Edward Jones - Financial Advisor: Aaron J Ackerson

Summit Investment Advisors is a full-service financial and investment advisory firm based in Minnesota, specializing in strategic investment management and comprehensive financial planning for individuals, families, and businesses. With a team of experienced financial professionals, they focus on educating clients while preserving, protecting, and growing their wealth. Offering services in retirement income planning, estate planning, investment management, and tax planning, Summit works to instill confidence and understanding in their clients' financial lives. Their commitment to building trusted relationships is complemented by informative resources, including seminars and educational materials to guide clients on their financial journeys. Generated from the website

First Resource Group Ltd. is an independent insurance and investment firm based in New Brighton, MN, dedicated to partnering with financial service providers such as banks and associations. Their mission focuses on creating a network characterized by integrity and exceptional service, offering a variety of financial products including life insurance, long-term care insurance, annuities, and investment solutions. The firm emphasizes the importance of life insurance in providing financial security for families, covering major expenses, and addressing the potential financial burdens that may arise from unforeseen circumstances. With a commitment to being a reliable resource, First Resource Group aims to support clients with tailored insurance solutions and investment strategies to meet their diverse needs. Generated from the website

Peter Deng CPA is a leading tax, accounting, and business consulting firm in Saint Paul, MN, dedicated to serving the minority communities. With over 15 years of experience, they offer innovative tax planning strategies, reliable accounting services, and valuable advice to help businesses grow and achieve financial security. Committed to providing professional and timely services, Peter Deng CPA guarantees minimized tax liabilities, personal attention, total confidentiality, and lower CPA fees, ensuring client satisfaction and success in managing their businesses.Generated from the website