Kaylee St Germain
FIC, RICP®, BFA™
Helping individuals & couples prepare for all the complexities retirement brings so they can spend more time enjoying their retirement & less time worrying about the "what-if's" and where their retirement income is coming from.
State(s) Licensed: AZ, FL, MN, ND, SD, WI
319 N Labree Ave
Thief River Falls, MN 56701
Helping individuals & couples prepare for all the complexities retirement brings so they can spend more time enjoying their retirement & less time worrying about the "what-if's" and where their retirement income is coming from.
State(s) Licensed: AZ, FL, MN, ND, SD, WI
Let's put your plans in motion
Welcome! As a Financial Advisor my goal is to establish an ongoing financial relationship with you to help you reach your financial goals. I specialize in helping people be more secure in areas of:
- Retirement income planning
- Investment management
- Protecting loved ones against the impact of extended care, death, and disability
- Charitable giving
- Legacy planning
My office is centrally located to help service people in Thief River Falls and surrounding areas. Call or stop by my office to learn more and set up an appointment.
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Location
Thief River Falls Office
- Phone:
- 218-683-5113