“Some things to know: The office is located in the Medical Arts Building on the 2nd floor, suite 200, right off the skyway. This office is a satellite office of JNBA in the twin cities, so they are not always here. Call for an appointment and it's easy to set one up, you just have to wait for them to be in the office sometime during the month. From what they told me, they're up here about twice a month with some variation. JNBA is a fee-only model, which is one of the reasons I sought them out.My wife and I met with Lucas Traxler, CFP, and we were pleased with the appointment. We uploaded documents to a secure portal beforehand, he did his homework, and our meeting was 1 hour which was all we ended up needing. I recommend this firm to anyone looking for a reputable financial planner in the Duluth area.“
“I’m very happy with the employees at Northwestern Mutual. They are always happy and helpful. My experiences with the company have been great!“
“Dan and NWM are great. I enjoy working with him. I'll update this review in 2040 when I retire.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“Awesome place to do business with. The best at financial planning. The staff is the greatest.“