At Cordis Financial, we embrace the principles of comprehensive Financial Life Planning. However, we recognize this type of engagement is not appropriate or necessary in all circumstances. We may focus on one or more of the following components: Income Management, Asset Protection Strategies, Investment Management, Estate and Legacy Planning.
Cordis Financial is an independent, fee-only Registered Investment Advisory firm.
Please see our Form ADV Part 2A, located on www.cordisfinancial.com, for a full disclosure of any conflicts of interest.
Cordis Financial, LLC ("Cordis") is a Registered Investment Advisor ("RIA"), located in the State of Minnesota. Cordis provides investment advisory and related services for clients nationally.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 3001 Ne Broadway St, Minneapolis,minnesota 55413,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cordisfinancial.com
- HQ
- Minneapolis, Minnesota
- Competitors
- HighMark Wealth Management, True Vision Financial Advisors, Legacy Financial Advisors Corp., Phillip James Financial, Areté Wealth Strategists Australia, Vantage Point Wealth Management, Logan Park Wealth Management, ACCESS FINANCIAL SERVICES, INC., Navista Wealth Management, USAdvisors Network.
Cordis Financial Questions
Cordis Financial's website is cordisfinancial.com
Cordis Financial's LinkedIn profile is https://www.linkedin.com/company/cordis-financial
Cordis Financial has
6 employees.
View email and phone details for 6
employees at Cordis Financial.
Cordis Financial's industry is
Financial Services
Cordis Financial's top competitors are
Highmark Wealth Management,
True Vision Financial Advisors,
Legacy Financial Advisors Corp.,
Phillip James Financial,
Areté Wealth Strategists Australia,
Vantage Point Wealth Management,
Logan Park Wealth Management,
Access Financial Services, Inc.,
Navista Wealth Management,
Usadvisors Network.
Cordis Financial's categories are Financial Services
Cordis Financial's founding year is 2018
