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Financial Planning in Traverse City

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As a Personal Financial Representative in Traverse City, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each person’s needs are unique. That ... Read more
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jeremy Jackson is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people ... Read more
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mark Jackson is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people ... Read more
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Josh Sprunger is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people ... Read more
810 Business Parkway Dr., Traverse City, MI

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The Team at Up North Financial has over 60 years of industry experience. Mark Herman, CFP, MBA, Owner, enjoys helping individuals with their Investment and Financial Plans. Call Today! Read more

601 S Garfield Ave Suite B, Traverse City, MI
2226 South Airport Rd West Suite C, Traverse City, MI

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We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. Read more
... helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your ... Read more
... helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your ... Read more
... helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your ... Read more
... to help provide a path, connecting you to the future you desire — whether you’re investing for financial growth, preparing to send kids to college, planning for your retirement, or working toward another goal. The ... Read more