Guardian Wealth Strategies is one of the leading independent, fiduciary investment firms in the Minneapolis-St. Paul, MN area. Going beyond simple wealth management, Guardian specializing in integrated financial planning – coordinating a strategic plan that optimizes the way each client's investments, taxes, estate plan and insurance work together.
Element Squared is an investment advisory firm focused on providing our clients with high level asset management and financial planning services. We strive to help our clients achieve their long-term financial goals with the help of our financial planning experience, technology platform, and market savvy.
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Croft Enterprises is an integrated financial & tax consulting firm. We take a macro view of your overall financial picture and make recommendations based on your core values first and then your needs. We believe your Financial Plan requires a strong foundation of health insurance, disability income insurance, life insurance, a tax plan, a strategic mortgage plan, along with positive cash flow. Most people are deceived by thinking the more money they make, the more discretionary income they will have in their financial affairs. We have found, more often than not, the more money you make the more expenses you will have. We take the "Bridge & Water" approach to your financial consultation. If you would like learn more or contact us.
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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No matter what business you are in, you need a fast and secure way to communicate with your clients. Open communication with clients allows them to voice their needs and concerns, enabling you to respond to these concerns in a reliable and efficient manner. To help you achieve this goal and move your business forward, MyRepChat in Minneapolis, MN, has developed client communication software that facilitates secure messaging between businesses and their clients. MyRepChat was developed by a financial advisor who spent many years working in his field. During his tenure, he found that the majority of clients preferred a direct line of contact with their financial advisors, lawyers, bankers, and insurance agents. The most efficient way for these professionals to communicate with clients was through text message. Modern consumers are frequently on their phones and are likelier to check and respond to text messages than virtually any other form of communication. To make text messaging more accessible to businesses, this company developed client communication software in the form of a secure messaging app. The MyRepChat secure messaging app simplifies SMS communication between businesses and clients. With this software, companies can send mass texts to their customers and respond directly to client texts. Text messages can be sent and received through a computer, and a call forwarding option is available if a client accidentally calls the texting number...
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