TOP 30 Estate planning in Monticello, Minnesota

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Monticello Agency is a trusted insurance agency located at 3616 School Boulevard in Monticello, Minnesota. We provide a wide range of insurance products and services to meet the needs of individuals, families, and businesses in the area. Our experienced agents are dedicated to helping clients find the right coverage at the best possible rates. Whether you're looking for auto, home, life, or business insurance, Monticello Agency is here to assist you every step of the way. Contact us today to learn more about how we can help protect what matters most to you.

Monticello Village Apartments is a premier real estate agency located at 725 Minnesota Street in Monticello, Minnesota. Our apartments offer a modern and comfortable living experience in a convenient location. With a variety of floor plans to choose from, residents can find the perfect space to call home. Amenities include a fitness center, swimming pool, and community clubhouse. Our professional staff is dedicated to providing excellent customer service and ensuring a positive living experience for all residents. Experience the best of apartment living at Monticello Village Apartments.

Conroy Law Office, Ltd. is a reputable legal institution located at 261 Broadway Street East in Monticello, Minnesota, United States. With a team of experienced and dedicated attorneys, Conroy Law Office, Ltd. provides exceptional legal services in various practice areas including family law, estate planning, real estate law, and more. Clients can trust in the expertise and professionalism of the Conroy Law Office, Ltd. team to provide them with personalized and effective legal representation.

Kohler Law Office PLLC is a reputable law firm located in Monticello, Minnesota. Specializing in finance law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. From financial planning to estate management, we are committed to helping individuals and businesses navigate the complex legal landscape. Visit us at 142 West Broadway Street to schedule a consultation and learn how we can assist you with your legal needs.

Smith Paulson O'Donnell & Erickson, PLC is a reputable law firm located at 201 7th Street West in Monticello, Minnesota, United States. With a team of experienced and dedicated lawyers, they provide expert legal services in various practice areas including family law, criminal defense, estate planning, and business law. Clients can trust in their professionalism and commitment to achieving the best possible outcomes for their cases. Contact Smith Paulson O'Donnell & Erickson, PLC for reliable legal representation.

Central Minnesota Law, located at 141 Broadway Street East in Monticello, Minnesota, is a reputable law institution specializing in Family Law, Estate Planning, Probate, and Mediation Services. As a Qualified Rule 114 Neutral, we provide effective and compassionate representation to clients in Central Minnesota and beyond. Our history of successful resolutions and client testimonials showcase our dedication to serving individuals with their legal needs. We understand that each client's situation is unique, which is why we tailor our approach to meet the specific needs of each case. With a focus on open communication, ethical treatment, and exceptional representation, we strive to provide personal attention and guidance to our clients throughout the legal process. Contact Central Minnesota Law today for expert legal assistance.

Lewis Kannegieter Law, Ltd. is a reputable law firm located at 107 Cedar Street in Monticello, Minnesota, United States. Specializing in estate planning, elder law, probate, business formation, and uncontested family law, our mission is to provide peace of mind and empower clients to make informed legal decisions. Led by attorney Jennifer R. Lewis Kannegieter, our firm offers personalized services tailored to each client's unique needs and goals. With over 15 years of experience, Jennifer is dedicated to helping individuals and families navigate the complexities of the legal system with empathy, education, and practicality. At Lewis Kannegieter Law, Ltd., we prioritize the well-being of our clients by offering a personal touch, ultimate peace of mind, and a personalized education on legal matters. Whether you need assistance with estate planning, elder law, business formation, or family law matters, we are here to guide you every step of the way. Our comprehensive services include Total Estate Planning, Parents’ Peace of Mind Planning, Elder Law Planning, Family Cabin Planning, Business Formation & Planning, Estate Administration & Probate, Future Focused Family Law, and Prenuptial or Postnuptial Agreements.

White & Associates is a dedicated law firm located in Elk River, Minnesota, providing a range of legal services to individuals and families in need. With a focus on seeking justice and improving lives, our experienced team of lawyers handles cases involving DUI/DWI, drug crimes, assault, sex crimes, family law matters such as divorce and child custody, personal injury cases, and estate planning. For nearly 20 years, White & Associates has been serving the Elk River community with personalized and compassionate legal representation. Our client-centric approach has earned us a reputation for diligence, strong negotiations, and a commitment to fighting for justice. We offer free legal consultations to help individuals understand their legal options and determine if we are the right fit for their needs.

Kenneth J Basten - Financial Advisor, Ameriprise Financial Services, LLC, located at 9240 Minnesota 25, Monticello, Minnesota, United States, offers a wide range of financial services. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, clients can trust in the expertise and professionalism of the advisors at this institution. From asset management to retirement planning, estate planning to investment opportunities, the advisors at Kenneth J Basten are well-equipped to assist individuals, retirees, small business owners, and high net worth clients with their financial needs. Whether you are looking for advice on fixed-rate and variable annuities, portfolio management, or exit planning, the team at Ameriprise Financial Services, LLC is dedicated to providing top-notch service. With certifications in specialized areas such as divorce financial analysis, philanthropy, and long-term care planning, the advisors at Kenneth J Basten are committed to helping clients navigate complex financial situations with confidence and expertise.

Michael K Kloubec is a Financial Advisor at Ameriprise Financial Services, LLC located at 9240 Minnesota 25, Monticello, Minnesota, United States. Michael holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. Michael is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and comprehensive knowledge, Michael helps clients make informed decisions to achieve their financial goals. Contact Michael K Kloubec for expert financial guidance and wealth management services.

Mike Gagnon is a Financial Advisor at Ameriprise Financial Services, LLC located at 501 Minnesota 25, Monticello, Minnesota, United States. Mike 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®. Mike is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, and high net worth clients. Contact Mike Gagnon for comprehensive and personalized financial planning solutions tailored to your specific needs.

Thomas Steidl - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 9240 Minnesota 25 in Monticello, Minnesota, offers a wide range of financial services to individuals seeking expert advice on asset management, retirement planning, estate planning, and investment opportunities. Thomas Steidl is a certified professional with various designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in wealth management and fiduciary practices. With a focus on providing personalized financial solutions to clients, Thomas Steidl and his team are committed to upholding the highest ethical standards and staying up-to-date with the latest industry trends. Whether you are a retiree, small business owner, or high net worth individual, Thomas Steidl can help you navigate the complex world of finance and make informed decisions for your future.

Ameriprise Financial Services, Gagnon & Bigalke is a finance institution located at 501 Minnesota 25, Monticello, Minnesota, United States. They offer a variety of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover a range of topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution aims to provide comprehensive financial planning services to individuals and businesses.

Edward Jones - Financial Advisor: Matthew K Feuling, CFP® is a trusted financial institution located at 114 West 3rd Street in Monticello, Minnesota, United States. Specializing in finance, Matthew K Feuling, a Certified Financial Planner, provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert guidance and support in managing their finances. Whether planning for retirement, saving for education, or investing for the future, Matthew K Feuling and the team at Edward Jones are dedicated to helping clients secure their financial well-being.

Andy Gagnon is a Financial Advisor at Ameriprise Financial Services, LLC located at 501 Minnesota 25, Monticello, Minnesota, United States. Andy 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 Andy's expertise and commitment to providing comprehensive financial planning services to clients, including estate planning, retirement planning, investment management, insurance products, and more. Andy is dedicated to helping individuals and families achieve their financial goals and navigate complex financial situations with confidence.

Virtual Bookkeeping AI, located at 4300 School Boulevard in Monticello, Minnesota, is a cutting-edge institution that combines human expertise with advanced AI technology to revolutionize bookkeeping in the accounting and finance industry. Our US-based team of experienced accountants utilizes AI capabilities to automate tasks such as data entry, invoice processing, and financial reporting, saving time and resources for both our bookkeepers and clients. We offer monthly pricing plans tailored to fit your budget and specific needs, ensuring high-quality accounting services without straining your finances. Our services are suitable for small to large businesses with varying transaction volumes, providing weekly AI bookkeeping services, automated expense categorization, and invoicing solutions.