TOP 10 Financial life management in Minnesota

Allianz Life Insurance Company of North America, located at 5701 Golden Hills Drive in Minneapolis, Minnesota, is a trusted provider of retirement solutions with over 125 years of experience. Their innovative products offer financial protection, guaranteed retirement income, and flexible premium options. Allianz annuities provide dependable retirement income and accumulation potential, while their life insurance offers a tax-free death benefit for loved ones. Buffered ETFs from Allianz Investment Management LLC can help hedge retirement portfolios from market drops. The institution is committed to supporting underrecognized businesses in the community for a more sustainable future. For more information, visit their website or contact them directly. Please note that some products and features may vary by state and involve risks, so it's important to carefully consider all information before investing.

Financial Resources Solutions is a leading finance institution located at 10416 Wyoming Avenue South in Bloomington, Minnesota. We specialize in providing expert financial solutions to individuals and businesses looking to manage their resources effectively. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized and strategic planning. Whether you need assistance with budgeting, investments, loans, or any other financial matter, Financial Resources Solutions is here to help. Trust us to provide you with the resources and guidance you need to secure a stable financial future.

Haggerty Insurance & Financial Services is a reputable insurance agency located at 1206 North Frontage Road in Hastings, Minnesota, United States. Specializing in health insurance, this institution offers a wide range of coverage options to meet the needs of individuals and families. With a team of experienced professionals, Haggerty Insurance & Financial Services provides personalized service and expert advice to help clients make informed decisions about their insurance needs. Whether you are looking for health insurance for yourself or your business, you can trust Haggerty Insurance & Financial Services to provide reliable and affordable coverage options.

Rich Frankson - COUNTRY Financial Representative is a trusted finance, health, and insurance agency located at 808 West Broadway Avenue in Forest Lake, Minnesota. As a representative of COUNTRY Financial, Rich Frankson is dedicated to helping individuals and families secure their financial future and protect their health and assets. With a focus on personalized service and comprehensive insurance solutions, Rich Frankson is committed to providing peace of mind and financial stability to his clients. Whether you are looking for insurance coverage, retirement planning, or investment advice, Rich Frankson is here to help you every step of the way. Visit our office today to learn more about how we can assist you in achieving your financial goals.

Farm Bureau Financial Services, located at 24 East Main Street in Dodge Center, Minnesota, is an insurance agency dedicated to helping you protect what matters most in life. Whether you need insurance for your autos, home, life, business, farm, or ranch, or are looking for a comprehensive financial plan to achieve your future goals, Matthew Hemker and his team are here to customize coverage to fit your specific needs. Matthew Hemker, based in Dodge Center, MN, is ready to work with you to protect your future. Contact the office at (507) 374-6727 to schedule a meeting. Serving Dodge Center, MN, and the surrounding area, Farm Bureau Financial Services is committed to helping you stay up to date with the latest tips for your insurance, investment, and wealth management needs. Trust Matthew Hemker and his team to protect what matters most to you.

Bankers Life, located at 1530 Greenview Drive Southwest, Rochester, Minnesota, United States, is a finance, health, and insurance agency offering a comprehensive suite of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Humana, and UnitedHealthcare®. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare, planning for long-term care is essential. Our team can help you prepare for the future and have important discussions with your loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. If you are interested in helping your community achieve a financially secure retirement, our award-winning training programs and career paths can set you up for success. Enjoy unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Start planning your next steps with Bankers Life today!

Jasmine Fields, Bankers Life Agent is an insurance agency located at 1530 Greenview Drive Southwest in Rochester, Minnesota, United States. Our agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Humana, and UnitedHealthcare®. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. Planning for long-term care is essential in today's world, and we are here to guide you through the process. Bankers Life is currently recruiting for agent, manager, and investment professional positions. Join our team and help your community achieve a financially secure retirement. Our training programs are award-winning and will set you up for success. Enjoy unlimited earning potential, a flexible schedule, and team-building opportunities at your local branch office. Come achieve more at Bankers Life!

Marty Shindelar - COUNTRY Financial Representative is a trusted finance and insurance agency located at 3270 19th Street Northwest in Rochester, Minnesota. As a representative of COUNTRY Financial, Marty Shindelar offers a wide range of financial services and insurance options to help individuals and families protect their assets and plan for the future. With a commitment to personalized service and tailored solutions, Marty Shindelar is dedicated to helping clients achieve their financial goals and secure their financial well-being. Visit Marty Shindelar - COUNTRY Financial Representative today to learn more about their services and how they can help you plan for a secure financial future.

Farm Bureau Financial Services: Chris Bjerke is an insurance agency located at 506 Foltz Drive in Caledonia, Minnesota, United States. Our dedicated team, led by Chris Bjerke, is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on customer service and a wide range of insurance products, we strive to help individuals and families protect what matters most to them. Whether you are looking for auto, home, life, or farm insurance, we are here to help you navigate the complexities of insurance and find the coverage that best suits your needs. Visit us today to learn more about how we can help you secure your financial future.

Thrivent Financial is a reputable finance and insurance agency located at 114 South Kingston Street in Caledonia, Minnesota, United States. With a commitment to helping individuals and families achieve financial security and peace of mind, Thrivent Financial offers a wide range of financial products and services tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, insurance coverage, or wealth management services, Thrivent Financial has the expertise and resources to help you reach your financial goals. Visit their office today to learn more about how they can assist you in securing your financial future.

Located at 219 Main Street North in Stillwater, Minnesota, Merrill Lynch Financial Advisor Tina M Swanson offers insights, observations, and ideas to assist clients in achieving their financial goals. With a background in finance and a dedication to providing top-notch service, Tina has been working in the financial services industry since 1998. As a Financial Advisor and Resident Director at Merrill Lynch, she strives to support her clients by connecting them to global resources and banking services. Tina's expertise includes investment strategies, retirement planning, estate planning, and philanthropic giving. Tina is a CERTIFIED FINANCIAL PLANNER™ and a Senior Portfolio Advisor, specializing in managing investments on a discretionary basis and offering a wide range of portfolio options. She is committed to building strong client relationships based on trust and personalized service. In addition to her professional work, Tina is actively involved in her community through organizations like Stillwater Sunrise Rotary, where she promotes the value of service above self.

Located at 118 4th Street East in Hastings, Minnesota, Carlson Capital Management is a finance institution that offers a wide range of services including investment management, retirement planning, tax services, and estate planning. With over 35 years of experience, our team of trusted advisors work together to create custom financial plans that integrate all key financial disciplines. We understand that each client has unique financial planning needs, which is why we provide a personalized approach to ensure that all aspects of their financial situation are taken into account. Whether you are nearing retirement, going through a life transition, or simply looking for comprehensive financial services, we are here to help.

sion you need to make, Merrill Lynch Financial Advisor Nneka Serwaa Constantino is here to help. Located at 30 East 7th Street in Saint Paul, Minnesota, United States, Nneka brings over ten years of experience in the finance industry to assist you in making important financial decisions for you and your family. Nneka is dedicated to building a strong relationship with her clients and providing personalized wealth management strategies tailored to your goals, income requirements, and risk tolerance. She collaborates with a team of specialists at Merrill and Bank of America to offer a wide range of products and services, ensuring you receive the highest level of client service.

Kuitu Financial Services, Inc. is a family-owned financial services firm located at 8530 Eagle Point Boulevard, Lake Elmo, Minnesota, United States. Founded in 1969 by James H. Kuitu, the institution is now run by his sons, Eric J. Kuitu and Justin R. Kuitu. Specializing in investment strategies, business succession planning, retirement income strategies, and personal financial planning, Kuitu Financial Services is dedicated to managing and protecting their clients' assets. Both Justin R. Kuitu and Eric J. Kuitu are licensed to offer insurance products and securities in multiple states. The institution is affiliated with Principal Financial Group and offers products through Principal National Life Insurance Co., Principal Life Insurance Co., and other companies. Clients can schedule a free consultation with Kuitu Financial Services for personalized financial guidance.

Tiarks Financial is a reputable financial institution located at 218 South Main Street in Pine Island, Minnesota, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their finances effectively. With a team of experienced professionals, Tiarks Financial is dedicated to providing top-notch financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with budgeting, Tiarks Financial is committed to helping you achieve your financial goals. Visit their office today to learn more about how they can help you secure your financial future.

Full Circle Financial is a finance institution located at 1741 2nd Street Southwest, Rochester, Minnesota, United States. Our professional technology and personal guidance help organize and focus your financial life, giving you time to enjoy the things that bring you joy. We work with you to understand your values and needs, designing a financial plan that aligns with your goals. Our team of financial professionals offers a comfortable and clear conversational style, focusing on education and genuine interest in your well-being. We offer a range of services including portfolio management, retirement planning, tax opportunities, college planning, insurance evaluation, and long-term care considerations. Our personalized approach ensures that your financial plan aligns with your unique goals and values. We provide ongoing support and regular review meetings to ensure your plan adapts to changes in your life.

Thrivent Financial, located at 116 Elton Hills Lane Northwest in Rochester, Minnesota, is a finance institution that believes everyone deserves a solid financial plan they can trust. Their team of financial advisors is dedicated to understanding each client's unique situation and goals in order to create a personalized financial plan that prioritizes what matters most to them. Thrivent offers free virtual coaching through Money Canvas™ to help clients build healthier money habits at their own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you navigate the challenges and opportunities that life brings. They offer charitable planning options and generosity programs to help clients give back to their communities.

Merrill Lynch Financial Advisor Janet L Flack is a finance institution located at 4041 28th Street Northwest, Rochester, Minnesota, United States. Specializing in serving successful executives, business owners, and their families, the institution focuses on providing personalized wealth management services to help clients pursue prosperity with confidence and wisdom. The Flack Wealth Management Team, with over 110 years of collective industry experience, understands the challenges faced by high-net-worth investors and dedicates their financial advisory service model to supporting clients in creating, growing, and preserving their wealth. By limiting the number of investors they support, the team ensures they have the time and resources to deliver deep client service, building meaningful relationships based on trust and respect. With a focus on thorough planning support, modern guidance, and proactive communication, the team helps clients address their financial needs, goals, and visions to create a comprehensive wealth plan tailored to their unique objectives.

Carlson Capital Management, located at 30 3rd Street Southeast in Rochester, Minnesota, offers a wide range of financial services including investment management, retirement planning, tax services, and estate planning. With over 35 years of experience, our team of trusted advisors work together to create personalized financial plans that integrate key disciplines such as investment, estate, tax, retirement, risk management, and philanthropic planning. Whether you are nearing retirement, going through a life transition, or simply looking for comprehensive financial services, CCM is here to help. Request a conversation with one of our advisors to learn more about how we can assist you with your financial planning needs. Justin D. Stets is the CEO of CCM, with Greg Carlson serving as Chairman and Co-Founder. Stay informed about market trends and ensure your estate plan is up to date with our annual estate planning checklist. Let us help you optimize your tax bracket management to minimize your lifetime tax experience.

Private Wealth Management at U.S. Bank in Rochester, Minnesota is dedicated to helping individuals and families achieve their financial goals. Our experienced team works with a diverse range of clients, including doctors, corporate executives, and women, to provide personalized advice and support. We are committed to helping you build the life and legacy you deserve. In addition to our financial services, we are actively involved in supporting the local community through various charitable organizations. Insurance products are available through our affiliate U.S. Bancorp Investments. Our team believes in giving back, with over $31 million in charitable giving and 168,000 volunteer hours provided in Minnesota over the past three years. Contact us to learn more about how we can help you manage your wealth and plan for the future.

Merrill Lynch Wealth Management, located at 4041 28th Street Northwest in Rochester, Minnesota, United States, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch provide tailored financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, working closely with clients to understand their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which it operates. Merrill Lynch Wealth Management provides access to industry-skilled advisors, investing insights, and a disciplined wealth planning platform to help clients pursue their financial and life goals. With a focus on client relationships and personalized investment approaches, Merrill Lynch offers professional training, mentoring, and technology to support advisors in assisting clients with their unique financial goals. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser, offers a broad range of brokerage, investment advisory, and other services. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Banking products are offered by Bank of America, N.A. and affiliated banks.

Thrivent Financial-Lutherans, located at 1009 Whitewater Avenue in Saint Charles, Minnesota, is a finance institution that believes everyone deserves a financial plan they can be confident about. Their team of financial advisors can help match you with resources based on your top financial concerns, understanding your unique situation and goals to create a plan that prioritizes what matters most to you. Whether you're just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors can help you navigate the challenges and opportunities life presents. Their free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Thrivent is passionate about giving back and offers generosity programs and charitable planning options for clients who want to make a difference in their communities.

Samantha Cowley is a Financial Advisor at Ameriprise Financial Services, LLC, located at 394 South Lake Avenue in Duluth, Minnesota, United States. She 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, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Samantha specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She is committed to upholding a high standard of ethics and professionalism in her practice, ensuring that clients receive expert advice and guidance in areas such as asset management, investment strategies, estate planning, insurance products, retirement planning, and more. Samantha's expertise and dedication to her clients make her a trusted and reliable financial advisor in the Duluth area.

Conrad B Hjort is a financial advisor at Ameriprise Financial Services, LLC located at 227 West 1st Street in Duluth, Minnesota, United States. Conrad 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®, 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 Conrad's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment strategies, and more. Conrad is dedicated to providing personalized financial advice and guidance to help individuals achieve their financial goals.

Thrivent Financial – Duluth is a finance and insurance agency located at 2711 West Superior Street in Duluth, Minnesota, United States. At Thrivent, we believe that everyone deserves a financial plan they can be confident about, which is why we strive to match our clients with the right financial advisor based on their individual needs and concerns. Our free virtual coaching service, Money Canvas™, empowers clients to build healthier money habits at their own pace. We seek to understand each client's unique situation and goals in order to create a financial plan that prioritizes what matters most to them, whether they are just starting out, building a foundation, or nearing retirement.

Brian Johnson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 227 West 1st Street, Duluth, Minnesota, United States. Brian 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®. Brian is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is committed to upholding the highest standards of ethics and professionalism in the field of finance, and is well-equipped to address a wide range of financial needs and goals. Contact Brian Johnson today for expert financial guidance and personalized wealth management solutions.

Nathan A Kerkow is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 84 Northwest 3rd Street, Forest Lake, Minnesota, United States. Nathan 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®, 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 Certified Military Financial Advisor® (CFMA®). Nathan 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 asset management, investment strategies, estate planning, and risk management, Nathan's comprehensive knowledge and expertise make him a trusted advisor in the field of finance.

Scott Stensrud is a Financial Advisor at Ameriprise Financial Services, LLC located at 8935 33rd Street North, Lake Elmo, Minnesota, United States. Scott 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®. Scott provides comprehensive financial planning services for individuals and businesses, specializing in asset management, estate planning, retirement planning, and investment strategies. With his expertise and commitment to excellence, Scott Stensrud is dedicated to helping clients achieve their financial goals and secure their financial future.

Ian Sundberg, a Financial Advisor at Ameriprise Financial Services, LLC, located at 800 Oak Street, Hastings, Minnesota, United States, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Ian provides investment recommendations and portfolio analysis to help you achieve your financial objectives. Regular meetings and goal tracking ensure that your financial plan is continually updated to reflect any changes in your life circumstances. Through secure online access, you can monitor your investments and progress towards your goals from any device. Schedule a complimentary initial consultation to learn more about how Ian can assist you in reaching your financial goals. Please note that Ian Sundberg may only conduct securities business with residents of certain states where he is properly registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

Kara Stenerson is a Registered Practice Associate at Ameriprise Financial Services, LLC, located at 8530 Eagle Point Boulevard in Lake Elmo, Minnesota, United States. Kara holds multiple certifications and designations, 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®. Kara's expertise lies in asset management, investment strategies, retirement planning, estate planning, risk management, and financial planning for individuals and small business owners. With a strong focus on ethics and continuing education, Kara is dedicated to providing comprehensive financial advice to her clients.