JNBA Financial Advisors

Financial Services - Bloomington, MN, US

JNBA Financial Advisors Employees
LaTisha Deutsch

Client Account & Family Office Specialist

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Michael Bilotta

Senior Advisor - Investment Strategist

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John Foster

Senior Advisor - Investment Strategist

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Marie Williams

Operations and Internal Accounting Manager

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JNBA Financial Advisors Senior Management
Richard Brown

Chairman and Chief Executive Officer

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JNBA Financial Advisors Details

Minneapolis, Minn.-based JNBA Financial Advisors is an independent, fee-only wealth management firm that specializes in client-focused asset management and financial planning for discerning achievers.We strive to inspire confidence and contribute to your financial well-being by providing the best care to every client through highly personalized and integrated wealth management expertise and advocacy. More than a mission statement, it's a partnership promise. One we stake our record, our ratings, our reputation, and our remarkable client retention rate (97% since tracking began in 2001) on.Considering the fact that financial relationships tend to be both complex and interdependent, we believe that truly effective wealth management must be continuous, comprehensive, and perfectly coordinated. At JNBA, we pledge to mentor your money and guide every mile of your wealth journey, from initial assessment, to retirement planning, to investment and risk management, to tax and estate planning – while always looking at success through your eyes and your eyes alone. That's the JNBA way.For more information, visit www.JNBA.com.

JNBA Financial Advisors logo, JNBA Financial Advisors contact details
Website: jnba.com
Employees: 20 - 49
HQ: 952-844-0996
Location: Bloomington, MN, US
Revenue: 10 - 20 Million
Financial Planning Financial Advisement Asset Management Personal Wealth Management Tax Planning Retirement Planning Risk Management Estate Planning Legacy Planning Investment Management Employee Retirement Planning Executive Planning Family Office Financial Services Financial Advisory Services
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