C U Preferred Investments

Summit Investment Advisors is a full-service financial and investment advisory firm located in Minnesota, dedicated to providing strategic investment management and professional advice for individuals, families, and businesses. Their experienced financial consultants focus on educating clients and helping them make informed financial decisions to preserve, protect, and grow their wealth. The firm offers a range of services, including financial planning, retirement income planning, estate planning, and tax planning. With a team of knowledgeable professionals, Summit Investment Advisors aims to bring confidence and understanding to clients' financial lives while addressing their unique needs and goals. Generated from the website

Paladin Capital, based in Saint Paul, MN, offers a unique Color of Money Risk Analysis aimed at assessing clients' financial situations and preferences. This interactive tool provides users with a Color of Money score, serving as a foundational step towards retirement planning. The firm employs a secure portal, Generational Vault, to help clients understand their risk spectrum and align their current assets with their score. Paladin Capital is a registered investment advisor and provides a range of financial services, emphasizing the importance of informed decision-making in financial planning. Generated from the website

Sama Investment & Trading Inc is a financial services company based in Minneapolis, MN, specializing in investment management and trading services. With a focus on providing tailored financial solutions to clients, Sama Investment & Trading Inc offers expertise in navigating the complexities of the financial markets. Generated from their business information