Eric has been my financial advisor for years. He is exceptional and very caring. I highly…read morerecommend him.

From the owner: Black Walnut Wealth Management works with individuals, families, and private foundations primarily…read morethroughout the Traverse City and Northern Michigan region. Our mission is to coordinate your entire financial picture so you can enjoy life. Financial planning and management can be complex – and we are here to simplify. Our services are tailored to each client's financial picture—these range from advising on large purchases to investment management and strategies for tax planning and savings.

I've worked with Bill for 10 years and appreciate his tremendous knowledge when it comes to knowing…read morewhat needs to be done to help make a business profitable.

From the owner: The Biggest mistake most business owners make is focusing on building revenue. That’s the worst…read morething you can do! Building profits feeds your family and grows your business… but rarely do business owners truly understand how to do so. My name is Bill Malek, and I’m a profit acceleration and business growth strategist. For the last 25 years, I have helped business owners generate additional profits (with an 87% success rate working with bankrupt companies) in the shortest period and with no extra costs.

This company found out someone in our household is turning 65. They call daily, 3-5 times , trying…read moreto solicit our business . I usually don't answer but twice I did so I could tell them I don't need their services. Didn't stop the calls. I even got a call about 15 minutes after I spoke to someone to please stop calling. This is an aggressive , rude company. I would never recommend them to anyone for any reason.

From the owner: Modern District Financial is a financial services company helping clients with their retirement…read moreplanning by offering Medicare Supplements, Life Insurance, Long Term Care Insurance, and Fixed/Equity Indexed Annuities. Our IMO is American Senior Benefits which has 50 offices nationwide. ​We are an Accredited business with the Better Business Bureau with our staff having over 60 years of experience in the industry.

The Jeton branch location is one of just a few in the greater LKN area that seems actually staffed…read moreto provide attentive teller services without undue waiting.

From the owner: Helping Clients Succeed Financially.  Serving the Traverse Bay Area!read more