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Ready to Meet?
Our advisors can meet with you online anywhere!
We offer complimentary initial consultations for prospective clients.
Dana Grimsrud
Personal Financial Advisor
Rochester, MN Office
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About Me
Szablis M. Klee
Personal Financial Advisor
Principal
Rochester, MN Office
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About Me
Michael J. Matuska
Personal Financial Advisor
Chartered Financial Consultant®
Mankato, MN Office
Rochester, MN Office
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About Me
Susan Stenzel
Personal Financial Advisor
Chartered Financial Consultant®
Rochester, MN Office
Call to Set 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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