Financial strategy in Golden Valley, Minnesota

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.

Jeff Schuur - Financial Advisor is a reputable finance institution located at 8421 Wayzata Boulevard in Golden Valley, Minnesota, United States. With years of experience and expertise in the financial industry, Jeff Schuur offers personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Jeff Schuur is dedicated to providing sound financial advice and guidance tailored to your individual needs. Trust Jeff Schuur - Financial Advisor to help you secure your financial future.

Jeannine Strand - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 8325 Wayzata Boulevard, Golden Valley, Minnesota, United States, offers a range of financial services to individuals seeking expert guidance in managing their wealth. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jeannine Strand is equipped to provide comprehensive asset management, investment strategies, estate planning, retirement planning, and insurance products tailored to the unique needs of clients. The institution also offers specialized certifications in areas such as behavioral finance, philanthropy, annuities, senior planning, divorce financial analysis, estate planning, exit planning, and more. With a commitment to excellence and ethics, Jeannine Strand is dedicated to helping clients make informed financial decisions and achieve their long-term goals.

Edward Jones - Financial Advisor: Seth D Schuett, CFP®|AAMS™ is a reputable financial institution located at 8441 Wayzata Boulevard in Golden Valley, Minnesota, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Seth D Schuett offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Seth D Schuett and his team are dedicated to helping you navigate the complexities of the financial world and secure a stable financial future.

TruCairn Advisors - Ameriprise Financial Services, LLC is a finance institution located at 8325 Wayzata Boulevard, Golden Valley, Minnesota, United States. They have been recognized as Forbes Best-in-State Wealth Management Teams for 2023. The institution specializes in crafting personalized financial strategies for all generations, ensuring that every family member's financial goals are heard and addressed. They emphasize the importance of financial literacy and empower each family member to make informed decisions for their future. Ameriprise financial advisors are registered to do business in certain U.S. states and provide tailored, multi-generational financial planning experiences. They offer initial consultations to discuss financial planning concepts and cannot guarantee future financial results. Users of their site agree to be bound by their website rules and regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. They appreciate referrals and are dedicated to helping friends and family members achieve their financial goals.

Brad Hubbard is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 8325 Wayzata Boulevard in Golden Valley, Minnesota. With years of experience in the finance industry, Brad helps clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Brad Hubbard can provide expert guidance and support to help you navigate the complexities of the financial world. Contact Brad Hubbard at Ameriprise Financial Services, LLC today to start building a secure financial future.

Derek More - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8325 Wayzata Boulevard, Golden Valley, Minnesota, United States. Derek More 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 Derek More's expertise in various aspects of financial planning and management, including asset allocation, retirement planning, estate planning, investment strategies, risk management, and more. If you are looking for a knowledgeable and experienced financial advisor in the Golden Valley area, Derek More at Ameriprise Financial Services, LLC is a great choice.

Jenna Dubuc is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 8325 Wayzata Boulevard in Golden Valley, Minnesota, United States. Jenna 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®, 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 Jenna's expertise in asset management, wealth transfers, retirement planning, estate planning, investment strategies, and more. Jenna is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Jenna Dubuc today for all your financial planning needs.

Jay Untiedt is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 8325 Wayzata Boulevard in Golden Valley, Minnesota. With years of experience in the finance industry, Jay provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Jay Untiedt can help guide you towards a secure financial future. Contact Jay Untiedt at Ameriprise Financial Services, LLC for expert financial advice and services.

omas Fox - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 8325 Wayzata Boulevard in Golden Valley, Minnesota, United States. Thomas Fox 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 Thomas Fox's expertise in various areas including asset management, retirement planning, estate planning, investment strategies, and financial planning for special needs families and military personnel. With a commitment to ethical standards and continuous education, Thomas Fox provides comprehensive financial services to individuals and businesses, helping them achieve their financial goals and secure their financial future.

Jeffrey Janzen - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 8325 Wayzata Boulevard in Golden Valley, Minnesota, United States. The institution offers a range of services and certifications to ensure that their advisors are well-equipped to meet the diverse needs of their clients. From the AAMS™ certification to the APMA™ designation, their advisors have completed rigorous coursework and exams covering topics such as asset management, investment strategies, retirement planning, and estate planning. Additionally, they offer specialized certifications such as the ADPA™ Accredited Domestic Partnership Advisor™ and the AEP® designation for estate planners. With a focus on ethical practices and ongoing education, Jeffrey Janzen - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing top-notch financial advice and services to their clients.

Dan Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8325 Wayzata Boulevard, Golden Valley, Minnesota, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the advisors at Ameriprise Financial Services have the knowledge and expertise to assist individuals with various financial needs. Additionally, the institution offers certifications such as the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ certification, demonstrating a commitment to excellence in personal financial planning. With a focus on education and support, Dan Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals.

Core Income Advisors is a finance institution located at 5940 Golden Hills Drive in Golden Valley, Minnesota, United States. Our team of experienced financial advisors specializes in helping clients achieve their financial goals through personalized investment strategies. Whether you are looking to grow your wealth or plan for retirement, Core Income Advisors is dedicated to providing expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.

White Oaks Wealth Advisors is a finance institution located at 5500 Wayzata Boulevard in Golden Valley, Minnesota, United States. Founded in 1986, we are a dedicated team of individuals with over 100 years of collective industry experience. Our team holds respected designations in the finance industry, allowing our clients to work directly with experts in various fields. We pride ourselves on being a family, not just a team. We are fiercely independent, giving our clients access to a wide range of investments and the ability to work directly with decision makers. As a fee-only institution, we are compensated by fees for assets under management, ensuring a pure and transparent relationship with our clients.

W.A. Campion & Co, PC is a leading accounting and finance institution located at 669 Winnetka Avenue North in Golden Valley, Minnesota, United States. We offer expert financial guidance through our innovative flat fee billing model, providing transparency, affordability, and a seamless experience for our clients. Our team of seasoned CFOs brings years of experience across diverse industries, offering tailored financial solutions to drive growth and profitability. Whether you're a small startup or an established enterprise, our flexible and scalable services adapt to your specific needs, including financial strategy, budgeting, forecasting, cash flow management, and financial reporting.

Ben Thompson - Thrivent is a finance institution located at 701 Xenia Avenue South in Golden Valley, Minnesota, United States. As a financial advisor at Thrivent, we work with individuals and families to create and implement financial strategies that align with their values and goals. We utilize tools and resources from Thrivent, a Fortune 500 not-for-profit membership organization, to empower our clients to make informed financial decisions. Please note that licensing is available through your State Insurance Department's website, which can be found through the National Association of Insurance Commissioners 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.

David Stay - Thrivent is a finance institution located at 701 Xenia Avenue South, Golden Valley, Minnesota, United States. As a financial advisor, David Stay is dedicated to helping parents and students make college more affordable by providing personalized financial strategies. He serves as a coach, listener, and teacher, understanding that each individual's financial situation is unique. Whether it's college planning or retirement savings, David works with clients to develop a plan that aligns with their goals and circumstances. Services offered include Solutions-Based Strategies, Managed Account Programs, and Dedicated Planning Services. Licensing information is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Insurance products are issued by Thrivent, and securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit Thrivent.com for more information on professional designations and services provided.

Jerry Sunde - Thrivent is a finance institution located at 701 Xenia Avenue South, Golden Valley, Minnesota, United States. Their financial guidance is focused on your goals and values, with services including Wealth & Investment Management, Retirement Planning, Estate & Legacy Planning, and Insurance Planning. As a CERTIFIED FINANCIAL PLANNER™ professional, Jerry Sunde aims to provide you with the confidence and clarity needed to work towards your financial goals. Licensed in several states including Arizona, California, Florida, Minnesota, Montana, Nebraska, Nevada, Texas, and Wisconsin, Jerry Sunde offers a comprehensive approach to align your finances with your individual needs, values, and priorities. By integrating tailored advice and solutions, they strive to create a customized plan and strategy to help you achieve your goals.

Block Advisors is a trusted institution located at 669 Winnetka Avenue North in Golden Valley, Minnesota. Specializing in accounting and finance services, Block Advisors offers expert guidance and support to individuals and businesses alike. With a team of experienced professionals, they provide personalized solutions to help clients navigate complex financial matters with ease. Whether you need assistance with tax preparation, financial planning, or investment strategies, Block Advisors is dedicated to helping you achieve your financial goals. Visit their office in Golden Valley today to experience their top-notch services firsthand.

Stewart Tax & Accounting LLC is a finance and accounting institution located at 4959 Olson Memorial Highway in Golden Valley, Minnesota, United States. We offer free tax preparation services and consultations to help simplify your finances so you can focus on what truly matters. Whether you are buying a home, selling a house, renting an apartment, or moving across the country, our team can help you navigate the complexities of your taxes and find deductions and savings. From college students to recent graduates and those nearing the end of their student loan payments, we understand the specific tax rules that apply and can help you save money. Properly reporting your income and transitions between sources of income is crucial in avoiding IRS audits, and we can ensure that you are in compliance. Contact us at 763-545-3501 to schedule your free consultation and let us help you achieve financial clarity.