Financial Advising near Big Lake, MN

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“We had our auto insurance with Ameriprise and somewhere during the course of our conversations with them. They mentioned Financial planning etc. My husband and I got hooked up with Luke and it was the best thing ever! My husband had resigned his job with Chase Bank and just left his retirement with them! He steadily lost money, Until I told him 10 years of losing is enough! The account did very well with Luke / Ameriprise. We made the sad mistake of changing to Northwestern Mutual, when our youngest son started working there. Luke completely understood, that we wanted to support our son! While our son was not the one handling our account. The person who was, did not do a good job! It barely made anything! I am not going to bash him though. We called Luke and said we wanted to come back. He welcomed us back with open arms. Within a few short months, with the same portfolio in the sense of how it was listed as moderate. It started growing once again. While Luke isn't God and he never proclaimed to be. This is the guy you want handling your portfolio. We'd do it again in a heartbeat with Luke! He is a genuinely good guy!”

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