Financial planning services for individuals in Lakeville, Minnesota

Thomas Pugh - COUNTRY Financial Agent is a reputable insurance agency located at 8500 210th Street West in Lakeville, Minnesota, United States. Specializing in health insurance, this institution provides personalized and comprehensive coverage options to meet the unique needs of individuals and families. With a strong commitment to customer service and a team of experienced professionals, Thomas Pugh - COUNTRY Financial Agent is dedicated to helping clients navigate the complexities of the insurance industry and find the right coverage for their specific requirements. Contact them today to learn more about their services and how they can help protect your health and well-being.

Notary Public Services in the Lakeville and Farmington areas provide professional and reliable notarization services for a variety of legal documents. Located at 5775 Country View Trail in Farmington, Minnesota, this finance institution offers convenient and efficient notary services to individuals and businesses in the surrounding areas. Whether you need a signature witnessed, a document certified, or an oath administered, their experienced notaries are dedicated to providing accurate and secure services to meet your needs. Trust Notary Public Services for all your notarization needs in the Lakeville and Farmington areas.

Edward Jones - Financial Advisor: Kellee Ablard, CRPC™ is a reputable finance institution located at 16233 Kenyon Avenue in Lakeville, Minnesota, United States. Specializing in providing personalized financial advice and guidance, Kellee Ablard, a Certified Retirement Planning Counselor, offers expert services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones is dedicated to helping individuals and families make informed decisions about their finances for a secure future.

Discovery Financial - Steven Lorenz is a reputable finance institution located at 20730 Holyoke Avenue in Lakeville, Minnesota, United States. Led by experienced financial advisor Steven Lorenz, the institution offers a wide range of financial services to help clients reach their financial goals. Whether you are looking for assistance with investment planning, retirement planning, or wealth management, the team at Discovery Financial - Steven Lorenz is dedicated to providing personalized solutions tailored to your individual needs. With a commitment to excellence and a focus on building long-lasting relationships, this institution is a trusted partner in helping clients secure their financial future.

Source One Financial Services is a leading finance institution located at 16233 Kenyon Avenue in Lakeville, Minnesota, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Source One Financial Services is here to provide expert guidance and tailored solutions to meet your unique needs. Visit us today to learn more about how we can help you achieve financial success.

Jackson Hewitt Tax Service is a finance institution located at 20710 Keokuk Avenue in Lakeville, Minnesota, United States. They specialize in providing expert tax preparation services to individuals and businesses, helping clients navigate the complexities of the tax system and maximize their refunds. With a team of knowledgeable professionals and a commitment to exceptional customer service, Jackson Hewitt Tax Service is a trusted partner for all your tax needs.

Wayne Dockter - Prudential Financial is a trusted finance and insurance agency located at 10880 175th Court West in Lakeville, Minnesota, United States. With a commitment to providing top-notch financial services and insurance products, Wayne Dockter and his team strive to help clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Wayne Dockter - Prudential Financial is dedicated to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you plan for a more secure financial future.

Paul Joseph Dentinger: Primerica - Financial Services is a reputable finance and insurance agency located at 19950 Dodd Boulevard in Lakeville, Minnesota, United States. With a strong focus on providing personalized financial services to individuals and families, the institution offers a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment options, retirement planning, or insurance coverage, the experienced team at Paul Joseph Dentinger: Primerica - Financial Services is dedicated to providing expert advice and guidance to help you make informed decisions about your financial future.

Daniel McGill - Prudential Financial is a reputable finance and insurance agency located at 10880 175th Court West in Lakeville, Minnesota, United States. With a strong focus on providing top-notch financial services and insurance products, this institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. The team at Daniel McGill - Prudential Financial is highly knowledgeable and experienced, ensuring that clients receive expert advice and personalized solutions tailored to their specific needs. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Daniel McGill - Prudential Financial is committed to helping you make sound financial decisions and protect what matters most.

Bruce A Hennen is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 17305 Cedar Avenue in Lakeville, Minnesota, United States. Bruce 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter Designation®. Bruce specializes in providing comprehensive financial planning and wealth management services, with a focus on asset management, retirement planning, estate planning, and investment strategies. His expertise and commitment to excellence make him a trusted advisor for individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Cody Wald is a financial advisor at Ameriprise Financial Services, LLC located at 17305 Cedar Avenue in Lakeville, Minnesota, United States. Cody Wald 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®, 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®. These certifications demonstrate Cody Wald's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Cody Wald is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Cody Wald strives to help clients make informed financial decisions for their future.

The Preserve Group is a reputable insurance agency located at 7904 Lakeville Boulevard in Lakeville, Minnesota, United States. We provide a wide range of insurance products and services to meet the needs of individuals, families, and businesses. Our team of experienced agents is dedicated to helping clients protect what matters most to them, offering personalized solutions tailored to each unique situation. With a commitment to exceptional customer service and a strong focus on integrity and trust, The Preserve Group is your go-to source for all your insurance needs. Contact us today to learn more about how we can help you safeguard your future.

Ward Law, PLLC is a highly respected law firm located at 1935 County Road B2 West, Saint Paul, Minnesota, United States. Specializing in Estate Planning, Probate Administration, and Business Law, Ward Law serves clients in Hennepin County, Ramsey County, Dakota County, Anoka County, Washington County, and the entire Twin Cities metro area. With a focus on providing attentive services to everyday families and individuals, Ward Law has been voted Best Lawyer in Lakeville, MN for five consecutive years. The firm has since relocated to Roseville, MN, where they continue to offer expert legal assistance in estate planning, probate, and business law matters. Whether you are looking to protect a loved one, plan your own estate, or start a business venture, Ward Law is dedicated to helping you achieve your goals. With a personalized approach, Ward Law will work with you to develop an estate plan tailored to your specific needs, which may include a Will, Trust, Financial Powers of Attorney, or Health Care Powers of Attorney. In the unfortunate event of a loved one's passing, Ward Law will also provide assistance with any necessary probate administration. Serving families and businesses in the Twin Cities Metro Area, Ward Law is committed to providing top-notch legal services to help clients navigate complex legal matters with confidence and peace of mind.

TJ Larson - State Farm Insurance Agent is a reputable insurance agency located at 18400 Pilot Knob Road in Farmington, Minnesota, United States. Our agency is dedicated to providing exceptional service to individuals, families, and business owners in the local community and surrounding areas. With over 15 years of combined experience, we offer a range of insurance services including Auto, Life, Health, Business, Homeowners, Renters, Retirement Planning, and College Planning for residents of Minnesota & Wisconsin. Our knowledgeable team takes the time to understand our customers' unique needs through meaningful conversations and long-term relationships. We are committed to providing personalized insurance plans that help our clients realize their dreams and protect them from the unexpected. Whether you are in Farmington, Lakeville, Apple Valley, Rosemount, Eagan, Faribault, or beyond, we are licensed to serve you.

Affinity Plus Federal Credit Union is a trusted financial institution located at 17555 Kenwood Trail in Lakeville, Minnesota, United States. As a credit union, they offer a wide range of financial services including savings accounts, loans, and credit cards. Additionally, they provide convenient ATM services for members to access their funds easily. With a focus on personalized customer service and competitive rates, Affinity Plus Federal Credit Union is dedicated to helping individuals and families achieve their financial goals.

Benefit Extras, Inc. is a health insurance agency located at 10511 165th Street West in Lakeville, Minnesota, United States. We specialize in providing a wide range of insurance options to meet the individual needs of our clients. Our experienced team is dedicated to helping you find the best coverage at the most affordable rates. Whether you are looking for health, dental, vision, or life insurance, we have you covered. Contact us today to learn more about how Benefit Extras, Inc. can help you protect your health and financial well-being.

TNT TAX, LLC is a professional accounting and finance institution located on Kenrick Avenue in Lakeville, Minnesota. Specializing in serving clients in the Consumer Direct, MLM, Network Marketing, Logistic's Industry, Construction, and Real Estate sectors, TNT TAX, LLC offers expert tax preparation and planning services to help individuals and businesses minimize their tax liabilities. With a dedicated team of professionals, TNT TAX, LLC provides a wide range of services including payroll, bookkeeping, accounts payable and receivable maintenance, account reconciliations, and financial statement preparation. The institution also offers Notary Public services to assist with various business matters.

Quick CPA & Consulting is a reputable accounting and finance institution located at 19950 Dodd Boulevard in Lakeville, Minnesota, United States. With a team of experienced professionals, we offer a range of services including tax preparation, financial consulting, and auditing. Our goal is to provide efficient and accurate financial solutions to individuals and businesses alike. Whether you need help with your taxes or strategic financial planning, Quick CPA & Consulting is here to help you navigate the complexities of accounting and finance.

JSK Tax & Accounting LLC, located at 10627 165th Street West in Lakeville, Minnesota, is a reputable institution specializing in accounting and finance services. Established in 2022 through a merger of experienced professionals, JSK Tax & Accounting is dedicated to serving small businesses and individuals in the south metro area and beyond. With a focus on tailored services, the team at JSK Tax & Accounting offers a range of services including accounting, payroll, tax planning, and general advisory. Their office, located in the previous long-time location of Holmgren Balster Ltd and Mattson Radziej, is equipped to meet the needs of their clients and contribute to their success. Whether you require comprehensive financial management or specific financial advice, JSK Tax & Accounting is committed to providing expert assistance.

Kaiser Tax & Business Consulting Inc is a reputable accounting and finance institution located at 10499 165th Street West in Lakeville, Minnesota, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your personal finances or a business in need of expert financial advice, Kaiser Tax & Business Consulting Inc is dedicated to providing top-notch services tailored to meet your specific needs. Trust them to help you navigate the complexities of tax laws and financial management to achieve your financial goals.

Lake Valley Insurance is a reputable health insurance agency located in Lakeville, Minnesota. Our team of experienced professionals is dedicated to providing our clients with comprehensive and affordable insurance coverage. Whether you are looking for individual or group health insurance plans, we are here to help you find the right policy to meet your needs. Visit us at 9932 Livery Lane to learn more about our services and how we can assist you in protecting your health and financial well-being.

Fischer Guy G CPA is a reputable accounting and finance institution located at 17856 Glasgow Way in Lakeville, Minnesota, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, auditing, or financial planning, Fischer Guy G CPA is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

Frandsen Bank & Trust is a trusted financial institution located at 20280 Iberia Avenue in Lakeville, Minnesota, United States. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, investments, and more. Our convenient ATM services make banking easy and accessible for our customers. With a commitment to providing personalized service and financial solutions tailored to your individual needs, Frandsen Bank & Trust is here to help you achieve your financial goals.

North Risk Partners is a leading insurance agency located at 10645 165th Street West in Lakeville, Minnesota, United States. With a team of experienced professionals, we specialize in providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for coverage for your home, business, or personal assets, we are dedicated to helping you find the right insurance policies to protect what matters most to you. Contact us today to learn more about how North Risk Partners can help you secure your future.

Manifest is a leading finance institution located at 10543 165th Street West in Lakeville, Minnesota, United States. With a strong focus on empowering individuals and businesses to achieve their financial goals, Manifest offers a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Manifest is here to help you manifest your financial dreams into reality.

Mark Larson - Thrivent is a finance institution located at 19950 Dodd Boulevard in Lakeville, Minnesota, United States. Mark Larson offers financial guidance to help clients reach their goals. Licensed in multiple states including Arizona, California, Colorado, Florida, Georgia, Iowa, Kentucky, Minnesota, North Carolina, Nevada, Utah, and Wisconsin, Mark Larson provides the Lakeville area with expert financial advice. Thrivent and its professionals do not provide legal, accounting, or tax advice, but offer a Financial Planning Framework to analyze a client's financial situation. Clients can further engage with Thrivent through Dedicated Planning Services for written recommendations for a fee. Thrivent Financial for Lutherans is the marketing name for Thrivent, offering insurance products and investment services through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed financial advisors and professionals. For more information on professional designations and services, visit Thrivent's website or FINRA's Broker Check.

Karen Groves - Thrivent is a finance institution located at 1895 Plaza Drive, Eagan, Minnesota, United States. The institution is licensed in various states including CA, IA, KS, MN, NE, PA, SD, TN, VA, and WI. At Karen Groves - Thrivent, you can expect personalized solutions tailored to meet your individual needs. The office serves the surrounding cities of Apple Valley, Rosemount, Farmington, Lakeville, Inver Grove Heights, Burnsville, Minneapolis, and St. Paul. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services through its Financial Planning Framework and Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Visit Thrivent.com for more information on their services and financial advisors.

Balanced Wealth Management is a premier finance institution located at 10880 175th Court West in Lakeville, Minnesota, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, we are here to provide expert guidance and support every step of the way. Contact us today to learn more about how Balanced Wealth Management can help you secure a prosperous financial future.

Rebecca Devine - Thrivent is a finance institution located at 19950 Dodd Boulevard in Lakeville, Minnesota, United States. Licensing information can be obtained through your State Insurance Department's website. 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. Thrivent offers advice and guidance through its 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, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Thrivent is a licensed agent/producer and registered representative of Thrivent Investment Management, Inc.

Gail Nieuwsma - Thrivent is a finance institution located at 19950 Dodd Boulevard, Lakeville, Minnesota, United States. Gail Nieuwsma is licensed in multiple states including CA, FL, IA, MI, MN, NE, SD, UT, and WI. As a financial partner, Gail Nieuwsma helps individuals organize their finances, find tax-efficient ways to manage money, and give to causes that matter to them. The institution offers virtual appointments in addition to in-person services for those in the Twin Cities Metro area. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer guidance through their Financial Planning Framework. 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. For more information on professional designations and requirements, visit https://www.thrivent.com/designations.