Financial advisor for investment advice in Chanhassen, Minnesota
11 results found
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Jason Quinn - COUNTRY Financial Representative
● OpenJason Quinn - COUNTRY Financial Representative is a trusted finance and insurance agency located at 2651 West 78th Street in Chanhassen, Minnesota. With a commitment to providing personalized service and financial solutions tailored to each client's unique needs, Jason Quinn and his team are dedicated to helping individuals and families achieve their financial goals and protect what matters most. Whether you are looking for insurance coverage, retirement planning, or investment advice, Jason Quinn - COUNTRY Financial Representative is here to assist you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
2651 W 78th St, Chanhassen, MN 55317, United States -
Julie Cook - COUNTRY Financial Representative
● OpenJulie Cook - COUNTRY Financial Representative is a trusted finance and insurance agency located at 2651 West 78th Street in Chanhassen, Minnesota, United States. With a focus on providing personalized financial solutions and insurance options, Julie Cook helps individuals and families achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Julie Cook is dedicated to providing expert guidance and exceptional customer service. Contact Julie Cook - COUNTRY Financial Representative today to start securing your financial future.
2651 W 78th St, Chanhassen, MN 55317, United States -
Jesse Segal - COUNTRY Financial Representative
● OpenJesse Segal - COUNTRY Financial Representative is a trusted finance and insurance agency located at 2651 West 78th Street in Chanhassen, Minnesota, United States. With a strong reputation for providing personalized financial services and insurance solutions, Jesse Segal helps clients secure their financial future and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Jesse Segal is committed to helping you achieve your financial goals with professionalism and expertise. Contact Jesse Segal today to schedule a consultation and start planning for a secure financial future.
2651 W 78th St, Chanhassen, MN 55317, United States -
Sona Wealth Advisors
● OpenSona Wealth Advisors is a finance institution located at 200 Southdale Center in Edina, Minnesota, United States. We specialize in Fee-Only Financial Planning & Investing for clients in Chanhassen, MN, the greater metro area of Minneapolis, and virtually. Our clients have provided testimonials, each giving permission for publication, and no client has been compensated for their feedback. We are a registered investment adviser (RIA) offering advisory services in Minnesota and other exempt jurisdictions. Our team at Sona Wealth, Sona Wealth Advisors, and Sona Wealth Management is dedicated to providing personalized investment advice, with a focus on individual client outcomes. For more information, please visit BrokerCheck & ADV at https://brokercheck.finra.org, or contact us directly for additional details. Please note that all information on our website is for informational purposes only, and we recommend discussing any ideas or strategies with an advisor before implementation.
200 Southdale Ctr, Edina, MN 55435, United States -
Edward Jones - Financial Advisor: Perry Heles
● OpenEdward Jones - Financial Advisor: Perry Heles is a reputable financial institution located at 480 West 78th Street in Chanhassen, Minnesota, United States. As a trusted advisor, Perry Heles provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Perry Heles is committed to helping clients navigate the complexities of the financial world and make informed decisions about their investments. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Perry Heles is dedicated to providing sound financial advice tailored to your individual needs.
480 W 78th St #107, Chanhassen, MN 55317, United States -
Samuel Reber - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSamuel Reber is a financial advisor at Ameriprise Financial Services, LLC located at 854 West 78th Street, Chanhassen, Minnesota, United States. He 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®, 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 various areas of finance including asset management, estate planning, retirement planning, investment strategies, and more. Samuel Reber is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Samuel Reber today for expert financial advice and guidance.
854 W 78th St Ste 200, Chanhassen, MN 55317, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a financial institution located at 7830 Market Boulevard in Chanhassen, Minnesota, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to providing personalized advice and guidance to help clients make informed decisions about their finances. Whether you are looking to plan for retirement, save for college, or grow your investments, Wells Fargo Advisors is committed to helping you build a secure financial future.
7830 Market Blvd, Chanhassen, MN 55317, United States -
Sona Wealth Advisors
● OpenSona Wealth Advisors is a finance institution located at 1600 Utica Avenue South in St. Louis Park, Minnesota, United States. We provide Fee-Only Financial Planning & Investing services for clients in Chanhassen, MN, the greater metro area of Minneapolis, and virtually. Our testimonials are provided by current clients who have given permission for their feedback to be published. We do not compensate clients for testimonials, and each client's outcomes are personal and unique. Sona Financial, LLC is a registered investment adviser offering advisory services in Minnesota and other exempt jurisdictions. Our website is not a solicitation for investment advisory services in other jurisdictions unless permitted by law. We provide personalized investment advice only after complying with jurisdiction requirements. Our firm believes in providing accurate and reliable information, and we recommend discussing all information with a financial advisor, accountant, or legal counsel before implementation.
LifeTime Work, 1600 Utica Ave S Suite 900, St Louis Park, MN 55416, United States -
Colleen Weber CPA, CFP
● OpenColleen Weber CPA, CFP is a reputable accounting and finance institution located at 470 West 78th Street in Chanhassen, Minnesota, United States. With a team of highly skilled professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Whether you are an individual looking for personalized financial advice or a business in need of expert accounting services, Colleen Weber CPA, CFP is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take control of your financial future.
470 W 78th St Suite 200, Chanhassen, MN 55317, United States -
Gordy Gutowsky
● OpenGordy Gutowsky is a reputable finance institution located at 7955 Stone Creek Drive in Chanhassen, Minnesota, United States. With a strong focus on providing top-notch financial services and expertise, Gordy Gutowsky is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Gordy Gutowsky is here to help. Trust in Gordy Gutowsky for all your financial needs.
7955 Stone Creek Dr, Chanhassen, MN 55317, United States -
Eric Werlinger - Thrivent
● OpenEric Werlinger - Thrivent is a finance institution located at 99 Lake Drive East in Chanhassen, Minnesota, United States. Specializing in Retirement and College Planning Solutions for the Twin Cities and Glencoe area, Eric Werlinger proudly serves both communities. With licenses in Arizona, California, Florida, Minnesota, Texas, and Wisconsin, Eric Werlinger is dedicated to providing financial advice and guidance to his clients. As a financial professional with Thrivent, Eric does not provide legal, accounting, or tax advice, but offers a Financial Planning Framework to review and analyze a client's financial situation. Clients may choose to further their planning engagement through Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and services through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors are qualified to provide investment advisory services. For more information on professional designations and requirements, visit Thrivent's website or FINRA's Broker Check.
99 Lake Dr E #100, Chanhassen, MN 55317, United States
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