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Welcome

Peter McClellan, The 401k Latte Company

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Peter McClellan, President of The 401k Latte Company in Lakeville, Minnesota explains the “Latte” name and it’s tagline, “invest in a conversation.” A conversation that goes beyond just money.

Welcome to The 401k Latte Company. We invite you to join us for a cup of coffee, an excellent conversation, and some sound financial advice. We provide Active Money Management, Risk Management, 401k Rollover Guidance, and Inheritance Planning Services in the Twin Cities area.

We also have a passion for empowering small business and do so on The Peter McClellan Show on AM 1570. If you are in the process of estate planning, you might be interested in reading our latest book, Inheritatnce Tug-of-War Stories.