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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.


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Financial Advisor

Abby Lininger - Drake Financial Group - Primerica
primerica.com

Daniel Kempker - Baird Private Wealth Management
kkcp.bairdwealth.com/team/daniel-kempker

Growtrust Partners
growtrust.com

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Bank

Huntington Bank
huntington.com

Fifth Third Bank
53.com

United Bank
unitedbank4u.com

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Mortgage Loans

Lake Michigan Credit Union
lmcu.org

Treadstone Funding
treadstonemortgage.com

VanDyk Mortgage
vandykmortgage.com

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Credit Union

Lake Michigan Credit Union
lmcu.org

Adventure Credit Union
adventurecu.org

Consumers Credit Union
consumerscu.com

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Estate Planning

Mika Meyers PLC
mikameyers.com

CBH Attorneys & Counselors
cbhattorneys.com

Coonen Law, PLLC
coonen-law.com

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Divorce Attorney

Mika Meyers PLC
mikameyers.com

Debra Colletti - Colleti & Mobilia PC
collettiandmobilia.com

Thacker Sleight PC
thackersleight.com