Superior Investments & Retirement Planning

Experience locally rooted financial professionals at Horizon Financial in Traverse City, MI. We are a woman-owned business guiding individuals and families in northern Michigan towards financial stability and success for over three decades. With a 95% client retention rate, our proven approach to comprehensive financial planning and wealth management has earned us the trust of our community. Our team of experts, led by a Certified Financial Planner (CFP) and an MBA, provides personalized attention and tailored strategies to help you achieve your financial goals. Whether you're seeking retirement planning, investment guidance, or comprehensive financial planning, Horizon Financial is your partner for a secure and prosperous future.

Intentional Wealth Advisors is a financial planning firm based in Traverse City, MI, specializing in helping individuals and families navigate their financial futures. With a focus on personalized strategies and long-term goals, the team at Intentional Wealth Advisors provides comprehensive wealth management services to assist clients in achieving financial success. Generated from their business information

LPL Financial Service, situated in Traverse City, MI, serves as an independent broker-dealer renowned for its diverse range of investment offerings, advisory solutions, and holistic wealth management services. Catering mainly to financial advisors, institutions, and registered investment advisors (RIAs), they equip these professionals with cutting-edge resources and tech platforms crucial for dispensing tailored financial advice. Specializing in compliance oversight, practice management, and advanced technology solutions, LPL Financial is dedicated to empowering advisors for successful client interactions. Their pivotal role revolves around boosting advisors' operational efficiency, precision, and autonomy amidst the intricate financial services sector, solidifying their reputation as a cornerstone in the realm of wealth management. Generated using this brand's available information