Edward Jones - Financial Advisor: Lee Rogers

Edward Jones - Financial Advisor: Lee Rogers

In these unsettling times, we are here to listen, support and guide you through this period. Not only do we care about your physical health, we also invest in your financial well-being. Reach out to us and let us know how we can help you.Edward Jones - Financial Advisor: Lee Rogers is a firm that considers your financial objectives worth discussing face to face. We strive to assist you in retirement planning, financing education and investing in a tax-efficient manner. Our team of professionals is committed to helping you make informed decisions and achieve financial success.

Edward Jones - Financial Advisor: Lee Colvin

In these difficult times, we understand that maintaining physical and financial health is a challenge. We are here to listen, support and work together to find solutions. Edward Jones - Financial Advisor: Lee Colvin is an investment firm that helps people achieve their financial goals. By providing face-to-face conversations, we can assist you in preparing for retirement, saving for education, and making smart tax decisions. We believe that when it comes to achieving financial success, personalized advice is key.With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Edward Jones - Financial Advisor: Raymond Rogers

We understand how difficult this time is and are here to support you. Your physical and financial health is of paramount importance to us, so if you need help or want to discuss your options, please get in touch with us. Edward Jones - Financial Advisor: Raymond Rogers strives to provide face-to-face consultations to help you reach your financial goals. We can assist you with retirement planning, investing for education and tax-smart strategies. Our team is dedicated to providing personalized guidance and advice that puts your needs first.

Edward Jones - Financial Advisor: Lee R Bradley

These are uncertain times, and we understand the need for support. We want to ensure your physical and financial health, so please reach out to us and let us know how we can help. At Edward Jones - Financial Advisor: Lee R Bradley, we believe that your financial goals should be discussed face-to-face. Our team is here to prepare you for retirement, help you save for education, and give you the insights you need to make tax-smart investments. Whether you're starting out or years into your journey, our team is here to guide you.

Edward Jones - Financial Advisor: Lee Irwin

In these trying times, we are here to assist and support you. We care about both your physical and financial wellbeing. So don't hesitate to reach out and see how we can help. At Edward Jones - Financial Advisor: Lee Irwin, we understand the importance of face-to-face conversations when it comes to your financial goals. We strive to provide the best advice and guidance for retirement planning, education saving, and tax-smart investing. Our team is committed to helping you pursue your financial objectives and prepare for a successful future.

Edward Jones - Financial Advisor: Roger B Donaldson

We understand these are trying times, and we are here to lend an ear and help you get through it. Not only do we want to keep you healthy physically, but financially as well. If you need assistance, please contact us, and we will do our best to help. Edward Jones - Financial Advisor: Roger B Donaldson is a firm that believes a personal conversation is the best way to determine your financial future. We assist in preparing for retirement, saving for college expenses, and providing tax-smart investing advice. Our team of professionals is here to help you make the most out of your money.

Edward Jones - Financial Advisor: Mitchell H Rogers

At Edward Jones, we understand that in these uncertain times, it's more important than ever to ensure both your physical and financial health. To that end, we are here to listen and support you, to help you navigate this time together. We believe your financial goals deserve a face-to-face conversation. That’s why we offer personalized advice and diverse strategies to help you build a successful portfolio. Our experienced advisors can assist you whether you’re preparing for retirement, saving for education, or aiming to be a tax-smart investor. If you’d like assistance with your financial needs and objectives, please reach out. We’re here to help.

SJ Accounting Consulting, CPA CFP

Sean Lee, the founder of SJ Accounting Consulting, CPA CFP, is a highly skilled and rare individual. He holds both a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP) certificate, of which only 4% of CPAs possess. His mission is to provide high quality services, such as tax savings and maximized refunds, to select business and high net-worth individuals at an affordable rate. Having worked in the field of accounting, finance and taxation for more than two decades, Sean understands the importance of planning ahead. As Benjamin Franklin said, “Failing to plan is planning to fail.” With Sean's expertise, he can help clients develop and maintain strategies that will help them protect and grow their assets and wealth. Tax preparation is a yearly task, and often done without taking into account the client’s financial situation and goals. Likewise, a financial advisor will only discuss the products they offer, but not factor in the client’s tax situation. To reap the full benefits, it is important to have a comprehensive approach that takes into consideration all financial matters. This is where Sean’s dual qualifications come in – he is uniquely placed to bring together the two disciplines to help his clients achieve their financial goals.

JohnstonRogers Financial Advisors

We at JohnstonRogers Financial Advisors are thrilled to inform you that Richard Rogers (Ric) and I have joined forces to bring a more comprehensive and personalized experience to our valued clients. By combining our staff and expertise, we can now offer an even better service model under the new name, Johnston Rogers.At JohnstonRogers, we strive to provide the highest level of customer service, from our knowledgeable advisors to our attentive staff. Our team is committed to helping you make informed decisions that will enable you to reach your financial goals. With our combined experience and expertise, you can trust that you will be receiving top notch advice and support every step of the way.

Smedley Financial Services

Since 1982, Smedley Financial Services has been assisting their clients in managing life's transitions. Our mission is to make these changes as effortless and rewarding as possible. Whether you are nearing retirement and need guidance in making decisions regarding your pension and income, or just starting out on your financial journey, our team of professionals has the experience and knowledge to help you succeed. As an independent firm, we are able to provide you with tailored investment strategies that best fit your needs. Our investment management team is focused on creating portfolios that are diversified and optimized for time horizon and risk tolerance. Securities America Inc. and SIPC are the organizations through which we offer our securities. Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Shane P. Thomas, Mikal B. Aune, Leah Nelson, and Jordan R. Hadfield are registered representatives of the firm. Advisory services are provided by Investment Advisor Representatives from Smedley Financial Services. Please visit FINRA's BrokerCheck website to check our background.

LifeStyle Tax & Accounting Services

At LifeStyle Tax & Accounting Services, we provide a wide range of services for individuals and small businesses, including tax preparation, accounting, payroll, trust accounting, non-profit organization tax/information preparation, QuickBooks training and consulting. We offer expert service at an affordable price, with special discounts for elderly clients and veterans, as well as child returns when completed with a parent's return. Our team consists of one active Certified Public Accountant with over 30 years of tax preparation experience and one additional tax professional with the same amount of experience. In addition, we partner with LifeStyle Financial & Tax Advisors to provide financial and retirement planning.We serve the greater Minneapolis and Saint Paul area, including Maple Grove, Plymouth, Rogers, Saint Michael, Albertville, Hanover, Otsego, Monticello, Champlin, Andover, Osseo Brooklyn Center, and Brooklyn Park.

WJ Wealth Management

WJ Wealth Management is a Registered Investment Advisor. We are held to the fiduciary standard which means your interests must always come first.  Roger Wilson and Jeff Jones have been in the financial services business for over thirty years apiece. Those decades have seen many changes in the investment world. As a firm we are prepared to help you with traditional full service as well as direct online investing options. Our clients are business owners and individuals preparing for and enjoying their retirement years. We cherish our relationships and we are always happy to welcome new clients to the WJ Wealth Management family.

Decker Retirement Planning

At Decker Retirement Planning, our mission is to help individuals realize the retirement of their dreams. We work with retirees or those set to retire within the next five to ten years who have a nest egg of at least 350k and are facing one or more of three typical issues: fear of running out of money or knowing when they can retire, frustration over losing hard-earned savings due to market volatility, or worries about rising taxes. Our experienced team provides personalized guidance and support to help you address these concerns and enjoy a secure and comfortable retirement. We specialize in clearly showing you how to make the most of your retirement savings and investments, while also protecting against losses and taxation. Reach out today to learn more about how we can serve you. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Decker Retirement Planning

At Decker Retirement Planning, we strive to help individuals who are either retired or retiring in the next 5-10 years and have a nest egg of at least 350K. Our mission is to objectively and mathematically guide these individuals to enjoy the retirement they have been wanting. We specialize in addressing three common issues: fear of running out of money, losing money due to stock market volatility and increasing taxes. Our team is composed of experienced professionals who understand the needs of our clients. We provide tailored solutions and services to fit each person's individual needs. We work hard to ensure that each individual has a successful and secure retirement plan. Reach out and one of our assistants will respond and provide additional information to see how we can be of service to you.