Lake Superior Financial Services

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 th

e 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.

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage b...
09/02/2026

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 ...
08/25/2026

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...
07/15/2026

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...
06/15/2026

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:
05/06/2026

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

raymondjames.com

Cash keeps your business moving, but strong cash management is about more than covering expenses. Read more about how pr...
04/29/2026

Cash keeps your business moving, but strong cash management is about more than covering expenses. Read more about how proactive planning can help you strike a balance:

raymondjames.com

Celebrate the spirit of St. Patrick's Day with joy, luck, and a touch of Irish charm. Have a wonderful day!
03/17/2026

Celebrate the spirit of St. Patrick's Day with joy, luck, and a touch of Irish charm. Have a wonderful day!

A well-qualified tax professional can help you navigate evolving laws while identifying strategies that support your goa...
03/13/2026

A well-qualified tax professional can help you navigate evolving laws while identifying strategies that support your goals. Find out how to evaluate experience, credentials and approach.

raymondjames.com

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift a...
03/10/2026

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift affect your tax picture can help you plan ahead. Explore the key factors to keep in mind:

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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