Wheeler Associates

The Otis-Magie Insurance Agency is one of the largest independent insurance companies in Minnesota. It works in association with various companies, including Allied Insurance Group, Auto-Owners Insurance Company, Harleysville Lake States Insurance and Western National Insurance. The company provides personal insurance for automobiles, homes, condominiums, motorcycles, trailers and all-terrain vehicles, as well as personal umbrella policies. It also provides business coverage for employment practices liability, professional malpractice, workers compensation, and commercial automobile and garage liability. In addition, the company offers financial services that include mutual funds, investment management and individual retirement accounts. The Otis-Magie Insurance Agency has been operational for more than 100 years and is located in Duluth, Minn.

JMR Financial Group is a financial services firm based in Superior, WI, that specializes in increasing the net worth of both businesses and individuals. With a team of experienced accountants, certified public accountants, and certified QuickBooks ProAdvisors, they offer a comprehensive range of services including accounting, payroll, tax support, investment management, and financial planning. Their innovative combined services model ensures that every aspect of their clients' finances is reviewed and managed, providing a tailored financial success strategy. With a focus on delivering financial freedom, JMR Financial Group's expert investment advisors and certified financial planners help individuals develop investment plans that align with their long-term goals. For businesses, they offer outsourced accounting services, employee benefit plan administration, and payroll and sales tax compliance. Serving clients in Superior, WI, Duluth, MN, and across the United States, JMR Financial Group is committed to increasing their clients' net worth through their comprehensive and personalized approach.Generated from the website

Ascential Wealth Advisors, a team within Raymond James Financial Services in Duluth, MN, has been recognized as a 2025 Forbes Best-In-State Wealth Management team, reflecting their commitment to quality wealth planning and exceptional client service. Their experienced professionals work collaboratively to provide objective advice and proactive guidance, ensuring that every aspect of clients' financial lives is addressed comprehensively. Specializing in diverse financial needs, Ascential Wealth Advisors offers tailored services in financial planning, portfolio management, and estate planning, focusing on helping clients achieve financial independence. The firm's objective investment approach and attentive personal service ensure that clients receive the support and clarity they need for their financial journey. Generated from the website