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Business & Estate Advisers, Inc.

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      Financial Plans
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    • Laura Maksymkow
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  • About
  • Services
    • Comprehensive
      Financial Plans
    • Custom Designed Retirement Plans
    • Business
      Transition Plans
  • Team
    • Sarah Kaelberer
    • Laura Maksymkow
    • Ryan Michaelis
    • Brittany Alexander
    • Erica Anderson
    • Anne Vardan
    • Melanie Kriegler
    • Trish Duc
    • Jim Schiltz
  • Events
    • All In Charity Poker 2024
    • Skip-A-Day 2024
  • Resources
    • Educational Videos
    • Case Studies
    • Contribution and Benefit Limits
    • Valmark Form CRS
    • Tax Reference Guide for 2024
  • Contact
  • Search
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My Account

Please select an icon below to access your account. If you do not see an icon specific to your account, contact B&E for access details at (952) 475-0440.

Personal Financial Plans

Guides for client use: 

  • Linking Your Accounts
  • Resetting Your Password
  • Using the Vault

Investments

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Pershing
Fidelity Charitable

Consolidated Statements

PershingX

Life Insurance and Annuities

AuguStar Financial
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401(k)

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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Phone: (952) 475-0440
Fax:(952) 475-0816

282 East Wayzata Boulevard
P.O. Box 679
Wayzata, MN 55391

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Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Financial Planning and Investment Advisory Services offered through B&E Investment Advisers, Inc., a State Registered Investment Adviser. Business & Estate Advisers, Inc. and B&E Investment Advisers, Inc. are separate entities from Valmark Securities, Inc.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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