Laurel Wealth Planning is proud to promote Jesse Kuusisto to wealth manager after more than three years with the firm.
Blog posts by Laurel Wealth Planning
Top Women in Finance list includes Laura Kuntz
Congratulations to Laura Kuntz for being named one of this year’s Top Women in Finance in Minnesota. We believe the honor is well-deserved given Laura’s commitment to her clients and to other women in finance.
Questions to ask a wealth manager
When finding the right financial advisor for you, consider asking these 10 questions.
Group donation promotes financial planning industry diversity
About 23% of certified financial planners in the U.S. are women and less than 3.5% are Black or Latino, the Certified Financial Planner Board found in a 2018 survey.
We’re Proud to Announce a New Shareholder!
We’re proud to announce a new shareholder! Please join us in congratulating Mallory Kretman, CFP®.
TrustWorthy Spotlight: An Interview With Laura Kuntz
One simple way to save more taxes on your charitable giving – an interview by Raymond James’ TrustWorthy Spotlight publication.