Crooked Tree Capital Advisors in Petoskey recently celebrated its move to a new office.
The new location is 267 Creekside Drive, Suite 300, in Petoskey.
Crooked Tree Capital Advisors is a Petoskey-based firm that offers financial planning, wealth management, and fiduciary consulting. It's led by president John Marshall and operates on a fee-only basis. Among the services Crooked Tree offers clients are financial education, risk management, and experienced advice with a transparent approach.
Writer: Kim Eggleston
Source: Crooked Tree Capital Advisors
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