2 advisors with offices in Lakeville. Credentials, fee structures, and minimums are disclosed on each listing.
Lakeville, Minnesota
Insurance-Based
Kerry Matthews, Agent - New York Life is an insurance-based firm in Lakeville, Minnesota. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsLakeville, Minnesota
Michael Rebischke is a financial advisor in Lakeville, Minnesota who provides financial planning and investment management services with a focus on retirement planning. He works with clients across different life stages to develop personalized strategies aligned with individual circumstances and risk tolerance. His approach emphasizes understanding each client's situation, goals, and values before recommending a course of action, with an emphasis on ongoing communication and relationship-building.
View detailsAdvisors serving Lakeville specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Minnesota's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.