TOP 30 Health plan management in Wayzata, Minnesota

33 results found

Merrill Lynch Financial Advisor Whitney R. Blasko is a finance institution located at 315 Lake Street East, Wayzata, Minnesota, United States. They offer a wide range of investment solutions from Merrill and banking products from Bank of America. The Blasko Wealth Management Group is a trustworthy and credentialed team that provides guidance for individuals, families, business owners, and non-profits locally and throughout the country. Their mission is to cultivate lifelong relationships with clients, leveraging their resources to help clients gain financial confidence and pursue their financial goals. They believe in customizing financial approaches to help clients pursue their aspirations, whether it's managing future health care expenses, planning for college, or passing wealth to future generations. By utilizing the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop personalized financial plans. Their Investment Personality Assessment helps them understand clients better and customize financial approaches. They believe in measuring success by the progress made towards reaching goals and making adjustments as needed. Merrill advisors provide access to investing insights and banking capabilities to help clients make informed decisions as they pursue their financial goals.

Jirak & Associates - Ameriprise Financial Services, LLC is a finance institution located at 10900 Wayzata Boulevard, Minnetonka, Minnesota, United States. Ameriprise Financial was recognized as one of Investor’s Business Daily’s 2022 Most Trusted Wealth Managers. They offer comprehensive financial advice and a wide range of solutions to help clients live brilliantly now and in the future. With a focus on serving clients' interests, they prioritize providing top-notch service. Their financial advisors are registered to do business in certain U.S. states and can be found on FINRA's BrokerCheck website. They offer initial consultations to discuss financial planning concepts and help determine an appropriate investment strategy based on individual risk tolerance. Ameriprise Financial cannot guarantee future financial results, but they strive to help clients achieve their financial goals. Clients can expect personalized attention and expert advice from Ameriprise Financial Services, LLC.

Nash Meland - Investment Advisor Representative is a finance and insurance agency located at 11100 Wayzata Boulevard, Minnetonka, Minnesota, United States. As the Managing Director for the Minnesota Business Center of Principal®, Nash works with individuals, families, and businesses to create strategies to help clients achieve their financial goals. With a focus on giving people the financial tools and confidence to live their best lives, Nash and his team are dedicated to educating and developing professionals to deliver solutions that meet clients' goals. Nash is licensed to offer insurance products and securities in Minnesota, Arizona, and Idaho. He is a member of GAMA, NAIFA, and the FPA. Nash, who grew up in Delano, now lives in Minnetonka with his wife and son. In addition to his professional work, Nash enjoys hockey, golf, and spending time with family at the cabin.