Best Financial Advisors in Cambridge, MN

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Cambridge, MN Fiduciary Financial Advisors

Barry Springborn - Thrivent
SEC File# 801-29618
CRD# 18387
Location 145 2nd Ave SW, Cambridge, MN 55008, USA
Phone (763) 754-2670
Directions
Financial Advisors in Cambridge, MN

Where Certified Financial Advisors in Cambridge, MN Serve

Cambridge, MN is a charming city located in Isanti County, Minnesota. This city boasts of a plethora of landmarks, including the Cambridge City Hall, the Cambridge Medical Center, and the Isanti County Government Center, which serve as the epicenter of the city. The top employers in Cambridge, MN include the Cambridge-Isanti School District, the Cambridge Medical Center, and the Isanti County Government Center. The city is also home to major highways such as US Route 65 and Minnesota State Highway 95, which connect the city to other major cities in the state. The city's streets are lined with beautiful neighborhoods such as the Goldenwood neighborhood, the Heritage Greens neighborhood, and the Parkwood neighborhood, each offering a unique living experience. With its stunning landmarks, top employers, major highways, and beautiful neighborhoods, Cambridge, MN is a city that truly has it all.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Cambridge, MN can benefit greatly from the guidance of a financial advisor. With a population of just over 8,000, Cambridge is a small community that relies heavily on its local businesses and economy. A financial advisor can provide personalized advice on budgeting, saving, and investing to help residents achieve their financial goals. Additionally, many residents in Cambridge are nearing retirement age and may need assistance with retirement planning, including Social Security and Medicare. With the help of a financial advisor, residents can navigate the complexities of these programs and ensure they are making the most of their retirement savings. Overall, a financial advisor can provide invaluable support to the residents of Cambridge, helping them to secure their financial future and achieve their dreams.

Insurance Broker

Residents of Cambridge, MN can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the region, it's important to have insurance coverage that protects against natural disasters such as tornadoes and hailstorms. An insurance broker can help residents find policies that provide comprehensive coverage for their homes and personal property. Additionally, Cambridge, MN is home to many small businesses that could benefit from liability and commercial insurance coverage. An insurance broker can help business owners navigate the complexities of insurance policies and find coverage that meets their specific needs. Overall, an insurance broker can provide peace of mind to residents of Cambridge, MN by ensuring that they have the right insurance coverage to protect themselves and their assets.

Retirement Planning

Residents of Cambridge, MN could benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner could help is by providing guidance on how to save for retirement. Cambridge is a small town with a population of just over 8,000 people, and many residents may not be aware of all the retirement savings options available to them. A retirement planner can help educate residents on the different retirement plans and investment strategies that can help them achieve their financial goals. Additionally, a retirement planner can help residents navigate the complex tax laws and regulations associated with retirement savings, ensuring that they are maximizing their savings potential. With the help of a retirement planner, residents of Cambridge can feel confident that they are on the right track to a secure and comfortable retirement.

Wealth Management

Residents of Cambridge, MN would greatly benefit from the services of a wealth manager in a number of ways. One of the most common ways is through retirement planning. Many residents in Cambridge, MN are nearing retirement age or are already retired, and a wealth manager can help them create a plan to ensure they have enough savings to last them through retirement. Additionally, a wealth manager can help residents manage their investments and assets, ensuring they are making the most of their money. With Cambridge, MN being a small town, residents may not have access to the same resources and financial knowledge as those in larger cities, making a wealth manager an invaluable resource for those looking to secure their financial future.

Mortgage Loan Officer

Residents of Cambridge, MN can benefit greatly from the expertise of a mortgage loan officer. One of the most common ways a loan officer can help is by guiding residents through the home buying process. With the housing market in Cambridge, MN being competitive, a loan officer can provide valuable insight and advice on how to secure the best mortgage rates possible. Additionally, a loan officer can assist residents in finding the right type of mortgage for their specific needs and financial situation. With their knowledge of the local market, a loan officer can also help residents navigate any unique challenges that may arise during the home buying process in Cambridge, MN.

Tax Services

Residents of Cambridge, MN can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by assisting with tax preparation and filing. This can be especially helpful for residents of Cambridge, MN who may be unfamiliar with the tax laws and regulations specific to their state. Additionally, a tax advisor can provide guidance on tax planning strategies to help residents minimize their tax liability and maximize their deductions. For example, a tax advisor can advise on the best ways to take advantage of the tax benefits available to residents of Cambridge, MN, such as the Homestead Credit. Overall, working with a tax advisor can help residents of Cambridge, MN navigate the complex world of taxes and ensure they are taking advantage of all available tax breaks.

Estate Planning Lawyer

Residents of Cambridge, MN could benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust to ensure that a person's assets are distributed according to their wishes after they pass away. This is especially important in Cambridge, where many residents own property and may want to ensure that their family members or loved ones inherit it. Additionally, an estate planning lawyer can assist with creating a power of attorney or healthcare directive, which can help ensure that a person's wishes are carried out in the event that they become incapacitated. Overall, an estate planning lawyer can provide peace of mind for Cambridge residents by helping them plan for the future and protect their assets.

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