Bond&Devick Wealth Partners
Financial Services
600 Hwy 169 S
17 employees
- Employees
- 17
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Bond&Devick Wealth Partners Overview
- Headquarters
- 600 Hwy 169 S
- Phone Number
- Available in AeroLeads
- Website
- bondanddevick.com
- Industry
- Financial Services
- Employees
- 17
- Founded
- 1982
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Bond&Devick Wealth Partners
Value in Values—committed to what you care about™ At Bond&Devick we sincerely care about you and your family. We aim to alleviate your financial stress so you can focus on what makes you happy. Since our firm’s establishment in 1982, we are proud to have the opportunity to help so many clients plan for and reach their dreams. We are unique in that we use Goals-Based Financial Planning to measure progress towards your goals, driven by your values. We believe your investments should be aligned with what is important to you. Your Bond&Devick Team has a breadth of expertise, creating a comprehensive financial planning experience. We are a fee-only fiduciary, meaning we are legally bound to do what is best for you at all times. We strive to be a leader in our industry by putting our clients, our team, and our community above all else. In 2015 we became the only financial planning firm in Minnesota to earn a BCorp Certification. It is a continuous governing process that monitors and validates that we “walk the talk.”
Bond&Devick Wealth Partners Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 1
- 33.3% coverage
Bond&Devick Wealth Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Rj Devick, Cfp® | Partner/financial Advisor | Minneapolis, Minnesota, United States |
Email
|
| Sabrina Fay, Cfp® Ricp® Bfa™ Chfc® | Lead Financial Advisor at Bond&devick |
View
|
|
| Teresa Devick | Bond&devick Wealth Partners | Osseo, Minnesota, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
Manager
2 profiles
Senior / Lead
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
| Finance | 1 | 1 | 0 |
| Operations | 1 | 1 | 0 |
| General | 1 | 1 | 0 |
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