Northland Senior Resource Guide | Page 15

While our primary focus is financial planning for the near and long-term future of our clients,
we also help guide them through many other choices and critical decisions, for example:
• Asset Allocation, Portfolio Design, Rebalancing & Management Strategies

Robin K. Tellor & Associates

A financial Advisory practice of
Ameriprise Financial Services, Inc.
394 Lake Ave. S., Suite 505
Duluth, MN 55802

Investment advisory services and products are
made available through Ameriprise Financial
Services, Inc., a registered investment advisor.
Ameriprise Financial Services, Inc.
Member of FINRA and SIPC.
© 2015 Ameriprise Financial, Inc.
All rights reserved.

• Stocks, Municipal & Corporate Bonds
• Mutual Funds, Exchange Traded Funds & Real Estate Investment Trusts
• Annuities (Fixed & Variable), Life Insurance
• College Funding or Gifting or through 529, UTMA or UGMA, or Coverdale Savings Plans
• Charitable Giving & Small Business Strategies
• Long Term Care (LTC) Insurance Options
• Retirement Planning Strategies (IRA, 401(k), 403(b), Simple, SEP, etc.) & Workplace
Program Offerings
Finally, we can work with our clients’ attorney, CPA, Trust department and other professionals to help
ensure that their plan considers documents necessary to carry out legacy wishes where appropriate.

Michael A. Edwards, MBA, Financial Advisor
800.777.8511 • 218.722.4761 • Cell 715.816.4133

1070392ACMR1214

Culbertson Creek

Jackson Township

Voyager Village

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