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The Advocate Group

The Advocate Group

金融服务

Minneapolis,MN 344 位关注者

Financial Planning & Wealth Management

关于我们

The Advocate Group specializes in navigating the unique financial opportunities and challenges facing executives and their families from some of Minnesota’s largest companies: General Mills, Cargill, Medtronic, Land O’Lakes, 3M, Target and more. We understand complex compensation plans and benefit packages. We are a fee based, Independent Registered Investment Advisor, wholly owned by our employees. We build lasting relationships and deliver best in class service. We put financial planning first to make sure we understand your financial goals and concerns. Our concierge level of service ensures your time is spent on the things you value most.

网站
https://www.theadvocategroup.com
所属行业
金融服务
规模
11-50 人
总部
Minneapolis,MN
类型
私人持股
创立
2003

地点

  • 主要

    601 Carlson Parkway

    Suite 1100

    US,MN,Minneapolis,55305

    获取路线

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