Schoenber Kosel & Hjort Financial

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General Info

We are in the business of helping our clients meet all their financial challenges. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.Our approach can help you invest conservatively, reduce your exposure to taxes and meet your insurance needs, and it provides a plan to successfully transfer your wealth to your children and grandchildren. Among our financial offerings are:Tax-advantaged investing - to reduce your tax liability and let more of your money work for youCollege planning - long-term planning to ensure you're ready when your children areRetirement planning - to design an investment strategy to help you meet all of your retirement goalsInvestment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as neededAnnual portfolio review - to review your current holdings and help you make any necessary changes or adjustmentsEstate planning - for preservation of wealth from generation to generation If this method of meeting your financial needs sounds appealing, we invite you to spend some time exploring this site. We also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email us.Securities offered through LPL Financial. Member FINRA/SIPC.

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Services/Products

Estate Planning, Trusts, Retirement Planning, Equity Investments, Financial Consultants, Financial Management, Stock Investments, Fee-Based Financial Planning, Investment Planning, Estate Management, Brokerage Services, Insurance Planning, Business Services, Bonding, Investment Advisory Service, Investment Research, IRA Rollovers, Inheritance Planning, Consultations, Asset Management, Securities Brokers, Mutual Fund Management, Securities, Money Market Accounts, Investments, Bonds, Mutual Funds, Municipal Securities, Foreign Bonds, International Securities, Iras, Options, SEP Individual Retirement Accounts, Derivatives, Tax-Exempt Securities, Annuities, Government Securities, Government Bonds, Credit Lines, Stocks, Money Market Funds, Load Funds, Index Funds, Stocks & Bonds.

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http://www.yelp.com/biz/schoenberg-kosel-and-hjort-financial-saint-cloudhttps://foursquare.com/v/schoenberg-kosel--hjort/50534e45e4b04df233782433

Categories

Investment Securities, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds

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Details

Phone: (320) 229-2230

Address: 3721 23rd St S, Saint Cloud, MN 56301