Finance

Ace Tax & Financial

7800 Equitable Drive, Suite 220, Eden Prairie, MN 55344
Telephone: 952-999-4760
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Website: www.acetaxandfinancial.com

At Ace Tax & Financial we provide complete tax preparation and review combined with financial services for seniors within the western suburbs of the Minneapolis metropolitan area. By helping our clients save money in taxes, we can find additional spendable income and ultimately provide strategies to guarantee income throughout retirement.

 

CliftonLarsonAllen LLP

220 South Sixth Street, Suite 300, Minneapolis, Minnesota 55402
Telephone: 612-376-4500
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Website: www.claconnect.com

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 6,100 people, 120 U.S. locations, and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

 

Financial Wellness for You

1200 W 158th Street, Burnsville, MN 55306
Telephone: 651-434-2003
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Website: www.finwell4you.com

With a passion for helping seniors and their families remain as independent as possible. We offer daily money management services and a network of professional support to my clients and their families.

Our goal is to answer any questions you have about your finances, with clear and reliable information to help maximize your financial wellness.

We can help you:

  • Manage the details of your daily expenses, including bank statements, insurance paperwork, and debt (so you can worry less about money matters and spend more time as a family)
  • Organize your financial statements, legal records, and other documents (giving you peace of mind that these details are taken care of)
  • Help you with bill paying, phone calls to creditors, and record keeping (taking this burden off your shoulders)
  • Identify and obtain assistance from community services, such as transportation, legal, senior care, and in-home healthcare (to help ensure well-being beyond your finances)

  

Finance, Insurance & Legal