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For All Financial Needs
Located in scenic Traverse City, Grand Traverse Financial offers a full suite of investment products and services. With over 16 years combined experience, the team at Grand Traverse Financial builds long-term, confidential relationships in which risk tolerance and personal communication are maintained in the ever-changing market environment.
Services
Services
Retirement Planning
401(k) Rollovers
IRA Transfers
Estate Planning
Asset Protection
Business Planning
Portfolio Reviews
College Planning
Online Account Access
Investment Advisory Services
Multi-Generational Planning
Products
Products
Traditional & Roth IRA’s
401(k) Plans
Simple IRA Plans
SEP IRA Plans
College Savings 529 Plans
Mutual Funds
Stocks
Preferred Stocks
Bonds
Life Insurance
Annuities
About
About
Chris Sheeran
Chris Sheeran
Co-Founder
Financial Advisor
Over 15 years experience
Series 7 & 66 Licensed
High School Coach
Enjoys Fishing and Golf
Tyler Baer
Tyler Baer
Representative
Financial Advisor
1 year experience
Series 7 & 66 Licensed
ICF Certified Professional Coach
Enjoys Golf and Cooking
Find us at the office
1129 E Eighth St. Traverse City, MI 49686
Give us a call
Chris Sheeran (231) 735-2947
Tyler Baer (303) 525-6997
Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity. Member FINRA http://www.finra.org/ and SIPC https://www.sipc.org/
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