Financial services near me in Lakeville, Minnesota

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.

Andrew Wagner - State Farm Insurance Agent is an insurance agency located at 10639 165th Street West, Lakeville, Minnesota, United States. The agent, a native Minnesotan with a background in financial services, is dedicated to helping clients achieve and protect their goals. With over 25 years of combined insurance industry experience, the office provides sound recommendations, unmatched service, and unwavering dedication to the customers and community they serve. Services offered include life insurance, annuities, and pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. The office also provides tips on workplace fire safety, the dangers of texting and driving, and safe rural road driving practices.

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.

Reduced Fee Mortgage Inc. DBA Veterans 1st Home Loans is a finance institution located at 19950 Dodd Boulevard in Lakeville, Minnesota, United States. Specializing in providing affordable mortgage options for veterans, our institution offers reduced fees and competitive rates to help our clients achieve their dream of homeownership. Our team of experienced professionals is dedicated to assisting veterans in navigating the home loan process and finding the best financing options available. Contact us today to learn more about how we can help you secure the perfect home loan for your needs.

Padgett Advisors is a leading accounting and finance institution located at 10555 165th Street West in Lakeville, Minnesota, United States. With a team of experienced professionals, Padgett Advisors offers a wide range of services to help individuals and businesses manage their financial affairs effectively. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Padgett Advisors is committed to providing personalized and reliable solutions to meet your needs. Contact Padgett Advisors today to learn more about how they can help you achieve your financial goals.

Paul Haglund & Co LLC is a reputable accounting and finance institution located at 17271 Kenyon Avenue in Lakeville, Minnesota, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Paul Haglund & Co LLC is dedicated to providing personalized and reliable service to meet your financial needs. Trustworthy and efficient, they strive to help their clients achieve their financial goals.

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.

Jeff Belzer Kia is a premier car dealership located at 21111 Cedar Avenue in Lakeville, Minnesota. As a trusted Kia dealer, we offer a wide selection of new and pre-owned vehicles to choose from. Our finance department is dedicated to helping customers find the best financing options for their budget. In addition to car sales, we also have a store where you can find genuine Kia parts and accessories. Visit us today to experience top-notch customer service and drive home in the Kia of your dreams.

Farmers Insurance - Robert Curtis is an insurance agency located at 19950 Dodd Boulevard, Lakeville, Minnesota, United States. The agency focuses on providing personalized insurance plans tailored to each client's unique habits and needs. With over 19 years of experience in the insurance industry, Robert Curtis is dedicated to helping clients understand their coverage options and protect their assets. The agency is currently highlighting the importance of Distracted Driving Awareness Month, offering a safe driving app called Signal that can monitor cellphone usage while driving and potentially save clients up to 25% on their auto insurance premium. With a focus on promoting safe driving habits and reducing accidents on the road, Farmers Insurance - Robert Curtis is committed to helping clients save money and stay safe.

Robert Joswiak - State Farm Insurance Agent is a reputable insurance agency located at 20838 Holyoke Avenue in Lakeville, Minnesota. Established in 2001, Robert Joswiak and his team are dedicated to providing personalized insurance solutions to meet the needs of individuals and families in the community. Specializing in auto, home, life, and health insurance, as well as retirement planning, the agency offers a wide range of options to protect clients from the unexpected and help them achieve their financial goals. With over 70 years of combined experience, the team at Robert Joswiak - State Farm Insurance Agent is committed to building lasting relationships with customers and providing exceptional service. Whether you are in Minnesota or Wisconsin, the agency can take care of all your insurance needs. Visit the office today and meet their friendly team, including their yellow Labrador mascot, Remi. Let Robert Joswiak and his team help you secure your future and protect what matters most to you.

H&R Block is a trusted accounting and finance institution located at 17400 Kenwood Trail in Lakeville, Minnesota, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block is dedicated to helping you achieve your financial goals and maximize your returns. Visit us today to experience personalized and reliable financial solutions.

Genisys Credit Union is a trusted financial institution located at 16106 Pilot Knob Road in Lakeville, Minnesota, United States. As a credit union, Genisys offers a wide range of financial services including savings accounts, checking accounts, loans, and more. With a commitment to providing personalized service and competitive rates, Genisys Credit Union is dedicated to helping its members achieve their financial goals. Visit us today to learn more about how we can help you manage your finances and plan for the future.

Timber Crest is a prestigious institution located on Kenrick Avenue in Lakeville, Minnesota. Our campus is nestled in a beautiful natural setting, providing a serene and conducive environment for learning and personal growth. At Timber Crest, we offer a wide range of academic programs and extracurricular activities to cater to the diverse interests and talents of our students. Our dedicated faculty and staff are committed to providing a high-quality education and fostering a supportive community where students can thrive. Join us at Timber Crest and embark on a journey towards excellence and success.

Jeff Belzer Chevrolet is a premier car dealer located at 21111 Cedar Avenue in Lakeville, Minnesota. We offer a wide selection of new and pre-owned Chevrolet vehicles, as well as financing options to help you drive off the lot in your dream car. Our store is dedicated to providing exceptional customer service and ensuring a seamless car-buying experience. Visit us today to explore our inventory and find the perfect Chevrolet for 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.

RDRacingINC. is a car repair and store located at 8435 Upper 206th Street West, Lakeville, Minnesota, United States. We offer a wide range of brand new products from manufacturers, with a special discount of 3% off using code ShopRD and free shipping on orders over $100. Our institution is dedicated to providing top-quality products and services to our customers, and we are committed to being flexible with their financial situations. Simply let us know your plan and when it's paid off, we will ship your order. Additionally, if you are located outside of the United States, email us with your country and the parts you are interested in, and we will provide you with a shipping price quote. Visit us at RDRacingINC. for all your car repair and store needs.

Korba Insurance Group Inc is a reputable insurance agency located at 20686 Holyoke Avenue in Lakeville, Minnesota, United States. We offer a wide range of insurance products and services to meet the needs of our clients. Our experienced team of agents is dedicated to providing personalized and professional service to ensure that our clients receive the coverage they need at a competitive price. Whether you are looking for auto, home, life, or business insurance, Korba Insurance Group Inc has you covered. Contact us today to learn more about how we can help protect what matters most to you.

Family Insurance is an insurance agency located at 19950 Dodd Boulevard in Lakeville, Minnesota. At Family Insurance, we treat our clients like family and strive to protect what is most important to them. As a broker, we have access to a wide range of markets to ensure that you get the right coverage at the right price. Our services include auto insurance to protect your vehicle and financial well-being in case of accidents or theft. We also offer homeowners insurance to cover losses and damages to your residence and belongings. Corporate insurance is available to protect businesses from common risks, while our boat, RV, and motorcycle insurance options help protect your investments.

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.

Farmers Insurance - David Turner is a local insurance agency located at 16372 Kenrick Avenue in Lakeville, Minnesota, United States. As a Farmers® agent, David Turner helps customers identify the best insurance coverage for their needs, whether it's for auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers® provides comprehensive coverage and competitive rates with multi-line insurance discounts. David Turner also offers personalized service to help clients understand their coverage options and make informed decisions. From life insurance to renters insurance, Farmers Insurance - David Turner can provide the protection you need for your assets and future earnings. Contact David Turner today for a consultation and start building a solid financial plan for a secure future.

Farmers Insurance - Timothy Otting is a local insurance agency located at 12400 Portland Avenue, Burnsville, Minnesota, United States. As a small family-owned and operated business, we are dedicated to serving the needs of our clients in Burnsville and the surrounding areas. We offer a range of insurance options including home, life, small business, and car insurance. Our agency, The Otting Agency, prides itself on providing prompt and efficient service to our clients. We strive to ensure that you receive the best coverage tailored to your needs, and that you walk away with a clear understanding of your policy. Whether you are in Lakeville, Rosemount, Farmington, Prior Lake, Shakopee, or anywhere in the Twin Cities, The Otting Agency is ready to assist you. Our services include comprehensive car insurance coverage, home insurance to protect your valuable possessions, life insurance to provide financial support for your loved ones, renters insurance, business insurance tailored to your unique operation, condo insurance, and recreational insurance for your outdoor adventures. We also offer personal umbrella insurance for added protection above and beyond your existing policies. As your Farmers Insurance and Financial Services agent, we are committed to helping you build a solid financial plan for a secure future. We offer flexible coverage options and competitive rates with multi-line insurance discounts to help you save money. For more information or to get a quote, feel free to visit our office with the bright blue roof in the Colonial Ridge Shopping Center, or give us a call. Let us help you protect what matters most to you.

Simmy the Notary is a trusted finance institution located at 17787 Eclipse Avenue in Lakeville, Minnesota. Our experienced notaries are dedicated to providing efficient and reliable notary services for a variety of financial transactions. Whether you need documents notarized for a loan, real estate transaction, or other financial matter, our team is here to help. With a commitment to professionalism and customer service, Simmy the Notary is the go-to choice for all your notary needs in the Lakeville area.

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.

Growth Strategy Solutions, located in Lakeville, Minnesota, is a financial consulting firm with over 30 years of experience in financial operations. Specializing in CFO consulting services, we help businesses track revenue, profit, and cash flow, analyze financial strengths and weaknesses, and develop strategic plans for growth and profitability. As a Fractional CFO, we provide a clear roadmap to improve profitability and cash flow, helping small business owners understand their financial information and make data-driven decisions. Our founder and president, Michael Suchy, has a proven track record of helping organizations achieve their maximum financial potential. Whether you need assistance with financial planning, operational performance, risk management, or corporate governance, Growth Strategy Solutions can help you identify your goals, put them within reach, and guide you towards success.

Midwest Money Management is a reputable finance institution located at 17316 Kenyon Avenue in Lakeville, Minnesota, United States. With a team of experienced financial professionals, Midwest Money Management offers a wide range of services including investment management, retirement planning, and wealth management. Whether you are looking to grow your assets or plan for your financial future, Midwest Money Management is dedicated to helping you achieve your financial goals. Visit us today to learn more about our personalized financial solutions.

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.

Wings Credit Union, located at 16042 Pilot Knob Road in Lakeville, Minnesota, is a full-service financial institution dedicated to serving the needs of its members. With a branch conveniently located off Pilot Knob Road, members can enjoy attentive personal service in person, while also having access to robust online and mobile banking services. Wings Credit Union is committed to investing in technology to enhance the banking experience for its members. The institution offers a unique Personal Teller Machine (PTM) that allows members to have real-time conversations with a Wings Personal Teller, combining face-to-face service with self-service convenience.

Josh Malwitz - Thrivent is a finance institution located at 19950 Dodd Boulevard, Lakeville, Minnesota, United States. We offer financial guidance tailored to your specific goals and values. Our licensed professionals operate in multiple states including AZ, FL, IA, IL, MN, NC, ND, NY, SD, TN, TX, and WI. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters. We provide advice and guidance through our Financial Planning Framework, which includes a thorough review and analysis of your financial situation.

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.

Bookkeeping by Buffy, LLC is a reputable accounting and finance institution located at 10744 Jurel Court West in Lakeville, Minnesota, United States. Specializing in bookkeeping services, our team is dedicated to providing accurate and efficient financial management for businesses of all sizes. With years of experience and a commitment to client satisfaction, Bookkeeping by Buffy, LLC is the trusted choice for all your accounting needs. Contact us today to learn more about how we can help streamline your financial processes and help your business thrive.