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Home > Financial Planner Directory > Minnesota > Owatonna > Thomas G. Dufresne, CFP®, ChFC, CPA
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Thomas G. Dufresne, CFP®, ChFC, CPA

Ameriprise Financial Advisor

1850 Austin Rd
Ste 104
Owatonna, MN 55060-4498
Phone: (507) 444-0901
Fax: (507) 444-0721

Toll-free: (800) 377-1301

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.