Wealth Management in Cambridge, MN

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List of Firms

Cambridge, MN Wealth Management Firms

Thrivent Financial
SEC File# 801-111055
CRD# 158043
Location 189 2nd Ave SW, Cambridge, MN 55008, USA
North Star Wealth Management
Location 245 Main St S, Cambridge, MN 55008, USA
Phone (763) 689-1400
Wealth Management in Cambridge, MN

Where Wealth Management Advisors in Cambridge, MN Serve

Cambridge, MN is a charming city located in Isanti County, brimming with rich history and notable landmarks. The city boasts of a plethora of top employers, including the Cambridge Medical Center, Cambridge-Isanti School District, and Walmart Supercenter. The major highways, including Highway 65 and Highway 95, provide easy access to the city. The streets are lined with quaint shops, restaurants, and cafes, making it a perfect spot for a leisurely stroll. The neighborhoods are diverse, ranging from historic homes to modern developments, each with its unique character. Notable landmarks include the Cambridge City Hall, the Cambridge Heritage Center, and the Cambridge Medical Center. With its vibrant community, top employers, and scenic beauty, Cambridge, MN is a place worth exploring.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Cambridge, MN can benefit from a bank in numerous ways. For instance, a bank can provide financial assistance to small businesses in Cambridge, MN, which is a growing city with a vibrant business community. Additionally, a bank can offer personal loans to residents who are looking to purchase homes or cars. Moreover, a bank can provide educational resources to residents who want to learn more about managing their finances and planning for the future. This is particularly important in Cambridge, MN, where the population is diverse, and many residents may not have access to financial education. Furthermore, a bank can offer investment opportunities to residents who are looking to grow their wealth and plan for retirement. In conclusion, a bank can play a vital role in the lives of residents of Cambridge, MN, by providing financial assistance, educational resources, and investment opportunities.

Insurance Broker

Residents of Cambridge, MN can greatly benefit from the services of an insurance broker. These professionals can assist in finding the best insurance policies for individuals and families, based on their unique needs and circumstances. For example, with Cambridge being a city that experiences harsh winter weather, an insurance broker can help residents find policies that provide coverage for damages caused by snow and ice. Additionally, an insurance broker can help residents navigate the complex world of health insurance, finding policies that offer the best coverage for their specific healthcare needs. With the ever-changing insurance market, an insurance broker can also help residents stay up-to-date on new policies and regulations, ensuring that they always have the best coverage possible. Overall, an insurance broker can provide invaluable assistance to residents of Cambridge, MN, helping them to protect their homes, health, and financial well-being.

Retirement Planning

Residents of Cambridge, MN can benefit greatly from the services of a retirement planner. Retirement planners can help individuals plan for their future by providing guidance on how to save and invest their money. This is especially important for residents of Cambridge, MN, as the town has a high cost of living compared to other areas in the state. Retirement planners can help residents navigate the complexities of retirement planning, including understanding Social Security benefits, creating a budget, and managing investments. Additionally, retirement planners can help residents plan for unexpected events, such as medical emergencies or changes in the economy. By working with a retirement planner, residents of Cambridge, MN can ensure that they are prepared for their future and can enjoy a comfortable retirement.

Financial Advisor

Residents of Cambridge, MN could benefit from the guidance of a financial advisor in various ways. For instance, a financial advisor could assist them in developing a comprehensive financial plan that aligns with their long-term goals and objectives. This plan could include investment strategies, retirement planning, and risk management techniques that are tailored to the unique economic and social landscape of Cambridge, MN. Additionally, a financial advisor could help residents navigate the complex tax laws and regulations that apply to their income and assets. Given that Cambridge, MN is a small town with a relatively low cost of living, a financial advisor could also help residents optimize their budget and maximize their savings potential. Overall, a financial advisor could be a valuable resource for residents of Cambridge, MN who are looking to achieve financial stability and security in an ever-changing economic landscape.

Mortgage Loan Officer

Residents of Cambridge, MN would greatly benefit from the expertise of a mortgage loan officer. With the city's growing population and diverse housing market, navigating the homebuying process can be overwhelming. A loan officer can provide guidance on the different types of mortgages available, such as fixed-rate or adjustable-rate loans, and help residents determine which option is best suited for their financial situation. Additionally, Cambridge has a unique mix of historic and modern homes, which can make appraising properties more complex. A loan officer can provide insight into the local housing market and help residents accurately value their potential new home. Overall, a mortgage loan officer can be an invaluable resource for residents of Cambridge looking to purchase a home.

Tax Services

Residents of Cambridge, MN can benefit greatly from the services of a tax advisor. A tax advisor can assist with the preparation of tax returns, provide advice on tax planning and strategies, and help with tax-related issues such as audits and disputes with the IRS. In Cambridge, MN, where the median household income is $61,875 and the poverty rate is 9.6%, a tax advisor can offer valuable guidance on maximizing deductions and credits to reduce tax liability and increase refunds. Additionally, a tax advisor can provide information on tax incentives for small businesses and self-employed individuals, which can be especially important in a town where entrepreneurship is on the rise. Overall, the expertise of a tax advisor can help residents of Cambridge, MN navigate the complex and ever-changing world of taxes and achieve financial success.

Estate Planning Lawyer

Residents of Cambridge, MN can benefit from the services of an estate planning lawyer in a multitude of ways. Firstly, an estate planning lawyer can assist in drafting 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, MN, where many residents own property and have significant assets that they want to protect and pass on to their loved ones. Additionally, an estate planning lawyer can help minimize the tax burden on an individual's estate, which can be particularly beneficial in Cambridge, MN, where property taxes are relatively high. Lastly, an estate planning lawyer can assist in creating a plan for long-term care, which is especially important in a town with a growing elderly population. By working with an estate planning lawyer, residents of Cambridge, MN can ensure that their wishes are carried out and their loved ones are provided for after they pass away.


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