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TOP 30 Life insurance with investment in Alexandria, MN
9 results found
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New York Life
New York Life, located at 1106 Broadway Street in Alexandria, Minnesota, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. With a focus on helping individuals and families through various life phases, New York Life offers expertise and guidance to create investment strategies and future financial plans. They also provide insurance solutions for employees, executives, business owners, and small businesses. Additionally, the institution is committed to giving back to the community through charitable initiatives and financial support for bereavement, education, and workplace programs.
Mid Minnesota Federal Credit Union - Alexandria
Mid Minnesota Federal Credit Union in Alexandria, Minnesota, offers a range of financial services including ATM access, business lending, insurance services, and more. Located at 405 50th Avenue West, this institution provides convenient drive-up services, cash advances, coin counting, and debit card replacement. Customers can also take advantage of insurance services, money orders, mortgage services, and safe deposit boxes. Additionally, Mid Minnesota Retirement and Investment Services are available to help members plan for their financial future. With a focus on community and member ownership, Mid Minnesota Federal Credit Union is dedicated to helping its members thrive. Please note that the ATM at Lake Country Meats will no longer be available, but there are plenty of other locations, including the one at the Alexandria office, for your convenience. Visit Mid Minnesota Federal Credit Union today to experience a different kind of banking.
Gate City Bank
Gate City Bank, located at 1630 Broadway Street in Alexandria, Minnesota, is a leading financial institution offering a wide range of innovative products and services to meet your banking and finance needs. From checking accounts to retirement savings, our personalized solutions are designed for every stage of life. Our current promotions and exclusive offers make managing your finances easy and rewarding. Whether you're looking to purchase your dream home or upgrade your vehicle, we offer the best loan options with low rates. Our business banking services are tailored to meet your unique needs, providing you with the tools to succeed in the competitive market.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 503 22nd Avenue East in Alexandria, Minnesota, United States. With a strong presence in the financial industry, Northwestern Mutual offers a wide range of insurance and investment products to help individuals and families achieve their financial goals. The institution is known for its commitment to providing personalized financial planning services and expert guidance to help clients secure their financial future. Whether you are looking for life insurance, retirement planning, or investment solutions, Northwestern Mutual is dedicated to helping you navigate the complexities of the financial world with confidence.
Kalina Financial Services
Kalina Financial Services is a reputable finance and insurance agency located at 1106 Broadway Street in Alexandria, Minnesota, United States. With a team of experienced professionals, we provide a wide range of financial services including investment planning, retirement planning, insurance products, and more. Our mission is to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how we can assist you with your financial needs.
Thrivent - Trinity Advisor Group
Thrivent - Trinity Advisor Group, located at 2308 South Broadway Street in Alexandria, Minnesota, is a finance institution dedicated to guiding Christians towards a life of financial clarity and confidence. With over 70 years of combined experience, each financial advisor at Trinity Advisor Group represents a different generation, allowing for a diverse and comprehensive approach to financial planning. The institution focuses on three cornerstones: Taxation, providing unbiased advice, and establishing personal, meaningful, and achievable goals for clients. By following a disciplined process, clients have found that these principles help create a life of financial clarity. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult their attorney or tax professional. Licensing information is available through the State Insurance Department's website. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Financial advisors at Thrivent are credentialed to provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.
Thomas Steidl - Private Wealth Advisor, Ameriprise Financial Services, LLC
Thomas Steidl - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 817 Broadway Street in Alexandria, Minnesota, is a finance institution that offers a wide range of services to meet the diverse needs of individuals seeking expert financial advice. Thomas Steidl holds multiple certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Thomas Steidl's commitment to excellence and expertise in various areas of financial planning and wealth management. Whether you are looking for assistance with asset management, retirement planning, estate planning, investment strategies, insurance products, or other financial needs, Thomas Steidl is equipped to provide personalized guidance and support. Contact Thomas Steidl - Private Wealth Advisor, Ameriprise Financial Services, LLC, to schedule a consultation and take the first step towards achieving your financial goals.
Timothy Urness - Thrivent
Timothy Urness - Thrivent is a financial institution located at 2308 South Broadway Street in Alexandria, Minnesota, United States. They are licensed in multiple states including AZ, FL, IA, MN, NV, SD, WA, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products through Thrivent. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
Justin Thoennes - Associate Financial Advisor, Ameriprise Financial Services, LLC
Justin Thoennes is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 817 Broadway Street in Alexandria, Minnesota, United States. Justin holds various 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 Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. Justin's expertise includes asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and comprehensive knowledge, Justin provides financial advice and services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with investment opportunities, insurance products, tax planning, or asset allocation, Justin Thoennes is dedicated to helping you achieve your financial goals.
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