Long term investment planning in Excelsior, Minnesota

The First Minnetonka Investment Center is a premier financial institution located at 14550 Excelsior Boulevard in Minnetonka, Minnesota. As a trusted provider of financial services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, we offer personalized solutions tailored to your specific needs. Visit us today to discover how we can help you secure your financial future.

Cookson Financial LLC is a finance institution located at 500 Lake Street in Excelsior, Minnesota, United States. As a Registered Investment Advisor, Cookson Financial specializes in security analysis and portfolio management, offering expert and objective investment advice to individuals, trusts, foundations, and endowments. With a focus on providing customized service to a select clientele, Cookson Financial ensures personalized financial planning free from conflicting influences. Partnered with Charles Schwab & Co., Cookson Financial offers access to top-tier financial products and services, combining the personal touch of a small firm with the resources of a global financial leader. Committed to putting clients' long-term interests first, Cookson Financial follows Modern Portfolio Theory to create diversified portfolios tailored to individual risk levels, retirement needs, and tax implications, aiming to maximize returns while minimizing volatility.

Edward Jones - Financial Advisor: Marianne J Laurent is a reputable financial institution located at 464 2nd Street in Excelsior, Minnesota, United States. Marianne J Laurent is a dedicated 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, Edward Jones - Financial Advisor: Marianne J Laurent offers comprehensive financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Marianne J Laurent is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Michael J Hyzny is a trusted finance institution located at 5814 Excelsior Boulevard in St. Louis Park, Minnesota, United States. As a dedicated financial advisor, Michael J Hyzny provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Michael J Hyzny is committed to helping clients navigate the complexities of the financial world and secure their financial future.