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About

At Ramsay Wealth Management, we are an independent investment advisor representative of J.W. Cole Financial Inc., offering a range of financial services. Our team is dedicated to providing quality, honesty, and integrity in all our services. We work closely with you, analyzing your financial situation, compiling a financial goal analysis, and creating solutions for your goals.

As independent advisors, we tailor solutions to specific financial needs, including retirement plans, health insurance, long-term care, educational funding, estate planning, and investments. Our advisors also educate clients about the financial planning process and offer a comprehensive resource center on our website for additional information.

Our goal is to build long-term relationships, educate, and inspire confidence as clients work toward their financial goals. We assist in all aspects of financial planning, from retirement to investment planning. To learn more about our services and receive a free portfolio risk analysis, visit our website or call us at 651-429-3151.

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We are a local, independent investment management firm offering a full range of available financial products and providers

The cost of a college education continues to rise. But with proper planning, you can ensure your loved ones have access to this special opportunity. At Ramsay Wealth Management, we’ll help you make the right financial decisions today to safeguard a bright future for your family members tomorrow.

Social Security can be complicated, and as a result, many individuals don't have a full understanding of the choices they may have. Let us guide you through the process with full transparency

Life insurance provides a tax-free financial benefit to your loved ones when they need it most. Enjoy peace of mind knowing that your family will have the funds to help them through an already difficult, stressful situation with a whole life policy. Our experienced professionals will help find the ideal plan for you

A home warranty may make sense, but you need to set proper expectations.

Your health should be your number one priority, and having the right health insurance is the best way to protect yourself. Ramsay Wealth Management is here to help you find the best, most cost-effective options for you or your business. Are you ready to take control of your health and financial security? Contact us today to explore your options.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

What will your family do if you can't earn an income? Here are steps you can take today.

At Ramsay Wealth Management, we care about you and your financial goals. Please contact us today to get started.

Here at Ramsay Wealth Management, we offer a full range of financial tools, products, and services. Please contact us to learn more information.

Education is an important part of the financial planning process. View our website at Ramsay Wealth Management to learn more about financing.

Meet our experienced financial professionals at Ramsay Wealth Management. We are here to help you!

The Ramsay Wealth Management difference is simple: how we treat you, how we communicate, and how we help you feel comfortable with your future.

In order to best serve you and your financial needs, we offer a full range of tools, products, and services, including retirement plans, health, life, and disability insurance, long term care, educational funding, estate planning, financial planning, and investments.

At Ramsay Wealth Management, we’ll help you understand your options and arrive at a decision, assist with paperwork and enrollment, and monitor progress. Contact us to learn more about our retirement plan services.

The mission of Ramsay Wealth Management is to build long-term relations, educate, and inspire confidence as clients work toward their financial goals.

At Ramsay Wealth Management, we believe in fully understanding you, your family or business, and your financial needs and goals. We develop a plan based on what you want to accomplish, educating and guiding you along the way. We always have your best interests in mind.

Since 1998, Rich Ramsay and his team of experienced financial professionals have worked closely with clients to help them accomplish their wealth and retirement goals – and much more.

Ramsay Wealth Management is an independent investment advisor representative of J.W. Cole Financial, Inc., offering a wide range of financial products and providers.

Ramsay Wealth Management believes that education is an important part of any financial planning process. Visit our website for a number a number of informational resources for your use. Please contact us if you have any questions.

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