Tax strategy in Rochester, Minnesota

The Buzzell Strum Group is a reputable finance institution located at 2064 Superior Drive Northwest in Rochester, Minnesota, United States. With a team of experienced financial experts, they provide a wide range of services including financial planning, investment management, and retirement planning. Their commitment to helping clients achieve their financial goals sets them apart in the industry. Visit The Buzzell Strum Group for personalized and professional financial advice tailored to your specific needs.

Endgame Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 2514 Superior Drive Northwest in Rochester, Minnesota, United States. As a part of Ameriprise Financial Services, LLC, Endgame Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, they provide personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Endgame Financial Group is dedicated to helping you navigate the complexities of the financial world and secure your financial future.

Joshua Bargfrede is a financial advisor at Ameriprise Financial Services, LLC, located at 3038 Jeremiah Lane Northwest in Rochester, Minnesota, United States. With a background in finance, Joshua has served on various boards and committees in the community, including the YMCA Board of Directors, SERTOMA, Samaritan Bethany Church, and the Rochester Downtown Alliance. In his personal life, Joshua enjoys spending time with his wife, Kati, and their three children, as well as their pets. He is an outdoor enthusiast who enjoys activities such as golfing, fly fishing, hiking, and traveling with his family. Joshua also stays active by playing racquetball and pickleball.

Bryan Jason Williams is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 1530 Greenview Drive Southwest in Rochester, Minnesota, United States. Bryan has completed various certifications and designations 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 Bryan's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and continuing education, Bryan is dedicated to helping clients achieve their financial goals and navigate complex financial situations.

Dan Petersen - Financial Advisor at Ameriprise Financial Services, LLC, located at 1530 Greenview Drive Southwest in Rochester, Minnesota, United States. Dan Petersen is a registered advisor who provides personalized financial planning services to residents of select states. The initial consultation offers an overview of financial planning concepts, although no written analysis or recommendations are provided. Ameriprise Financial does not guarantee future financial results. Clients can expect professionalism and expertise from Dan Petersen, a member of FINRA and SIPC. Referrals are appreciated and will be promptly followed up on. For more information on corporate entities, disclosures, website rules and regulations, and privacy and security policies, please visit Ameriprise Financial's website.

Steve Stolz is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 3143 Superior Drive Northwest in Rochester, Minnesota. With years of experience in the finance industry, Steve provides personalized financial planning services to help clients achieve their long-term financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Steve Stolz can provide expert guidance and support every step of the way. Contact Steve Stolz at Ameriprise Financial Services, LLC for a consultation today.

Lynn Haliday Dewitz is a dedicated financial advisor at Ameriprise Financial Services, LLC located in Rochester, Minnesota. With a focus on providing personalized financial planning and investment strategies, Lynn helps clients achieve their financial goals and secure their future. With years of experience in the finance industry, Lynn offers expert advice and guidance to individuals and families looking to build wealth and plan for retirement. Visit Lynn Haliday Dewitz at their office on Superior Drive Northwest for comprehensive financial services tailored to your specific needs.

Edward Jones - Financial Advisor: Orlyn W Peterson, CFP® is a finance institution located at 3145 Wellner Drive Northeast in Rochester, Minnesota, United States. As a Certified Financial Planner, Orlyn Peterson provides expert financial advice and guidance to clients looking to secure their financial future. With a focus on personalized service and long-term investment strategies, Edward Jones is dedicated to helping individuals reach their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Orlyn Peterson and the team at Edward Jones are here to provide you with the tools and knowledge you need to succeed.

Heartland Money Management, LLC is a reputable finance institution located at 616 18th Street Southwest in Rochester, Minnesota, United States. Specializing in wealth management and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the tools and resources needed to secure their financial future. Contact us today to learn more about how Heartland Money Management, LLC can assist you in managing your finances effectively.

Edward Jones - Financial Advisor: Clayton G Timmerman, AAMS™|CRPS™ is a reputable financial institution located at 1530 Greenview Drive Southwest in Rochester, Minnesota, United States. Specializing in personalized financial planning and investment strategies, Clayton G Timmerman, AAMS™|CRPS™ offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional service, this institution is dedicated to helping individuals and families secure their financial future.

At Edward Jones - Financial Advisor: Andy Dunn in Rochester, Minnesota, clients can expect personalized financial advice and guidance from experienced advisor Andy Dunn. Located at 2150 2nd Street Southwest, this institution offers a wide range of financial services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to invest, Andy Dunn and his team are dedicated to providing tailored solutions to meet your unique needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Andy Dunn is committed to helping clients secure their financial future.

Edward Jones - Financial Advisor: Keegan J Schmidt, CFP® is a reputable financial institution located in Rochester, Minnesota. As a Certified Financial Planner, Keegan J Schmidt provides personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Keegan J Schmidt is dedicated to helping you make informed decisions about your finances. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Keegan J Schmidt, CFP® is committed to helping clients secure their financial future. Visit their office at 2001 2nd Street Southwest to start planning for a brighter tomorrow.

Connie Williams - Financial Advisor, Ameriprise Financial Services, LLC, located at 3038 Jeremiah Lane Northwest, Rochester, Minnesota, United States, offers a wide range of financial services for individuals and businesses. With 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®, clients can be assured that they are receiving expert advice and guidance tailored to their specific needs. The institution also provides specialized services for military personnel through the Certified Military Financial Advisor® (CFMA®) designation. With a focus on professionalism, ethics, and comprehensive financial planning, Connie Williams is dedicated to helping clients achieve their financial goals and secure their financial future.

Derek T Sobota is a financial advisor at Ameriprise Financial Services, LLC located at 3038 Jeremiah Lane Northwest, Rochester, Minnesota, United States. Derek recently joined Continuum Financial Group and is dedicated to helping clients achieve their financial goals. He is registered to conduct securities business in specific states and values building relationships with clients to understand their unique needs. Derek lives in St. Michael, MN with his wife and two daughters and enjoys golfing and spending time with his family in his free time. Contact Derek T Sobota for a consultation to discuss your financial priorities and create a personalized plan for the future. Please note that Ameriprise Financial cannot guarantee future financial results. Member FINRA and SIPC.

Jodi Hruska is a Financial Advisor at Ameriprise Financial Services, LLC located at 3038 Jeremiah Lane Northwest in Rochester, Minnesota, United States. Jodi 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®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Jodi's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and insurance products. Jodi is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

U.S. Bancorp Investments - Financial Advisors: Karen Vanstrom is a finance institution located at 402 S 1st Avenue in Rochester, Minnesota, United States. Karen Vanstrom, a dedicated financial advisor, offers expert guidance and personalized investment strategies to help clients reach their financial goals. With a focus on providing top-notch service and tailored solutions, U.S. Bancorp Investments is a trusted partner for individuals looking to secure their financial future. Whether you are planning for retirement, saving for college, or building wealth, Karen Vanstrom and her team are here to help you navigate the complexities of the financial world and make informed decisions. Visit U.S. Bancorp Investments today to start planning for a brighter tomorrow.

Bud Whitehorn - COUNTRY Financial Agent is a trusted finance, health, and insurance agency located at 1500 1st Avenue Northeast in Rochester, Minnesota, United States. With a commitment to providing personalized financial and insurance solutions, Bud Whitehorn offers expert advice and guidance to help clients protect their assets and plan for the future. Whether you are looking for insurance coverage, retirement planning, or investment strategies, Bud Whitehorn is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and learn more about our comprehensive services.

H&R Block is a renowned accounting and finance institution located at 2832 41st Street Northwest in Rochester, Minnesota, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals is 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 committed to providing personalized solutions tailored to your specific needs.

Wilson Tibor & Maves LTD is a reputable accounting and finance institution located at 2342 Superior Drive Northwest in Rochester, Minnesota, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Wilson Tibor & Maves LTD to provide accurate and reliable financial guidance to help them achieve their financial goals.

The BlackRidge Group - Morgan Stanley is a leading finance institution located at 14 2nd Street Southwest in Rochester, Minnesota, United States. As part of the renowned Morgan Stanley brand, they offer a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a strong reputation for excellence and a commitment to customer satisfaction, The BlackRidge Group - Morgan Stanley is a trusted partner in navigating the complexities of the financial world.

Edward Jones - Financial Advisor: John R Van Camp is a reputable financial institution located at 2518 Superior Drive Northwest in Rochester, Minnesota, United States. With a focus on providing personalized financial advice and services, John R Van Camp and his team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is committed to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and start building a solid financial plan for a secure future.

Eric Funk - Thrivent is a finance institution located at 116 Elton Hills Lane Northwest in Rochester, Minnesota, United States. They proudly serve Rochester and surrounding areas by offering financial guidance focused on clients' goals and values. The dedicated team at Emerald Financial Group provides expertise to guide clients through their financial journey, helping them reach their financial goals. The Director of Financial Planning and Investment Operations leads the approach to wealth management, creating personalized action plans for building wealth, creating income streams, protecting wealth, charitable support, and building a legacy. Thrivent believes in using money as a tool, not a goal, and is committed to providing financial advice, investments, insurance, banking, and generosity programs to help clients make the most of their resources. Thrivent also partners with organizations to improve the community and offers membership benefits that support giving back and living a meaningful life. Clients can attend economic updates with Eric Funk to stay informed on financial topics and make informed decisions. With a focus on financial strength and fiscal stability, Thrivent has a long heritage of helping people build their financial futures. Operating Monday through Thursday from 8am to 5pm and Fridays from 8am to 12pm, Thrivent offers a range of financial solutions and services to meet clients' needs.

Kathleen M. Allison - Morgan Stanley is a leading financial institution located at 14 2nd Street Southwest in Rochester, Minnesota, United States. With a focus on providing top-tier financial services and investment solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Kathleen M. Allison - Morgan Stanley is committed to providing personalized and innovative financial strategies tailored to your specific needs. Trust us to guide you towards a secure financial future.

Dave Zemke - Thrivent is a finance institution located at 975 34th Avenue Northwest in Rochester, Minnesota, United States. Specializing in financial planning and investment services, Dave Zemke - Thrivent offers personalized solutions to help individuals and families achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance to help clients make informed decisions about their money. Whether you are looking to save for retirement, invest for the future, or plan for major life events, Dave Zemke - Thrivent is dedicated to helping you secure a strong financial future.

Merrill Lynch Financial Advisor Cheryl L Helder is a finance institution located at 4041 28th Street Northwest, Rochester, Minnesota, United States. Managing your wealth begins with a deep understanding of your full financial picture. Cheryl Helder can help create a strategy tailored to your needs, with access to the investment insights of Merrill and the banking solutions of Bank of America. Cheryl is committed to participating in the community and volunteering with local organizations. With Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals. Cheryl focuses on what matters most to you, whether it's planning for retirement, saving for a home, or funding education. By understanding your investment personality through an assessment, Cheryl can customize a financial approach to help you pursue your goals.

Chad Durgin - Thrivent is a finance institution located at 975 34th Avenue Northwest in Rochester, Minnesota, United States. They are licensed in multiple states including AL, AZ, CO, FL, ID, IL, MA, ME, MN, NC, SC, TX, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for clients to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. They provide insurance products, securities, and investment advisory services through licensed financial advisors and professionals. For more information on professional designations and requirements, visit their website.

Waddell & Reed, Inc - Mikael Newman/Newman Group is a finance institution located at 2765 Commerce Drive Northwest in Rochester, Minnesota, United States. Led by financial advisor Mikael Newman, the Newman Group offers a wide range of financial services to help clients achieve their investment goals. With a focus on personalized advice and tailored solutions, Waddell & Reed, Inc - Mikael Newman/Newman Group is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Paul L Peterman - Morgan Stanley is a finance institution located at 14 2nd Street Southwest in Rochester, Minnesota, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, they provide expert advice and guidance on investments, wealth management, retirement planning, and more. Whether you are looking to grow your portfolio or secure your financial future, Paul L Peterman - Morgan Stanley is dedicated to helping you achieve your goals.

TACS of Southern Minnesota is an accounting firm located at 40 16th Street Southeast in Rochester, Minnesota. We specialize in providing Tax, Accounting, and Consulting Services to small businesses, farmers, and individuals, tailored to meet your specific needs and goals. Our team is led by Trever Sand, a Certified Public Accountant with 20 years of experience in the industry. Trever is a graduate of Winona State University and a member of the American Institute of Certified Public Accountants and Minnesota Society of Certified Public Accountants. Karin Flom, a Certified QuickBooks Pro Advisor, manages our Rochester office, while our seasonal tax preparers, Kristi Blattner and Dennis Nelson, have several years of experience in income tax preparation. Trust TACS of Southern Minnesota for all your accounting and financial needs.

Pravin Kumar - Morgan Stanley is a reputable finance institution located at 14 2nd Street Southwest in Rochester, Minnesota, United States. Specializing in financial services, this institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Pravin Kumar - Morgan Stanley is dedicated to providing top-notch financial advice and personalized service to individuals and businesses alike. Whether you are looking to grow your investments, plan for retirement, or navigate complex financial decisions, this institution is committed to helping you secure a stable financial future.