The 3 Best Financial Planning Companies Around Delta County

In the Daily Press’ Best of Best Readers' Choice contest, the Financial Planning Company category highlights the trusted institutions that help individuals and families secure their financial futures. From investment strategies to retirement planning, these companies play a key role in providing sound advice and tailored financial services to meet the diverse needs of the Escanaba community.

First Bank Upper Michigan

The winner in the Financial Planning Company category, First Bank Upper Michigan, is renowned for its comprehensive financial services, including personalized financial planning and investment management. With a deep commitment to the community, First Bank provides clients with strategic solutions for everything from saving for retirement to managing estate planning. Their dedicated team works closely with individuals and families to understand their goals and create plans that are both realistic and effective.

Upper Peninsula State Bank

Upper Peninsula State Bank also secured a top spot in the category, offering a wide range of financial services including investment planning, retirement solutions, and wealth management. Their team is committed to helping clients create long-term financial strategies that align with their personal goals. With local expertise and a customer-first approach, Upper Peninsula State Bank is trusted by many for its reliable financial planning services.

Edward Jones

Another finalist, Edward Jones in Escanaba focuses on helping their customers achieve what's most important to them. They offer personalized services with experienced financial advisors all over the region, ensuring you are matched with an advisor who fits you and your goals. Edward Jones also offers online tools to keep up to date on your finances on the go, such as goal tracking, managing your accounts and more.