Every business here is an active member of Lunch & Learn, serving Hudson and the St. Croix Valley, serving western Wisconsin and the east Twin Cities metro. 50 listings and counting.
5 businesses in Financial Services
Clear filtersNanci Fulmek
Local Banking with an Entrepreneurial perspective. Bridgewater is based out of the Twin Cities and specializing in catering to real estate owners/operators and entrepreneurs. Known for responsive support and simple solutions, Bridgewater is a premier, full-service Twin Cities bank serving businesses, entrepreneurs, and individuals through its comprehensive suite of deposit, lending, and treasury management solutions.
View profileRich Morgan
Growing up in a family business taught me that success comes from hard work, strong relationships, and continuous learning. I bring that same approach to helping you prepare for milestones like retirement, college, selling a business, or building a legacy. I start by listening—your story and what matters most to you drives every step we take. With my team, life experience, and technology, I’m equipped to support you wherever you are in your journey, and I welcome the chance to hear your story.
View profileKatie Robbins, CFP®, AAMS™
Making wise, informed financial decisions can feel overwhelming — especially during major life changes like retirement, losing a loved one or an unexpected windfall. That’s why I became a financial advisor with Edward Jones: to provide clarity, support and personalized strategies that make sense for you. I provide education without judgment and work alongside you to create goal-specific wealth strategies. I provide in-depth financial strategies for individuals and families looking to build a secure, multi-generational legacy. Whether preparing for retirement, considering the future needs of your children and grandchildren, or adjusting to a new financial reality, I’ll guide you every step...
View profileHarrison Falteisek
We provide custom strategies to directly address the unique challenges you face. Our job is to replace every one of those question marks with a clear, evidence-based strategy built around your goals, updated as life evolves, and explained in language you can use at the dinner table.
View profileKevin Snelling
I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.
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