Diane York

Client Relationship & Marketing Manager at Modus Advisors - Shorewood, MN, US

Diane York's Colleagues at Modus Advisors
Kari Haanstad

Chief Investment Officer

Contact Kari Haanstad

Julie Kaufmann

Client Relationship and Operations Manager

Contact Julie Kaufmann

Maggie Swanson

Certified Financial Planner

Contact Maggie Swanson

Carol Fink

Client Services Associate

Contact Carol Fink

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Diane York's Contact Details
HQ
952-946-1000
Location
Greater Minneapolis-St. Paul Area
Company
Modus Advisors
Diane York's Company Details
Modus Advisors logo, Modus Advisors contact details

Modus Advisors

Shorewood, MN, US • 10 - 19 Employees
Financial Services

Modus Advisors provides fee-based financial planning, retirement planning, and investment management services. We manage investment portfolios for successful individuals and families. Modus Advisors, LLC is a Registered Investment Advisor (RIA).A successful financial planner since 1985, Tad Weiss founded Modus Advisors in 2009 to meet a growing client need. Tad saw that the financial planning marketplace was becoming increasingly complex. He felt that what the financial services world needed most was an improved method to develop and deliver unbiased, easy-to-understand financial planning results. To provide these results-focused solutions, Tad founded Modus Advisors and the Modus Method was born.Modus Advisors is an independent firm, with the freedom to recommend investments without bias or conflict of interest. We are committed to forming long-term, meaningful partnerships with our clients.www.ModusAdvisors.comInfo@ModusAdvisors.com952-946-1000

financial planning retirement planning investment strategies Financial Services Financial Advisory Services
Details about Modus Advisors
Frequently Asked Questions about Diane York
Diane York currently works for Modus Advisors.
Diane York's role at Modus Advisors is Client Relationship & Marketing Manager.
Diane York's email address is ***@modusadvisors.com. To view Diane York's full email address, please signup to ConnectPlex.
Diane York works in the Financial Services industry.
Diane York's colleagues at Modus Advisors are Kari Haanstad, Ryan Peckskamp, Julie Kaufmann, Maggie Swanson, Tad Weiss, Carol Fink and others.
Diane York's phone number is 952-946-1000
See more information about Diane York