TOP 30 Legacy planning in Waconia, Minnesota

2 results found

Lindstrom Estate & Trust is a respected law firm located in Waconia, Minnesota, United States. Specializing in estate planning and trust services, our experienced lawyers provide personalized legal solutions to help clients protect and distribute their assets according to their wishes. With a commitment to professionalism and integrity, Lindstrom Estate & Trust is dedicated to providing expert guidance and support in navigating the complexities of estate law. Visit us at 7835 County Road 10 to learn more about how we can assist you in securing your legacy for future generations.

Daniel Harris - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 9362 Oak Avenue, Waconia, Minnesota, United States, offers a range of financial services to individuals. Daniel Harris holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment fiduciary practices, and portfolio management. Additionally, Daniel Harris is trained in behavioral finance and holds certifications in specialized areas such as divorce financial analysis, estate planning, and exit planning. With a commitment to excellence and a focus on providing tailored financial advice, Daniel Harris is dedicated to helping clients achieve their financial goals.