Advanced Financial Group
Finance · Michigan, United States · 11-50 Employees
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Overview
Headquarters
1925 Coral Ln, Traverse City, Michigan, ...Phone Number
(231) 922-8993Website
www.advancedfinancialtc.comRevenue
$15.3 MillionIndustry
About Advanced Financial Group
Advanced Financial Group is an independent financial advisory firm located in Traverse City, Michigan, serving the greater Grand Traverse area for over 20 years. The firm specializes in financial planning services tailored to individuals, families, and the unique needs of the farming community, focusing on retirement strategies, family wealth planning, and investment management. Their team of seven financial advisors prioritizes building long-term relationships based on trust, honesty, and integrity. Advanced Financial Group aims to help clients achieve financial independence by understanding their personal situations and crafting customized financial strategies.Explore more
SIC Code 62,628NAICS Code 52,523Show moreAdvanced Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Advanced Financial Group
$15.3M
11-50
Private
<$5M
2000
JE
John EhardtPresident & Financial, Cpa, Cfp Advisor
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Advanced Financial Group is an independent financial advisory firm located in Traverse City, Michigan, serving the greater Grand Traverse area for over 20 years. The firm specializes in financial planning services tailored to individuals, families, and the unique needs of the farming community, focusing on retirement strategies, family wealth plann... Read More
