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Financial Advisory Services in Lakeville, Minnesota

Edward Jones - Financial Advisor: Kelly Contreras photos
Edward Jones - Financial Advisor: Kelly Contreras, Lakeville
Lakeville / Minnesota / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Paul Haglund & Company, LLC photos
Paul Haglund & Company, LLC, Lakeville
Lakeville / Minnesota / United States
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At Paul Haglund & Co. LLC. we are committed to providing our clients with unsurpassed service for all their tax, accounting and payroll needs. We are conveniently located in Lakeville, Minn. and we work with many families and business owners throughout the area. Our services are prompt and reliable. if you are experiencing tax problems, we can help. We are enrolled to represent taxpayers before the IRS. Paul Haglund & Co. LLC has worked with local clients since 1975. We specialize in IRS Representation! Call us to handle any issue with your taxes! Our services include: • Tax planning and preparation • Trust returns • Corporate services • Free electronic filing • Accounting and payroll services If you need QuickBooks consulting, were happy to ensure you get the tools you need to handle your taxes and finances. Our rates are reasonable so you can get the representation you need without breaking your budget. We accept Visa and MasterCard for your added convenience. Call us today!
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Farmers Insurance - Robert Curtis photos
Farmers Insurance - Robert Curtis, Lakeville
Lakeville / Minnesota / United States
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As your personal Farmers Insurance agent located in Lakeville, I believe in keeping you informed of ways to protect whats important to you. Whether youre looking for auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance will help you select the right products to fit your insurance needs. Auto Insurance at Farmers Insurance offers a variety of auto insurance products to fit your needs. In case youre involved in an accident, Farmers auto, motorcycle & car insurance can help provide financial protection for you and your family. Whether you need homeowners insurance or renters insurance, Farmers offers home insurance coverage for protecting you and your belongings. Farmers Insurance also offers life insurance, business insurance, and motorcycle insurance to help protect your hard earned assets. Visit our website for a competitive quote to help save money & better protect your family today!
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Steven J Gehrke - Ameriprise Financial Services, Inc. photos
Steven J Gehrke - Ameriprise Financial Services, Inc., Lakeville
Lakeville / Minnesota / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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401K Latte Company photos
401K Latte Company, Lakeville
Lakeville / Minnesota / United States
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President Peter McClellan and his team of financial professionals provide money management, 401k rollover guidance, inheritance planning and risk management services. They believe in using a personal conversational approach to understand and serve each client's needs. McClellan hosts a financial radio program on AM 1570 and is the author of "Inheritance Tug or War Stories."

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Mark Warner - COUNTRY Financial Representative photos
Mark Warner - COUNTRY Financial Representative, Lakeville
Lakeville / Minnesota / United States
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Mark Warner is a COUNTRY Financial representative providing insurance and financial services for the communities in and around Lakeville, MN 55044
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Edward Jones - Financial Advisor: Dan Engberg photos
Edward Jones - Financial Advisor: Dan Engberg, Lakeville
Lakeville / Minnesota / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Edward Jones - Financial Advisor: Jason Christenson photos
Edward Jones - Financial Advisor: Jason Christenson, Lakeville
Lakeville / Minnesota / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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TCF Bank ATM photos
TCF Bank ATM, Lakeville
Lakeville / Minnesota / United States
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At TCF Bank we have financial tools and products that suit your lifestyle. Find out how we can help you with checking, savings, loans, prepaid services and more. Whether you’re just starting out, planning for the future or shifting into high gear, we offer simple solutions designed to help you on your way. Member FDIC. Equal Housing Lender.
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Stonebrook Wealth Management Inc. photos
Stonebrook Wealth Management Inc., Lakeville
Lakeville / Minnesota / United States
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Stonebrooke Wealth Management Inc. In a field that is becoming cloudy, crowded and commoditized, it takes a committed effort to rise up and above the rest. Each of us at Stonebrooke Wealth Management Inc. are committed to you and to pursue your goals. We embrace the changing regulatory environment of our business. We can incorporate a host of socially responsible, even Biblically based investment options if so desired*. Our belief is keeping the “person” in the “personal” relationships of financial planning, continuous client education, fee transparency and customized financial recommendations.
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Nuance Financial Tax and Accounting photos
Nuance Financial Tax and Accounting, Lakeville
Lakeville / Minnesota / United States
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Nuance Financial Tax and Accounting Minnesota. "Outsourced Accounting" service including Bookkeeping services, accountants, CPA, Payroll Services, Tax Preparation and Tax Planning for small business.
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Farmers Insurance - Galen Flink photos
Farmers Insurance - Galen Flink, Lakeville
Lakeville / Minnesota / United States
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As your personal Farmers Insurance agent located in Lakeville, I believe in keeping you informed of ways to protect whats important to you. Whether youre looking for auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance will help you select the right products to fit your insurance needs. Auto Insurance at Farmers Insurance offers a variety of auto insurance products to fit your needs. In case youre involved in an accident, Farmers auto, motorcycle & car insurance can help provide financial protection for you and your family. Whether you need homeowners insurance or renters insurance, Farmers offers home insurance coverage for protecting you and your belongings. Farmers Insurance also offers life insurance, business insurance, and motorcycle insurance to help protect your hard earned assets. Visit our website for a competitive quote to help save money & better protect your family today!
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Citizens Bank Minnesota photos
Citizens Bank Minnesota, Lakeville
Lakeville / Minnesota / United States
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Citizens Bank is located near Super Target. Because it is a community-owned and operated bank, it offers more flexibility in meeting customers' unique banking needs. Considered one of Minnesota's oldest banks, Citizens Bank has offered a stable banking environment for more than 130 years.

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Wells Fargo Home Mortgage photos
Wells Fargo Home Mortgage, Lakeville
Lakeville / Minnesota / United States
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Buying, refinancing — whatever you need. You can count on the nations leading residential lender to be right there with you, guiding you through the process. Whether youre just starting to explore your options or youre ready to make a move, talk to us. Well give you the information you need and help you understand your home loan options. Please call to make an appointment. Equal Housing Lender.
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Affinity Plus Federal Credit Union photos
Affinity Plus Federal Credit Union, Lakeville
Lakeville / Minnesota / United States
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At Affinity Plus our approach to banking is different: We focus on people and we serve our members with care, excellence and integrity.
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Peter Ruhl - Ameriprise Financial Services, Inc. photos
Peter Ruhl - Ameriprise Financial Services, Inc., Lakeville
Lakeville / Minnesota / United States
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Putting clients first; its what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Edward Jones - Financial Advisor: Kellee Ablard photos
Edward Jones - Financial Advisor: Kellee Ablard, Lakeville
Lakeville / Minnesota / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Jeff Myers - Ameriprise Financial Services, Inc. photos
Jeff Myers - Ameriprise Financial Services, Inc., Lakeville
Lakeville / Minnesota / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Midwest Money Management photos
Midwest Money Management, Lakeville
Lakeville / Minnesota / United States
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Assisting individuals and corporations in securing long-term financial stability, MidWest Money Management specializes in wealth management. Its areas of expertise include corporate retirement, 401ks, mutual funds, annuities, pensions and market investment strategies.

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Wells Fargo Bank photos
Wells Fargo Bank, Lakeville
Lakeville / Minnesota / United States
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Wells Fargo and Company (NYSE: WFC) is a nationwide, diversified financial services company with 1.6 trillion dollars in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,700 locations, more than 12,500 ATMs, online, wellsfargo.com, and mobile devices. Were headquartered in San Francisco, but were decentralized so every local Wells Fargo store is a headquarters for satisfying all our customers financial needs and helping them succeed financially. We do business with one in three U.S. households. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. At the end of third quarter 2014, Wells Fargo ranked fourth in assets among U.S. banks and was the worlds most valuable bank by market capitalization. In 2013, Euromoney named Wells Fargo "Best Bank in its Global Awards for Excellence, the first time a U.S.-based bank has won the top award. The Chronicle of Philanthropy ranked Wells Fargos corporate giving in the top two among all U.S. companies each of the past two years. Our vision: We want to satisfy all our customers financial needs and help them succeed financially.
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