Independent Wealth Management Llc

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0.0000 stars - based on 0 reviews
236 1/2 E Front St Traverse City, Michigan 49684
 
 

About

Independent Wealth Management Llc is located at the address 236 1/2 E Front St in Traverse City, Michigan 49684. Independent Wealth Management Llc specializes in Dental, Computer Consulting, Retail.

Independent Wealth Management Llc has an annual sales volume of 501K - 999,999. .For more information contact JAY BERGER, Owner

Independent Wealth Management Llc provides Extensions, Risks Coverage, Retirement Services to it's customers. For maps and directions to Independent Wealth Management Llc view the map to the right. For reviews of Independent Wealth Management Llc see below.

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Business Features

PRODUCTS

  • Senior Plans , Agency Bonds , Certificates Of Deposit , Money Markets , Key Man Policies , VA Loans , CDs , Treasury Bonds , Checking Accounts , Surety Bonds

SERVICES

  • Bonds Issued , Retirement Planning , Extensions , Term Life , Risks Coverage , Estate Planning , Retirement Services , IRS Information , Card Replacement , Long Term Planning

BRANDS

  • Mutual Of Omaha , The Hartford , Microsoft , Great Plains , Prudential

SPECIALTIES

  • Crime , Probate, Wills & Estates , Computer Consulting , Government , Equipment , Investment Planning , Retail , Short-Term Disability , Estate & Probate Issues , Dental
 
Information

ADDITIONAL INFORMATION:

Deliveries: Delivery Available

Employee Size: 1 To 4

Exact Employee Count: 3

Exact Sales Volume: 750000

Sales Volume: 501K - 999,999

CATEGORIES:

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Key Contacts
    • Jay Berger
    • OWNER
    • Phone: (231) 929-1086
     
    • Steve Fisher
    • Partner
    • Phone: (231) 929-1086
     
    • Darlene Hlavka
    • Client Services Coordinator and Office Manager
    • Phone: (231) 929-1086
     
    • Justin Knapp
    • Financial Coordinator
    • Phone: (231) 929-1086