Professional financial planning services in Alexandria, Minnesota
32 results found
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Kalina Financial Services
● OpenKalina 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.
1106 Broadway St Suite 1, Alexandria, MN 56308, United States -
Focus Financial
● OpenFocus Financial is a leading finance institution located at 307 North Nokomis Street in Alexandria, Minnesota, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or assistance with mortgages and loans, we are here to help. Visit us today to learn more about how Focus Financial can help you secure a brighter financial future.
307 N Nokomis St # 112, Alexandria, MN 56308, United States -
Alex Tax & Business Services Inc
● OpenAlex Tax & Business Services Inc is a well-established accounting and finance institution located at 2308 South Broadway Street in Alexandria, Minnesota, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, payroll services, and financial planning. Our goal is to help individuals and businesses navigate the complexities of financial management with ease and efficiency. Whether you need assistance with filing your taxes or creating a comprehensive business strategy, our dedicated team is here to help you achieve your financial goals. Visit us today to learn more about how Alex Tax & Business Services Inc can support your financial needs.
2308 S Broadway St STE 6, Alexandria, MN 56308, United States -
Edward Jones - Financial Advisor: Ruth A Molloy
● OpenEdward Jones - Financial Advisor: Ruth A Molloy is a trusted finance institution located at 316 North Nokomis Street in Alexandria, Minnesota, United States. As a dedicated financial advisor, Ruth A Molloy provides personalized financial planning services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Ruth A Molloy is a reliable partner in navigating the complexities of financial management. Visit their office today to start planning for a secure financial future.
316 N Nokomis St, Alexandria, MN 56308, United States -
Edward Jones - Financial Advisor: Brandon M Plotz
● OpenEdward Jones - Financial Advisor: Brandon M Plotz is a trusted finance institution located at 507 North Nokomis Street in Alexandria, Minnesota. As a dedicated financial advisor, Brandon M Plotz provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and offering expert guidance, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for education, or investing for the future, Brandon M Plotz and Edward Jones are here to provide professional advice and support every step of the way.
507 N Nokomis St Ste 204, Alexandria, MN 56308, United States -
Mark Jenson - UBS Financial Services Inc.
● OpenMark Jenson - UBS Financial Services Inc. is a reputable finance institution located at 324 Broadway Street in Alexandria, Minnesota, United States. With a strong focus on providing high-quality financial services, Mark Jenson - UBS Financial Services Inc. offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized and comprehensive financial advice to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Mark Jenson - UBS Financial Services Inc. is committed to helping you succeed.
324 Broadway St UNIT 201, Alexandria, MN 56308, United States -
Asta Tax Services
● ClosedAsta Tax Services is a reputable institution specializing in accounting and finance services. Located at 2707 Rambow Lane Southeast in Alexandria, Minnesota, United States, they provide expert tax preparation, financial planning, and bookkeeping services to individuals and businesses. With a team of experienced professionals, Asta Tax Services is dedicated to helping clients navigate the complexities of tax laws and financial management to achieve their financial goals. Whether you need assistance with tax filing, investment strategies, or budgeting, Asta Tax Services is committed to providing personalized and reliable solutions to meet your needs.
2707 Rambow Ln SE, Alexandria, MN 56308, United States -
AgCountry Farm Credit Services
● OpenAgCountry Farm Credit Services is a reputable institution located at 1022 Broadway Street in Alexandria, Minnesota, United States. As a leading accounting, finance, and insurance agency, we provide a wide range of services to support the financial needs of farmers, ranchers, and rural communities. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with loans, insurance, or financial planning, AgCountry Farm Credit Services is here to provide expert guidance and support. Visit us today to learn more about how we can help you succeed in the agricultural industry.
1022 Broadway St, Alexandria, MN 56308, United States -
Premiere Partners
● OpenPremiere Partners is a leading institution located at 4742 Rural Oaks Drive in Alexandria, Minnesota, United States. We specialize in providing top-notch financial services and investment solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Premiere Partners is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.
4742 Rural Oaks Dr, Alexandria, MN 56308, United States -
Amy Christopherson - State Farm Insurance Agent
● OpenAmy Christopherson - State Farm Insurance Agent is a top-rated insurance agency located at 218 3rd Avenue East, Alexandria, Minnesota. Our award-winning team ranks in the top 1% of all State Farm agencies nationwide, providing reliable protection for your Auto, Home, Business, and more. Serving areas across Minnesota, North Dakota, and South Dakota, we are known for our small-town customer service and have been voted the top Insurance Agency in the Lakes area for four consecutive years. Our team of professionals is dedicated to simplifying the insurance process and building lasting relationships with our clients. As a State Farm agent since 2004, I am committed to helping individuals and families plan for their future with personalized insurance coverage. Our team hosts community events, participates in volunteering, and is actively involved in organizations such as the Alexandria Lakes Area Chamber of Commerce. We offer free insurance quotes and personalized insurance plans to meet your unique needs.
218 3rd Ave E Suite 100, Alexandria, MN 56308, United States -
Crown Management
● OpenCrown Management, located at 625 Broadway Street in Alexandria, Minnesota, has been managing and marketing apartments and commercial properties in Greater Minnesota, North Dakota, and South Dakota for over thirty years. Committed to providing superior service and satisfaction to residents and clients, Crown Properties offers a variety of residential and commercial properties for rent in the region. With a focus on property management services for apartments, Crown Management strives to meet the needs of tenants and property owners alike. Contact Crown Management at 320-774-1323 or email [email protected] for more information or to schedule a viewing.
625 Broadway St, Alexandria, MN 56308, United States -
Northwestern Mutual
● OpenNorthwestern 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.
503 22nd Ave E STE 11, Alexandria, MN 56308, United States -
Pierce & Associates Co.
● OpenPierce & Associates Co. is a reputable institution located at 1002 Broadway Street in Alexandria, Minnesota, United States. With a strong commitment to providing top-notch services, they specialize in a wide range of financial and business consulting solutions. Their team of experienced professionals is dedicated to helping clients achieve their goals and navigate complex financial challenges. Whether you are seeking assistance with tax planning, accounting, or business advisory services, Pierce & Associates Co. is here to provide expert guidance and support. Visit their office today to learn more about how they can help you succeed.
1002 Broadway St, Alexandria, MN 56308, United States -
Larter CPA Group, Ltd
● OpenLarter CPA Group, Ltd is a reputable accounting and finance institution located at 1017 Broadway Street in Alexandria, Minnesota, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Larter CPA Group, Ltd for accurate and reliable financial advice to help them achieve their goals.
1017 Broadway St Ste 3, Alexandria, MN 56308, United States -
Haburn CPA, LLC
● OpenHaburn CPA, LLC is a reputable accounting and finance institution located at 1124 3rd Avenue East in Alexandria, Minnesota, United States. Our team of experienced professionals provides a wide range of accounting services to individuals and businesses, including tax preparation, financial planning, and audit support. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Trust Haburn CPA, LLC for all your accounting and finance needs.
1124 3rd Ave E, Alexandria, MN 56308, United States -
John Severson - Thrivent
● OpenJohn Severson - Thrivent is a finance institution located at 2308 South Broadway Street, Alexandria, Minnesota, United States. They are licensed in multiple states including AL, CA, MN, NC, ND, and TX. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. They offer advice and guidance through their Financial Planning Framework, and clients can further their planning engagement with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors can provide investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
2308 S Broadway St STE 4, Alexandria, MN 56308, United States -
Desautels Bartosiewski & Associates, CPAs, LLC
● OpenDesautels Bartosiewski & Associates, CPAs, LLC is a reputable accounting and finance institution located at 1309 Minnesota 29 in Alexandria, Minnesota, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, auditing, financial planning, or any other accounting services, Desautels Bartosiewski & Associates, CPAs, LLC is committed to providing top-notch solutions tailored to your specific needs. Trustworthy, reliable, and dedicated, this institution is the go-to choice for all your accounting and finance needs in the Alexandria area.
1309 MN-29 STE 101, Alexandria, MN 56308, United States -
Paul Amundson - Thrivent
● OpenPaul Amundson - Thrivent is a finance institution located at 2308 South Broadway Street in Alexandria, Minnesota, United States. Licensing for their services is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can opt to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
2308 S Broadway St STE 4, Alexandria, MN 56308, United States -
Alan Iverson - Thrivent
● OpenAlan Iverson - Thrivent is a finance institution located at 1920 Turning Leaf Lane SW, Alexandria, Minnesota, United States. Licensing information can be found through the State Insurance Department's website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. The institution provides advice and guidance through its Financial Planning Framework, with the option for clients to further engage in planning services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services. Securities and investment advisory services are provided by Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors are qualified to offer investment advisory services. For more information on professional designations and requirements, visit the institution's website.
1920 Turning Leaf Lane SW Suite 8, Alexandria, MN 56308, United States -
Lucas Kosters - Thrivent
● OpenLucas Kosters - Thrivent is a finance institution located at 1920 Turning Leaf Lane, Alexandria, Minnesota, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals in those areas. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. These services are provided by licensed financial advisors and professionals who are credentialed to offer investment advisory services. For more information on their financial advisors and professional designations, visit their website or FINRA's Broker Check.
1920 Turning Leaf Lane Suite #7, Alexandria, MN 56308, United States -
StoneBridge Wealth Management, LLC
● OpenStoneBridge Wealth Management, LLC is a leading finance institution located at 510 22nd Avenue East in Alexandria, Minnesota, United States. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, StoneBridge Wealth Management, LLC offers comprehensive services tailored to meet your individual needs. Trust us to guide you towards a secure financial future.
510 22nd Ave E, Alexandria, MN 56308, United States -
Thrivent - Trinity Advisor Group
● OpenThrivent - 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.
2308 S Broadway St STE 4, Alexandria, MN 56308, United States -
Jerrod Hammerback - Raymond James
● OpenJerrod Hammerback - Raymond James is a finance institution located at 720 Broadway Street in Alexandria, Minnesota, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized financial solutions tailored to each client's specific needs. Whether you're looking to invest, plan for retirement, or secure a loan, Jerrod Hammerback - Raymond James is here to help you navigate the complexities of the financial world with confidence and peace of mind.
720 Broadway St, Alexandria, MN 56308, United States -
NorthRock Partners
● OpenNorthRock Partners is a leading finance institution located at 218 3rd Avenue East in Alexandria, Minnesota, United States. Our team of experienced professionals is dedicated to providing top-notch financial services and guidance to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or wealth management services, NorthRock Partners is here to help. We pride ourselves on our personalized approach and commitment to excellence, ensuring that each client receives the attention and support they deserve. Visit us today to see how we can help you secure a brighter financial future.
218 3rd Ave E #102, Alexandria, MN 56308, United States -
Theo Haar - Thrivent
● OpenTheo Haar - Thrivent is a finance institution located at 2308 South Broadway Street, Alexandria, Minnesota, United States. The institution is licensed in multiple states including AZ, FL, MA, MN, ND, NE, SD, and TX. 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 may choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information about Thrivent's financial advisors and professional designations, visit their website or FINRA's Broker Check.
2308 S Broadway St STE 4, Alexandria, MN 56308, United States -
Timothy Urness - Thrivent
● OpenTimothy 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.
2308 S Broadway St STE 4, Alexandria, MN 56308, United States -
H&R Block
● OpenH&R Block is a trusted accounting and finance institution located at 418 3rd Avenue East in Alexandria, Minnesota, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is here to help. Visit us today to learn more about how we can assist you with your accounting and finance needs.
418 3rd Ave E, Alexandria, MN 56308, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 2306 South Broadway Street in Alexandria, Minnesota, United States. With a team of highly skilled professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals. Visit us today to experience top-notch financial services in a welcoming and professional environment.
2306 S Broadway St STE 13, Alexandria, MN 56308, United States -
Carter Moser CPA LLC
● OpenCarter Moser CPA LLC is a reputable accounting and finance institution located at 460 Northside Drive Northeast in Alexandria, Minnesota, United States. Our team of experienced CPAs and financial experts provide a wide range of services including tax preparation, auditing, financial planning, and consulting. We pride ourselves on our professionalism, accuracy, and dedication to helping our clients achieve their financial goals. Contact us today for all your accounting and finance needs.
460 Northside Dr NE, Alexandria, MN 56308, United States -
Start-Up Consulting
● OpenStart-Up Consulting is a leading institution located in Alexandria, Minnesota, specializing in accounting and finance services for new businesses. Our team of experienced consultants offers expert advice and guidance to help start-ups navigate the complexities of financial management and strategic planning. Whether you need assistance with budgeting, tax planning, or financial forecasting, our dedicated professionals are here to support you every step of the way. Visit us at 1124 3rd Avenue East to learn how Start-Up Consulting can help your business thrive and succeed.
1124 3rd Ave E, Alexandria, MN 56308, United States
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