* Assist three representatives* Prepare all client paperwork accurately and timely* Set up and maintain client online customer management system* Submit and follow up client processes

We are a group of professionals who want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams. Our philosophy bridges the gap between technical experience and showing our clients how each piece supports the future they are building. We have deep experience in investments, portfolio management, benefits, and Social Security. Every one of us at Great Waters Financial is committed to delivering you a comprehensive retirement plan that’s tailored to your goals, and as time goes on, supporting you through proactive guidance. We make sure your custom architected plan meets your goals of today and aspirations of tomorrow. We'll evaluate investment approaches and tax consequences, and implement the strategies so you don't have to. And we won't stop evaluating and implementing because the market is always changing and your needs may change too.

Legacy Capital Wealth Management is dedicated to helping you pursue your financial goals and life aspirations by developing an investment portfolio and planning foundation in a manner consistent with your risk profile. As your financial partner, we listen and respond appropriately to your needs, using clear and simple language. We offer a high level of personal service, innovative strategies, and a promise to always act in your best interest. This is accomplished by implementing a wealth management and investment philosophy complemented by a disciplined investment procedure customized to each client’s specified needs. Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through Magnetic North Advisors, a separate entity. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, FL, ID, IL, MI, MN, ND, OR, WI

Brighton Sandblasting is a business supplies and equipment company based out of 9905 Xylite St Ne, Blaine, MN, United States.

Navigating Your Financial Future. Our approach and equation is simple – our focus is on you. We will - help you get on the path to your financial success. We will - work together with you to get you to your destination, by focusing on your unique goals, values and priorities, by creating a financial plan that is suited to your distinctive situation. Our experienced advisors will take a holistic approach to your financial plan, and by reviewing your plan regularly, adjustments can easily and quickly be made as your life changes and evolves, which can impact your financial goals and needs. In addition, our long history working with non-profit organizations has positioned us as a trusted resource for retirement and pension plans, and helping our clients make better decisions going into retirement, based on their plans and contracts. Let EFS Advisors take care of you, so you can focus on the more meaningful things in your life. Important Disclaimers - https://efsadvisors.com/site/assets/files/2593/social_media_disclaimer.pdf

Freedom Financial Partners helps our clients answer the following questions: “Am I OK?” and “Can I live the life I want?”  We improve our client’s lives by bringing truth, understanding and discipline to the financial choices they make every day.  We use simple, yet powerful tools and processes to uncover the “why” behind money.  From there, we tailor advice, a financial plan and an investment strategy to help our clients live richly.    Investment advisory services offered through AdvisorNet Wealth Management. Freedom Financial Partners and AdvisorNet Wealth Management are separate entities.

• Assisted in income tax preparation and investment management, contributing to accurate financial reporting • Worked within the team to better the daily processes • Enhanced Excel skills, creating financial models for client presentations

https://www.ameripriseadvisors.com/team/vallis-advisors

Carlson Asset Management is a financial services company based out of 624 Fairview Ln, South Elgin, IL, United States.

North Point Advisor Group is an independent financial services firm. With a foundational belief that a client’s financial planning should encompass investment, tax, and estate planning, the team at North Point Advisor Group works to provide holistic guidance in these areas. Whether you’re new to planning or have complex needs, our team systematically works with you throughout the years as you strive toward your financial goals. As a client, you will have multiple points of contact with our financial advisors and client service team. All here for the purpose of serving our clients with the highest degree of trust and integrity. To learn more about North Point Advisor Group, please visit https://www.northpointadvisorgroup.com/ --- Advisors associated with North Point Advisor Group, LLC may either be (1) registered representatives with, and securities offered through LPL Financial, Member FINRA and SIPC, and investment advisor representatives of Great Valley Advisor Group; or (2) solely investment advisor representatives of Great Valley Advisor Group, and not affiliated with LPL Financial. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and North Point Advisor Group, LLC are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.northpointadvisorgroup.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Managed public relations, community engagement, marketing and social media.

We do it, so you don’t have to worry about it! Why keep up with all of the latest tax law changes, accounting practices, payroll laws, and investment options when you have someone who makes it their job to do it for you? We regularly invest in continuing education and professional software, so we are up to date with all of the latest changes and information that affect the lives of our clients.