Who is Principal Preservation Services?
We have been working with individuals and businesses in the area for several years and each of our agents has extensive personal and professional experience. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We look forward to using our expertise to help you pursue your financial goals.
Proudly providing comprehensive retirement services to the great states of Minnesota & Wisconsin.
Our aim is to safeguard your retirement funds and enable you to fully experience the retirement you’ve always envisioned!
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.
We endeavor to know and understand your financial situation, and as a fiduciary, we provide you with only the highest quality advice, information, services, and products to help you reach your goals.
Principal Preservation Services, LLC affirms that it meets and will abide by the following standards:
Rated A+ by the Better Business Bureau
BBB has determined that Principal Preservation Services, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
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About Our Founder
Mike Kojonen is the founder/owner of Principal Preservation Services LLC, with offices in Woodbury, MN and Hudson, WI. He has been in the financial services industry since 2002 helping clients in budgeting and finance, but now solely focuses on helping pre-retirees/retirees with necessary retirement planning.
David joined our team in 2022 as an Investment Advisor Representative. In this role, his primary goal is to provide exceptional service to…
Jessica has been with Principal Preservation Services, LLC since 2016. She brings experience from a management and customer service background…
Angie is Mike’s wife and does extensive work behind the scenes at Principal Preservation services. She works closely with Jess by organizing and implementing…
Luke comes from a construction background, where he learned the importance of hard work, attention to detail, and customer satisfaction…
Tate joined our team in 2021 as a college intern, where he learned valuable communication, finance, and customer service skills…
INVESTMENT ADVISOR REPRESENTATIVE
CLIENT RELATIONS MANAGER
Andrew joined our team in 2023 as a client relations manager. Having an extensive background in client relations, his primary role is to ensure fulfillment of client needs…
Tori is Mike’s daughter and does a lot of her work behind the scenes for Principal Preservation Services. She works closely with Jess and Angie ensuring that all events hosted by Principal Preservation Services go off without a complication…
Ready to Achieve Your Financial Goals? Get Started Now!
Schedule your complimentary financial review today!