Wealth Management in Duluth, MN

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List of Firms

Duluth, MN Wealth Management Firms

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Jim Kaldahl - RBC Wealth Management Financial Advisor
Location 1420 London Rd Suite 201, Duluth, MN 55805, USA
Phone (218) 728-8428
Language https://us.rbcwealthmanagement.com/jim.kaldahl?utm_source=GMB&utm_medium=Yext
Directions
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RBC Wealth Management Branch - Duluth
5 out of 5
Location 1420 London Rd Suite 201, Duluth, MN 55805, USA
Phone (218) 724-2100
Language https://us.rbcwealthmanagement.com/duluth?utm_source=GMB&utm_medium=Yext
Directions
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Morgan Stanley Financial Advisors
4 out of 5
Location 11 E Superior St Suite 580, Duluth, MN 55802, USA
Phone (218) 727-7600
Language https://advisor.morganstanley.com/duluth-branch?y_source=1_MjA3ODEwNy03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
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Northland Private Asset Management, LLC
Location 325 S Lake Ave Suite 707, Duluth, MN 55802, USA
Phone (218) 727-5186
Language http://www.northland.wfadv.com/?utm_campaign=Local_Listings&utm_source=Google&group=FiNet&loc=BRKG00040185033665941
Directions
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Conrad B Hjort - Financial Advisor, Ameriprise Financial Services, LLC
Location 227 W 1st St Ste 900, Duluth, MN 55802, USA
Phone (218) 722-9400
Language https://www.ameripriseadvisors.com/conrad.b.hjort/?cid=IP_local_google
Directions
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Merrill Lynch Wealth Management Advisor Ryan Geris
Location 130 W Superior St Suite 800, Duluth, MN 55802, USA
Phone (218) 726-3166
Language https://fa.ml.com/minnesota/duluth/yunggerisgroup
Directions
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Mark Randall Brown - Morgan Stanley
Location 11 E Superior St Suite 580, Duluth, MN 55802, USA
Phone (218) 720-0144
Language https://advisor.morganstanley.com/mark.r.brown?y_source=1_MTA4Mjk5NjMtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Michele LeMire - Raymond James
Location 2230 London Rd, Duluth, MN 55812, USA
Phone (218) 279-4015
Language https://www.raymondjames.com/lemire/
Directions
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Gary Bubalo - RBC Wealth Management Financial Advisor
Location 1420 London Rd Suite 201, Duluth, MN 55805, USA
Phone (218) 728-8413
Language https://us.rbcwealthmanagement.com/bubalolawienandmeesefwg?utm_source=GMB&utm_medium=Yext
Directions
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Merrill Lynch Wealth Management Advisor JoEllen M Coffman
Location 130 W Superior St 8th Floor, Suite 800, Duluth, MN 55802, USA
Phone (218) 726-3142
Language https://fa.ml.com/minnesota/duluth/joellen-coffman
Directions
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Colton Godbout - Financial Advisor, Lake Rock Wealth Management
Location 324 W Superior St Ste 1229, Duluth, MN 55802, USA
Phone (218) 723-3009
Language http://www.lakerockwealth.com/
Directions
Wealth Management in Duluth, MN

Where Wealth Management Advisors in Duluth, MN Serve

Duluth, MN is a city situated in the northernmost part of Minnesota, boasting a rich history and diverse culture. It is home to several landmarks, including the iconic Aerial Lift Bridge, the Enger Tower, and the Great Lakes Aquarium. The city is also known for its stunning natural beauty, with Lake Superior serving as a major attraction for tourists and locals alike. When it comes to top employers, Duluth has a thriving healthcare industry, with Essentia Health and St. Luke's Hospital being two of the largest employers in the region. The city is also home to several educational institutions, including the University of Minnesota Duluth and the College of St. Scholastica. Major highways and streets in Duluth include Interstate 35, Highway 61, and Superior Street, which is the main thoroughfare running through the heart of the city. The city is divided into several unique neighborhoods, each with its own distinct personality and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

As a city with a diverse population and a thriving economy, Duluth, MN offers a plethora of opportunities for individuals and businesses alike. A bank can help residents of Duluth in several ways, such as providing them with access to financial services, loans, and credit. For instance, a bank can assist small business owners in Duluth with securing funding to expand their operations and create jobs for the local community. Moreover, a bank can offer financial literacy programs and resources to help residents manage their finances and plan for their future. With its unique location on the shores of Lake Superior and its rich history, Duluth presents a variety of challenges and opportunities that require specialized banking solutions. A bank that understands the local market and the needs of its residents can play a critical role in supporting the growth and prosperity of the city.

Insurance Broker

Residents of Duluth, MN can benefit from the assistance of an insurance broker in a multitude of ways. One specific example is the unique weather patterns that occur in Duluth, MN. With the city being located on the shores of Lake Superior, residents are susceptible to harsh winter weather conditions such as blizzards and ice storms. An insurance broker can help residents navigate their options for insurance coverage, including policies that protect against damage caused by extreme weather events. Additionally, an insurance broker can provide guidance on policies that cover water damage, which is a common issue in Duluth due to the city's proximity to Lake Superior. By working with an insurance broker, residents of Duluth can ensure that they have the appropriate coverage to protect their homes and belongings against the unique risks associated with living in this region.

Retirement Planning

Residents of Duluth, MN could benefit from the expertise of a retirement planner in several ways. Firstly, given the harsh winters in Duluth, it's important for residents to plan for unexpected expenses that may arise due to weather-related damages. A retirement planner can help individuals create a comprehensive financial plan that takes into account these potential expenses. Additionally, Duluth has a large population of retirees who may need assistance with managing their retirement income, including Social Security benefits and pensions. A retirement planner can provide guidance on how to maximize these income sources and ensure that retirees have enough money to cover their expenses throughout their retirement years. Moreover, Duluth is known for its beautiful scenery and outdoor activities, which can lead to higher healthcare costs for residents who may be more prone to injuries or illnesses. A retirement planner can help individuals plan for these healthcare expenses and ensure that they have adequate insurance coverage.

Financial Advisor

Residents of Duluth, MN could greatly benefit from the expertise of a financial advisor. With the city's diverse economy, which includes industries such as healthcare, education, and tourism, there are a multitude of financial opportunities and challenges for individuals and families. A financial advisor can help residents navigate the complexities of retirement planning, investment strategies, and tax planning, all while taking into account the unique financial landscape of Duluth. Additionally, with the city's location on the shores of Lake Superior and its harsh winters, a financial advisor can assist residents in creating emergency funds and insurance plans to protect against unforeseen circumstances such as natural disasters or job loss. Overall, a financial advisor can provide valuable guidance and support to residents of Duluth, helping them to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Duluth, MN can benefit from the expertise of a mortgage loan officer in a multitude of ways. One specific aspect of Duluth that a loan officer could assist with is the unique housing market. With a mix of historic homes, new developments, and waterfront properties, navigating the real estate landscape in Duluth can be daunting. A loan officer can provide guidance on the best loan options for each type of property and help residents secure financing for their dream home. Additionally, with the fluctuating economy, a loan officer can offer insight into interest rates and help residents find the best deals to fit their budget. Overall, a mortgage loan officer can provide valuable assistance to residents of Duluth, MN in navigating the complex world of home financing.

Tax Services

Residents of Duluth, MN can benefit from the services of a tax advisor in numerous ways. For instance, Duluth, MN is known for its harsh winters, which can result in high heating bills. A tax advisor can assist residents in identifying tax deductions related to home energy efficiency upgrades, such as insulation and energy-efficient windows. Additionally, Duluth, MN is home to many small businesses, and a tax advisor can help business owners navigate the complexities of tax laws and regulations. Moreover, a tax advisor can assist residents in preparing their tax returns accurately and on time, avoiding costly penalties and interest charges. In short, a tax advisor can provide valuable guidance and support to residents of Duluth, MN, helping them to save money and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Duluth, MN can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by helping them create a will or trust to ensure that their assets are distributed according to their wishes after they pass away. With Duluth's harsh winters and unpredictable weather patterns, it's crucial to have a plan in place to protect your loved ones and assets in case of an emergency. Additionally, an estate planning lawyer can assist with minimizing taxes, avoiding probate, and establishing healthcare directives to ensure that your medical wishes are followed in case of incapacitation. With Duluth's aging population, having a comprehensive estate plan in place can provide peace of mind and financial security for both the individual and their family.

Duluth, MN Financial Resources

Duluth, MN Chamber of Commerce

https://duluthchamber.com/

Duluth, MN City Hall

https://duluthmn.gov/

Duluth, MN Public Library

https://duluthlibrary.org/

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Duluth, MN can provide a wide range of wealth management services to clients. From investment management to financial planning, a wealth manager can help clients achieve their financial goals. One specific aspect of Duluth, MN that a wealth manager can utilize is the city's vibrant tourism industry. With attractions such as Canal Park and the Aerial Lift Bridge, Duluth attracts a significant number of visitors each year. A wealth manager can help clients take advantage of this by investing in local businesses and real estate, providing opportunities for growth and diversification. Additionally, a wealth manager can assist clients in navigating the unique tax laws and regulations in Minnesota, ensuring that their financial plans are optimized for their specific situation. With their expertise and knowledge, a wealth manager in Duluth can provide invaluable guidance and support to clients looking to build and protect their wealth.

Duluth, MN is an ideal location to find a wealth manager due to its unique blend of natural beauty and thriving economy. Nestled on the shores of Lake Superior, Duluth boasts stunning views and a plethora of outdoor activities. However, it also has a diverse economy with a robust healthcare industry, a strong tourism sector, and a growing technology scene. This combination of natural beauty and economic opportunity means that Duluth residents have a wide range of investment options available to them. A skilled wealth manager in Duluth can help navigate these options and create a personalized investment plan that aligns with their clients' financial goals. With access to top-of-the-line technology and a deep understanding of the local economy, Duluth's wealth managers are well-equipped to help their clients achieve financial success.