Bond&Devick Wealth Partners

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
Industry
Financial Services
Employees
17
Founded
1982
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Rj Devick, Cfp® Partner/financial Advisor
Email
Sabrina Fay, Cfp® Ricp® Bfa™ Chfc® Lead Financial Advisor at Bond&devick
View
Teresa Devick Bond&devick Wealth Partners
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 Email Phone
Executive 1 1 1
Finance 1 1 0
Operations 1 1 0
General 1 1 0

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