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investment services
PERSONAL
Planning doesn't have to be difficult. Our team will help you develop strategies to help meet your goals - for your future and the future of those most important to you. Our recommendations are based on what's best for you and your long-term needs. 
Lake Elmo Financial allows you to take care of your financial needs in one convenient location. Whether you are looking to help reduce taxes, potentially increase income or start building a retirement portfolio, at Lake Elmo Financial, you will find the products and services you expect from a full-service brokerage firm, along with the service you count on from people you know and trust.
- Retirement Income Planning
- 401(k) Rollover Planning
- IRAs
- Asset Allocation Advice
- 529 College Savings Plans
- Mutual Funds, Stocks and Bonds
- Life Insurance and Long-Term Care
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Stephen M. Madsen CFP® and MacKenzie S. Zajec
For more information, contact a staff member in our investment department.
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Gail Nelson
Administrative Assistant
651.748.2285
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Securities and investment advisory services offered through Financial Network Investment Corporation, Member SIPC. Neither Lake Elmo Bank nor Lake Elmo Financial are affiliated with Financial Network.
Investments are: Not FDIC Insured. Not a deposit or other obligation of Lake Elmo Bank. May go down in value. Not financial institution guaranteed. Not insured by any federal government agency.
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