Investment options in Excelsior, Minnesota

The First Minnetonka Investment Center is a premier financial institution located at 14550 Excelsior Boulevard in Minnetonka, Minnesota. As a trusted provider of financial services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, we offer personalized solutions tailored to your specific needs. Visit us today to discover how we can help you secure your financial future.

Secured Retirement is a retirement planning institution located at 6121 Excelsior Boulevard in St. Louis Park, Minnesota, United States. Specializing in accounting and finance, Secured Retirement believes in creating personalized retirement plans that take into account not just your financial situation, but also your goals and dreams for retirement. As a CERTIFIED FINANCIAL PLANNER™ firm, they are held to a fiduciary standard, ensuring that your interests come first. The team at Secured Retirement understands the importance of balancing growth and security in your retirement plan. They offer TaxSmart™ Retirement Plans tailored to each individual and family, helping you maintain your lifestyle without having to stress about your finances. By avoiding extreme, one-size-fits-all approaches, they aim to create innovative retirement strategies that can adapt and grow with you over time.

Jacobs Trading LLC. - Main Office is a finance and store institution located at 8090 Excelsior Boulevard in Hopkins, Minnesota, United States. This establishment offers a wide range of financial services as well as a variety of products for sale. With a convenient location and a dedicated team of professionals, Jacobs Trading LLC. - Main Office is committed to providing top-notch service to its customers.

Patrick Loree - State Farm Insurance Agent is a reputable insurance agency located at 3981 Zarthan Avenue South in St. Louis Park, Minnesota, United States. The proud father of two "above average" kids, Patrick Loree enjoys exploring all that Minnesota has to offer, from state parks to museums, concerts, and sports. He is a dedicated agent who can provide quotes for car insurance, home insurance, renters insurance, condo insurance, boat insurance, motorcycle insurance, life insurance, and more. Patrick's mission is to help clients plan for the unexpected and be there to make things right when needed. Conveniently located at Excelsior Boulevard and Highway 100 in Saint Louis Park, the agency serves clients from various cities in Minnesota. Trent Fredenburg, an account manager at the agency, is committed to meeting all insurance needs and strives for excellence in leadership and determination. Together with his team, they work to ensure that clients are well protected and their goals are met.

Diversified Brokerage Services is an insurance agency located at 5501 Excelsior Boulevard in Minneapolis, Minnesota. As a trusted provider of insurance services, Diversified Brokerage Services offers a wide range of insurance products to meet the diverse needs of their clients. With a team of experienced and knowledgeable insurance professionals, they are committed to providing personalized and comprehensive insurance solutions to protect their clients' assets and provide peace of mind. Whether you are looking for auto, home, life, or business insurance, Diversified Brokerage Services is dedicated to helping you find the right coverage at the right price. Contact them today to learn more about their services and how they can help you with your insurance needs.

Farmers Insurance - Andrew Larsen is an insurance agency located at 261 School Avenue, Excelsior, Minnesota, United States. As your local Farmers® agent, Andrew Larsen is passionate about helping clients identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance provides comprehensive coverage options for auto, home, life, renters, business, condo, and recreational insurance. Andrew Larsen can help you customize an insurance package to reduce your risk and protect your investment. Additionally, he can assist you in building a solid financial plan to reach your goals. Contact Andrew Larsen today for personalized insurance solutions.

Citizens Independent Bank is a trusted financial institution located at 10901 Excelsior Boulevard in Hopkins, Minnesota, United States. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds easy and efficient. With a commitment to providing excellent customer service and personalized financial solutions, Citizens Independent Bank is dedicated to helping our clients achieve their financial goals. Visit us today to experience the difference of banking with us.

Alerus is a trusted financial institution located at 409 2nd Street in Excelsior, Minnesota, United States. As a full-service bank, Alerus offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With convenient ATM services available, Alerus is committed to providing top-notch customer service and helping individuals and businesses achieve their financial goals. Visit Alerus today to experience the difference in banking.