Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Zumbrota, MN area, Karolin Lex will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What services does Karolin Lex provide as a private wealth advisor?
Karolin Lex offers financial planning, investment management, tax planning strategies, estate planning strategies, insurance, saving for education, retirement income strategies, intergenerational planning, domestic partner planning, and executive compensation and benefit strategies.
Where is Karolin Lex - Private Wealth Advisor located?
Karolin Lex is located at 281A S Main Street, Zumbrota, MN 55992, United States.
What are the office hours for Karolin Lex - Private Wealth Advisor?
The office is open Monday through Thursday from 8:30 AM to 4:30 PM and on Friday from 8:30 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Karolin Lex for financial advisory services?
You can contact Karolin Lex by phone at +1 507-732-7335 or email at karolin.r.lex@ampf.com.
Does Karolin Lex offer online appointments?
Yes, Karolin Lex offers online appointments as well as onsite services.
Is Karolin Lex affiliated with any professional associations?
Yes, Karolin Lex is associated with CFP (Certified Financial Planner) and CDFA (Certified Divorce Financial Analyst).
What nearby financial services are close to Karolin Lex's office?
Nearby financial services include Peter Helland - Ameriprise Financial Services, LLC and Lex & Associates - Ameriprise Financial Services, which offer additional financial advising and investing services.
What dining options are near the Karolin Lex office in Zumbrota?
Close to the office, you can visit Coffee Mill Cafe for coffee and American-style meals, or The Guilty Goose for a bar and lounge experience after your appointment.
Can I combine my visit to Karolin Lex with a shopping trip in Zumbrota?
Yes, nearby shopping options include boutiques like Dwell Local, Wild Ginger Boutique, and Old Soul Vintage Boutique where you can explore fashion and gifts.
How can nearby services like H&R Block and The Kalass Agency complement financial planning with Karolin Lex?
H&R Block can assist with tax preparation and trusts, and The Kalass Agency offers insurance services; both complement comprehensive financial planning provided by Karolin Lex.