PERSONAL FINANCE
It can be overwhelming to know what choices to make in relation to our personal finances, especially when taking on endeavors for the first time like buying a home, transitioning a loved one into a retirement community, ensuring your estate is in order and more. That's where these professionals come in! No matter the occasion or situation, knowing who you can trust with your finances is paramount.
Financial Advisor
Edward Jones - Deb Moon, ABFP, ADPA
edwardjones.com/us-en/financial-advisor/deb-moon
DAE Capital Advisors
daecapital.net
Growtrust Partners - Rachel Dick, MS, CFP, AWMA
growtrust.com/team/rachel-dick
Mortgage Lending
Lake Michigan Credit Union
lmcu.org
Independent Bank
independentbank.com
Treadstone Mortgage
treadstonemortgage.com
Credit Union
Lake Michigan Credit Union
lmcu.org
AAC Credit Union
goaac.com
Community West Credit Union
communitywestcu.org
MSU Federal Credit Union
msufcu.org
Estate Planning
Varnum, LLP - Lindsey Gleason
varnumlaw.com/people/lindsey-gleason
Coonen Law, PLLC
coonen-law.com
Warner Norcross + Judd, LLP
wnj.com
Divorce Attorney
Warner Norcross + Judd, LLP
wnj.com
Lakeshore Law & Mediation Center, PLC
lakeshorelawandmediation.com
VHP Law Firm
vhplawfirm.com