Finance/Legal/Insurance

Trusted professionals who provide these types of elder care services to make your long-term planning worry free.

DAVID FREELAND INSURANCE AGENCY (Farmers Ins/Medicare)

6520 Edenvale Blvd, STE 235, Eden Prairie, MN 55346
Telephone: 952-460-0312
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Website:

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.