Senior Advisors of N Michigan

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

Financial Planning Consultants of Northern Michigan Inc, located in Elk Rapids, MI, offers comprehensive financial planning services tailored to meet the unique needs of individuals and families. Their process includes a discovery phase to establish goals and values, followed by strategic planning and implementation to help clients navigate their financial futures effectively. With a focus on personalized service, the team at Wealth Personal emphasizes a values-driven financial strategy that empowers clients to turn assets into income while providing clarity for today's decisions. They cater to a diverse clientele, including pre-retirees, professionals, independent women, and multigenerational families, ensuring a customized approach to each financial journey. Generated from the website

Rehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to our clients. With nearly 900 associates in Michigan, Ohio, and Florida, we are the momentum behind what’s possible. We focus on the business of business – allowing organizations and individuals to focus on what makes them extraordinary. We help you look to the future with confidence, thanks to our unrivaled expertise and integrity. Through our partnerships with our clients and communities, we drive impact that empowers our world.