Financial Planning/Investment Services

Bison Financial Group

Tri-Star Trust Bank

Edward Jones - Jeff Staudacher

Rehmann

PNC Bank

Van Sumeren Wealth Management

Huntington Bank - Main St.

Thrivent Great Lakes Bay Associates

Edward Jones - Jeff Yantz

Maier & Associates Financial Group, Inc.

Saginaw Bay Underwriters

With locations in Saginaw, Bay City and Midland, Saginaw Bay Underwriters offers outstanding personal service to Mid-Michigan.

Mannor Financial Group, Inc.

Moulthrop-Clift, Inc.

AHP Financial Services

Edward Jones - Zachary Christensen

Yeo & Yeo CPAs & Business Consultants

Yeo & Yeo is a leading Certified Public Accounting firm with offices throughout Michigan. The firm's industry-specialized CPAs serve individuals and privately held businesses.

Edward Jones - Michael Staudacher

Edward Jones - Tammy Claramunt

Water Street Wealth Management of Raymond James

We take a hands-on approach to managing your investments