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Trusted Partners
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Please let us know about your experience with these partners to ensure we maintain a high-quality list.

We do not receive any form of payment for referring you to these professionals.
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CompanyRolePractice AreaPrimary ContactPhoneEmailDirecton from MN MetroAddressWebsite
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Saul Ewing Arnstein & LehrAttorneyBankrupcy/Asset ProtectionKermit Nash612-225-2944kermit.nash@saul.comCentral33 South Sixth Street, Suite 4750, Minneapolis, MN 55402https://www.saul.com/
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Schmitz, Schmidt, & AndersonAttorneyElder LawMark Anderson651-291-2405Central400 Robert Street North, Suite 1840, St. Paul, Minnesota 55101https://elderlaw123.com/meet-our-staff/mark-anderson/
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Cummins & BonestrooAttorneyEstate PlanningCatherine Klancher651-328-8675cklancher@cblawoffices.comUp NorthBayfield Officeshttps://www.cblawoffices.com/
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Steinhagen, Crist, Wehrly & Kufus PLLP
AttorneyEstate PlanningJohn Wehrly612-455-8944jwehrly@steinhagen-crist.com
Southwest5001 Chowen Avenue S.
Minneapolis, MN 55410
https://www.steinhagen-crist.com/attorney/wehrly-john-a/
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Bonnie LawAttorneyEstate Planning, Family LawNikki Bonine651-558-7715nikki@boninelaw.comRosevillehttps://boninelaw.com/
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Apex Legacy ConsultantsLegacy PlanningLegacy PlanningChristy Boysen Coulter612-440-1882ccoulter@apexlegacyconsultants.com1915 Hwy 36 West Roseville, MN 55113https://www.apexlegacyconsultants.com/
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Simplify WealthConciergeHigh Net WorthAngela Alvig612-203-2718info@simplify-wealth.comhttp://www.simplify-wealth.com/
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Abundo WealthFinancial PlannerFinancial Planner612-502-5806info@abundowealth.comhttps://www.abundowealth.com/
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Luminous MoneyFinancial PlannerFinancial PlannerAashwinhttps://luminous-money.com/
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Travis Hibbard with Fiduciary Financial Advisors
Financial PlannerFinancial PlannerTravis Hibbardhttps://www.forfiduciary.com/meet-travis-hibbard
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TwoTen PlanningFinancial PlannerFinancial PlannerStu Sneen(616) 389-4612Stu@twotenplanning.comTwoTen Planning is located in Austin, TX, and serves clients nationwide.https://www.twotenplanning.com/
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Haven Financial GroupInsuranceMedicare PoliciesGlen Ramey651 769 3729glenn@havenfinancialgroup.comSouth12940 Harriet Ave S #102
Burnsville, MN 55337		https://havenfinancialgroup.com/
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Garrity, Tegeler & Varley Wealth StrategiesInsuranceLife, Disability, Long Term CareAlison Tegler952-941-7006allison@financial-picture.comSouth8011 34th Ave. S. Ste 141, Minneapolis, MN 55425http://www.financial-picture.com/
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MIA Medical Insurance AgencyInsuranceHealth Insurance / Medicare Policies(763) 506-0962https://miamn.com/
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Insurance DesignersInsuranceLife, Disability, Long Term CareJohn Composto952-974-4382johnC@idakc.comSouthwest6873 Washington Ave South, #208, Edina, MN 55439http://www.idakc.com/
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Alliance InsuranceInsuranceProperty and CasualtyLee Goren651-797-6707leeg@allianceinsuranceadvisors.comNortheast4782 Washington Sq, White Bear Lake, MN 55110www.allianceinsuranceadvisors.com
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Cox InsuranceInsuranceProperty and CasualtyAlex Kuettel651-647-0001 X121alex@coxins.netCentral1639 Larpenteur Ave W, St. Paul, Minnesota 55113http://www.coxins.net/
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Tradition MortgageReal EstateMortgage BrokerJohn Zydowsky952-252-4664john.zydowsky@traditionllc.comhttp://www.traditionmortgagemn.com/team-members/john-zydowsky/
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Wintrust MortgageReal EstateMortgage BrokerNicole Meeker612-723-2658nmeeker@wintrustmortgage.comSouth321 W 48th St, Minneapolis, MN 55419http://www.wintrustmortgage.com/Nicole-Meeker
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Re/MaxReal EstateRealtorSophia Thu Pham612-770-0561sophia.pham@results.netSoutheast971 Sibley Memorial Highway Lilydale, MN 55118http://www.sophiathupham.results.net/
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Integrity RealtyReal EstateRealtorBen Olsen651-808-0007benjamin.j.olsen@gmail.comhttps://www.integrityrealtymn.com/ben-olsen
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Edina RealtyReal EstateRealtorJay Staats612-719-3559jaystaats@edinarealty.comhttp://www.edinarealty.com/jay-staats-realtor
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BHB AdvisorsTaxBusinessMatt Andrews651-332-5101mattandrews@bhbadvisors.comSouth2283 Waters Drive, Mendota Heights, MN 55120http://www.bhbadvisors.com/
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Gray Duck TaxTaxIndividual Jane McKinley651-358-1414jane@grayducktax.comVirtualhttps://www.grayducktax.com/
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Walker Tax & BookkeepingTaxIndividual and BusinessLaura Walker651-408-5189hello@walker.taxVirtualhttp://www.walkertaxandbookkeeping.com/
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Intero Tax and Financial ServicesTaxIndividual and BusinessJason Gakeler651-461-6680jgakeler@interotax.comVirtualhttps://www.interotax.com/