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TOP 30 Estate planning services in Alexandria, MN
20 results found
Search for local businesses, places and services near you
Kalina Financial Services
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 - Financial Advisor, Ameriprise Financial Services, LLC
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.
Thomas Steidl - Private Wealth Advisor, Ameriprise Financial Services, LLC
Thomas Steidl - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 817 Broadway Street in Alexandria, Minnesota, is a finance institution that offers a wide range of services to meet the diverse needs of individuals seeking expert financial advice. Thomas Steidl holds multiple certifications, including the 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 Thomas Steidl's commitment to excellence and expertise in various areas of financial planning and wealth management. Whether you are looking for assistance with asset management, retirement planning, estate planning, investment strategies, insurance products, or other financial needs, Thomas Steidl is equipped to provide personalized guidance and support. Contact Thomas Steidl - Private Wealth Advisor, Ameriprise Financial Services, LLC, to schedule a consultation and take the first step towards achieving your financial goals.
Justin Thoennes - Associate Financial Advisor, Ameriprise Financial Services, LLC
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 - Private Wealth Advisor, Ameriprise Financial Services, LLC
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 - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
Schoep Law Firm LLC
Schoep Law Firm LLC is a reputable legal institution located at 507 Nokomis Street in Alexandria, Minnesota. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you are in need of representation in a criminal case, assistance with estate planning, or guidance in a business matter, Schoep Law Firm LLC is here to help. Contact us today to schedule a consultation and discuss your legal needs.
Pemberton Law
Pemberton Law is a reputable law firm located at 203 22nd Avenue West in Alexandria, Minnesota, United States. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in the local community and beyond. With a commitment to delivering top-notch legal services, Pemberton Law is dedicated to helping individuals and businesses navigate the complexities of the legal system and achieve favorable outcomes. Whether you are in need of assistance with estate planning, real estate transactions, business law, or other legal matters, Pemberton Law is here to provide the guidance and support you need. Contact them today to schedule a consultation.
Mount Carmel Ministries
Mount Carmel Ministries is a unique institution located in Alexandria, Minnesota, United States. As a real estate agency, we specialize in helping individuals and families find their perfect home or property. Our experienced agents are dedicated to providing personalized service and guidance throughout the buying or selling process. In addition to our real estate services, Mount Carmel Ministries also operates as a travel agency, offering exciting and memorable travel experiences for our clients. Whether you're looking to book a relaxing beach vacation, an adventurous hiking trip, or a cultural tour of a new city, our travel experts are here to help you plan the perfect getaway.
McCarten Law Firm
McCarten Law Firm is a reputable legal institution located at 1210 Broadway Street in Alexandria, Minnesota, United States. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a focus on personalized attention and tailored solutions, McCarten Law Firm is committed to achieving the best possible outcomes for each individual case. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
Levasseur Law Office
Levasseur Law Office is a reputable law firm located at 1114 Broadway Street in Alexandria, Minnesota, United States. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Levasseur Law Office is here to help. Our commitment to our clients and our expertise in the field make us a trusted choice for legal representation in the Alexandria area. Contact us today to schedule a consultation.
Thornton Dolan Bowen Klecker & Burkhammer, P.A.
Thornton Dolan Bowen Klecker & Burkhammer, P.A. is a well-established law firm located at 1017 Broadway Street in Alexandria, Minnesota, United States. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, estate planning, or business law, the attorneys at Thornton Dolan Bowen Klecker & Burkhammer, P.A. are here to help. Known for their professionalism, expertise, and commitment to achieving the best possible outcomes for their clients, this law firm is a trusted resource for individuals and businesses in the Alexandria area.
Swenson Lervick Syverson Trosvig Jacobson Cass Donahue, PA
Swenson Lervick Syverson Trosvig Jacobson Cass Donahue, P.A. is a reputable law firm located at 710 Broadway Street in Alexandria, Minnesota. With decades of experience, our skilled legal team is dedicated to educating and empowering clients to make informed decisions. Whether you need assistance with business matters, family law, estate planning, personal injury, real estate transactions, or alternative dispute resolution, we are here to help. Our personalized approach and commitment to service have earned us praise from satisfied clients. We strive to protect your interests and provide timely legal advice to prevent small issues from escalating. Our office hours are Monday-Friday from 8 a.m. to 4:30 p.m., with extended summer hours. Contact us today for expert legal guidance and representation.
Leuthner & Huether, Ltd.
Leuthner & Huether, Ltd. is a reputable law firm located at 2304 South Broadway Street in Alexandria, Minnesota. With a team of experienced and dedicated lawyers, they offer a wide range of legal services to individuals and businesses in the area. From personal injury cases to estate planning and real estate transactions, Leuthner & Huether, Ltd. provides expert legal representation and guidance to their clients. Their commitment to professionalism and client satisfaction sets them apart as a trusted institution in the legal community.
Derek A. Trosvig
Derek A. Trosvig is a reputable law firm located at 710 Broadway Street in Alexandria, Minnesota, United States. Our skilled legal team has decades of experience and is dedicated to educating and empowering our clients to make informed decisions. Whether you are dealing with business matters, family law issues, personal injury cases, real estate transactions, estate planning, or alternative dispute resolution, we are here to protect your interests. The law firm of Swenson Lervick Syverson Trosvig Jacobson Cass Donahue, P.A. has been serving individuals and business owners in central Minnesota since 1961. Our personalized approach and commitment to client service set us apart. Our clients have praised our excellent communication skills and guidance in navigating legal challenges.
Joellen Doebbert Attorney At Law
Joellen Doebbert Attorney At Law is a trusted estate planning attorney located in Alexandria, Minnesota. With a focus on capturing and preserving your personal legacy, JoEllen's unique process ensures that your values and life lessons are reflected in your estate planning. Serving clients in Douglas and Pope Counties since 1991, JoEllen will listen to your story, articulate your objectives, and provide solutions for peace of mind for you and your family. Specializing in Revocable Trusts, powers of attorney, and healthcare directives, JoEllen helps clients create customized estate plans that reflect their unique situations and goals. The institution also offers Legacy Conversations, turning simple chats into lasting treasures by recording and sharing life lessons and experiences.
Johnston Scott T
Johnston Scott T is a reputable law firm located in Alexandria, Minnesota, United States. With a team of experienced and knowledgeable lawyers, they provide top-notch legal services to their clients. Whether you are in need of representation for a personal injury case, family law matter, or estate planning, Johnston Scott T is dedicated to providing high-quality legal assistance tailored to your specific needs. With a strong commitment to professionalism and client satisfaction, you can trust Johnston Scott T to handle your legal matters with expertise and care.
Velde Moore Ltd
Velde Moore Ltd is a reputable law firm located at 1118 Broadway Street in Alexandria, Minnesota. Our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you are in need of assistance with a personal injury case, family law matter, or estate planning, we are here to help. With a commitment to excellence and a focus on achieving the best possible outcome for our clients, Velde Moore Ltd is the go-to choice for all your legal needs in the Alexandria area. Contact us today to schedule a consultation.
Timothy Urness - Thrivent
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.
patty peterson pllc
Patty Peterson PLLC is a reputable law firm located at 2807 South Crestwood Drive Northeast in Alexandria, Minnesota. Specializing in various areas of law, including family law, estate planning, and real estate transactions, our team of experienced attorneys provide personalized legal services to meet the unique needs of each client. With a commitment to professionalism, integrity, and excellence, Patty Peterson PLLC is dedicated to providing top-notch legal representation and guidance to individuals and families in the Alexandria area. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
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