The Best Proactive financial consulting in Duluth, Minnesota

Thrivent Financial – Duluth is a finance and insurance agency located at 2711 West Superior Street in Duluth, Minnesota, United States. At Thrivent, we believe that everyone deserves a financial plan they can be confident about, which is why we strive to match our clients with the right financial advisor based on their individual needs and concerns. Our free virtual coaching service, Money Canvas™, empowers clients to build healthier money habits at their own pace. We seek to understand each client's unique situation and goals in order to create a financial plan that prioritizes what matters most to them, whether they are just starting out, building a foundation, or nearing retirement.

Jim Boileau - Raymond James is a finance institution located at 11 East Superior Street in Duluth, Minnesota, United States. With an experienced investment manager like Jim Boileau, clients can simplify the complexities of their wealth and their lives. By offering disciplined investment choices based on individual goals, time frames, and risk tolerance, the institution aims to reduce questions and identify opportunities for clients. The team, including Jim Boileau, Brad Jenson, and Andrea Goritchan, provides personalized investment services and guidance to help clients pursue their financial goals. Clients can trust the institution to understand their reasons for working hard and help them plan for success.

Rickie Derks - Thrivent, located at 2711 West Superior Street in Duluth, Minnesota, is a finance institution dedicated to empowering families to live the life they are called to. Rickie Derks and her team work with individuals to help them reach their goals by creating personalized financial plans that address their needs and protect their progress. With a focus on providing clarity and confidence in financial decisions, Rickie Derks - Thrivent aims to replace fear and confusion with generosity and clarity. They offer a Financial Planning Framework to analyze a client's financial situation and provide written recommendations through their Dedicated Planning Services for a fee.