Financial legacy planning in Minnesota

LPL Financial-Andrew Fraley CFP is a finance and insurance agency located at 9298 Central Avenue Northeast in Blaine, Minnesota, United States. As a Certified Financial Planner, Andrew Fraley offers expert financial planning and investment services to help individuals and families achieve their financial goals. With a focus on personalized solutions and comprehensive financial strategies, LPL Financial-Andrew Fraley CFP is dedicated to helping clients secure their financial future.

Lakeside Legacy Wealth Advisors - Thrivent is a reputable finance and insurance agency located at 6687 Blue Heron Drive, Circle Pines, Minnesota, United States. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals and secure their future. We offer a wide range of services including investment planning, retirement planning, insurance solutions, and more. Trust Lakeside Legacy Wealth Advisors - Thrivent to provide you with expert guidance and personalized strategies to help you build and protect your wealth.

GEN Financial Management Inc is a finance institution located at 10810 Old County Road 15 in Plymouth, Minnesota, United States. At GEN Financial, we go beyond traditional wealth management to truly understand our clients' financial goals and implement their family legacy plans. With over 25 years of experience, we provide personalized guidance and service to individuals, families, businesses, and the community. Our focus is on what matters most to you and what can be controlled in life, ensuring that your financial future is secure. Our priority is always integrity, trust, and accountability in all client relationships. Contact us today to experience the peace of mind that comes with expert financial management.

Valtinson Bruner Financial Planning is a finance institution located at 388 Cleveland Avenue Southwest, New Brighton, Minnesota, United States. Since 1984, we have been helping clients minimize taxes, maximize retirement income, and retire with confidence. As a fiduciary, fee-based firm, we always act in our clients' best interest and provide comprehensive financial planning services, including tax strategies that most people are not aware of. Our one-stop shop handles all of our clients' financial planning needs, from retirement income to legacy planning. We offer personalized plans based on individual goals and timelines, and we specialize in reducing tax burdens to keep more money in your pocket. Our blog, Sketchpad Simple, simplifies complex financial topics in plain English. Contact us to schedule an appointment and start your journey to financial clarity and retirement confidence.

Jim Benson - RBC Wealth Management Financial Advisor is a reputable financial institution located at 250 Nicollet Mall in Minneapolis, Minnesota, United States. Specializing in wealth management services, Jim Benson provides expert financial advice and guidance to help individuals and businesses achieve their financial goals. With a strong focus on personalized service and a commitment to excellence, clients can trust in Jim Benson to provide sound investment strategies and tailored financial solutions. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Jim Benson - RBC Wealth Management Financial Advisor is dedicated to helping you secure a prosperous financial future.

Laurel Wealth Planning is a finance institution located at 3300 Edinborough Way, Edina, Minnesota, United States. If you have worries about managing your money, our team of financial advisors in Minneapolis/St. Paul can help you feel more confident about your choices. As full-service, fee-only fiduciaries, we prioritize your financial interests and goals, offering comprehensive financial plans that cover tax planning, investment strategies, estate planning, retirement planning, and more. We strive to build long-term relationships with our clients, understanding their preferences, priorities, and passions to provide high-touch service and a holistic approach to financial planning. Our clients, many of whom are women with substantial financial resources, trust us to navigate life transitions and empower them to leave a meaningful legacy aligned with their values.

Apex Legacy Consultants, located at 1915 Minnesota 36 in Roseville, Minnesota, is a finance institution that believes in the power of ordinary people to make a difference in the world through their favorite nonprofits. They empower donors to align their values with charitable giving and provide expertise in planned giving to maximize resources for nonprofits. Whether you need assistance with charitable deductions, personal storytelling, or creating a comprehensive legacy plan, Apex is there to help. Contact them at 612.440.1882 or [email protected] to start planning your meaningful legacy today.

Edward Jones - Financial Advisor: Julian Locke, CFP®|ChFC®|CRPC™ is a reputable finance institution located at 249 Snelling Avenue South in Saint Paul, Minnesota, United States. With a team of highly qualified professionals led by Julian Locke, who holds certifications as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Retirement Planning Counselor (CRPC™), the institution provides expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Edward Jones is committed to providing personalized and comprehensive financial solutions tailored to your individual needs. Visit us today to start planning for a secure financial future.

Creative Financial Group LLC is a finance institution located at 1150 Northland Drive in Mendota Heights, Minnesota, United States. Our team of financial experts is dedicated to providing innovative and personalized financial solutions to help our clients achieve their goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Creative Financial Group LLC is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

United Prairie Financial Network - Kelly Meyer is a trusted financial institution located in Worthington, Minnesota. With a focus on providing personalized financial solutions to individuals and businesses, Kelly Meyer and her team offer a wide range of services including wealth management, retirement planning, investment advice, and more. Located at 905 McMillan Street, United Prairie Financial Network is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Kelly Meyer and her team are dedicated to providing expert guidance and support every step of the way. Visit United Prairie Financial Network - Kelly Meyer today to start building a strong financial foundation for tomorrow.

Daniel Harris - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 9362 Oak Avenue, Waconia, Minnesota, United States, offers a range of financial services to individuals. Daniel Harris holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment fiduciary practices, and portfolio management. Additionally, Daniel Harris is trained in behavioral finance and holds certifications in specialized areas such as divorce financial analysis, estate planning, and exit planning. With a commitment to excellence and a focus on providing tailored financial advice, Daniel Harris is dedicated to helping clients achieve their financial goals.

Raymond James Financial Services is a finance institution located at 812 Main Street Northwest in Elk River, Minnesota, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Raymond James Financial Services provides personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for your future, or secure your financial legacy, Raymond James Financial Services is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Constellation Wealth Group - Ameriprise Financial Services, LLC is a finance institution located in Plymouth, Minnesota, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides regular reviews and updates to ensure that clients' approaches align with their changing life circumstances. Clients can schedule a complimentary initial consultation to learn more about how the institution can help them achieve their financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states and clients can find additional information on the advisor's personal website or FINRA's BrokerCheck website. The institution cannot guarantee future financial results. Users of the site are bound by the terms of the Ameriprise Financial Website Rules and Regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Clients can refer friends or family members to the institution to help them achieve their financial goals. The institution values privacy and security, offering an Online Security Guarantee and information about email fraud.

Wayzata, MN Private Wealth Management - UBS Financial Services Inc. is a leading financial institution located at 681 Lake Street East in Wayzata, Minnesota. Specializing in private wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, we provide comprehensive financial planning, investment management, and wealth preservation strategies. Whether you are planning for retirement, saving for your children's education, or seeking to grow your wealth, our team is committed to providing you with the guidance and support you need to succeed. Trust in Wayzata, MN Private Wealth Management - UBS Financial Services Inc. to help you navigate the complexities of the financial world and make informed decisions for your financial well-being.

Rick Patton - RBC Wealth Management Financial Advisor is a leading financial institution located at 445 Lake Street East in Wayzata, Minnesota, United States. As a trusted advisor in the finance industry, Rick Patton provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a strong focus on wealth management, Rick Patton offers expert advice and guidance to individuals and businesses looking to secure their financial future. Whether you are planning for retirement, investing for the future, or seeking to grow your wealth, Rick Patton - RBC Wealth Management Financial Advisor is dedicated to providing comprehensive financial solutions tailored to your specific needs.

Jacob Stark is a Financial Advisor at Ameriprise Financial Services, LLC, located at 7212 Metro Boulevard, Edina, Minnesota, United States. Jacob 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®. With expertise in asset management, retirement planning, estate planning, and more, Jacob provides comprehensive financial services to individuals and businesses. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Jacob Stark is dedicated to helping clients achieve their financial goals with integrity and professionalism.

Jason Heath is a Financial Advisor at Ameriprise Financial Services, LLC, located at 7212 Metro Boulevard in Edina, Minnesota, United States. Jason 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®, CFP®, 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 Jason's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and insurance products. Jason is committed to providing comprehensive and personalized financial advice to his clients, ensuring they achieve their financial goals and objectives.

Bennett Cooper is a financial advisor at Ameriprise Financial Services, LLC located at 7212 Metro Boulevard, Edina, Minnesota, United States. Bennett Cooper holds various certifications 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 demonstrate Bennett Cooper's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. Bennett Cooper is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Bennett Cooper for expert guidance on your financial goals and needs.

Christopher Roloff is a Financial Advisor at Ameriprise Financial Services, LLC located at 7212 Metro Boulevard in Edina, 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®. Christopher specializes in providing financial advice and planning for individuals, retirees, small business owners, and high net worth clients. He is committed to upholding a code of ethics and staying up-to-date on industry knowledge through continuing education requirements. Christopher's expertise covers a wide range of topics including asset management, investment strategies, estate planning, retirement planning, insurance products, and more. His goal is to help clients make informed decisions and achieve their financial goals with confidence.

Timothy Jon Werner is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 7212 Metro Blvd, Edina, 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 and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Timothy Jon Werner is dedicated to helping clients make informed decisions and achieve their financial goals through personalized wealth management strategies.

Benjamin Freeman - RBC Wealth Management Financial Advisor is a premier financial institution located in Edina, Minnesota. As a trusted advisor, Benjamin Freeman offers personalized financial planning and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Benjamin provides expert guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Benjamin Freeman - RBC Wealth Management Financial Advisor is dedicated to helping you achieve success. Visit their office at 7650 Edinborough Way to learn more about their comprehensive financial services.

Robert Shinar is a Financial Advisor at Ameriprise Financial Services, LLC, located at 7212 Metro Boulevard in Edina, Minnesota, United States. Robert holds several 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®, CFP®, Certified Fund Specialist, ChFC®, 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 showcase Robert's expertise in various areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Robert provides top-notch financial advisory services to individuals and small business owners.

Mark Cheeley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10159 Wayzata Boulevard in Minnetonka, Minnesota, offers a range of financial services to meet the diverse needs of individuals. Mark Cheeley holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and client-centered approaches, Mark Cheeley provides personalized financial advice to help clients achieve their financial goals. Additionally, the institution offers training in behavioral finance, philanthropy, annuities, retirement planning, and more to ensure that clients receive comprehensive and tailored financial solutions. Whether you are planning for retirement, managing your investments, or navigating complex financial decisions, Mark Cheeley is committed to providing you with the expertise and guidance you need to secure your financial future.

Barton C Kosen - Private Wealth Advisor at Ameriprise Financial Services, LLC is a premier financial institution located in Edina, Minnesota, United States. With a focus on providing personalized wealth management services, Barton C Kosen helps clients navigate their financial goals and achieve long-term success. From retirement planning to investment strategies, clients can trust in the expertise and dedication of this esteemed institution. Visit Barton C Kosen at 7212 Metro Boulevard for comprehensive financial solutions tailored to your individual needs.

Dennis B G Rowland is a financial advisor at Ameriprise Financial Services, LLC, located at 7601 France Avenue South in Edina, Minnesota, United States. With years of experience in the finance industry, Dennis provides personalized financial planning services to help clients achieve their financial goals. Whether it's retirement planning, investment strategies, or wealth management, Dennis is dedicated to helping clients navigate their financial future with confidence. Contact Dennis B G Rowland today for expert financial advice and guidance.

Larson Financial - Minneapolis Branch is a reputable finance institution located at 6160 Summit Drive North in Minneapolis, Minnesota, United States. Our dedicated team of financial professionals is committed to providing top-notch financial services and solutions to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our experienced team is here to help. Visit us at Larson Financial - Minneapolis Branch and let us help you secure your financial future.

Legacy Private Wealth Group - Ameriprise Financial Services, LLC is a finance institution located at 7212 Metro Boulevard in Edina, Minnesota, United States. As a part of the Forbes Best-in-State Wealth Management Teams in 2023, we prioritize helping clients achieve their long-term financial goals. Our services include providing investment recommendations, asset allocation strategies, and portfolio management tailored to individual goals and risk tolerance. We offer regular meetings to review progress, update strategies as life changes, and track progress towards financial objectives. Clients can access their investments and accounts securely from any device and receive personalized support to meet their financial needs. Our team is dedicated to helping clients navigate the current market conditions and make informed decisions about their investments. We also offer secure document shredding services with Shred Right, a AAA NAID-certified company.

John Reamer is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 959 Old Highway 8 in New Brighton, Minnesota, United States. Specializing in finance, John Reamer 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®. John Reamer is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and comprehensive knowledge in asset management, investment strategies, estate planning, and risk management, John Reamer is committed to helping clients achieve their financial goals and secure their financial future.

Raymond James Financial Services, located at 3300 Edinborough Way in Edina, Minnesota, is a trusted finance institution that can help you navigate the complexities of managing your money. Our team of financial advisors in Minneapolis/St. Paul are dedicated to safeguarding your financial interests and helping you achieve your goals. As fee-only fiduciaries, we provide comprehensive financial planning services that cover tax planning, investment strategies, estate planning, retirement planning, and more. We believe in building long-term relationships with our clients, understanding their unique preferences and priorities to provide personalized, high-touch service. Whether you are a woman with substantial financial resources facing a life transition or someone looking to leave a meaningful legacy, we are here to empower you to make informed financial decisions that align with your values.

Lane C Gans is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2805 Dodd Road, Eagan, Minnesota, United States. Lane C Gans 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®. These certifications demonstrate Lane C Gans' expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and financial planning for various needs. Lane C Gans is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.