WMBURT Advisors

Stifel is a full-service brokerage and investment banking firm offering securities brokerage, investment banking, trading, and investment advisory services. The company caters to individual investors, professional money managers, businesses, and municipalities, providing a range of financial services to meet their diverse needs. Generated from their website's infomation

Lamont Financial Group is an independent wealth management firm located in Mason City, IA. They offer comprehensive and highly customized financial solutions to a select group of investors, including corporate executives, business owners, farmers, families, and individuals facing complex financial situations. With a focus on personalized advice and meaningful interactions, they aim to help their clients grow, protect, and transfer their legacy. As educators at heart, Lamont Financial Group strives to create clarity from complexity, providing straightforward and personalized advice to help their clients make informed and confident decisions. They believe in using technology to enhance the client experience, offering a highly personalized, technology-forward approach with personal financial websites for each client. With a commitment to putting their clients' best interests first, Lamont Financial Group is dedicated to helping individuals plan for a secure future.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Spring Valley, MN area, Jean Wichmann will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.