Comprehensive financial planning in Alexandria, Minnesota

Kalina Financial Services is a reputable finance and insurance agency located at 1106 Broadway Street in Alexandria, Minnesota, United States. With a team of experienced professionals, we provide a wide range of financial services including investment planning, retirement planning, insurance products, and more. Our mission is to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how we can assist you with your financial needs.

Joshua Tatge is a Financial Advisor at Ameriprise Financial Services, LLC, located at 817 Broadway Street, Alexandria, Minnesota, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Joshua Tatge specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is dedicated to helping clients make informed decisions and achieve their financial goals through personalized strategies.

Edward Jones - Financial Advisor: Justine S Whitman, AAMS™ is a trusted financial institution located at 1111 Broadway Street in Alexandria, Minnesota, United States. Justine S Whitman is a knowledgeable and experienced financial advisor who holds the Accredited Asset Management Specialist (AAMS™) designation. At this institution, clients can expect personalized financial advice and guidance to help them achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Justine S Whitman and her team are dedicated to providing top-notch financial services to help you secure your financial future.

Mark Jenson - UBS Financial Services Inc. is a reputable finance institution located at 324 Broadway Street in Alexandria, Minnesota, United States. With a strong focus on providing high-quality financial services, Mark Jenson - UBS Financial Services Inc. offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized and comprehensive financial advice to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Mark Jenson - UBS Financial Services Inc. is committed to helping you succeed.

Justin Thoennes is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 817 Broadway Street in Alexandria, Minnesota, United States. Justin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. Justin's expertise includes asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and comprehensive knowledge, Justin provides financial advice and services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with investment opportunities, insurance products, tax planning, or asset allocation, Justin Thoennes is dedicated to helping you achieve your financial goals.

Victor J Benzinger is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 817 Broadway Street, Alexandria, Minnesota, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and more. As a trusted advisor, Victor is committed to providing comprehensive financial planning services to his clients, including individuals, retirees, small business owners, high net worth clients, and those with special needs. His goal is to help clients achieve their financial goals and secure their financial future.

Sam M Steidl is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 817 Broadway Street in Alexandria, Minnesota, United States. Sam holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Sam's expertise in various aspects of finance including wealth management, retirement planning, estate planning, investment management, and more. Sam is dedicated to providing comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals and secure their financial future. Contact Sam M Steidl for personalized financial advice and guidance tailored to your specific needs and objectives.

Zimny Insurance Agency is a trusted health insurance agency located at 1103 Broadway Street in Alexandria, Minnesota. With a commitment to providing personalized and comprehensive insurance solutions, our team of experienced agents is dedicated to helping individuals and families find the right coverage to meet their needs. Whether you are looking for health insurance for yourself or your business, Zimny Insurance Agency is here to guide you through the process and ensure you have the protection you need. Contact us today to learn more about our services and how we can help you secure your health and financial well-being.

Blue Cross & Blue Shield of MN is a leading insurance agency located in Alexandria, Minnesota. With a focus on providing high-quality health insurance coverage to individuals and families, this institution is dedicated to promoting health and wellness within the community. Whether you are in need of individual coverage or looking to protect your entire family, Blue Cross & Blue Shield of MN offers a variety of insurance plans to suit your needs. Visit their office at 1804 Broadway Street to learn more about their services and how they can help you secure your health and financial future.

Alex Tax & Business Services Inc is a well-established accounting and finance institution located at 2308 South Broadway Street in Alexandria, Minnesota, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, payroll services, and financial planning. Our goal is to help individuals and businesses navigate the complexities of financial management with ease and efficiency. Whether you need assistance with filing your taxes or creating a comprehensive business strategy, our dedicated team is here to help you achieve your financial goals. Visit us today to learn more about how Alex Tax & Business Services Inc can support your financial needs.

Wealth Enhancement Group is a reputable finance institution located at 303 22nd Avenue West, Alexandria, Minnesota, United States. With a team of experienced financial advisors and experts, Wealth Enhancement Group offers comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Wealth Enhancement Group is dedicated to providing personalized solutions tailored to your unique needs. Trust in Wealth Enhancement Group to help you navigate the complexities of the financial world and secure a prosperous future.

StoneBridge Wealth Management, LLC is a leading finance institution located at 510 22nd Avenue East in Alexandria, Minnesota, United States. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, StoneBridge Wealth Management, LLC offers comprehensive services tailored to meet your individual needs. Trust us to guide you towards a secure financial future.

Thrivent - Trinity Advisor Group, located at 2308 South Broadway Street in Alexandria, Minnesota, is a finance institution dedicated to guiding Christians towards a life of financial clarity and confidence. With over 70 years of combined experience, each financial advisor at Trinity Advisor Group represents a different generation, allowing for a diverse and comprehensive approach to financial planning. The institution focuses on three cornerstones: Taxation, providing unbiased advice, and establishing personal, meaningful, and achievable goals for clients. By following a disciplined process, clients have found that these principles help create a life of financial clarity. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult their attorney or tax professional. Licensing information is available through the State Insurance Department's website. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Financial advisors at Thrivent are credentialed to provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.

Timothy Urness - Thrivent is a financial institution located at 2308 South Broadway Street in Alexandria, Minnesota, United States. They are licensed in multiple states including AZ, FL, IA, MN, NV, SD, WA, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products through Thrivent. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.

Carter Moser CPA LLC is a reputable accounting and finance institution located at 460 Northside Drive Northeast in Alexandria, Minnesota, United States. Our team of experienced CPAs and financial experts provide a wide range of services including tax preparation, auditing, financial planning, and consulting. We pride ourselves on our professionalism, accuracy, and dedication to helping our clients achieve their financial goals. Contact us today for all your accounting and finance needs.