Hugo/White Bear Lake, Minnesota Office

Lake - Little boy and his grandfather catching a fish
 
 

 

​Arrange a Meeting​ 

 

   

Our Hugo/White Bear Lake office is located just north of St. Paul, MN. We are easily accessible, located on Banning Avenue in downtown White Bear Lake. 

 

Address:

4756 Banning Avenue

Suite 215

White Bear Lake, MN 55110

 

Items to Bring:

  • Latest tax return
  • Bank account statements
  • Non-retirement investments
  • IRA and Roth IRA investments
  • Workplace savings investments:
    • 401(k)
    • 403(b)
    • Pensions
    • SIMPLE IRAs
    • SEP IRAs
  • Annuities
  • Wills or trusts
  • Cash-value insurance policies
  • General idea of monthly expenses
  • Any other documents you feel might be relevant to your financial goals