TOP 30 Best Legacy planning in Minnesota

Edward Jones - Financial Advisor: Julie A Leichtnam is a reputable financial institution located at 115 Main Street East in Wabasha, Minnesota, United States. Julie A Leichtnam is a knowledgeable and experienced financial advisor who provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Julie A Leichtnam helps clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Julie A Leichtnam is dedicated to helping you secure a strong financial future.

At Edward Jones - Financial Advisor: Andy Dunn in Rochester, Minnesota, clients can expect personalized financial advice and guidance from experienced advisor Andy Dunn. Located at 2150 2nd Street Southwest, this institution offers a wide range of financial services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to invest, Andy Dunn and his team are dedicated to providing tailored solutions to meet your unique needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Andy Dunn is committed to helping clients secure their financial future.

Carla Sticha - Keepsake Insurance Agency is a trusted insurance agency located in New Prague, Minnesota. With a background in Accounting/Business Management, Carla has been providing insurance coverage since 2010. She offers a wide range of insurance products to ensure that you get the right coverage for your needs. Carla's agency is named after the idea that insurance is a keepsake to her, passed down through generations in her family. With her grandfather and father both in the insurance business for many years, Carla continues the tradition by providing excellent customer service and insurance protection to her clients.

Sapientia Law Group is a modern and client-centric law firm located at 120 South 6th Street in Minneapolis, Minnesota, United States. Our team of attorneys and staff have all worked for successful law firms, but we believe in adapting to our clients' needs and providing innovative solutions. We prioritize teamwork, results, and client satisfaction in our approach to legal services. As a Go-To law firm for Fortune 500 Companies, we are proud to offer wisdom and value to our clients at no additional cost. Our experienced and down-to-earth professionals are dedicated to helping clients succeed while having a positive and collaborative work environment. Visit us to experience our innovative philosophies and client-centric approach to legal services.

Thrivent Financial, located at 202 South 1st Street in Montevideo, Minnesota, is a finance and insurance agency that believes everyone deserves a financial plan they can be confident about. With a focus on understanding each client's unique situation and goals, Thrivent Financial offers personalized strategies and solutions to help individuals achieve their financial objectives. The institution offers a free virtual coaching service called Money Canvas™ to empower clients to build healthier money habits at their own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent Financial's financial advisors are dedicated to helping you navigate life's challenges and opportunities. The institution also offers charitable planning options and generosity programs to help clients give back to their communities. As a Fortune 500 organization with $162 billion in assets under management/advisement, Thrivent Financial is committed to helping people make the most of all they've been given. Clients can schedule a free introductory appointment with a financial advisor to learn more about Thrivent's services and offerings.

Pioneer Heritage Insurance LLC is a trusted insurance agency located at 242 1st Street in Pennock, Minnesota. We specialize in providing a wide range of insurance products and services to protect your assets and ensure peace of mind. Our dedicated team of professionals is committed to helping you find the right coverage for your individual needs. Whether you are looking for auto, home, life, or business insurance, we are here to help you navigate through the complexities of insurance policies and provide you with personalized solutions. Contact us today to learn more about how we can help you protect what matters most.

Investors Choice Financial Services Inc. is a reputable finance and insurance agency located at 1 Prairie Drive in Slayton, Minnesota, United States. With a focus on providing personalized financial solutions for their clients, they offer a wide range of services such as investment planning, retirement planning, insurance coverage, and more. Their team of experienced professionals is dedicated to helping individuals and businesses make informed decisions to achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Investors Choice Financial Services Inc. is the trusted partner you can rely on.

Midwest Secure Retirement is a trusted insurance agency located at 1000 Shelard Parkway in St. Louis Park, Minnesota, United States. Our dedicated team specializes in providing secure retirement planning solutions for individuals and families in the Midwest region. We offer a range of insurance products and services to help our clients achieve their financial goals and enjoy a worry-free retirement. Contact us today to learn more about how we 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.

Liberation Estate Services is a finance and store institution located at 10550 County Road 81 in Maple Grove, Minnesota, United States. Specializing in estate planning and financial services, Liberation Estate Services offers expert advice and guidance to help clients manage their assets and plan for the future. With a focus on empowering individuals to take control of their finances, this institution provides a range of services to meet the unique needs of each client. Visit Liberation Estate Services today to start securing your financial future.

Primerica Financial Services is an insurance agency located at 11436 Martin Street Northwest in Coon Rapids, Minnesota, United States. They provide a range of financial services, including life insurance, investments, and retirement planning. With a focus on helping families achieve financial security, Primerica offers personalized solutions tailored to individual needs. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future.

World Financial Group Inc is a finance and insurance agency located at 1400 Energy Park Drive in Saint Paul, Minnesota, United States. With a focus on providing comprehensive financial solutions and insurance products, World Financial Group Inc aims to help individuals and families achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at World Financial Group Inc are dedicated to providing personalized services to meet your specific needs.

K M Family Law Consulting Pllc is a reputable law firm specializing in family law matters. Located at 940 West Everett Avenue in Fergus Falls, Minnesota, this institution offers expert legal advice and representation for individuals facing issues such as divorce, child custody, and spousal support. With a team of experienced lawyers dedicated to providing personalized and compassionate service, K M Family Law Consulting Pllc is committed to helping clients navigate the complexities of family law with confidence and peace of mind.

Bender-Kelner Wills, Trusts & Estates P.A. Law Firm is a reputable legal institution located at 16184 Minnesota 7 in Minnetonka, Minnesota, United States. Specializing in wills, trusts, and estates, this law firm provides expert legal services to help clients plan and protect their assets for the future. With a team of experienced lawyers, Bender-Kelner is dedicated to providing personalized and professional legal representation to individuals and families seeking guidance in matters of estate planning. Contact them today to schedule a consultation and secure your legacy.

Mullen Law Firm, P.A. is a trusted law institution located at 6700 France Avenue South, Edina, Minnesota, United States. Specializing in estate planning and estate administration, Joel Mullen and his team provide personalized services to individuals and families in Minneapolis, Edina, St. Paul, and surrounding areas. From trust administration to probate, planning for special needs individuals to family business succession, Mullen Law Firm covers a wide range of legal services. Joel Mullen is passionate about educating Minnesotans on the importance of having a solid estate plan in place. Through free public seminars, clients learn about the benefits of estate planning and are guided in choosing the right plan for their specific needs. By establishing a comprehensive estate plan, individuals can protect their finances and spare their loved ones from the stress and complications of managing affairs in the event of incapacity or death.

Mary Ebb Law is a reputable law firm located at 1050 Centerville Circle in Vadnais Heights, Minnesota, United States. Specializing in various areas of law, Mary Ebb Law provides expert legal services to clients in need of professional representation. With a team of experienced lawyers dedicated to achieving the best possible outcomes for their clients, Mary Ebb Law is a trusted institution in the legal community. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, Mary Ebb Law is here to help. Contact them today to schedule a consultation and discuss your legal needs.

Michael Traxler Wealth Management, LLC is a finance institution located at 222 Main Street East in New Prague, Minnesota, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment planning, retirement planning, estate planning, and more. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.

The Investment Center Advisor Group is a finance institution located at 409 Ash Avenue Northwest in Wadena, Minnesota, United States. Our team, led by Bob Beseman, is dedicated to helping clients navigate the complexities of financial planning in today's ever-changing marketplace. We prioritize our clients' interests and strive to provide quality service, financial strength, security, and integrity to help them reach their financial goals. Stop by between 8 and 10 for a cup of coffee and a sweet roll with Bob, and bring any questions you may have about the financial world. Our office closes at 3:00, but we are always available to assist you in achieving financial independence.

Encore is a reputable finance institution located at 715 Atlantic Avenue in Morris, Minnesota, United States. At Encore, our dedicated team of professionals is committed to providing top-notch financial services to our clients. Whether you are looking for investment opportunities, retirement planning, or assistance with managing your finances, Encore has the expertise and resources to help you achieve your financial goals. Visit us today to learn more about how Encore can support your financial needs.

Quist Wealth Management is a leading finance institution located at 1001 1st Street South in Willmar, Minnesota, United States. With a commitment to providing personalized financial solutions, our team of experienced professionals offers comprehensive wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or looking to grow your wealth, Quist Wealth Management is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

JD Kreps Financial Group, Inc. is a reputable finance institution located at 309 Lakeland Drive Southeast in Willmar, Minnesota, United States. With a strong focus on providing comprehensive financial services, JD Kreps Financial Group, Inc. offers expert advice and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the experienced professionals at JD Kreps Financial Group, Inc. are dedicated to helping you secure a stable financial future. Trust in their expertise and commitment to excellence for all your financial needs.

JPSchulte Wealth Advisors is a reputable financial institution located at 106 9th Street South in Olivia, Minnesota, United States. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial objectives.

Martin Cole - Thrivent is a reputable financial institution located at 129 West Main Street in Waconia, Minnesota, United States. Specializing in financial services, Martin Cole - Thrivent offers a wide range of products and expertise to help individuals and families achieve their financial goals. With a focus on financial planning, investments, and insurance, the experienced team at Martin Cole - Thrivent is dedicated to providing personalized solutions and excellent customer service. Whether you are looking to secure your financial future, save for retirement, or protect your assets, Martin Cole - Thrivent is here to help you every step of the way.

CPA KPA, LLC is a premier accounting and finance institution located at 127 Bridge Avenue East, Delano, Minnesota, United States. Specializing in providing stellar foundation tax return preparation, meticulous foundation bookkeeping, and comprehensive individual tax services, CPA KPA is deeply committed to supporting the charitable missions of foundations and philanthropic families. With a focus on family foundations and high-net worth families, the institution offers tailored tax and accounting solutions to maximize tax benefits and ensure compliance. Embracing the digital landscape, CPA KPA offers remote service options such as virtual meetings and encrypted document exchange for clients nationwide. The institution's guiding principles of empathy, courage, trust, and continuous learning drive their mission to amplify the positive impact of foundations and philanthropic families. Led by founding principal Kyle Anderson, a seasoned tax professional with over 13 years of experience, CPA KPA is dedicated to improving the effectiveness and efficiency of private foundations.

Signature Wealth Management is a leading finance institution located at 221 Main Street Northwest in Elk River, Minnesota, United States. With a team of experienced financial advisors, we specialize in providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, our dedicated team is here to provide expert guidance and support every step of the way. Trust Signature Wealth Management to help you secure your financial future.

Gentz Financial Services is a finance institution located at 601 Main Street Northwest, Elk River, Minnesota, United States. Since 1980, we have been dedicated to helping Minnesotans retire on their own terms. Our team of experienced professionals works tirelessly to create personalized financial plans that maximize the fruits of your labor. With four locations across the state, we have deep roots in Central Minnesota. At Gentz Financial, we understand the importance of preserving your assets and planning for a long and prosperous retirement. We offer a range of services, including retirement planning, asset preservation, income planning, wealth accumulation strategies, life insurance, estate planning, and Medicare assistance. Our goal is to help you navigate the complexities of financial planning and ensure that your loved ones are taken care of.

MD Financial Advisors is a trusted finance institution located at 7935 Stone Creek Drive in Chanhassen, Minnesota. Our team of experienced advisors is dedicated to providing personalized financial solutions to meet the unique needs of our clients. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to help. With a focus on transparency, integrity, and exceptional customer service, MD Financial Advisors is committed to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.

7th Street Financial is a trusted finance institution located at 3027 Sugar Maple Drive in Chaska, Minnesota. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or estate planning, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Orgel Wealth Management is a leading finance institution located at 701 Carlson Parkway in Minnetonka, Minnesota, United States. Specializing in wealth management, our team of experienced professionals provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Orgel Wealth Management is dedicated to helping clients secure their financial future.

Turnkey Financial Management LLC is a reputable finance institution located in Plymouth, Minnesota. Our team of experienced professionals is dedicated to providing top-notch financial management services to our clients. Whether you are looking for assistance with investment planning, retirement savings, or estate planning, we are here to help. Visit us at 3030 Harbor Lane North to learn more about how we can help you achieve your financial goals.