Locations
124 E. Walnut St. Suite 260
Mankato MN, 56001
Office: (507) 625-4322
Fax: (507) 625-4346
Email: michelle.amundson@sherwingroup.biz
Our clients seek to build, protect, and preserve their wealth through personalized investment strategies.
Achieving your investment goals – like a secure retirement – is similar to taking a cross-country journey. To reach your destination requires time, careful planning, and the right vehicle to get you there.
For each client, we identify an appropriate target mix of investments based on their return objectives, risk preference, time horizon, cash flow requirements and any other relevant circumstances. Our investment strategies are selected to address each of your planning needs.
Roxanne Blade, CFP
Blade Financial Services
515 S Federal HWY
Deerfield Beach, FL 33441
Office: (954) 429-1200
Fax: (954) 429-0739
http://www.bladefinancialservices.com/
Blade Financial Services offers comprehensive solutions through a spectrum of financial services from growing your wealth to planning for your family’s future.
Whether you are an experienced investor or are just starting to manage your portfolio, Blade Financial Services can help you achieve your goals and surpass them in time.
At Blade Financial Services, we focus on tailoring our plans to not only fit your current situation but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.
1700 Park St Suite 110
Naperville, IL 60563
Office: (630) 778-8100
Fax: (630) 778-8118
David Blaydes Jim Wilkins Jared Lester
RPI focuses on helping people who are going through transitions. Through our personal approach of identifying your future needs and providing direction on your financial plans, we are able to give you the reassurance and financial guidance you need to help survive your transition financially. At RPI, you are our client, not your money.
Office: (630) 428-9300
Fax: (630) 428-9300
1700 Park Street, Suite 110
Naperville, IL 60563
Scott Brown Tom Janus
We are a team of financial professionals who believe financial advice comes from understanding the whole family. At RAI, getting to know you is a key part of developing a financial plan that gets you where you want to go.
For more than 30 years, RAI has been helping families reach their financial goals. Through our commitment to caring above and beyond, we are able to help them to take advantage of the opportunities and attain their goals.
Davis Wealth Management
150 Saint Andrews Ct. Suite #220
Mankato, MN 56001
Office: (507) 344-1076
Toll-Free 877) 650-6560
Fax: (507) 344-1077
http://www.davis-wealthmanagement.com
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
We specialize in working with Employees of 3M, Kraft, Taylor Corp. and the Minnesota State University System.
500 Boulevard Park East
Mobile, AL 36609
Office: (251) 344-4131
Fax: (251) 344-7526
2610 Lake Cook Road, Suite 250
Riverwoods, IL 60015
Office: (800) 596-0253
Fax: (800) 596-0306
Josh Kadish Nicole Mayer George Vida Scott Loochtan
Life and financial planning taken to a whole new level – Our experiences help our clients to delve deeper to identify their compelling vision for their future and create the financial foundation to achieve and enjoy it. We’re Life Transition Specialists who are passionate about helping you identify what is important in life to you and helping you build the financial foundation to enjoy it!
155 Pfingsten Road
Suite 330
Deerfield, Illinois 60015
Office: (847) 267-9000
Fax: (847) 267-9001
http://www.mann-associates.com
Mann Associates is a multi-disciplined firm of professionals specializing in retirement plans and employee benefit programs. Our firm focuses on the design, consulting, implementation, compliance, and administration of retirement plans that allow our clients to shelter compensation and profit from taxation and to provide an important and valued benefit to their employees.
The firm is comprised of consultants and administrators who have dedicated their expertise to the areas of qualified and deferred compensation planning, actuarial consulting, and wealth accumulation.
5435 Emerson Way, Suite 450
Indianapolis, IN 46226-1467
Phone: (317) 377-0540
Fax: (317) 377-0547
Kate Marvel Jay Barclay
Strategic Financial Planning is a financial services firm committed to our clients' long-term financial success. Our goal is to help you manage, protect, and conserve your wealth while delighting you with an extraordinary level of personalized service and expertise.
Co-advisors; Katharine "Kate" Marvel and Jay B. Barclay are united in their belief that the firm must reflect their personal values of integrity, customer service, and building relationships. Financial advice and service are provided to all those who need it because the bottom line is not the only way to measure a person.
12343 Whisper Lake Drive
Bradenton, FL 34211
Office: (941) 379-3807
Fax: (844) 247-6772
Mobile: (941) 544-2269
http://www.moorefinancialmanagement.com
Planning for your retirement.Sending your kids to college. Protecting your family against financial ruin.
It can be a daunting task, and many people fall short of achieving their goals. We at Moore Financial Management, Inc. are passionate about helping families correct these issues. We do so through comprehensive financial planning, retirement planning, portfolio management, and insurance needs analysis, all with concierge level service.
3924 Forest Drive, Suite 1
Columbia, SC 29204
Phone: (803) 790-1677
Fax: (803) 790-1831
Email: gary@garyroberson.com
Most of our clients are women experiencing a major life transition like divorce, the loss of a spouse or loved one, facing retirement or are taking care of aging parents. For most, they are going through a difficult transition in their life where they find themselves having to make tough financial decisions while dealing with unsettling times.
Every client has a unique DNA and blueprint of life experiences and each can create an exciting vision of their desired future. Our passion is to effectively help structure that vision, design & implement investment strategies and then apply a professional process to make it happen. We do love to be fully engaged in our formal process to help develop and manage new personal visions.
5850 Coral Ridge Drive, Suite 314
Coral Springs, FL 33076
Phone: (954) 227-1010
Fax: (954) 227-1020
Ken Saunders has been in the Financial Services Industry since 1985. He works with individual investors to help them properly allocate their investment mix to suit their individual needs and financial planning goals. He is committed to helping his clients evaluate their financial situations and give them tools to help them make informed decisions.
1700 Park Street - Suite 110
Naperville, IL 60563
Phone: (630) 428-9300
Fax: (630) 428-9333
Natalie Jump natalie@raiplan.com
Ken Small ken@raiplan.com
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with a visible and venerable guidance to help you reach your goals.
101 E. Washington Street
P.O. Box 172
Greencastle, IN 46135
Phone: (765) 653-2040
Toll-free: (800) 655-0353
Fax: (765) 653-1683
Advantage Financial Group is a financial services firm committed to our clients' long-term financial success. Our goal is to help you grow, protect, and conserve your wealth while providing you with an extraordinary level of personalized service and expertise.
Advantage Financial Group is located in central Indiana. The firm reflects the personal values of integrity, customer service, and building relationships. Financial advice and service are provided to all those who need it because the bottom line is not the only way to measure a person.
Advantage Financial Group has grown through both hard work and through the kind endorsement of our clients.
If we don't do well - tell us.
6830 Central Ave, Suite D
Saint Petersburg, FL 33707
Office: (727) 323-2910
http://www.teneyckfinancialservicesgroup.com/
209 E. Morthland Dr. Suite 3
Valparaiso, IN 46383
Phone: (219) 508-3136
TTF Wealth Management is founded on the belief that people deserve a financial planner that will work hard for them. We understand the effort, commitment, and sacrifice that is needed to reach our clients' financial goals. TTF Wealth Management promises to work equally as hard towards your financial goals. We will listen to your needs so that we can provide you with appropriate investment opportunities and strategies to reach your retirement goals.
132 Venturi Drive, Ste. C
Chesterton, IN 46304
Office: (219) 929-1234
Fax: (219) 921-1992
Brad Werner, Accredited Asset Management Specialist, (AAMS), is a financial consultant who is committed to helping his clients find the solutions that will allow them to meet their financial goals. Brad's advice and committed service, as an independent advisor, can help you obtain financial freedom, independence, and enjoy life.
Plan for the Unexpected
For Brad's clients, his ability to help them around and over life's challenges makes him an invaluable friend. He works with them to develop financial strategies to plan for the future. "The planning process can be liberating," says Brad. "I try to make sure that my clients know that they are on the right track."