Estate Planning Attorneys in Oakdale, MN

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Top Oakdale, MN Estate Planning Law Firms

Rogness & Field, P.A.
5 out of 5
Location 434 Hale Ave N STE 180, Oakdale, MN 55128, USA
Phone (651) 705-0276
Schromen Law, LLC
5 out of 5
Location 600 Marshall Ave, St Paul, MN 55102, USA
Phone (651) 571-2515
Coodin & Overson, PLLP
4 out of 5
Location 8681 Eagle Point Blvd, Lake Elmo, MN 55042, USA
Phone (651) 319-5180
Estate Planning Lawyers in Oakdale, MN

Where Estate Planners in Oakdale, MN Serve

Oakdale, MN is a suburb of St. Paul and Minneapolis. The city is located on the banks of the Minnesota River and is home to many corporate headquarters, including 3M and Thomson Reuters. Major highways in the city include I-94 and Highway 36, while major streets include 6th Street and 10th Street. The city's neighborhoods are largely residential, with some commercial areas near the downtown district.

Financial Services Related to Estate Planning in Oakdale, MN

Banks and Credit Unions

Banks can provide a variety of financial services to Oakdale, MN residents. These services can include checking and savings accounts, loans, and mortgages. In addition, banks can offer other products and services such as credit cards, investment advice, and insurance products. By providing these services, banks help their customers manage their finances and save money.

Insurance Broker

Oakdale, MN residents know that when it comes to insurance, they can trust brokers to provide the best options and rates. Brokers are knowledgeable about the different types of insurance policies available, and can help match a policy with the right person and situation. They work for their clients, not the insurance companies, so they are able to provide unbiased advice. And because they have access to multiple insurers, they are often able to find better rates than an individual could on their own.

Retirement Planning

Oakdale, MN residents can benefit from retirement planning by taking a few simple steps to ensure they have enough money saved up to cover their expenses during retirement. First, residents should calculate how much money they will need each year during retirement. Next, they should create a budget and make sure they are saving enough each month to reach their retirement savings goal. Finally, residents should consult with a financial advisor to make sure their investments are properly diversified and will provide them with the income they need during retirement.

Wealth Management

Oakdale, MN residents can benefit from wealth management services in a number of ways. Wealth management services can help individuals and families save money, make more money, and plan for their financial future. In addition, wealth management services can help Oakdale, MN residents reduce their tax burden and protect their assets.

Financial Advisor

Oakdale, MN residents can benefit from the services of financial advisors. Financial advisors can provide guidance on a variety of financial topics, including retirement planning, investment planning, and estate planning. They can also help Oakdale residents save money on taxes and make sound financial decisions.

Mortgage Loan Officer

Mortgage loan officers provide a variety of services to Oakdale, MN residents. These services include helping people find the best mortgage rates, providing advice on what type of mortgage is best for them, and helping people through the entire loan process. They can also help people refinance their mortgages or get a home equity loan.

Tax Services

Oakdale, MN residents rely on tax accountants to help them with their taxes every year. There are a few specific services that tax accountants in Oakdale provide: they can help you file your taxes, advise you on what deductions you might be eligible for, and help you plan for the future so that you can minimize your taxes paid. In addition to those specific services, most tax accountants also offer general accounting services such as bookkeeping and financial planning. This means that they can help you keep track of your expenses and income throughout the year, so that at tax time you have all of the information you need to file your return.

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