DAVID FREELAND INSURANCE AGENCY (Farmers Ins/Medicare)
6520 Edenvale Blvd, STE 235, Eden Prairie, MN 55346
Telephone: 952-460-0312
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Farmers’ Insurance Agent (Auto/Home) and Independent Medicare Broker. I contract with the local and National Medicare Carriers here in Minnesota. I work with seniors turning 65; those leaving Employer/Group Health Plans; and with those eligible for Extra Help or Medical Assistance. If you or anyone you know is looking for a local, experienced Agent, I would be honored to assist. No Broker Fees!
BENNIS, WENDY K., Senior Wealth Management Advisor, ISC Financial Advisors
7760 France Avenue S., Ste. 279, Minneapolis, MN 55435
Telephone: 612-723-5316
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Website: www.iscfinancialadvisors.com
Wendy brings a philosophy of balance and quality of life to her work, which is reflected in her approach to investing and wealth management – tailoring strategies to align with each client’s purpose for their money. Among the only 25% of women advisors in the country, she welcomes being an approachable and collaborative resource for women.
Wendy holds the Accredited Wealth Management Advisor®, Chartered Retirement Planning Counselor®, and Accredited Investment Fiduciary® designations. She also completed the University of St. Thomas Nonprofit Fundraising Certificate series, is a member of the Financial Planning Association of Minnesota, and is a licensed Realtor®. Wendy is a current board member of the Twin Cities International Wine & Food Society’s Twin Cities chapter, and previously served on the Board of Directors for Minnesota Independence College and Community.
An avid outdoor enthusiast with many interests, Wendy especially enjoys fly fishing, skiing, bicycling, and sailing. She is also a student of guitar and Italian.
GOLD LEAF INSURANCE
5775 Wayzata Blvd, Suite 700, St Louis Park MN 55416
Telephone: 763-465-3532
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Website: www.goldleafinsuranceagency.com
Lee Ziesmer of Gold Leaf Insurance is a Local Independent Medicare Broker and Insurance Broker. Lee is licensed and appointed with the National and Local Medicare Insurance Companies to make sure you are getting the best options for your specific, individual circumstances.
If you, a family member or friend are looking for advice and guidance through the complicated maze, call Lee. He will be your advocate today, and all-year round.
A person’s needs change with time, and Medicare, Supplements and Advantage plans change every year. As your advocate, Lee makes sure that your health insurance plan remains the right one for you.
In addition to guiding all seniors, Lee offers plans designed specifically for Veterans using the VA or on Tricare or CHAMPVA, as well as those eligible for Medical Assistance or Extra Help.
A firm believer in civic duty and giving back to his community, Lee is a very active volunteer with the Plymouth Community Emergency Response Team, Lions, Rotary, Crime and Fire Prevention Fund, Park and Rec, Hopkins Elks, Rochester Eagles, and is even an Election Judge! Never pay a fee, his services are free.