Our Process

The planners at Northern Financial Management take the time to get to know you and help protect you from the negative effects of emotional decisions. We work with you to develop a portfolio that you are comfortable with so that you will stay the course through different market conditions. Our process below helps to ensure that your goals and needs are met through all stages of your life.

LET'S WORK TOGETHER

To have one of our professionals contact you regarding any of our services, please contact us.

CONTACT US

309 East Front Street | Traverse City, Michigan 49684

(231) 947-4685

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Northern Financial Management are not affiliated.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, IN, KS, LA, MI, MN, MO, NJ, NY, OH, OR, PA, SC, TX, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Northern Financial Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

Northern Financial