Crooked Tree Capital Advisors

Crooked Tree Capital Advisors Crooked Tree Capital Advisors are a Petoskey, Michigan based fee-only financial planning, wealth man

We offer a unique suite of services to individuals and families, business owners, and charitable institutions.
* Comprehensive financial planning
* Investment advisory and portfolio management services
* Fiduciary consulting services to qualified retirement plan sponsors and institutions (foundations & endowments).
*Small Business Consulting - Bank negotiation, exit & liquidation planning in coordination with other advisors (CPA's, Attorneys, Insurance Providers)

Address

Petoskey, MI
49770

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

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