Roger Williams
BFA™
Financial Advisor
State(s) Licensed: MN, WI
Phone: 952-250-5702
Address:
8519 Eagle Point Blvd Suite 102
Lake Elmo, MN 55042
State(s) Licensed: MN, WI
Serving St. Paul and Western Wisconsin
I enjoy encouraging clients to make the decisions that help them build a firmer financial foundation. My specialties include the areas of financial planning, retirement planning, investments, insurance, tax efficiency, risk assessment, estate planning, and protecting people against long term care, death and disability.
My Oakdale office is near the communities of Woodbury, Maplewood, Lake Elmo, Hudson, Stillwater, St. Paul, Lakeland, Bayport and Oak Park Heights.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Lake Elmo Office
- Phone:
- 952-250-5702
- Mobile:
- 952-250-5702
Hours
M – F: 9 a.m. – 5 p.m.