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Financial Services in Montague and Whitehall, MI

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, Carpenter Insurance Agency is committed to helping you realize your fiscal goals.

At Carpenter Insurance Agency, our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:

  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with Carpenter Insurance Agency, we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from Carpenter Insurance Agency.

We are proud to provide fiscal planning services for clients near Muskegon, Montague/Whitehall, Fruitport, Spring Lake/Grand Haven, Norton Shores, and Holland.

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Our Location

Carpenter Insurance Agency

1685 Marquette Avenue
Muskegon, MI 49442
Main office: 231-480-0582
Toll free: 800-783-0865
Fax: 231-773-1696

Our Providers

Testimonials

Thanks to Jeff Hartley at Carpenter Insurance Agency, K U Kandles has the appropriate fundraiser insurance!

KU Kandle