Finances Made Simple, LLC

Financial Services - N/A, N/A, us

Finances Made Simple, LLC Employees
Stacey Doege

National Business Consultant

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Peyton Lacasse

Life Insurance Specialist

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Jon Lacasse

Owner I Licensed Insurance Advisor I P&C, Life, Health

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Finances Made Simple, LLC Senior Management
Jon Lacasse

Owner I Licensed Insurance Advisor I P&C, Life, Health

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Finances Made Simple, LLC Details

We are an independent, full-service insurance agency, offering solutions for businesses, individuals, and seniors.Finances Made Simple works with the top insurance companies to offer our clients the best coverage. Our clients are located across Minnesota and Wisconsin, giving us a great feel for the insurance landscape. We are committed to delivering tailored tax and insurance solutions with thoughtful strategic planning, valuable professional services, and technology-based solutions. We also help seniors decipher the differences between the various options when it comes to Medicare Coverage Plans, in particular how Medicare Supplements and Medicare Advantage Plans differ. We also work with business owners to work through the Research & Development Tax Credit Business Qualification Process to help them recover valuable business incentive tax credits.

Finances Made Simple, LLC logo, Finances Made Simple, LLC contact details
Employees: 5 - 9
HQ: N/A
Location: N/A, N/A, us
Revenue: Not Available
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