Financial options in Delano, Minnesota
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Thrivent Financial
Thrivent Financial, located at 201 Lake Street East in Wayzata, Minnesota, is a finance and insurance agency dedicated to helping clients reach their financial goals. Specializing in retirement income planning, investment management, and protecting loved ones against the impact of long term care, death, and disability, Thrivent Financial also offers services in charitable giving, college planning, estate strategies, and tax advantage investment strategies. The institution serves Wayzata and surrounding areas such as Plymouth, Minnetonka, Delano, and Golden Valley. Clients can receive advice and guidance through Thrivent's Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent Financial for Lutherans provides insurance products, while securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about Thrivent Financial's services and professional designations, visit their website or FINRA's Broker Check.
Farmers Insurance - David Witt
Farmers Insurance - David Witt is a local insurance agency located at 45 Babcock Boulevard in Delano, Minnesota. As a Farmers® agent with 28 years of experience, David Witt is dedicated to helping customers in Delano and surrounding areas find the insurance coverage that best fits their needs. Whether you are looking for auto, home, renters, business, life insurance, or any other type of coverage, David Witt can provide personalized and straightforward guidance to make you smarter about insurance. If you are unsure about the right coverage for your car, home, or personal belongings, David Witt can help take the mystery out of selecting the right insurance options for your needs and budget. With competitive rates and multi-line insurance discounts, Farmers Insurance has been providing insurance products for over 80 years to ensure that your most valuable possessions are protected in the event of a disaster.
Simply Benefits
Simply Benefits is a health insurance agency located at 127 Bridge Avenue East in Delano, Minnesota. We are dedicated to providing our clients with the best possible insurance options to meet their individual needs. Our team of experienced professionals is committed to helping you navigate the complex world of health insurance and find a plan that fits your budget and lifestyle. Whether you are looking for coverage for yourself, your family, or your business, Simply Benefits is here to help. Contact us today to learn more about our services and how we can assist you in securing the coverage you need.
CPA KPA, LLC
CPA KPA, LLC is a premier accounting and finance institution located at 127 Bridge Avenue East, Delano, Minnesota, United States. Specializing in providing stellar foundation tax return preparation, meticulous foundation bookkeeping, and comprehensive individual tax services, CPA KPA is deeply committed to supporting the charitable missions of foundations and philanthropic families. With a focus on family foundations and high-net worth families, the institution offers tailored tax and accounting solutions to maximize tax benefits and ensure compliance. Embracing the digital landscape, CPA KPA offers remote service options such as virtual meetings and encrypted document exchange for clients nationwide. The institution's guiding principles of empathy, courage, trust, and continuous learning drive their mission to amplify the positive impact of foundations and philanthropic families. Led by founding principal Kyle Anderson, a seasoned tax professional with over 13 years of experience, CPA KPA is dedicated to improving the effectiveness and efficiency of private foundations.
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