TOP 10 Small business financial advisor in Alexandria, Minnesota

Kalina 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.

Joshua Tatge is a Financial Advisor at Ameriprise Financial Services, LLC, located at 817 Broadway Street, Alexandria, Minnesota, United States. He 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®. Joshua Tatge specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is dedicated to helping clients make informed decisions and achieve their financial goals through personalized strategies.

Justin Thoennes is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 817 Broadway Street in Alexandria, Minnesota, United States. Justin 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. Justin's expertise includes asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and comprehensive knowledge, Justin provides financial advice and services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with investment opportunities, insurance products, tax planning, or asset allocation, Justin Thoennes is dedicated to helping you achieve your financial goals.

Victor J Benzinger is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 817 Broadway Street, Alexandria, 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, investment strategies, estate planning, retirement planning, and more. As a trusted advisor, Victor is committed to providing comprehensive financial planning services to his clients, including individuals, retirees, small business owners, high net worth clients, and those with special needs. His goal is to help clients achieve their financial goals and secure their financial future.

Carter 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.