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TOP 30 Retirement communities in Minnesota
134 results found
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Focus Financial - David Heitkamp, CFP
Focus Financial - David Heitkamp, CFP is a finance institution located at 1000 Shelard Parkway in Minneapolis, Minnesota. As an Executive Officer, Board Member, and Investment Committee Chairman of Focus Financial, David Heitkamp focuses on serving families in Minneapolis by helping them plan for retirement and manage their wealth. With over 30 years of experience in the financial industry, David is dedicated to providing personalized investment advisory, insurance, and financial planning services to his clients. He is affiliated with Focus Financial Network, Inc. and Osaic Wealth, Inc., ensuring that his clients receive comprehensive financial services. David and his wife, Cheryl, have a large family and are actively involved in their community. Clients can trust David Heitkamp and his team to provide expert financial guidance and support for their long-term financial goals. Please note that Osaic Wealth does not provide tax or legal advice, and registered representatives associated with this site may only conduct securities business with residents of certain states. When visiting external websites linked within this page, individuals assume total responsibility and risk for their use of those sites.
Merrill Lynch Financial Advisor Nick Fossey
Merrill Lynch Financial Advisor Nick Fossey, located at 8300 Norman Center Drive in Bloomington, Minnesota, offers personalized wealth management strategies tailored to each client's specific needs. With decades of experience, the Fossey Wealth Management Group is committed to simplifying their clients' lives by serving as an experienced advisor for all financial needs and concerns. The team believes in placing the client at the center of the process, designing financial strategies to help achieve the goals that matter most. Supported by the global resources of Merrill and Bank of America, the team provides personalized service based on trust and a deep understanding of each client's financial picture. Whether planning for retirement, saving for a home, or funding education, the team is dedicated to helping clients pursue their goals through customized investment approaches. By getting to know each client personally and understanding their priorities, the team can create a financial strategy that reflects their unique needs and helps them address fluctuations in the market and changes in their life. Through ongoing communication and review meetings, the team works to help clients stay on track and achieve what's most important to them. With recognition from financial industry publications, the Fossey Wealth Management Group is setting the standard for exemplary client service.
Summit Private Wealth Group / Ameriprise Financial
Summit Private Wealth Group, a division of Ameriprise Financial, is a top-rated finance institution located at 7650 Edinborough Way in Edina, Minnesota. Our team has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, showcasing our commitment to excellence in financial planning and investment management. At Summit Private Wealth Group, we prioritize your goals and aspirations, whether it's planning for retirement, education, or a major purchase. Our experienced advisors provide personalized investment strategies tailored to your individual goals and risk tolerance. We regularly review and analyze your progress, adjusting our approach as life changes to help you achieve your financial objectives.
Dale Kersten - Thrivent
Dale Kersten - Thrivent is a finance institution located at 3000 County Road 42 West, Burnsville, Minnesota, United States. Our mission is to provide financial guidance, education, recommendations, and strategies to meet your needs at any stage of life. We focus on leveraging your values and beliefs to bring clarity to your goals and plans, with a holistic approach to retirement, tax efficiency, income protection, investments, and generosity. We have been serving the communities of Apple Valley, Rosemount, Eagan, Farmington, Lakeville, and Burnsville for the past 30 years, but we also serve the entire Twin Cities area and are licensed in multiple states including Wisconsin, Iowa, North Dakota, South Dakota, Arizona, and Florida.
Vandersall Financial Group - Ameriprise Financial Services, LLC
Vandersall Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 4951 West 77th Street, Edina, Minnesota, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution offers background and qualification information on FINRA's BrokerCheck website, as well as a Client Relationship Summary Disclosure. Investors can learn about the positive backdrop for stock prices and the potential extension of the current bull market rally into 2024. Retirement readiness planning is also a focus, with presentations designed to answer common questions and help investors build a solid foundation for retirement.
Glenn M Stewart - Financial Advisor, Ameriprise Financial Services, LLC
Glenn M Stewart is a financial advisor at Ameriprise Financial Services, LLC located in New Brighton, Minnesota, United States. He holds various certifications such as 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 his expertise in asset management, retirement planning, estate planning, investment management, and more. Glenn M Stewart is dedicated to providing comprehensive financial planning services to his clients, including those in the military community.
Merrill Lynch Financial Advisor Max T Mattila
perience and the global resources of Merrill Lynch, our team at Merrill Lynch Financial Advisor Max T Mattila is dedicated to providing personalized financial services to our clients. Located at 80 South 8th Street in Minneapolis, Minnesota, our institution offers a range of financial services including wealth management, investment strategies, and retirement planning. Our team understands that every individual has unique goals and priorities, which is why we take the time to listen and tailor our approach to meet your specific needs. Whether you are looking to transfer wealth to the next generation, plan for retirement, or save for a major life event, we are here to help you navigate the complexities of the financial world.
Merrill Lynch Financial Advisor Matthew Borash
Merrill Lynch Financial Advisor Matthew Borash, located at 80 South 8th Street in Minneapolis, Minnesota, offers tailored advice and guidance to individuals, families, and businesses to help them make informed decisions about their wealth. With a focus on retirement strategy, wealth planning, investment management, business modeling, and more, Matthew works closely with clients to connect their financial resources with their goals. As a Senior Portfolio Advisor at Merrill, he can manage custom investment strategies to help clients pursue their objectives. Through one-on-one collaboration, Matthew helps clients build personalized financial strategies that reflect their unique ambitions and priorities. With a commitment to simplicity and transparency, he aims to make wealth planning an exciting journey towards achieving financial goals. By regularly reviewing and updating financial approaches, Matthew helps clients stay on track to reach their goals even as life and markets change. With expertise in behavioral finance, Merrill offers tools like the Investment Personality Assessment to customize financial approaches based on individual preferences. Through ongoing communication and adjustments, Matthew helps clients navigate the complexities of investing and adapt to changing circumstances. As a Merrill Lynch Wealth Management Advisor, Matthew prioritizes the needs and goals of his clients, providing personalized investment strategies and access to comprehensive financial solutions. By getting to know clients personally and understanding what matters most to them, Matthew designs approaches that reflect their unique needs and priorities. With a focus on staying on track regardless of market fluctuations, Matthew helps clients live their best financial lives. Matthew Borash is registered to do business in multiple states and emphasizes the importance of consulting legal and tax advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results.
Fabian Yaklin - Knights of Columbus
Fabian Yaklin - Knights of Columbus is a financial institution located at 1301 Cliff Road East in Burnsville, Minnesota, United States. As a branch of the Knights of Columbus organization, we specialize in providing financial services and support to our members and the community. Our team of dedicated professionals is committed to helping individuals achieve their financial goals through a range of products and services. Whether you are looking to save for the future, invest in your retirement, or protect your assets, Fabian Yaklin - Knights of Columbus is here to help. Visit us today to learn more about how we can assist you with your financial needs.
U.S. Bank Branch
The U.S. Bank Branch located at 501 West Lincoln Avenue in Fergus Falls, Minnesota, is a trusted financial institution serving the local community. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Whether you're looking for a checking or savings account, a loan, or investment services, our knowledgeable staff is here to help. With a commitment to providing excellent customer service and competitive rates, U.S. Bank Branch is your go-to destination for all your banking needs in Fergus Falls.
H&R Block
H&R Block is a renowned accounting and finance institution located at 280 57th Avenue Northeast, Fridley, Minnesota, United States. With a trusted reputation for providing expert tax preparation services, financial advice, and wealth management solutions, H&R Block has been serving individuals and businesses in the community for years. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they maximize their returns and achieve their financial goals. Whether you're looking for assistance with tax filing, retirement planning, or investment strategies, H&R Block is the go-to institution for all your accounting and finance needs.
Moore Financial Services Inc
Moore Financial Services Inc, located at 7301 Ohms Lane in Minneapolis, Minnesota, offers a range of financial services to help clients protect themselves, their families, and their businesses from life's unexpected challenges. As an Investment Advisor Representative, Terry Moore is dedicated to helping clients achieve their financial goals, whether it's securing a comfortable retirement, funding education for their children, or growing their business. Services are available in select jurisdictions, including Minnesota, Arizona, California, Florida, Idaho, North Dakota, Ohio, South Dakota, Wisconsin, and Wyoming. Securities and Investment Advisory Services are offered through Woodbury Financial Services, Inc. and Osaic Wealth, Inc., while insurance services are provided by Moore Financial Services, Inc. Clients can expect personalized financial strategies tailored to their specific needs. Please note that this communication is intended for individuals residing in specific states only. Check the background of this investment professional on the website.
Clough Business Advisors & CPAs
Clough Business Advisors & CPAs is a Minnesota-based institution located at 10580 Wayzata Boulevard in Minnetonka. Specializing in accounting and finance, our team of business advisors and CPAs are known for being responsive, proactive, and insightful. We pride ourselves on providing tailored tax, accounting, and advisory services to business owners and investors, with a commitment to building long-lasting relationships with our clients. At Clough Business Advisors & CPAs, we believe in giving back to our community through service and charitable donations, and we encourage our team members to lead fulfilling lives both inside and outside of work. Our core values are deeply rooted in our philosophy, and we strive to do the right thing, even when no one is looking.
Modern Living Concepts | Custom Home Builder Detroit Lakes
Modern Living Concepts is a leading custom home builder in Detroit Lakes, Minnesota, specializing in crafting personalized retirement homes tailored to your unique needs and desires. Located at 16075 Gravelle Lane, our team is dedicated to creating the perfect home for this next chapter of your life. From efficient floorplans to picturesque lakeside living, we work closely with our clients to design and build custom retirement homes that reflect individual style and preferences. Our commitment to excellence extends throughout the entire home building process, ensuring a seamless and stress-free experience from concept to completion.
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List of businesses, places and services in Minnesota
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