Investment Services locations near Traverse City, MI

Showing 1–10 of 10 results

Our Traverse City, MI directory covers 10 investment services listings in 2 ZIP codes. Listings here were last checked in Oct 2026.

Edward Jones - Financial Advisor: Yancy Boivin

📍 3285 S Airport Rd W, Traverse City, MI, 49684

📞 231-933-5263

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Greg Williams

📍 513 S Union St, Traverse City, MI, 49684

📞 231-933-0881

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: John Tredway

📍 522 S Garfield Ste A, Traverse City, MI, 49686

📞 231-932-1290

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Lori K Piggott

📍 12930 S W Bay Shore Dr 2nd Floor 2nd Fl, Traverse City, MI, 49684

📞 231-947-3032

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Kiessel Randall J Investment

📍 1001 Bay St, Traverse City, MI, 49684

📞 231-933-6050

Osborne Elizabeth Investment

📍 1001 Bay St, Traverse City, MI, 49684

📞 231-933-6050

46 And 2 Investment Advisors

📍 10850 E Traverse Highway Ste 4490, Traverse City, MI, 49684

📞 231-421-7877

Lejeune Puetz Investment Counsel

📍 13721 S W Bay Shore Dr, Traverse City, MI, 49684

📞 231-922-0525

Fortitude Wealth Planners

📍 3250 Racquet Club Dr, Traverse City, MI, 49684

📞 231-947-2920

Updated Oct 2026

Up North Financial LLC

📍 223 E State St Ste 200, Traverse City, MI, 49684

📞 231-929-9300

🌐 upnorthfinancial.com

Up North Financial LLC is an investment services firm located in Traverse City, Michigan. The firm offers various financial planning and investment management solutions. Recent online activity indicates that it is an active business in the area.

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