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Ready to Meet?
It's now easier than ever to set a virtual or in-person appointment.
We offer complimentary initial consultations for prospective clients.
Szablis M. Klee
Personal Financial Advisor
Principal
Rochester, MN Office
Eden Prairie, MN Office
Schedule an Appointment
About Me
Dana Grimsrud
Personal Financial Advisor
Rochester, MN Office
Schedule an Appointment
About Me
Alex Stanton
Personal Financial Advisor
Eden Prairie, MN Office
Rochester, MN Office
Schedule an Appointment
About Me
Susan Stenzel
Personal Financial Advisor
Chartered Financial Consultant®
Rochester, MN Office
Call to Set an Appointment
About Me
Michael J. Matuska
Personal Financial Advisor
Chartered Financial Consultant®
Mankato, MN Office
Rochester, MN Office
Schedule an Appointment
About Me
Prefer to Call?
Call us at
1.800.323.9171
and our friendly staff will be happy to help you get scheduled.
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