Lake Superior Financial Services

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Lake Superior Financial Services As independent advisors, we pride ourselves on providing our clients with personalized financial strategies.

For more information please go to our website: www.lakesuperiorfinancialservices.com Our approach to investing is straight forward: we focus on working closely with you to build towards the future you desire. As we work together, we will explain our recommended strategies so that you will be fully comfortable with all aspects of your program. Every decision we make will be focused on achieving the results you want. Our goal is to help you achieve your objective, through professional advice, sound management of risk, quality investments, and personal, timely service. Our mission is to provide our clients with the knowledge they need to make informed decisions. In order to accomplish this, we combine our experience in the financial services industry with quality investment alternatives and the latest information and technology available. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Lake Superior Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

As the S&P 500 bull market enters its fifth year, Raymond James Chief Investment Officer Larry Adam examines how the cur...
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As the S&P 500 bull market enters its fifth year, Raymond James Chief Investment Officer Larry Adam examines how the current cycle compares with history and whether the rally still has room to run.

raymondjames.com

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:
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Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

raymondjames.com

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raymondjames.com

Put your retirement fund to work by turning it into retirement income. Learn more:
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Put your retirement fund to work by turning it into retirement income. Learn more:

raymondjames.com

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage b...
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Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

raymondjames.com

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for ...
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Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for some things you can do to make the most out of your retirement:

raymondjames.com

Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. E...
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Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. Explore the latest insights and what they could mean for your long term planning:

raymondjames.com

I'm here to help you prepare for life's major financial milestones and every moment in between
07/06/2026

I'm here to help you prepare for life's major financial milestones and every moment in between

raymondjames.com

To help create an effective retirement income plan, you should know these six things about Social Security survivor bene...
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To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

A trusteed IRA is where retirement planning and estate planning meet. Learn if it's right for you:
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A trusteed IRA is where retirement planning and estate planning meet. Learn if it's right for you:

raymondjames.com

Address

11 E Superior Suite 544
Duluth, MN
55802

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4:30pm

Telephone

+12186252430

Website

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