Nick CFP

Advisor at JNBA Financial Advisors - Bloomington, MN, US

Nick CFP's Colleagues at JNBA Financial Advisors
Andy Truax

Client Account Specialist

Contact Andy Truax

Carin Viertel

Director of Client Services

Contact Carin Viertel

David CFA

Director of Investment Management

Contact David CFA

Michael Bilotta

Senior Advisor - Investment Strategist

Contact Michael Bilotta

John Foster

Senior Advisor - Investment Strategist

Contact John Foster

View All Nick CFP's Colleagues
Nick CFP's Contact Details
HQ
952-844-0996
Location
Company
JNBA Financial Advisors
Nick CFP's Company Details
JNBA Financial Advisors logo, JNBA Financial Advisors contact details

JNBA Financial Advisors

Bloomington, MN, US • 20 - 49 Employees
Financial Services

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.

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
Details about JNBA Financial Advisors
Frequently Asked Questions about Nick CFP
Nick CFP currently works for JNBA Financial Advisors.
Nick CFP's role at JNBA Financial Advisors is Advisor.
Nick CFP's email address is ***@jnba.com. To view Nick CFP's full email address, please signup to ConnectPlex.
Nick CFP works in the Financial Services industry.
Nick CFP's colleagues at JNBA Financial Advisors are Noel CFP, Christopher CFP, Andy Truax, Carin Viertel, David CFA, Michael Bilotta, John Foster and others.
Nick CFP's phone number is 952-844-0996
See more information about Nick CFP