Traverse City

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Finch Financial Solutions, located in Suttons Bay, MI, is your trusted partner for comprehensive financial services and investment solutions. As experienced financial planners and advisors, we offer a wide range of services tailored to meet your unique financial goals. Our expertise spans investments, retirement planning, tax strategies, and insurance solutions. We specialize in diverse investment options, including bonds, common stocks, and various IRA types (Educational, Traditional, Roth, SEP, and SIMPLE). Our brokerage accounts provide access to treasury bills, government securities, and treasury notes. For those seeking long-term financial security, we offer variable annuities and customized financial planning services.

Sigma Financial Corp is an independent investment and insurance brokerage firm located in Cadillac, MI. They offer a wide range of services including mutual funds, Roth IRAs, 401k rollovers, annuities, long-term care insurance, group health insurance, life insurance, and disability income insurance. With a team of skilled professionals, Sigma Financial Corp aims to help individuals understand and navigate the complexities of personal finance. They provide valuable resources such as newsletter articles, calculators, and research reports to assist clients in making informed financial decisions and pursuing their goals.Generated from the website