Lake Superior Financial Services, Inc. (LSFS)
Having an experienced investment manager can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, I can help not only reduce the many questions that can come with investing, but can also help you identify many opportunities as well – all in an effort to help make your life easier.
Thoughtful service and tailored strategies, with your needs at the center
Our business was built to serve you. Collectively, we offer decades of experience, which we dedicate to crafting innovative, thoughtful financial strategies for clients. We take the time to get to know your lifestyle, goals and values, so that we can deliver a plan designed to help you strive for the future you’ve envisioned for yourself and your family. Offering the breadth of resources and capabilities of a large corporation, we provide the tailored, attentive service of a small firm.
When implementing a financial strategy, we leverage the full expertise of our team, conducting thorough research before hand-picking investments that are consistent with your tolerance for risk and are designed to help you pursue your objectives. We offer independent guidance, with your financial needs and preferences at the center of everything we do.
We advocate for your long-term financial success, through persistent management and on-going guidance. By utilizing the full bandwidth of our firm’s knowledge and expertise, we provide the service and counsel to help enhance your financial outlook and propel you toward your goals.
Guidance for the big picture and finer details
Our experienced team serves a variety of clients, playing an important role in your inner circle. Whether we are providing professional investment consulting or complete financial planning, you can rely on us to take care of the big picture and the finer details with an approach that is as disciplined as it is strategic. It all starts with developing a deep understanding of your needs. From there we aim to offer personalized attention, the dedicated and focused service with integrity, and the advocacy needed on your side of the table. Our rigorous process ensures a comprehensive plan.
Out team
Jim Boileau, AIF® Accredited Investment Fiduciary® Financial Advisor, RJFS Registered Principal
Bradley Jenson, CFP®, AIF® CERTIFIED FINANCIAL PLANNER® Accredited Investment Fiduciary® Financial Advisor, RJFS
Andrea Goritchan, Registered Client Services Manager
Raymond James: Our dedicated partner
We put the needs of our clients first. We chose to align with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, client-focused service, and the financial planning and investment resources of a premier financial services company.
While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity.
The firm’s culture of independence allows us to work closely with you to create custom strategies to address your short- and long-term financial challenges.
Raymond James focuses on doing what's right for its clients, associates and communities. This commitment drives our mission to build a more sustainable future for all through environmental, social and governance best practices.
We’re honored to align with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.
Address: 11 E Superior St Ste 544 Duluth, MN 55802-2089, USA
Phone: +1 218 625 2430
