TOP 10 Small business financial planning in Maple Grove, Minnesota

Nick Christoff, CDFA®, ChFC® - Thrivent Financial Advisor is a finance and insurance agency located at 11670 Fountains Drive, Suite 200 in Maple Grove, Minnesota, United States. Nick Christoff specializes in retirement planning, investment strategies, and insurance protection, offering clear and candid advice to help clients feel comfortable and confident in their financial decisions. Services include aligning employer benefits, wealth accumulation, risk management, and business consulting for small businesses. Licensing is available through state insurance departments, and Thrivent does not provide legal, accounting, or tax advice. Thrivent offers a Financial Planning Framework and Dedicated Planning Services for a fee, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Thrivent is the marketing name for Thrivent Financial for Lutherans, and only credentialed financial advisors provide investment advisory services. Visit Thrivent.com for more information on professional designations and services offered.

Keith Josewski is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11671 Fountains Drive in Maple Grove, Minnesota, United States. Keith holds various certifications and designations, 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate Keith's expertise in asset management, retirement planning, estate planning, investment management, and more. As a trusted advisor, Keith is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Keith Josewski today for personalized wealth management solutions tailored to your unique financial goals.

Matthew Borchert is a Financial Advisor at Ameriprise Financial Services, LLC, located at 11671 Fountains Drive in Maple Grove, 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. Matthew Borchert is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice.

Share Advantage Credit Union is a trusted financial institution located at 2502 Maple Grove Road in Duluth, Minnesota. As a credit union, we are committed to providing our members with high-quality banking services, personalized financial solutions, and competitive rates. Whether you need to access our convenient ATMs, open a savings account, or apply for a loan, our friendly staff is here to help you achieve your financial goals. Join us today and experience the advantages of banking with Share Advantage Credit Union.

Affinity Plus Federal Credit Union is a trusted financial institution located at 1820 Maple Grove Road in Duluth, Minnesota. As a member-owned credit union, Affinity Plus is dedicated to providing personalized financial services to its members, including savings accounts, loans, and investment options. With a strong commitment to community involvement and member satisfaction, Affinity Plus strives to help individuals and families achieve their financial goals. Visit us today to experience the difference of banking with a credit union that puts its members first.

Lindblad David M CPA is a reputable accounting and finance institution located at 7800 Lawndale Lane North in Maple Grove, Minnesota, United States. With years of experience and expertise in the field, the institution offers a wide range of professional services including tax preparation, financial planning, auditing, and consulting. Clients can trust Lindblad David M CPA for accurate and reliable financial advice and solutions tailored to their individual needs.