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Dakota Valley Associates
651-493-1407

Meet Dakota Valley Associates

With more than a combined 21 years of Insurance and Financial Services knowledge, our diverse experiences benefit our members as we help them protect their families, plan for education and retirement funding, minimize taxes, maximize Social Security and leave the lifetime legacies they dream of. We often hold appointments jointly to be more comprehensive in our recommended strategies. Our professional designations spotlight our advanced education in insurance and financial planning. And our entire office team is committed to making you our priority in a professional and courtesy way.