Michael Lee: Primerica - Financial Services

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Located in Traverse City, MI, Edward Jones Investments stands out as a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Their comprehensive approach includes personalized guidance encompassing investment management, retirement and estate planning, and education savings programs, tailored to each client's unique needs and goals. At Edward Jones, a network of committed financial advisors extends across the country, fostering strong and enduring relationships with clients through consultations and continuous support. By prioritizing individualized care and developing customized strategies, the firm ensures a meaningful planning experience that resonates with a diverse range of investors, transcending the traditional transactional model to offer a more thoughtful and accessible path towards financial security. Generated using this brand's available information

Welcome to Merrill Lynch in Traverse City, MI. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.