TOP 30 Life insurance planners in Duluth, Minnesota

3 results found

Keith Nokleberg - Prudential Financial is a finance and insurance agency located at 2114 West Superior Street in Duluth, Minnesota, United States. With a focus on providing top-notch financial planning and insurance services, our team of experts is dedicated to helping clients achieve their long-term financial goals. Whether you are looking to invest for the future or protect your assets, Keith Nokleberg - Prudential Financial is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

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.

Brian Johnson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 227 West 1st Street, Duluth, Minnesota, United States. Brian 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®, 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®. Brian is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is committed to upholding the highest standards of ethics and professionalism in the field of finance, and is well-equipped to address a wide range of financial needs and goals. Contact Brian Johnson today for expert financial guidance and personalized wealth management solutions.