Financial Services & Insurance
BINGHAM INSURANCE SERVICES
Bingham Insurance Services is an independent insurance agency that has been providing insurance and risk management services to its clients throughout northwest Michigan since 1975. Our Services: Home Insurance ~ Auto Insurance ~ Boat & Yacht Insurance ~ Business Property & Casualty Insurance ~ Life & Health Insurance ~ Specialized Programs – Condominiums, Restaurants/Hotels/Lodging, Contractors ~ Worker’s Compensation (Self-Insured Programs available) ~ Bonding Services ~ Disability Insurance ~ Long Term Care & Medicare Supplement Insurance ~ Association & Group Programs ~ Group Employee Benefits ~ Annuities. We are staffed with professionals who have earned the reputation of providing sound risk management and who are committed to insuring your lifestyle and protecting your future. Please contact our resident Island agent, Bill Kohls, at (231) 448-2150. View Web Site E-mail
CHARLEVOIX STATE BANK
As Beaver Island’s only full-service bank located on the Harbor, we offer personalized customer service to the Island residents and visitors. Operating year-round on the Island, Charlevoix State Bank also offers customers service on the mainland at their main office in Charlevoix, drive-up service on M-66 in Charlevoix, and at branches in East Jordan and Ellsworth (231) 448-2190. View Web Site E-mail
JEFF TRAUDT STATE FARM TOLEDO OHIO
Jeff and his family are 25 year summer vacationers and Beaver Island property owners.
1-800-587-2838. View Web Site E-mail
JONATHAN LEWIS, FINANCIAL ADVISOR
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. There is now a full time Financial Advisor available to Beaver Island friends and residents. My name is Jonathan Lewis (Jon). I have owned a home on Beaver Island for many years but this year moved my business and home to Beaver Island and Summerland Key, Fl. I have over 30 years experience on Wall street and enjoy helping people reach their financial goals. Daley financial Partners have offices in Chicago, Summerland Key and now Beaver Island. We combine the personal dedication you look for in a financial firm with the depth of services an capabilities needed to help you pursue your goals. Through understanding your priorities and helping you discover and establish your financial goals, we can help you create long-term plans that will address your financial needs. Please feel comfortable reaching out if I can be of any help.
(231) 688-4373 View Web Page