Retirement Planning in Cambridge, MN

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Top Retirement Planners in Cambridge, MN

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Jackson Hewitt Tax Service
4 out of 5
Location 2101 2nd Ave SE, Cambridge, MN 55008, USA
Phone (763) 567-6387
Language https://office.jacksonhewitt.com/tax-preparation-services-locations/en/mn/cambridge/2101-second-ave-se/52352?utm_source=google&utm_medium=local&utm_campaign=local&utm_content=52352
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North Star Wealth Management
Location 245 Main St S, Cambridge, MN 55008, USA
Phone (763) 689-1400
Language http://www.northstar-wealth.com/
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Edward Jones - Financial Advisor: Greg Peichel
SEC File# 801-3297
CRD# 250
Location 150 2nd Ave NE, Cambridge, MN 55008, USA
Phone (763) 689-4281
Language https://www.edwardjones.com/us-en/financial-advisor/greg-peichel
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Edward Jones - Financial Advisor: Matthew W Larson, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 140 Birch St N Suite 102, Cambridge, MN 55008, USA
Phone (763) 689-8552
Language https://www.edwardjones.com/us-en/financial-advisor/matt-larson
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
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Brody R Halverson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 105 Garfield St S Ste 103, Cambridge, MN 55008, USA
Phone (763) 689-5686
Language https://www.ameripriseadvisors.com/brody.r.halverson/?cid=IP_local_google
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Country Financial
5 out of 5
Location 602 Main St NE, Cambridge, MN 55008, USA
Phone (763) 689-2400
Language http://www.countryfinancial.com/jim.hergert
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Retirement & 401(k) Plan Advisors, LLC
5 out of 5
Location 7500 Flying Cloud Dr. #760, Eden Prairie, MN 55344, USA
Phone (952) 544-3614
Language http://rpadvise.com/
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Edward Jones - Financial Advisor: Steve Schwarzbauer
SEC File# 801-3297
CRD# 250
5 out of 5
Location 211 1st Ave E, Cambridge, MN 55008, USA
Phone (763) 552-1100
Language https://www.edwardjones.com/us-en/financial-advisor/steve-schwarzbauer
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Edward Jones - Financial Advisor: Alicia N Walsh
SEC File# 801-3297
CRD# 250
Location 352 Garfield St S, Cambridge, MN 55008, USA
Phone (763) 689-1616
Language https://www.edwardjones.com/us-en/financial-advisor/alicia-walsh
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Walker Methodist Levande
4 out of 5
Location 2011 6th Ln SE, Cambridge, MN 55008, USA
Phone (763) 325-0100
Language https://www.walkermethodist.org/locations/levande
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East Terrace Co-Op
Location 2155 6th Ln SE, Cambridge, MN 55008, USA
Phone (763) 552-0709
Language https://www.eastterracecooperative.com/
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Affinity Plus Federal Credit Union
5 out of 5
Location 1990 2nd Ave SE, Cambridge, MN 55008, USA
Phone (800) 322-7228
Language https://www.affinityplus.org/locations/location-detail/cambridge
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Aviben
Location 1995 E Rum River Dr S, Cambridge, MN 55008, USA
Phone (763) 552-6053
Language https://aviben.com/
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Wells Fargo Advisors
Location 250 2nd Ave NE, Cambridge, MN 55008, USA
Phone (612) 667-5898
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GracePointe Crossing
4 out of 5
Location 1545 River Hills Pkwy NW, Cambridge, MN 55008, USA
Phone (763) 689-1474
Language https://www.preshomes.org/our-communities/gracepointe-crossing?utm_source=Google&utm_medium=Yext
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EFS Advisors
SEC File# 801-62857
CRD# 115211
5 out of 5
Location 1995 E Rum River Dr S, Cambridge, MN 55008, USA
Phone (763) 689-9023
Language https://www.efsadvisors.com/
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Presbyterian Homes
4 out of 5
Location 135 Fern St N, Cambridge, MN 55008, USA
Phone (763) 689-1474
Language https://www.preshomes.org/our-communities/gracepointe-crossing
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Riverwood Village
5 out of 5
Location 909 Dellwood St S, Cambridge, MN 55008, USA
Phone (763) 645-1550
Language https://avinityseniorliving.org/communities/Riverwood-Village
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Retirement Planning in Cambridge, MN

About Cambridge, MN for Those Planning to Retire

Cambridge, MN is a quaint city located in Isanti County, Minnesota, with a population of just over 8,000 residents. This charming town is home to several notable landmarks, including the Cambridge City Park, which offers a serene and peaceful environment for residents to enjoy. The Rum River flows through the city, providing a picturesque view for all to admire. In terms of top employers, Cambridge is home to several well-known companies, including Polaris Industries, which is a leading manufacturer of off-road vehicles. Cambridge Medical Center is also a significant employer in the area, providing top-notch healthcare services to the community. Major highways and streets in Cambridge include Highway 65, which runs through the city and connects it to nearby towns and cities. Main Street is another prominent street in the city, home to several local businesses and restaurants. Cambridge is made up of several unique neighborhoods, each with its own character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Cambridge, MN can benefit from a bank in numerous ways. For instance, they can access financial services like loans, mortgages, and savings accounts. With the city's population of over 8,000, a bank can help residents manage their finances effectively. Cambridge, MN is a growing city with a diverse economy, and a bank can provide the necessary financial support to individuals and businesses alike. Furthermore, a bank can offer personalized services to residents, such as investment advice, retirement planning, and insurance. With the city's proximity to the Twin Cities, a bank can also offer services that cater to commuters, such as online banking and mobile apps. In addition, a bank can help promote financial literacy and education in the city, which can go a long way in creating a financially stable and prosperous community. Overall, a bank can be an essential resource for residents of Cambridge, MN, providing them with the tools they need to achieve their financial goals.

Insurance Broker

Residents of Cambridge, MN can benefit greatly from the services of an insurance broker. With the city's growing population and diverse industries, navigating the complex world of insurance can be overwhelming. An experienced broker can help individuals and businesses find the right coverage for their unique needs, whether it be health insurance, auto insurance, or liability insurance. In addition, Cambridge, MN is known for its harsh winters and unpredictable weather patterns, making it crucial for residents to have proper insurance coverage for their homes and vehicles. An insurance broker can help residents understand the intricacies of their policies and ensure they are adequately protected in the event of a weather-related incident. With the help of a knowledgeable broker, residents of Cambridge, MN can have peace of mind knowing they are covered in any situation.

Wealth Management

Residents of Cambridge, MN can benefit from the expertise of a wealth manager in several ways. First and foremost, a wealth manager can help individuals and families in Cambridge manage their assets and investments, ensuring that they are aligned with their long-term financial goals. Additionally, a wealth manager can provide guidance on tax planning strategies, estate planning, and retirement planning. With the complexities of the tax code and the constantly changing investment landscape, having a knowledgeable advisor can be invaluable. In particular, residents of Cambridge, MN may benefit from a wealth manager who is familiar with the unique challenges and opportunities of the local economy. For example, the area has a strong agricultural sector, and a wealth manager who understands the intricacies of farming operations and the tax implications of owning farmland can be a valuable resource for local residents. Overall, a wealth manager can help residents of Cambridge, MN navigate the complexities of their financial lives and achieve their financial goals.

Financial Advisor

Residents of Cambridge, MN would benefit from the expertise of a financial advisor in various ways. For instance, a financial advisor could help residents plan for retirement by assessing their current financial situation, determining their retirement goals, and creating a personalized plan to achieve those goals. Additionally, a financial advisor could assist residents in managing their debt, creating a budget, and developing a savings plan. Furthermore, Cambridge, MN residents could benefit from a financial advisor's knowledge of the local economy and investment opportunities. For example, a financial advisor could provide guidance on investing in local businesses or real estate. Overall, a financial advisor could be instrumental in helping residents of Cambridge, MN achieve their financial goals and improve their financial well-being.

Mortgage Loan Officer

Residents of Cambridge, MN can benefit greatly from the expertise of a mortgage loan officer. With the median home price in Cambridge being $234,000, many residents require the assistance of a loan officer to secure financing for their dream home. The loan officer can provide guidance on the various types of loans available, including FHA and VA loans, and help residents navigate the complex application process. Additionally, Cambridge has a diverse population, with a significant number of retirees and young families. A skilled loan officer can help retirees access reverse mortgages to supplement their retirement income, while also assisting young families in finding affordable financing options to purchase their first home. Overall, the knowledge and support of a mortgage loan officer can be invaluable to residents of Cambridge, MN looking to achieve their homeownership goals.

Tax Services

Residents of Cambridge, MN can greatly benefit from the expertise of a tax advisor. With a population of just over 8,000, the city is home to a diverse range of taxpayers, including small business owners, farmers, and retirees. A tax advisor can help these individuals navigate the complex tax code and identify deductions and credits that they may have otherwise overlooked. For example, a tax advisor can assist a small business owner in Cambridge by helping them take advantage of the Section 179 deduction, which allows them to deduct the full cost of qualifying equipment and software in the year it was purchased. Additionally, a tax advisor can help farmers in Cambridge understand the tax implications of crop insurance and disaster payments, which can be particularly complex. Overall, a tax advisor can provide invaluable guidance and support to residents of Cambridge, MN as they navigate the often confusing and overwhelming world of taxes.

Estate Planning Lawyer

Residents of Cambridge, MN can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is by creating a will or trust that outlines how their assets will be distributed after their passing. This is especially important in Cambridge, MN, where many residents own property or have significant investments in the local agricultural industry. Additionally, an estate planning lawyer can assist with creating powers of attorney and healthcare directives to ensure that individuals' wishes are upheld in the event of incapacitation. Furthermore, estate planning lawyers can help families navigate complex tax laws and minimize tax liabilities, which can be particularly important for residents of Cambridge, MN who may be subject to both state and federal estate taxes. Overall, the expertise of an estate planning lawyer can provide peace of mind and ensure that individuals' wishes are carried out in the most efficient and effective manner possible.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Cambridge, MN are designed to help individuals prepare for a financially secure future. These services include a comprehensive analysis of the client's current financial situation, identification of retirement goals, and development of a personalized retirement plan. The retirement planner in Cambridge, MN can also provide guidance on investment strategies, tax planning, and estate planning. With its picturesque lakes and natural beauty, Cambridge, MN offers retirees a peaceful and serene environment to enjoy their golden years. The retirement planner can help clients take advantage of the various recreational activities available in the area, such as fishing, hiking, and boating, while ensuring their financial security. By working with a retirement planner in Cambridge, MN, individuals can rest assured that they will have a well-defined plan to achieve their retirement goals and enjoy a comfortable retirement in this idyllic town.

Cambridge, MN is the ultimate destination to get a retirement planner. The town is situated in the heart of Isanti County, Minnesota, and is known for its serene environment, which is perfect for retirees. The town boasts of a rich cultural heritage and is home to some of the most experienced retirement planners in the region. The planners here are well-versed in the latest trends and best practices in retirement planning. They possess a deep understanding of the needs and aspirations of retirees, and they work tirelessly to ensure that their clients achieve their financial goals. With a plethora of retirement planning options available in Cambridge, MN, retirees can rest assured that they will receive the best advice and guidance to secure their financial future.