Shelly Fayard-Rerat

Client Relationship Specialist at Laurel Wealth Planning - Edina, MN, US

Shelly Fayard-Rerat's Colleagues at Laurel Wealth Planning
Anne Ward

Senior Wealth Manager

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Laura Kuntz

Senior Wealth Manager/Founder

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Anne Ward

Senior Wealth Manager

Contact Anne Ward

Linda Beduhn

Client Service Specialist/Office Administrator

Contact Linda Beduhn

Natalie Nelson

Client Service Associate

Contact Natalie Nelson

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Shelly Fayard-Rerat's Contact Details
HQ
952-854-6250
Location
Minneapolis, Minnesota, United States
Company
Laurel Wealth Planning
Shelly Fayard-Rerat's Company Details
Laurel Wealth Planning logo, Laurel Wealth Planning contact details

Laurel Wealth Planning

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

Laurel Wealth Planning is a full-service, fee-only firm. This means we guard clients' financial interests and goals at all times. We are a sounding board and voice of reason, freeing clients to live the lives they want.Giving sound, objective financial advice takes experience in investments and tax management. But, even more than that, it takes a holistic approach. We connect all aspects of a client's financial life in ways that add meaning and value. Our clients are at the heart of their own wealth management plans.Many of our clients are women with substantial financial resources, whether single, married, widowed or divorced. We often help clients navigate life transitions, such as a change in marital status or a transition to retirement and financial independence.Our financial advisors boil down the complexities of investments, tax reduction and other money management strategies and handle the details. This empowers clients to make the big decisions that are right for them.Learn more at laurelwealthplanning.com/how-we-help or call us at (952) 854-6250.

Financial Advice Financial Education Investments Financial Independence Planning Investment Tax Planning Estate Planning Risk Management Consultation
Details about Laurel Wealth Planning
Frequently Asked Questions about Shelly Fayard-Rerat
Shelly Fayard-Rerat currently works for Laurel Wealth Planning.
Shelly Fayard-Rerat's role at Laurel Wealth Planning is Client Relationship Specialist.
Shelly Fayard-Rerat's email address is ***@laurelwealthplanning.com. To view Shelly Fayard-Rerat's full email address, please signup to ConnectPlex.
Shelly Fayard-Rerat works in the Financial Services industry.
Shelly Fayard-Rerat's colleagues at Laurel Wealth Planning are Anne Ward, Laura Kuntz, Mallory Kretman, Anne Ward, Jesse Kuusisto, Linda Beduhn, Natalie Nelson and others.
Shelly Fayard-Rerat's phone number is 952-854-6250
See more information about Shelly Fayard-Rerat