Financial & Investment Management

May 1, 2025 3:50 AM

111 Cass Street
Traverse City, MI (Michigan) 49684-2601
(231) 932-9****

Business Details

Paul Sutherland (President) (231) 929-4500 (Primary Phone)

Services:	Global Investment Managers, Advice, Counseling, Inheritance Planning
Certifications:	Certified Financial Planners
General Content:	Helping Clients Create Preserve And Perpetuate, Advanced Financial Planners, Fee-Only Wealth Management, Financial & Investment Management Group Ltd, An Environment Where Life's Greatest Moments Will Flourish., 126420Attr:retirement Plans, Financial Planning, Investment Advisory Service
Sales Volume:	5M - 10M
Employee Size Range:	10-19
Fortune 500:	No

Additional Categories

Financial & Investment Management is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:

Estate Planning & Administration
Financial Planning Consultants & Services
Investment Advisory Service

North American Industry Classification System (NAICS) Categories:

Portfolio Management > Financial Planning & Services
Investment Advice
Offices Of Lawyers > Attorneys Estate Planning Law

Standard Industry Classification (SIC) Categories:

Investment Advice
Investment Advice > Financial Planning & Services
Legal Services > Attorneys Support Services > Estate Planning & Administration

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