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320 Alliance Place NE Suite A Rochester, MN 55906

507-361-2004
info@roundtablewp.com
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We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our clients. We endeavor to know and understand your financial situation and provide you with high quality information, services, and products to help you pursue your goals. You can depend on us to provide you with meaningful and timely advice and guidance. At all times we operate based on these 4 core values.<ol><li>All children deserve a future.</li><li>People should retire with dignity.</li><li>Business should survive the death of the owner.</li><li>What a person works a lifetime to achieve can be preserved.</li></ol><br/>

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our clients. We endeavor to know and understand your financial situation and provide you with high quality information, services, and products to help you pursue your goals. You can depend on us to provide you with meaningful and timely advice and guidance. At all times we operate based on these 4 core values.
  1. All children deserve a future.
  2. People should retire with dignity.
  3. Business should survive the death of the owner.
  4. What a person works a lifetime to achieve can be preserved.

I’d love to meet with you and discuss your financial goals and strategies to pursue them. Contact me today to schedule an appointment.

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