• Edward Jones-Tim Knapp

    • Financial & Investment Services
    • Consultants
    • Investment Counselors
    • Stock Brokers
    115 E Third Street
    PO Box 482
    Harbor Springs, MI 49740
    (231) 526-5366
    (855) 379-2937 (fax)
    Hours:
    Monday - Friday 8:00 AM - 5:00 PM
    Saturday by appointment

    About Us

    As an Edward Jones financial advisor I strongly believe I have a duty to understand not only financial and wealth management strategies, but also have an understanding of non-numerical matters that read more
    • About

      As an Edward Jones financial advisor I strongly believe I have a duty to understand not only financial and wealth management strategies, but also have an understanding of non-numerical matters that can affect and determine the quality of life and security for your family.

      I utilize Asset Allocation Strategies, Estate & Legacy Strategies, and Wealth Preservation Strategies to develop a plan that best fits the needs and the wants of each client.

      I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions.

      During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs.

      Relationships are key, and in my view, meeting face to face builds strong relationships. I meet when it’s convenient for our clients because I recognize the challenging needs of their business and their lives.

      I am a member of the community attending the majority of the city counsel and DDA meetings as well as serving as a board member on Harbor Inc. and the Harbor Springs Library.

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    • Whom to Contact

      • Tim Knapp
        Financial Advisor
        115 E Third Street
        PO Box 482
        Harbor Springs, MI 49740
        Phone: (231) 526-5366
        Fax: (855) 379-2937
      • Tamara Stevens
        Phone: (231) 526-5366
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