The 30 Best Financial advisory services in Alexandria, Minnesota

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.

Edward Jones - Financial Advisor: Justine S Whitman, AAMS™ is a trusted financial institution located at 1111 Broadway Street in Alexandria, Minnesota, United States. Justine S Whitman is a knowledgeable and experienced financial advisor who holds the Accredited Asset Management Specialist (AAMS™) designation. At this institution, clients can expect personalized financial advice and guidance to help them achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Justine S Whitman and her team are dedicated to providing top-notch financial services to help you secure your financial future.

UBS Financial Services Inc. is a finance institution located at 324 Broadway Street, Alexandria, Minnesota, United States. At UBS, we believe in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. We are committed to understanding what wealth means for each individual, offering finely crafted financial advice tailored to your needs. Our experts provide insights on market trends and investor mindset to keep you ahead of the curve. Whether you are pursuing financial goals for today, tomorrow, or generations to come, we can help create a wealth strategy that supports you at every stage of life. For prominent individuals and families, we provide access to experts, thought leaders, and peers globally. Our services include investment advisory and brokerage services, offering a range of solutions to help you achieve financial success. Join us for our virtual events and stay informed on the latest market analysis and trends. Let us help you pursue what's important to you.

Pierce & Associates Co. is a reputable institution located at 1002 Broadway Street in Alexandria, Minnesota, United States. With a strong commitment to providing top-notch services, they specialize in a wide range of financial and business consulting solutions. Their team of experienced professionals is dedicated to helping clients achieve their goals and navigate complex financial challenges. Whether you are seeking assistance with tax planning, accounting, or business advisory services, Pierce & Associates Co. is here to provide expert guidance and support. Visit their office today to learn more about how they can help you succeed.

John Severson - Thrivent is a finance institution located at 2308 South Broadway Street, Alexandria, Minnesota, United States. They are licensed in multiple states including AL, CA, MN, NC, ND, and TX. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. They offer advice and guidance through their Financial Planning Framework, and clients can further their planning engagement with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors can provide investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.

Paul Amundson - Thrivent is a finance institution located at 2308 South Broadway Street in Alexandria, Minnesota, United States. Licensing for their services is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can opt to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Alan Iverson - Thrivent is a finance institution located at 1920 Turning Leaf Lane SW, Alexandria, Minnesota, United States. Licensing information can be found through the State Insurance Department's website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. The institution provides advice and guidance through its Financial Planning Framework, with the option for clients to further engage in planning services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services. Securities and investment advisory services are provided by Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors are qualified to offer investment advisory services. For more information on professional designations and requirements, visit the institution's website.

Lucas Kosters - Thrivent is a finance institution located at 1920 Turning Leaf Lane, Alexandria, Minnesota, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals in those areas. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. These services are provided by licensed financial advisors and professionals who are credentialed to offer investment advisory services. For more information on their financial advisors and professional designations, visit their website or FINRA's Broker Check.

Thrivent - Trinity Advisor Group, located at 2308 South Broadway Street in Alexandria, Minnesota, is a finance institution dedicated to guiding Christians towards a life of financial clarity and confidence. With over 70 years of combined experience, each financial advisor at Trinity Advisor Group represents a different generation, allowing for a diverse and comprehensive approach to financial planning. The institution focuses on three cornerstones: Taxation, providing unbiased advice, and establishing personal, meaningful, and achievable goals for clients. By following a disciplined process, clients have found that these principles help create a life of financial clarity. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult their attorney or tax professional. Licensing information is available through the State Insurance Department's website. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Financial advisors at Thrivent are credentialed to provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.

Theo Haar - Thrivent is a finance institution located at 2308 South Broadway Street, Alexandria, Minnesota, United States. The institution is licensed in multiple states including AZ, FL, MA, MN, ND, NE, SD, and TX. 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 may choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information about Thrivent's financial advisors and professional designations, visit their website or FINRA's Broker Check.

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.