| Name | Title | Contact Details |
|---|---|---|
Randall Pitts |
Director of Information Security | Profile |
We are a full service independent insurance brokerage firm. We have access to numerous national and regional carriers for personal and commercial product solutions for our clients. In addition to every day insurance solutions, our expanded markets enable us access to companies that specialize in retirement solutions. With over 15 years of advising our clients on risk management and insurance, we are able to confidently work with a young working professional just starting out, or the established high net worth family or closely held business with numerous needs. We leverage technology to make transitions seamless and our agency and carriers accessible beyond traditional office hours.
Bridgewater Bank is a full-service financial institution based in St. Louis Park, Minnesota, founded in 2005. As a subsidiary of Bridgewater Bancshares, Inc., it is one of the largest locally-led banks in the state, with total assets of approximately $5.14 billion and nine branches across the Twin Cities area. The bank focuses on providing personalized, relationship-driven banking experiences for entrepreneurs, business professionals, and individuals. Its offerings include commercial banking services such as real estate lending, construction financing, and treasury management, as well as personal banking products like checking and savings accounts, loans, and certificates of deposit. Bridgewater Bank is committed to supporting its clients with tailored financial solutions and a strong emphasis on community connection.
Carolina Family Estate Planning was built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You want to know youve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your children would be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you. That is our focus as well. Please explore our website to discover how we are different – how we thoroughly protect your children with our Kids Protection Plan™ and guide you to pass on more than just your financial assets in the planning process! Turn to Carolina Family Estate Planning for: •Wills •Living Trusts •Naming Guardians for Children •Kids Protection Plan •Advanced Planning & Asset Protection •Special Needs Planning •Business Formation & Compliance •Business Succession Planning •Probate •Trust Administration •Priceless Conversations •And much more...