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Financial Services

Our representatives and advisors have been there, and back. We believe markets and economic conditions are best navigated with a seasoned professional that can customize a strategy that will work for you now, and for your future dreams and goals.  

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Our clients typically have enough cash in the bank to cover at least 6 months worth of their expenses. We help you invest the excess to get your money working for you.

Wealth Management

We help individuals who are too busy with their careers' and lives' to spend the necessary time analyzing their own financial plan and investments. 

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Investment Expertise

Our Investment Advisors help you stay on top of important financial decisions. Money saved due to high quality Investment Advice has value that only accumulates over time. We have extensive experience managing your goals for the best financial outcome. 

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If you are in need of some protection products, we are your people! We offer a variety of resources to fit your risk management needs.



The Oracle Centre, 900 2nd Ave S, Suite 1500 
Minneapolis, MN 55402


3601 Minnesota Dr, Suite 660 

Edina, MN 55435


Phone: (612) 758-9140

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