Financial Planning

Financial Planning Services

First Federal of Northern Michigan partners with Old Mission Investment Company to provide investment and trust services.

As a quality banking institution in northern Michigan, we recognize that personal connections to the services we offer extend beyond banking. The financial stewardship entrusted to our bank is very important to us, as is our ability to offer quality financial planning and wealth management services to our customers. 

Our decision to work with Old Mission Investment and Trust was an important one. We feel that a relationship with Old Mission is an extension of the personal relationships our customers have enjoyed with our own bank. The principal partners and advisors at Old Mission are career professionals with more than 20 years of average wealth management experience. With enhanced capabilities such as trust administrative services, estate and retirement planning, we welcome Old Mission as an important part of our services structure, and know that you will, too.

Old Mission provides the following services:

  • Wealth Management
  • Investment Management
  • Financial Planning Services
  • Employer Retirement Plan Services
  • Retirement Income Planning
  • Education Funding
  • Personal Trust Services

To schedule an appointment please call Client Service Specialist Tina Livermore at 989-358-3437 or visit her at our Ripley Branch located at 468 North Ripley Boulevard in Alpena.

Learn More

Investment Management Services are offered by Old Mission Investment Company, LLC. Trust services are offered by Old Mission Trust Company, an affiliate of Old Mission Investment Company. For copy of Old Mission Investment Company’s most recent SEC Form ADV Part 2, please contact Old Mission at 866-587-4100. The Old Mission Investment and Trust Companies are not affiliated with First Federal of Northern Michigan. NOT A DEPOSIT - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY THE BANK - MAY GO DOWN IN VALUE