TOP 10 Legal guidance in Minneapolis, Minnesota
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Focus Financial - David Heitkamp, CFP
● OpenFocus Financial - David Heitkamp, CFP is a finance institution located at 1000 Shelard Parkway in Minneapolis, Minnesota. As an Executive Officer, Board Member, and Investment Committee Chairman of Focus Financial, David Heitkamp focuses on serving families in Minneapolis by helping them plan for retirement and manage their wealth. With over 30 years of experience in the financial industry, David is dedicated to providing personalized investment advisory, insurance, and financial planning services to his clients. He is affiliated with Focus Financial Network, Inc. and Osaic Wealth, Inc., ensuring that his clients receive comprehensive financial services. David and his wife, Cheryl, have a large family and are actively involved in their community. Clients can trust David Heitkamp and his team to provide expert financial guidance and support for their long-term financial goals. Please note that Osaic Wealth does not provide tax or legal advice, and registered representatives associated with this site may only conduct securities business with residents of certain states. When visiting external websites linked within this page, individuals assume total responsibility and risk for their use of those sites.
1000 Shelard Pkwy #300, Minneapolis, MN 55426, United States -
Merrill Lynch Financial Advisor Matthew Borash
● OpenMerrill Lynch Financial Advisor Matthew Borash, located at 80 South 8th Street in Minneapolis, Minnesota, offers tailored advice and guidance to individuals, families, and businesses to help them make informed decisions about their wealth. With a focus on retirement strategy, wealth planning, investment management, business modeling, and more, Matthew works closely with clients to connect their financial resources with their goals. As a Senior Portfolio Advisor at Merrill, he can manage custom investment strategies to help clients pursue their objectives. Through one-on-one collaboration, Matthew helps clients build personalized financial strategies that reflect their unique ambitions and priorities. With a commitment to simplicity and transparency, he aims to make wealth planning an exciting journey towards achieving financial goals. By regularly reviewing and updating financial approaches, Matthew helps clients stay on track to reach their goals even as life and markets change. With expertise in behavioral finance, Merrill offers tools like the Investment Personality Assessment to customize financial approaches based on individual preferences. Through ongoing communication and adjustments, Matthew helps clients navigate the complexities of investing and adapt to changing circumstances. As a Merrill Lynch Wealth Management Advisor, Matthew prioritizes the needs and goals of his clients, providing personalized investment strategies and access to comprehensive financial solutions. By getting to know clients personally and understanding what matters most to them, Matthew designs approaches that reflect their unique needs and priorities. With a focus on staying on track regardless of market fluctuations, Matthew helps clients live their best financial lives. Matthew Borash is registered to do business in multiple states and emphasizes the importance of consulting legal and tax advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results.
80 S 8th St, Minneapolis, MN 55402, United States -
Merrill Lynch Financial Advisor Dean Thomas Ravenscroft
● OpenMerrill Lynch Financial Advisor Dean Thomas Ravenscroft is a finance institution located at 80 South 8th Street, Minneapolis, Minnesota, United States. Dean Ravenscroft specializes in helping clients enjoy retirement to the fullest by crafting tailored plans centered around abundant income. He believes in a different approach to retirement planning, focusing on diversified portfolios with dividend-paying equities and tax-efficient fixed income investments. Dean is committed to building lasting relationships with his clients, providing ongoing guidance and support as they navigate the complexities of retirement planning. He believes in customizing strategies to match each client's unique needs and goals, aiming to build portfolios that provide stability, growth, and a steady income stream. Dean is passionate about securing his clients' financial futures and takes immense pride in being a part of their success stories. He offers personalized plans through Merrill Personal Wealth Analysis™, focused on helping clients achieve their goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Dean works with clients to develop approaches designed to address their financial needs. Whether clients are planning for retirement, saving for a home, funding education, or passing on wealth to future generations, Dean is dedicated to helping them pursue their goals and manage investment risk. His mission is to understand each client personally, helping them design and implement personalized plans to achieve financial goals. Dean believes in staying connected with clients, regularly reviewing their goals and progress, and making any necessary adjustments to their financial approach. He is registered to do business in several states and offers investment insights, tips, and strategies to help clients live their best financial lives. Investing involves risk, and Dean encourages clients to consult legal and tax advisors before making any financial decisions. With a focus on personalized investment strategies and comprehensive financial solutions, Dean Ravenscroft and Merrill Lynch Wealth Management Advisors are dedicated to helping clients build customized approaches to address their needs and pursue their goals.
80 S 8th St, Minneapolis, MN 55402, United States -
Michael Skillrud - Thrivent
● OpenMichael Skillrud - Thrivent is a finance institution located at 3001 Broadway Street Northeast in Minneapolis, Minnesota. Michael Skillrud is part of the Voyaguer Consultants team and has been in the financial services industry since 2012. He is dedicated to helping clients achieve their financial goals, whether it be insurance protection for their family, investment products for retirement, or guidance for their legacy. Michael believes in creating customized, purpose-driven financial plans that align with his clients' values and goals. Thrivent, the marketing name for Thrivent Financial for Lutherans, offers insurance products, securities, and investment advisory services through licensed financial advisors. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice, so clients are encouraged to consult their attorney or tax professional. Visit Thrivent.com for more information and disclosures.
3001 Broadway St NE Suite 610, Minneapolis, MN 55413, United States -
Ken Harris - Thrivent
● OpenKen Harris - Thrivent is a finance institution located at 1351 Sargent Avenue, Saint Paul, Minnesota, United States. The institution focuses on helping people be wise with money, life, and liberty. The Thrivent Associate at this location specializes in retirement income planning, investment management, protecting loved ones against the impact of long-term care, death, and disability, charitable giving, and college planning. The office is centrally located to serve individuals in areas such as Apple Valley, Burnsville, Eagan, and Minneapolis. Licensing information is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework and Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products are issued by Thrivent and securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit Thrivent.com for more information on professional designations and requirements.
1351 Sargent Ave, St Paul, MN 55105, United States -
BDO
● OpenBDO is a leading accounting and finance institution located at 800 Nicollet Mall in Minneapolis, Minnesota, United States. Our downtown Minneapolis office offers a local presence with global resources, providing businesses with a comprehensive array of assurance, tax, and business advisory services. Our partner-led teams of seasoned professionals help businesses navigate market shifts and opportunities with tailored strategies for companies of all sizes and industries in the Twin Cities region. At BDO, we empower our clients in Minneapolis-Saint Paul to enable new growth and find competitive advantage through valuable data and purpose-driven strategies. Our Life Sciences Practice provides guidance to pharmaceutical, biotech, and medical device manufacturers, while our asset management services offer partner-level service and a global network. We are committed to giving back to our communities through our corporate social responsibility program, BDO Counts, and support initiatives such as St. Jude’s Research Hospital and the Twin Cities Tournament of Hope.
800 Nicollet Mall UNIT 600, Minneapolis, MN 55405, United States -
Eve Rose Borenstein, LLC
● OpenEve Rose Borenstein, LLC is a reputable law firm located at 3957 Drew Avenue South in Minneapolis, Minnesota. With a focus on providing expert legal services in various areas of law, including family law, estate planning, and business law, our team of experienced attorneys is dedicated to helping clients navigate complex legal issues with compassion and expertise. Whether you are facing a divorce, need assistance with estate planning, or require legal guidance for your business, Eve Rose Borenstein, LLC is committed to providing personalized and effective legal solutions to meet your needs. Contact us today to schedule a consultation and learn more about how we can assist you.
3957 Drew Ave S, Minneapolis, MN 55410, United States -
Sheff Harold H
● OpenSheff Harold H is a prestigious institution located at 800 Nicollet Mall in Minneapolis, Minnesota, United States. Specializing in accounting, finance, and legal services, Sheff Harold H offers top-notch expertise and guidance in these crucial fields. With a team of experienced professionals, clients can trust Sheff Harold H to provide comprehensive and reliable solutions for their financial and legal needs. Whether you are seeking assistance with tax planning, investment strategies, or legal advice, Sheff Harold H is dedicated to helping you achieve your goals and secure your financial future.
800 Nicollet Mall #2950, Minneapolis, MN 55402, United States
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