Peter F Wallbank

LeBaron Financial Group, located in Reed City, Michigan, has been providing independent investment and insurance planning services since 1971. As a boutique advisory firm, they pride themselves on offering individually tailored recommendations and consistent, reasonable advice to both families and corporations. Led by experienced financial professionals Jon P. LeBaron and Richard L. LeBaron, the firm emphasizes a client-centered approach that allows clients to choose their preferred compensation structure. With a commitment to helping clients achieve their goals, LeBaron Financial Group leverages a wide array of solutions from various market sources, free from the pressures associated with traditional broker dealers. Generated from the website

Craig Wealth Advisors is a Traverse City-based financial advisory firm specializing in helping clients achieve financial independence and manage their wealth. Led by Debbie Craig, a Certified Financial Planner with over 20 years of experience, the firm focuses on client education and trust to provide objective and creative solutions for investing and financial planning. With a passion for helping women become financially self-sufficient, Craig Wealth Advisors aims to empower clients to make confident decisions that align with their life goals and provide the freedom to pursue their dreams.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy