Ensuring financial security in Excelsior, MN
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Secured Retirement
● ClosedSecured Retirement is a retirement planning institution located at 6121 Excelsior Boulevard in St. Louis Park, Minnesota, United States. Specializing in accounting and finance, Secured Retirement believes in creating personalized retirement plans that take into account not just your financial situation, but also your goals and dreams for retirement. As a CERTIFIED FINANCIAL PLANNER™ firm, they are held to a fiduciary standard, ensuring that your interests come first. The team at Secured Retirement understands the importance of balancing growth and security in your retirement plan. They offer TaxSmart™ Retirement Plans tailored to each individual and family, helping you maintain your lifestyle without having to stress about your finances. By avoiding extreme, one-size-fits-all approaches, they aim to create innovative retirement strategies that can adapt and grow with you over time.
6121 Excelsior Blvd, St Louis Park, MN 55416, United States -
Excelsior Benefits LLC
● OpenExcelsior Benefits LLC is a reputable insurance agency located at 23505 Smithtown Road in Shorewood, Minnesota, United States. Our dedicated team of professionals is committed to providing top-notch insurance solutions to meet the unique needs of our clients. With a focus on customer service and personalized care, Excelsior Benefits LLC strives to ensure that all individuals and businesses are adequately protected. Whether you are seeking health, life, disability, or other insurance coverage, our agency is here to help you navigate the complex world of insurance. Contact us today to learn more about how Excelsior Benefits LLC can provide you with peace of mind and financial security.
23505 Smithtown Rd #200, Shorewood, MN 55331, United States -
Excelsior Financial Group LLC
● ClosedExcelsior Financial Group LLC is a trusted institution located at 4021 Vernon Avenue South, St. Louis Park, Minnesota, United States. Specializing in accounting, finance, and insurance services, we strive to create lasting relationships with clients who value our advice. Our team has been recognized as a 2023 Five Star Wealth Manager for the eleventh year in a row, a testament to our commitment to excellence. As a registered investment advisor with the Securities and Exchange Commission, we adhere to strict privacy policies to protect your personal information. We offer a range of investment advisory services, including portfolio management, financial planning, and selection of other advisers. Our team is dedicated to acting in your best interest and addressing any conflicts of interest that may arise.
4021 Vernon Ave S #208, St Louis Park, MN 55416, United States -
Cookson Financial LLC
● ClosedCookson Financial LLC is a finance institution located at 500 Lake Street in Excelsior, Minnesota, United States. As a Registered Investment Advisor, Cookson Financial specializes in security analysis and portfolio management, offering expert and objective investment advice to individuals, trusts, foundations, and endowments. With a focus on providing customized service to a select clientele, Cookson Financial ensures personalized financial planning free from conflicting influences. Partnered with Charles Schwab & Co., Cookson Financial offers access to top-tier financial products and services, combining the personal touch of a small firm with the resources of a global financial leader. Committed to putting clients' long-term interests first, Cookson Financial follows Modern Portfolio Theory to create diversified portfolios tailored to individual risk levels, retirement needs, and tax implications, aiming to maximize returns while minimizing volatility.
500 Lake St #205, Excelsior, MN 55331, United States -
Patrick Loree - State Farm Insurance Agent
● ClosedPatrick Loree - State Farm Insurance Agent is a reputable insurance agency located at 3981 Zarthan Avenue South in St. Louis Park, Minnesota, United States. The proud father of two "above average" kids, Patrick Loree enjoys exploring all that Minnesota has to offer, from state parks to museums, concerts, and sports. He is a dedicated agent who can provide quotes for car insurance, home insurance, renters insurance, condo insurance, boat insurance, motorcycle insurance, life insurance, and more. Patrick's mission is to help clients plan for the unexpected and be there to make things right when needed. Conveniently located at Excelsior Boulevard and Highway 100 in Saint Louis Park, the agency serves clients from various cities in Minnesota. Trent Fredenburg, an account manager at the agency, is committed to meeting all insurance needs and strives for excellence in leadership and determination. Together with his team, they work to ensure that clients are well protected and their goals are met.
3981 Zarthan Ave S, St Louis Park, MN 55416, United States -
Farmers Insurance - Curtis Illikainen
● ClosedFarmers Insurance - Curtis Illikainen is a reputable insurance agency located at 11524 Excelsior Boulevard, Minnetonka, Minnesota, United States. As a local Farmers® Agent and a long-time resident of Minnesota, Curtis Illikainen takes pride in serving the Hopkins/Minnetonka and surrounding communities. With a strong focus on providing exceptional customer service, the agency ensures that clients' insurance needs are well taken care of. Curtis has been actively involved in volunteering in the local youth sports community for over 20 years and enjoys participating in outdoor activities in Minnesota. Whether you are in need of Auto, Home, Renters, Business, Recreational, or Life Insurance, Farmers Insurance - Curtis Illikainen offers personalized and straightforward insurance plans to suit your needs. While serving clients across the entire State of Minnesota, the agency's primary focus is on the West Metro Communities including Hopkins, Wayzata, Plymouth, Eden Prairie, and Edina. Conveniently located near downtown Hopkins, the office is easily accessible for clients, and appointments can also be made for in-home or in-office consultations.
11524 Excelsior Blvd, Minnetonka, MN 55343, United States
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