The 30 Best Investments for seniors in Minnesota
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Allianz Life Insurance Company of North America
Allianz Life Insurance Company of North America, located at 5701 Golden Hills Drive in Minneapolis, Minnesota, is a trusted provider of retirement solutions with over 125 years of experience. Their innovative products offer financial protection, guaranteed retirement income, and flexible premium options. Allianz annuities provide dependable retirement income and accumulation potential, while their life insurance offers a tax-free death benefit for loved ones. Buffered ETFs from Allianz Investment Management LLC can help hedge retirement portfolios from market drops. The institution is committed to supporting underrecognized businesses in the community for a more sustainable future. For more information, visit their website or contact them directly. Please note that some products and features may vary by state and involve risks, so it's important to carefully consider all information before investing.
Avisen Legal
Avisen Legal is a boutique business law firm located in Minneapolis, Minnesota, United States. Our partner-level attorneys have extensive experience in AmLaw 200 firms and corporate legal departments, allowing us to provide personalized and tailored advice to meet your business and legal goals. We specialize in representing businesses, business owners, investors, investment funds, and non-profits in a wide range of legal issues related to formation, operation, growth, and sale of enterprises. Additionally, we assist individuals, families, and business owners with estate plans and succession planning. At Avisen Legal, we prioritize client service and strive to provide timely, efficient, and sensible legal solutions. Our unique approach combines the expertise gained from years of private practice with a focus on building strong relationships with our clients. We do not have billable hours requirements, allowing us to concentrate solely on what is in our clients' best interests.
Superior Retirement Services, LLC
Superior Retirement Services, LLC is a reputable insurance agency located at 5231 East Superior Street in Duluth, Minnesota, United States. We specialize in providing expert guidance and personalized solutions for retirement planning, ensuring our clients can enjoy a secure and comfortable future. Our experienced team is dedicated to helping individuals and families navigate the complexities of retirement insurance options, offering tailored plans to meet specific needs and goals. At Superior Retirement Services, LLC, we are committed to providing top-notch service and peace of mind for our valued clients.
Dayton's Bluff Financial
Dayton's Bluff Financial is a health and insurance agency located at 925 Payne Avenue in Saint Paul, Minnesota, United States. We specialize in helping our clients ensure financial wellness and create generational wealth through a variety of life insurance solutions. Our offerings include term, whole life, and universal life products from top-rated insurance companies. We believe that quality healthcare is a fundamental human right, and we offer individual and family health insurance plans through MNsure and the Federal Marketplaces. We also assist seniors with navigating the complexities of Medicare, offering Medicare Advantage, Medicare Supplement, prescription drug plans, dental, vision, and ancillary health plans to support their retirement years.
Jasmine Fields, Bankers Life Agent
Jasmine Fields, Bankers Life Agent is an insurance agency located at 1530 Greenview Drive Southwest in Rochester, Minnesota, United States. Our agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Humana, and UnitedHealthcare®. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. Planning for long-term care is essential in today's world, and we are here to guide you through the process. Bankers Life is currently recruiting for agent, manager, and investment professional positions. Join our team and help your community achieve a financially secure retirement. Our training programs are award-winning and will set you up for success. Enjoy unlimited earning potential, a flexible schedule, and team-building opportunities at your local branch office. Come achieve more at Bankers Life!
Taylor Funk, Bankers Life Agent
Taylor Funk, Bankers Life Agent is an insurance agency located at 1530 Greenview Drive Southwest in Rochester, Minnesota. Specializing in life insurance, health insurance, and retirement planning, our experienced team of agents is dedicated to helping individuals and families secure their financial future. With a focus on personalized service and tailored insurance solutions, we strive to provide peace of mind and security for our clients. Contact us today to learn more about our services and how we can help protect what matters most to you.
Northwestern Mutual-Daniel J. Moseley
Northwestern Mutual-Daniel J. Moseley is a reputable financial institution located at 11 East Superior Street in Duluth, Minnesota, United States. As a trusted provider of financial services, they offer a wide range of products including insurance, investment, and retirement planning. With a focus on helping clients achieve their financial goals, Northwestern Mutual-Daniel J. Moseley is committed to providing personalized solutions and expert guidance. Whether you are looking to protect your assets, grow your wealth, or plan for the future, their team of experienced professionals is dedicated to helping you secure a stable financial future.
Farmers Insurance - Chad Erickson
Farmers Insurance - Chad Erickson is a local insurance agency located at 7960 Lake Drive, Lino Lakes, Minnesota, United States. As your Farmers agent, Chad Erickson helps customers identify the insurance coverage that best fits their needs. The agency prides itself on providing outstanding customer service and ensuring each client is educated on their specific coverage options. With over 15 years of insurance experience, Chad has the knowledge and skill-set to help clients understand their coverage options for auto, home, life, business insurance, and more. The office is conveniently located off of Interstate 35w at the intersection of Main Street and Lake Drive. Chad Erickson and his team will make the insurance process straightforward and personalized to help clients select the most comprehensive and cost-effective solution. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, the agency can help take the mystery out of selecting the right insurance coverage for your needs and budget.
Neil Matsch - Prudential Financial
Neil Matsch - Prudential Financial is a reputable finance and insurance agency located at 1313 South Frontage Road in Hastings, Minnesota, United States. With a strong commitment to providing top-notch financial services and insurance products, Neil Matsch - Prudential Financial strives to help individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Neil Matsch - Prudential Financial is here to help you navigate the complexities of the financial world with confidence and peace of mind.
Live Life Insured
Live Life Insured is a reputable insurance agency located in Lake Elmo, Minnesota. Our dedicated team of professionals is committed to helping individuals and families protect their financial future through comprehensive insurance solutions. Whether you are looking for life insurance, health insurance, or other types of coverage, we are here to guide you every step of the way. At Live Life Insured, we understand the importance of peace of mind and strive to provide our clients with personalized service and tailored insurance plans to meet their unique needs. Visit us at 10668 39th Street North to learn more about how we can help you live life fully insured.
Prudential | Pam Johnson | Life Insurance & Financial Services
Prudential | Pam Johnson | Life Insurance & Financial Services is a reputable finance and insurance agency located at 111 Market Street in Winona, Minnesota, United States. With a focus on providing quality life insurance and financial services, our team is dedicated to helping clients secure their financial future and protect their loved ones. Whether you are looking for life insurance coverage, retirement planning, or investment advice, our experienced professionals are here to assist you every step of the way. Trust Prudential | Pam Johnson | Life Insurance & Financial Services to provide you with personalized solutions tailored to your unique needs and goals.
Frandsen Bank & Trust
Frandsen Bank & Trust is a trusted financial institution located at 331 West Superior Street in Duluth, Minnesota, United States. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers. Our experienced team is dedicated to providing personalized banking solutions and exceptional customer service. Whether you're looking for a checking account, mortgage loan, or investment advice, we are here to help you achieve your financial goals. Visit us today to experience the Frandsen difference.
Northview Bank
Northview Bank is a trusted financial institution located at 510 Main Street in Sandstone, Minnesota. As a full-service bank, we offer a range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds quick and easy. Whether you are looking to manage your personal finances or grow your business, Northview Bank is here to help you achieve your financial goals. Visit us today to experience top-notch customer service and personalized financial solutions.
Minnesota First
Minnesota First is a trusted financial institution located at 144 Tyler Road North in Red Wing, Minnesota. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers. From personal banking to business solutions, our dedicated team is committed to providing top-notch service and helping our clients achieve their financial goals. Visit us today to experience the Minnesota First difference.
Tidal Wealth Advisors
Tidal Wealth Advisors is a leading financial institution located in Duluth, Minnesota. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, we are here to provide expert guidance every step of the way. Visit us at 5 North 3rd Avenue West to start your journey towards financial success today.
Wealth Management Midwest
Wealth Management Midwest is a premier financial institution located at 20 Lake Street North in Forest Lake, Minnesota, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. From investment planning to retirement strategies, we offer a wide range of services tailored to meet the unique needs of each client. Trust Wealth Management Midwest to provide expert guidance and personalized solutions for all your financial needs.
Merrill Lynch Financial Advisor Tina M Swanson
Located at 219 Main Street North in Stillwater, Minnesota, Merrill Lynch Financial Advisor Tina M Swanson offers insights, observations, and ideas to assist clients in achieving their financial goals. With a background in finance and a dedication to providing top-notch service, Tina has been working in the financial services industry since 1998. As a Financial Advisor and Resident Director at Merrill Lynch, she strives to support her clients by connecting them to global resources and banking services. Tina's expertise includes investment strategies, retirement planning, estate planning, and philanthropic giving. Tina is a CERTIFIED FINANCIAL PLANNER™ and a Senior Portfolio Advisor, specializing in managing investments on a discretionary basis and offering a wide range of portfolio options. She is committed to building strong client relationships based on trust and personalized service. In addition to her professional work, Tina is actively involved in her community through organizations like Stillwater Sunrise Rotary, where she promotes the value of service above self.
Chuck H. Spavin - RBC Wealth Management Financial Advisor
Chuck H. Spavin - RBC Wealth Management Financial Advisor is a trusted financial institution located at 400 Robert Street North in Saint Paul, Minnesota, United States. As a dedicated financial advisor, Chuck H. Spavin provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Chuck H. Spavin offers expert financial advice and solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or investing for the future, Chuck H. Spavin - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Capital Street Financial Services
Capital Street Financial Services is a premier finance institution located in the heart of Saint Paul, Minnesota. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including wealth management, investment planning, and retirement solutions. With a focus on personalized service and tailored strategies, we strive to help our clients achieve their financial goals and secure their financial future. Visit us at 85 7th Place East to learn more about how we can assist you in reaching your financial objectives.
Concord Wealth Partners
Concord Wealth Partners is a leading financial institution located at 600 Inwood Avenue North in Oakdale, Minnesota, United States. Specializing in wealth management and financial planning, Concord Wealth Partners offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized solutions to meet the unique needs of each individual or business. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Concord Wealth Partners is dedicated to helping you secure a stable financial future. Contact them today to schedule a consultation and start building a solid financial plan.
Landmark Wealth Management Group - Lake Elmo
Landmark Wealth Management Group in Lake Elmo is a leading financial institution located at 8665 Hudson Boulevard North. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support. Trust Landmark Wealth Management Group to be your partner in building a secure financial future.
Inspired Retirement Planning
Inspired Retirement Planning is a leading financial institution located at 3428 Lakeridge Place North West in Rochester, Minnesota, United States. Specializing in retirement planning, our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals for the future. With personalized strategies and expert guidance, we aim to inspire confidence and peace of mind in our clients as they navigate the complexities of retirement planning. Contact us today to learn more about how we can help you secure a comfortable and fulfilling retirement.
Ramer Retirement Resources
Ramer Retirement Resources is a finance institution located in Rochester, Minnesota, United States. Our team of financial experts is dedicated to helping individuals plan and manage their retirement funds effectively. With personalized guidance and a range of investment options, we strive to ensure our clients can enjoy a secure and comfortable retirement. Contact us at 2001 2nd Street Southwest to start planning for your future today.
Kathi Beasley - Financial Advisor, Ameriprise Financial Services, LLC
Kathi Beasley is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 227 West 1st Street in Duluth, Minnesota. With years of experience in the finance industry, Kathi is dedicated to helping her clients achieve their financial goals and secure their financial futures. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Kathi Beasley can provide personalized financial advice and guidance to help you make informed decisions. Contact her today to schedule a consultation and start planning for a brighter financial future.
Samantha Cowley - Financial Advisor, Ameriprise Financial Services, LLC
Samantha Cowley is a Financial Advisor at Ameriprise Financial Services, LLC, located at 394 South Lake Avenue in Duluth, Minnesota, United States. She holds multiple 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, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Samantha specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She is committed to upholding a high standard of ethics and professionalism in her practice, ensuring that clients receive expert advice and guidance in areas such as asset management, investment strategies, estate planning, insurance products, retirement planning, and more. Samantha's expertise and dedication to her clients make her a trusted and reliable financial advisor in the Duluth area.
Edward Jones - Financial Advisor: Brett R Loeb
Edward Jones - Financial Advisor: Brett R Loeb is a reputable financial institution located at 807 Cloquet Avenue in Cloquet, Minnesota. As a trusted advisor, Brett R Loeb offers personalized financial services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Brett R Loeb is dedicated to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Brett R Loeb is committed to helping clients secure their financial future. Contact them today to schedule a consultation.
Edward Jones - Financial Advisor: Mike Goehner
Edward Jones - Financial Advisor: Mike Goehner is a reputable finance institution located at 5661 147th Street North in Hugo, Minnesota, United States. With a focus on personalized financial planning and investment services, Mike Goehner and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Mike Goehner offers expert advice and tailored solutions to meet your individual needs. Contact them today to schedule a consultation and take the first step towards a more secure financial future.
Edward Jones - Financial Advisor: Grant D Kruckeberg
Edward Jones - Financial Advisor: Grant D Kruckeberg is a trusted financial institution located at 1115 Southview Boulevard in South Saint Paul, Minnesota. As a dedicated finance professional, Grant D Kruckeberg is committed to helping clients achieve their financial goals through personalized investment strategies and expert financial advice. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Grant D Kruckeberg is the go-to destination for individuals seeking sound financial guidance in the South Saint Paul area.
Samantha Witthoft - Financial Advisor, Ameriprise Financial Services, LLC
Samantha Witthoft - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located in Lake Elmo, Minnesota. With a commitment to providing personalized financial advice and services, Samantha Witthoft helps clients navigate their financial goals and secure their financial future. From retirement planning to investment management, the team at Ameriprise Financial Services, LLC is dedicated to helping clients make informed decisions and achieve financial success. Visit us at 12435 55th Street North to learn more about our comprehensive financial services.
Merrill Lynch Financial Advisor John M. Ehlers
Merrill Lynch Financial Advisor John M. Ehlers, located at 219 Main Street North in Stillwater, Minnesota, is a trusted institution offering personalized financial strategies to help clients pursue their long-term goals. With a focus on understanding each client's unique aspirations and priorities, the team at Merrill Lynch works one-on-one to develop customized financial approaches tailored to individual needs. Drawing upon research in behavioral finance, they use the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences, ensuring that the financial strategy aligns with what matters most to them. As a Senior Vice President, Wealth Management Advisor, Portfolio Manager, and holder of the Certified Plan Fiduciary Advisor and Chartered Retirement Planning Counselor designations, John M. Ehlers brings a wealth of experience and expertise to help clients navigate their financial journey. With a focus on total wealth management, the team at Merrill Lynch provides advice and guidance for both personal and business finances, ensuring that each client receives personalized advice and access to specialized investment services. Regular meetings are held to review progress towards goals and to make adjustments to the financial approach as needed.
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