American Express

Legacy Financial Advisors Inc, located in Minneapolis, MN, is dedicated to assisting individuals and families in achieving financial wellness through tailored guidance during crucial transitions in their lives. With a commitment to understanding their clients' unique goals and needs, the firm's multi-generational team combines compassion and expertise to deliver personalized financial planning services. With prominent figures like President Tom Menzel and Vice-President Laura Biermann, Legacy prides itself on a collaborative approach that empowers clients through informed decision-making. Drawing on years of experience and a true passion for helping others, the team works diligently to support clients in their journey toward realizing their financial aspirations. Generated from the website

Next Financial Group, based in Eden Prairie, MN, specializes in personal wealth planning and fiduciary investment management tailored for individuals, couples, and families. The firm emphasizes the importance of making informed financial decisions through their personalized approach, which combines years of experience and cutting-edge technology to provide clients with clarity about their financial future. Committed to fostering long-term relationships, Next Financial Group operates as independent consultants, prioritizing the needs of their clients above all else. Their unique 3C Process—Clarify, Consult, Capitalize—ensures that clients receive a comprehensive understanding of their current financial situation, recognize their successes, and explore potential paths forward at their own pace. Generated from the website