For Love and Money: Nearly two dozen banks, credit unions support Grand Traverse area community organizations
Banks and credit unions play an important role in the financial lives of their customers and members, but also in the fabric of the community. There are 20 of them serving Benzie, Grand Traverse, Kalkaska and Leelanau counties.
The following is a listing of those institutions with information about the various community organizations and events they contribute to and sponsor. A few banks and credit unions did not respond to requests for information. In those cases, TCBN listed the institutions using information from their websites and other publicly available information.
Local leader: Nick Florian, market leader
Year founded: …
'Desperate People Doing Desperate Things': Steps employers can take to deter employee theft
Nearly every business has at least some systems in place to guard against theft, internal or otherwise. And many of these safeguards seem like relatively common sense, all things considered.
But employee theft – ranging from minor, spontaneous cash grabs to systemic and calculated embezzlement of many thousands of dollars – has long been a very popular crime in the Grand Traverse region. In short, those common-sense controls evidently aren’t common enough to prevent case …
'A Family Thing:' 50 years on, Long Lake Marina stronger than ever
Surviving 50 years in business means you did a few things right. Remaining independent after all that time in a world awash with mergers and acquisitions means you’ve harnessed something pretty special.
Relatively recent mergers among other local dealers left Long Lake Marina as one of only a handful of independently owned and operated boat dealers in all of northern Michigan. Long Lake Marina General Manager Paul Leman seemed hesitant to drift into cliches when …
Cash is King: Novello Imaging looks to drive down prices, increase patient options
A local physician-owned business is out to give people more choices in healthcare – and possibly save them money in the process.
Novello Imaging opened in Traverse City’s Copper Ridge development in late 2021. The independent operation provides a full slate of medical imaging services, including CT scans, MRIs, ultrasounds, X-rays and more. Before Novello, the primary (and sometimes only) source for many of these services in the Traverse City area was Munson Healthcare.
BANKING & FINANCE
Morgan Stanley's Wealth Management office in Traverse City announces the following:
Jason Idziak, a family wealth advisor and financial advisor, has been named to the firm’s Master’s Club. The appointment recognizes excellence in service to clients.
Damian Lockhart, financial advisor and branch manager, has been named to …