If tax season has you reconsidering your finances and your future financial life, it might be time to get some professional help. Luckily, there’s no need to travel further than downtown Lakeville to find highly-qualified accountants, financial planners and insurance agents who can help you plan for the future.

Accounting

Paul Haglund & Co.
Paul Haglund & Co. is a full-service accounting firm offering tax, accounting and payroll services for individuals and businesses. Haglund was named one of the top 50 tax and accounting professionals of 2016 by Taxbuzz.com.

Financial Planning

Discovery Financial
Steven Lorenz is an Independent Financial Advisor affiliated with Discovery Financial Centers. Lorenz has insurance and investment certifications from The American College, and he earned a CFP (Certified Financial Planner) designation in 2008. “My primary focus is helping people retire,” Lorenz says.  “Whether you are two months from retirement or twenty years from retirement, good advice can make a huge difference. I am not in the marketing business, so don’t wait for me to call you. I spend all my time planning for the future and managing your assets.”

Fireside Wealth
Fireside Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc., serves the multi-generational needs of individuals, families, and businesses both locally and around the country.

Insurance

Kohlnhofer Agency, Inc.
Kohlnhofer Agency has been is family-owned since it was founded in 1954. Currently, Kohlnhofer Insurance Agency serves over 2,500 individual and families and approximately 500 business and farms.

“We have a commitment to maintain a high standard of excellence in all that we do and to establish a firm relationship of mutual trust and service with each of our clients,” says Beth M Kohlnhofer, president. “We do not work for the insurance company: we work for you. We work on your side when you have a loss and follow through to see that you get a fair, prompt payment. We represent a carefully selected group of financially sound, reputable insurance companies, and we place your policy with the company offering the best coverage at a competitive price.”

Miller Hartwig Insurance
Miller-Hartwig Insurance offers car, home, life, and business insurance. As an independent insurance agency, Miller-Hartwig represents many top rated insurance companies.

Korba Insurance Agency
Korba Insurance Agency is an independent insurance broker offering commercial vehicle, whole life, condo, ATV and a variety of other policies. Its clients are primarily individuals, small businesses, contractors and attorneys.

Farmers’ Insurance
Timothy Bohlman helps customers identify the insurance coverage that best fits their needs. This process is straightforward and personalized to help make clients smarter about insurance, including auto, home, renters, business and more.

American Family Insurance
Larry Engstrom have served as an American Family agent for over 24 years.

State Farm Insurance
Robert C. Joswiak’s agency focuses on Auto Insurance, Home Insurance, Renters Insurance and Life Insurance from State Farm.