Lake Rock Wealth Management

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Midwest Professional Planners is a financial planning and investment management firm based in Duluth, MN, with additional locations in Wausau, WI, Grand Rapids, MN, and Crystal Lake, IL. They offer a range of services including financial planning, investment management, divorce financial planning, and business solutions. With a dedicated team of experienced professionals, they strive to help clients achieve their financial goals and plan for a secure retirement. As a Registered Representative offering Securities through APW Capital, Inc., Midwest Professional Planners provides comprehensive financial services to individuals and businesses. Their team of experts, including Jesse Dunsmoor, Dan Evans, Brian Kamke, and others, offer insights and perspectives through their video library and aim to provide personalized solutions tailored to each client's unique needs and circumstances.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Duluth, MN area, Derek Dallum will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.