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. 



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
    • 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