Comprehensive financial planning services in Marshall, MN
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James Kontz - Prudential Financial
● ClosedJames Kontz - Prudential Financial is a renowned finance and insurance agency located at 214 West College Drive in Marshall, Minnesota, United States. With a strong focus on providing top-notch financial services and insurance solutions, this institution is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced team at James Kontz - Prudential Financial is here to assist you every step of the way. Visit them today to learn more about their comprehensive range of services and personalized approach to financial planning.
214 W College Dr, Marshall, MN 56258, United States -
Southwest State University Financial
● OpenSouthwest State University Financial is a leading institution located at 1501 State Street in Marshall, Minnesota, United States. As a specialized finance institution, we offer a wide range of programs and services aimed at providing students with the knowledge and skills needed to succeed in the financial industry. Our dedicated faculty and staff are committed to providing a high-quality education that prepares students for careers in finance. Whether you are interested in banking, investments, or financial planning, Southwest State University Financial is the perfect place to start your journey towards a successful career in finance.
1501 State St, Marshall, MN 56258, United States -
Trisha Schaar - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTrisha Schaar - Financial Advisor, Ameriprise Financial Services, LLC, located at 100 West College Drive in Marshall, Minnesota, offers a wide range of financial services to individuals. Trisha Schaar 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®, Chartered Financial Analyst®, CFP®, 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 her expertise in various areas of financial planning, asset management, estate planning, retirement planning, and more. Trisha Schaar is dedicated to providing personalized and comprehensive financial advice to her clients, helping them achieve their financial goals and secure their financial future.
100 W College Dr Suite 103, Marshall, MN 56258, United States -
Cory Ann Skogrand - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedCory Ann Skogrand - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 122 North 3rd Street, Marshall, Minnesota, United States. Cory Ann Skogrand 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®. These certifications demonstrate expertise in asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. Cory Ann Skogrand is dedicated to providing comprehensive and ethical financial advice to clients, ensuring their financial goals are met with professionalism and integrity.
122 N 3rd St, Marshall, MN 56258, United States -
Farmers Insurance - Randy Wewetzer
● ClosedFarmers Insurance - Randy Wewetzer is an insurance agency located at 311 East College Drive in Marshall, Minnesota, United States. Randy Wewetzer, a local agent born and raised in Marshall, is proud to serve the community by helping customers identify the best insurance coverage for their needs. Whether you need auto, home, renters, life, business, motorcycle, or recreational vehicle insurance, Randy has the knowledge and experience to guide you through the process. Located near Liberty Park in Marshall, Randy's office is open for any inquiries or questions you may have. With over 80 years of experience, Farmers Insurance offers comprehensive coverage options for your car, home, life, and business. Randy can also assist with renters insurance, condo insurance, and umbrella insurance policies. For those seeking financial planning, Randy can help you build a solid financial plan for a secure future. Contact Randy Wewetzer at the office or by phone for more information.
311 E College Dr, Marshall, MN 56258, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 203 Jewett Street in Marshall, Minnesota, United States. With a strong reputation for providing comprehensive financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring peace of mind and financial security. Whether you are looking for retirement planning, investment management, or insurance coverage, Northwestern Mutual is committed to helping you build a solid financial foundation.
203 Jewett St, Marshall, MN 56258, United States
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