Gallagher Insurance, Risk Management & Consulting

Oxford Financial Group, Ltd. - MinneapolisAt Oxford, we provide unbiased, fee-only financial advice, placing our clients at the heart of our business. As a truly independent firm in Minneapolis, we do not sell products or receive commissions, ensuring our sole commitment is to serve your best interests. Our services include investment advisory, estate planning, wealth management, investment consulting, trust administration, and family office services. With over 43 years of experience and $30 billion in assets under advisement, we pride ourselves on our independence, expertise, and results-oriented approach. Trust Oxford for multigenerational estate planning and forward-thinking investment solutions.

Lakeshore Agency Inc, located in Lake City, MN, specializes in real estate services that prioritize building relationships and delivering quality support to clients in their buying and selling journeys. With years of local knowledge and a commitment to creating a positive impact, the agency not only assists with transactions but also provides guidance and personalized service tailored to each client's needs. The team at Lakeshore Agency is dedicated to ensuring that every step of the real estate process is seamless, from pre-approval to closing. They offer access to an extensive marketing reach and are willing to travel beyond Lake City to help clients realize their dreams of homeownership. Generated from the website

Serving you in these unprecedented timesDuring the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let's talk. Together we can determine what, if any actions, you can take. We're available to connect with you as is most convenient during this time, including by phone or online. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.