Barry Schalkle Strategic Wealth Solutions

Rexford Cattanach | Keats Group is a fiduciary wealth advisory firm located in Lake Elmo, MN, dedicated to providing tailored financial planning services for business owners, executives, and retirees. With a focus on comprehensive risk management and tax-efficient strategies, they prioritize their clients' unique stories and financial goals over traditional investment models. The team specializes in addressing the complexities faced by mid and late-career professionals, particularly those with substantial assets in pre-tax retirement accounts or private business ownership. By offering services like business valuation, estate planning, and ongoing tax coordination, they aim to preserve family wealth and optimize retirement income for their clients. Generated from the website

Ameriprise Financial began as Investors' Syndicate in 1894. Founder John Tappan envisioned a company that could tailor insurance and investment products for customers. The company has grown to more than 2 million clients to become one of the largest advisor networks in the United States. Ameriprise Financial has more than 10,000 personal financial advisors in 3,500-plus offices nationwide, including New Brighton, Minn. James M. Cracchiolo has been the chief executive officer of Ameriprise Financial for more then six years. He has been with the financials and investment firm for over 24 years. Cracchiolo earned an BS degree and a MBA from New York University. Ameriprise's investment products include annuities, certificates, IRAs, mutual funds and stocks and bonds. Ameriprise Financial also provides auto and home, disability, life and long-term care insurance. The company's banking services include checking, savings and CDs, home equity loans and lines of credit, money markets and mortgages.

Welcome to Merrill Lynch in Minneapolis, MN. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.