TOP 30 Insurance consultant in Wayzata, Minnesota

35 results found

Cassandra Spear State Farm Insurance Agent is a health insurance agency located at 4205 Lancaster Lane North, Plymouth, Minnesota, United States. Cass has been with State Farm since 2005 and has been serving the Plymouth community since 2011. The office is conveniently located across the street from the Old Four Seasons Mall, offering insurance services to customers all over Minnesota. The team at Cassandra Spear State Farm Insurance Agent is dedicated to helping you with all your insurance needs, including auto, motorcycle, home, renters, condo, life, business, and health insurance. The office is open Monday - Friday from 9:00 AM to 5:00 PM, and appointments can be scheduled outside of those hours. The team, led by Cass, the owner and CEO, includes experienced professionals like Ryann, Rachel, Jena, Emily, and Sarah, who are committed to providing exceptional service and personalized coverage. They offer in-person, virtual, and phone consultations to make the insurance process as easy and convenient as possible.

Trean Insurance Group, located at 150 Lake Street West in Wayzata, Minnesota, is a premier insurance management and reinsurance consulting company. With a team of experienced professionals in various aspects of insurance operations, including accounting, claims, data, regulatory compliance, and underwriting, Trean Insurance Group is dedicated to providing successful and efficient insurance solutions. We prioritize building strong relationships with our clients and strive to be a trusted business partner that truly understands their needs. As a comprehensive provider of insurance and reinsurance services, Trean Insurance Group is committed to helping clients achieve their goals and drive profitable business growth.

Marty Mjelleli - State Farm Insurance Agent is a reputable insurance agency located at 10501 Wayzata Boulevard in Minnetonka, Minnesota. The agency, led by a Cum Laude graduate of St. Cloud State University, serves the Lake Minnetonka area with award-winning service. They offer a variety of high-level insurance products including auto, life, homeowners, and more. The team at Marty Mjelleli is dedicated to providing excellent service and ensuring the safety and protection of their clients. They also offer valuable tips for safe driving in traffic jams and rural areas. Additionally, they provide information on long term care insurance and pet insurance. For any inquiries or assistance, please contact (952) 546-6111. Please note that State Farm is separate from third party sites and does not provide tax or legal advice.

Secura Consultants is a reputable insurance agency located at 6465 Wayzata Boulevard in Minneapolis, Minnesota. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for coverage for your home, auto, business, or life, we are here to help you navigate the complex world of insurance. With a commitment to exceptional customer service and a focus on building long-lasting relationships, Secura Consultants is your trusted partner in protecting what matters most to you. Contact us today to learn more about how we can help you secure your future.

Jason Griep - State Farm Insurance Agent is a reputable insurance agency located at 15616 Wayzata Boulevard in Wayzata, Minnesota. As a State Farm agent, Jason Griep offers a wide range of insurance products and services to meet the needs of individuals, families, and businesses. With a commitment to providing personalized and professional service, Jason Griep helps clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, Jason Griep - State Farm Insurance Agent is dedicated to helping you find the coverage that fits your needs and budget. Contact them today to discuss your insurance options and get a quote.

Farmers Insurance - Curtis Illikainen is a reputable insurance agency located at 11524 Excelsior Boulevard, Minnetonka, Minnesota, United States. As a local Farmers® Agent and a long-time resident of Minnesota, Curtis Illikainen takes pride in serving the Hopkins/Minnetonka and surrounding communities. With a strong focus on providing exceptional customer service, the agency ensures that clients' insurance needs are well taken care of. Curtis has been actively involved in volunteering in the local youth sports community for over 20 years and enjoys participating in outdoor activities in Minnesota. Whether you are in need of Auto, Home, Renters, Business, Recreational, or Life Insurance, Farmers Insurance - Curtis Illikainen offers personalized and straightforward insurance plans to suit your needs. While serving clients across the entire State of Minnesota, the agency's primary focus is on the West Metro Communities including Hopkins, Wayzata, Plymouth, Eden Prairie, and Edina. Conveniently located near downtown Hopkins, the office is easily accessible for clients, and appointments can also be made for in-home or in-office consultations.

Sexton Consulting Group is a reputable insurance agency located at 825 Wayzata Boulevard in Wayzata, Minnesota, United States. With a team of experienced professionals, they provide expert guidance and personalized insurance solutions to meet the unique needs of their clients. Whether you are looking for personal or business insurance coverage, Sexton Consulting Group is dedicated to helping you protect what matters most. Contact them today for a consultation and discover the peace of mind that comes with quality insurance coverage.

Business & Estate Advisers (B&E) is a finance institution located at 282 Wayzata Boulevard in Wayzata, Minnesota, United States. Since 1977, our knowledgeable team has been dedicated to delivering exceptional service with your best interests in mind. We provide creative solutions to help you achieve financial success in both your business and personal life. Our goal is to bring greater comfort and clarity into your financial future. At B&E, we understand the importance of staying on the leading edge of the industry to help our clients navigate the ever-changing financial landscape. Our team of experts offers sound, practical, and timely advice to guide you towards financial security. We are committed to continuously enhancing our expertise to better serve our clients.

AmeriStar Agency, located at 815 Wayzata Boulevard in Wayzata, Minnesota, is your best choice for insurance coverage. Whether you have experienced a loss due to a fire, burglary, or other event, AmeriStar can help you navigate the claims process and get the coverage you need. With the new hands-free cellphone law in Minnesota, it's important to stay informed about your auto insurance options. AmeriStar can help you understand your coverage and make sure you are protected on the road. As the weather changes in late winter and early spring, be prepared for potential damage to your property with the right insurance coverage from AmeriStar. Consult with our agents to find the best products and services for your individual needs. Please note that the information provided on our website is for general description purposes only and it is important to consult with your agent or refer to your policy for specific details. Visit us at AmeriStar Agency for all your insurance needs.

OneDigital Health and Benefits is a leading insurance agency located at 10900 Wayzata Boulevard in Minnetonka, Minnesota. We specialize in providing comprehensive health and benefits solutions for individuals and businesses. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of insurance to find the best coverage options tailored to their specific needs. Whether you are looking for health insurance, employee benefits, or retirement planning, OneDigital Health and Benefits is here to help you every step of the way. Contact us today to learn more about how we can assist you with your insurance needs.

CCMSI is an insurance agency located at 11100 Wayzata Boulevard in Hopkins, Minnesota, United States. With a focus on providing top-notch insurance services, CCMSI offers a wide range of insurance products to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service to ensure that clients are protected and well taken care of. Whether you are looking for auto, home, life, or business insurance, CCMSI is committed to helping you find the right coverage at competitive rates. Visit their office today to learn more about their offerings and how they can help you secure your future.

Felker Financial, Inc is a reputable finance and insurance agency located at 5775 Wayzata Boulevard in St. Louis Park, Minnesota, United States. With a team of experienced professionals, Felker Financial, Inc provides a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, insurance coverage, or wealth management services, Felker Financial, Inc is dedicated to providing personalized solutions tailored to your specific needs. Trust in Felker Financial, Inc to help secure your financial future.

Camilla Hempleman - COUNTRY Financial Representative is a trusted finance and insurance agency located at 2915 South Wayzata Boulevard in Minneapolis, Minnesota. As a representative of COUNTRY Financial, Camilla Hempleman offers a wide range of financial and insurance products to meet the needs of individuals and families. With a focus on providing personalized service and tailored solutions, Camilla Hempleman is dedicated to helping clients achieve their financial goals and protect what matters most. Whether you are looking for insurance coverage, retirement planning, or investment advice, Camilla Hempleman can provide expert guidance and support. Visit the office today to learn more about the services offered and how Camilla Hempleman can help you secure your financial future.

Northwestern Mutual is a finance and insurance agency located at 18258 Minnetonka Boulevard in Wayzata, Minnesota, United States. Our financial advisors are dedicated to helping you protect your family and achieve your goals by providing insurance solutions that offer financial flexibility and income protection. We offer personalized plans at no cost to you, tailored to your current and future priorities. As a top 10 Independent Investment Broker-Dealer and the Best Life Insurance Company for Customer Experience according to NerdWallet, we provide a wide range of financial options designed to meet your specific goals. Our advisors will guide you through life events and help you make the most of what you have, whether it's investments for growth, insurance for protection, or annuities for retirement income. At Northwestern Mutual, we prioritize diversity and inclusion, both within our workforce and in the communities we serve. Contact us today to connect with an advisor and start planning for a brighter financial future with us.

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.

Monarch Wealth Advisors is a finance institution located at 315 Manitoba Avenue in Wayzata, Minnesota, United States. Partner Tim Baltzer has been recognized as one of the 2023 Forbes Best-In-State Wealth Advisors. The institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC, and insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that securities-related services may not be provided to individuals residing outside of the listed states. For those outside of the U.S., the information provided is for informational purposes only and should not be construed as an offer to participate in any investment or to buy or sell securities. Social Media content may not necessarily reflect the views of Monarch Wealth Advisors. Visit wellsfargoadvisors.com/social for more information. Please be aware that by clicking on links to third-party websites, you will be leaving the Wells Fargo Advisors website and entering a privately owned site with different privacy and security policies. Review the terms and conditions of third-party websites before proceeding.

Aurochs Financial Group, located at 15600 Wayzata Boulevard in Wayzata, Minnesota, is a finance institution dedicated to helping clients achieve their financial goals and live the life they've always dreamed of. With a focus on strategic planning and implementing The Smart Decision Process™, the team at Aurochs Financial Group ensures that nothing is overlooked when creating a dynamic model for making smart decisions based on clients' most important objectives and values. Whether it's early retirement planning, health insurance options before Medicare, or avoiding common money mistakes, Aurochs Financial Group is here for the long-term to see clients succeed and live their dreams. Specializing in comprehensive planning, investments, retirement planning, and more, Aurochs Financial Group is committed to planning your success and helping you avoid retirement regrets.

Armour Capital is a finance institution located at 18279 Minnetonka Boulevard, Wayzata, Minnesota, United States. The institution is dedicated to providing competitive sustainable advantages and investment strategies to its clients, with a focus on financial protection through the use of insurance to manage life's risks. Armour Capital is driven to success and has built its business through referrals. The institution offers securities and advisory services through Ausdal Financial Partners Inc., a registered investment adviser in Davenport, Iowa. Investors are encouraged to review disclosure and offering documents to determine the suitability of specific products or services for their investment needs. Forward-looking statements may be included in the information provided, and investors are advised to exercise caution and seek advice from their own tax advisor. Ausdal Financial Partners, Inc. disclaims any responsibility for the content or accuracy of information on third-party websites linked on the site. Investors should carefully consider all factors before making investment decisions.

Guardian Wealth Strategies Fiduciary & Financial Planning is a top independent investment firm located in Minneapolis, Minnesota. Our team of licensed professionals offers fiduciary advice that always prioritizes your best interests, along with expert plan design and execution to help individuals and nonprofits achieve their investment goals. We go beyond simple asset management to specialize in integrated financial planning, coordinating investments, taxes, estate planning, and insurance to help you achieve better outcomes. As a firm committed to remaining independent and conflict-free, we believe in building professional partnerships based on transparency and trust. With no proprietary funds, no revenue sharing, and no conflicts of interest, you can have confidence in the advice and plans offered by our team of experts. Experience the difference of working with a fiduciary by scheduling a no-obligation Discovery Meeting either via phone, Zoom, or in-person to learn more about how we can help you on your path to financial success.

Foster Klima is a reputable finance and insurance agency located at 10900 Wayzata Boulevard in Minnetonka, Minnesota, United States. With a team of experienced professionals, Foster Klima offers a wide range of financial and insurance services to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investment planning, retirement savings, or insurance coverage, Foster Klima is dedicated to providing personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Cecelia Miller is a Financial Advisor at Ameriprise Financial Services, LLC located at 1907 Wayzata Boulevard East, Wayzata, Minnesota, United States. Cecelia 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®. Cecelia specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products, Cecelia is dedicated to helping clients achieve their financial goals. Contact Cecelia Miller for personalized financial advice and guidance tailored to your specific needs.

Merrill Lynch Financial Advisor Brandon L Janovsky, located at 315 Lake Street East in Wayzata, Minnesota, is part of a network of over 15,000 Merrill Lynch Financial Advisors helping clients across all 50 states and US territories achieve their financial goals. They offer a range of services including brokerage, investment advisory, and financial planning. It's important to note that investing involves risk and there is always the potential of losing money. Merrill Lynch does not provide legal, tax, or accounting advice, so it's recommended to consult with your own advisors before making any financial decisions. They also offer insurance, annuity, trust, and fiduciary services through their affiliated companies. The institution is a registered broker-dealer, registered investment adviser, and member of SIPC, providing a wide range of financial products and services. Clients can connect with an advisor by starting with their name and location, ensuring a personalized and tailored approach to their financial needs.

Merrill Lynch Financial Advisor Keely M Clemons, located at 315 Lake Street East, Wayzata, Minnesota, United States, is a finance institution offering a wide range of brokerage, investment advisory, and other financial services. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients can trust in expert guidance to help achieve their financial goals. It is important to note that investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. Clients should consult their own advisors before making financial decisions. The institution also offers insurance, annuity products, trust and fiduciary services, and banking products through its affiliates. Merrill Lynch is committed to providing clients with information about products and services that may be of interest, while adhering to strict privacy policies. As a subsidiary of Bank of America Corporation, Merrill Lynch operates globally to provide lending, derivatives, commercial banking, securities, and investment banking services. With a focus on client relationships and personalized financial planning, Merrill Lynch Financial Advisor Keely M Clemons is dedicated to helping clients navigate the complex world of finance.

Merrill Lynch Wealth Management Advisor Nicholas P. Sauro is a finance institution located at 315 Lake Street East, Wayzata, Minnesota, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including Sauro, clients from all 50 states, the District of Columbia, and several US territories are guided towards achieving the lives they desire. Sauro offers services such as asset allocation, diversification, and financial planning, but reminds clients that investing involves risks and there is always the potential of losing money. Additionally, Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so clients are encouraged to consult with their own advisors before making financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services, including insurance and annuity products through Merrill Lynch Life Agency Inc. Trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware, both subsidiaries of Bank of America Corporation. Banking products are offered by Bank of America, N.A. and affiliated banks, with investment, insurance, and annuity products not being a condition to any banking service or activity. Sauro holds various certifications and is dedicated to helping clients navigate the complexities of the financial world.

Sarah Houser is a Financial Advisor at Ameriprise Financial Services, LLC located at 10900 Wayzata Boulevard, Minnetonka, Minnesota, United States. She 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Sarah specializes in providing comprehensive financial planning services for individuals and businesses, with expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. She is dedicated to upholding the highest standards of ethics and professionalism in her practice.

Merrill Lynch Financial Advisor Nate Branwall is located at 315 Lake Street East in Wayzata, Minnesota, United States. As part of Merrill Lynch, Nate Branwall is one of over 15,000 financial advisors helping clients across all 50 states, the District of Columbia, and several US territories achieve their financial goals. Please note that investing involves risk, and there is always the potential of losing money when investing in securities. Asset allocation, diversification, and rebalancing do not guarantee a profit or protect against loss in declining markets. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so it is recommended to consult with your own legal and/or tax advisors before making any financial decisions.

Matthew Dornik is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 10159 Wayzata Boulevard in Minnetonka, Minnesota, United States. Specializing in finance, Matthew Dornik holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. As a Certified Financial Planner™, Matthew Dornik upholds the highest standards of excellence in personal financial planning. With a focus on providing comprehensive financial advice, Matthew Dornik is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Krystal M Julius is a finance institution located at 315 Lake Street East, Wayzata, Minnesota, United States. At Eckerline Julius Wealth Management, we believe in focusing on your life, family, aspirations, and needs to create successful wealth management strategies. Our experienced team is dedicated to providing personalized service and building strong client relationships based on trust. We offer a range of services including investment management, banking and lending, trust and estate planning, insurance, and philanthropy. Our goal is to help you achieve your financial goals and adapt to changes in your life and the financial markets. With accolades such as Forbes "Top Next-Generation Wealth Advisors Best-in-State" and Barron's "Top 100 Women Financial Advisors", we are committed to setting the standard for exemplary client service. Let's work together to create a financial approach that reflects your priorities and helps you achieve your goals.

Tim Jirak - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10900 Wayzata Boulevard, Minnetonka, Minnesota, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals seeking wealth management solutions. Tim Jirak holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. The institution provides comprehensive financial planning services tailored to each client's unique goals and needs. With a focus on ethical practices and continuous education, Tim Jirak ensures that clients receive top-notch advice and guidance in navigating the complexities of wealth management. Whether you are a retiree, small business owner, high net worth individual, or seeking assistance with estate planning, Tim Jirak has the expertise and knowledge to help you achieve your financial goals.

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.