Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? With our guidance, you can get there. Tell us where you're at today. Driven by your goals and values, we'll draw on our industry expertise to help you map out a path to a more secure financial future.
SEVERAL MEETING OPTIONS AVAILABLE
In Person | Virtual (Zoom) | Phone
To schedule a complimentary consultation, call the office that works best for you!
OFFICE LOCATIONS
952-277-2612
3000 County Rd. 42, Suite 201, Burnsville, MN 55337
763-746-3110
701 Xenia Ave. S., Suite 550, Golden Valley, MN 55416
952-277-2612
19950 Dodd Blvd., Suite 102, Lakeville, MN 55044
651-287-9417
3001 Broadway St. NE, Suite 610, Minneapolis, MN 55413
952-233-3517
1226 4th Ave. E., Suite 100, Shakopee, MN 55379
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Locations
Lakeville Office
- Phone:
- 952-277-2612
Hours
M – F: 9 a.m. – 5 p.m.
Shakopee Office
- Phone:
- 952-233-3517
Hours
M – F: 9 a.m. – 5 p.m.