clarity, and effective communication, Professional Tax Service provides customized solutions tailored to each client's unique needs. Their team of experts is dedicated to helping businesses and individuals navigate the complexities of taxes and accounting, ensuring accuracy and peace of mind.Generated from the website