In-person Sessions (PTSMN)

In-Person Financial Planning Sessions

Please bring your retirement account login username, password, and cell phone to your session.

Francis LLC Office (Oakdale)

Location: 930 Inwood Ave N, Oakdale, MN 55128

Jamie Rybak
Click here for available appointments

PTSMN Fund Office (White Bear Lake)

Location: 4461 White Bear Parkway, Suite 1, White Bear Lake, MN 55110

Jamie Rybak
Click here for available appointments

UA Local 6 (Rochester)

Location: 3111 19th St NW, Rochester, MN 55901
(Conference Room)

Jamie Rybak
Click here for available appointments

Have all the sessions been filled? Need more flexibility? Don’t worry! You can schedule a virtual financial planning session with one of the Francis Financial Planners year-round. Click here to view our financial planners and their available virtual sessions.

Francis LLC Office (Oakdale)

PTSMN Fund Office (White Bear Lake)

UA Local 6 (Rochester)

UA Local 11 (Detroit Lakes)

UA Local 11 (Duluth)

UA Local 15 (St. Cloud/Minneapolis)

UA Local 34 (St. Paul)

UA Local 417 (Shoreview)

UA Local 455 (St. Paul)

UA Local 539 (St. Cloud/Minneapolis)

US Local 589 (Hibbing)

Commitment to Diversity, Equity & Inclusion