We are Experienced, Local Advisors Serving the Rochester, MN Community
We provide personal guidance on the wide variety of financial solutions that Prudential has to offer. Plus, we can help protect your most important assets with Liberty Mutual Insurance products. Our office can take care of all your needs.
Financial Planning Strategies
It’s Never Too Early or Too Late to Create a Solid Financial Foundation
Many times, financial planning strategies are put off because individuals just don’t know where to start. We understand, and that’s exactly why we’re here. We’ll help you understand what you have and guide you through the options available, including:
401(k), 403(b), IRA and Roth IRA
Small Business Retirement Accounts
Long Term Care Insurance
Jill Minette offers financial planning services and investment advisory services through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services [PFPS], pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. J Minette Wealth Advisor LLC is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255. My compensation may be based on a combination of fees and commissions.
Andrea Zwart is employed by J Minette Wealth Advisor LLC which is not affiliated with any Prudential company.
She is an appointed agent of The Prudential Insurance Company of America and its affiliated insurers.
Personal lines products are underwritten and issued by Liberty Mutual Insurance Company and its subsidiaries and affiliates, Boston, MA. The representative is an authorized agent of Liberty Mutual. Liberty Mutual is an Equal Housing Insurer. *There is no affiliation between Liberty Mutual and the representative's firm referenced herein.
Check the background of this investment professional on FINRA’s BrokerCheck.
Personal & Commercial Insurance Products
What’s Important to You
We not only strive to help our customers save money, but also to understand their policies and what they cover. We take the time to create a custom insurance package and explain what you are paying for, why it's important and how to use it. Products available include:
Motorcycle, Boat & ATV Insurance
Personal Umbrella Policies
Liberty Mutual Insurance Company and its affiliates and subsidiaries have a principal place of business at 175 Berkeley Street, Boston, MA 02116.
Not Sure If You’re Prepared for the Future?
A great place to start is having one of our professionals review your current financial and/or insurance plans. There is no cost for a review or quote, and we take pride in providing honest, guidance. Whether you're 'Just Starting Out,' 'Settling into Retirement,' or somewhere in between, let's discuss your current financial situation, goals and challenges – and together we can help you meet your challenges.
Meet Our Team
FINRA's Broker Check
I can help you with many of the financial questions you have - from evaluating insurance needs to helping you prepare for college costs, or meeting your retirement goals. I promise to work tirelessly to help you achieve your goals. I am dedicated to building and maintaining close relationships founded on trust, respect and integrity. No matter what stage of life you find yourself in, as a Financial Planner I can help you find solutions to your financial challenges.
Property & Casualty Specialist
I’ve specialized in property and casualty insurance for more than 10 years and am licensed in MN and WI. I love teaching people about insurance and making sure they have enough coverage if they have a loss. I take pride in fast and friendly customer service and am also a notary.