Lake Superior Financial Services

Lake Superior Financial Services As independent advisors, we pride ourselves on providing our clients with personalized financial strategies.

For more information please go to our website: www.lakesuperiorfinancialservices.com Our approach to investing is straight forward: we focus on working closely with you to build towards the future you desire. As we work together, we will explain our recommended strategies so that you will be fully comfortable with all aspects of your program. Every decision we make will be focused on achieving th

e results you want. Our goal is to help you achieve your objective, through professional advice, sound management of risk, quality investments, and personal, timely service. Our mission is to provide our clients with the knowledge they need to make informed decisions. In order to accomplish this, we combine our experience in the financial services industry with quality investment alternatives and the latest information and technology available. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Lake Superior Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

A trusteed IRA is where retirement planning and estate planning meet. Learn if it's right for you:
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A trusteed IRA is where retirement planning and estate planning meet. Learn if it's right for you:

raymondjames.com

Cash keeps your business moving, but strong cash management is about more than covering expenses. Read more about how pr...
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Cash keeps your business moving, but strong cash management is about more than covering expenses. Read more about how proactive planning can help you strike a balance:

raymondjames.com

Celebrate the spirit of St. Patrick's Day with joy, luck, and a touch of Irish charm. Have a wonderful day!
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Celebrate the spirit of St. Patrick's Day with joy, luck, and a touch of Irish charm. Have a wonderful day!

A well-qualified tax professional can help you navigate evolving laws while identifying strategies that support your goa...
03/13/2026

A well-qualified tax professional can help you navigate evolving laws while identifying strategies that support your goals. Find out how to evaluate experience, credentials and approach.

raymondjames.com

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift a...
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When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift affect your tax picture can help you plan ahead. Explore the key factors to keep in mind:

raymondjames.com

02/17/2026

Price is an important factor when considering the role precious metals such as gold and silver can play as portfolio diversifiers. Raymond James Chief Investment Officer Larry Adam explains the dynamics.

Investing in emerging technology can be exciting. Learn about the potential benefits and risks of investing in AI:
02/10/2026

Investing in emerging technology can be exciting. Learn about the potential benefits and risks of investing in AI:

raymondjames.com

Not sure what to do with your employer retirement plan now that you've left the company? Here are some options to consid...
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Not sure what to do with your employer retirement plan now that you've left the company? Here are some options to consider before you make a move:

raymondjames.com

After a loved one passes away, there are important actions to take to protect their legacy and your peace of mind. Learn...
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After a loved one passes away, there are important actions to take to protect their legacy and your peace of mind. Learn how to navigate this difficult time with clarity:

raymondjames.com

Behavioral biases can influence your investment choices more than you realize. Discover practical strategies to recogniz...
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Behavioral biases can influence your investment choices more than you realize. Discover practical strategies to recognize and overcome behavioral biases that can impact your financial success.

raymondjames.com

Address

11 E Superior Suite 544
Duluth, MN
55802

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4:30pm

Telephone

+12186252430

Website

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