Flourish Wealth Management®
Financial Services
Edina, Missouri, United States
7 employees
- Employees
- 7
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Flourish Wealth Management® Overview
- Headquarters
- Edina, Missouri, United States
- Website
- www.flourishwealthmanagement.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2014
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Flourish Wealth Management®
Flourish Wealth Management® is an independent, fee-only, boutique wealth management firm that provides hands-on expertise focused solely on the best interest of each client. Our proactive approach integrates industry-leading financial solutions combined with innovative strategies. At Flourish, our trusted advisors help ensure preparation for the future - no matter what it brings. We bring the expertise and tools necessary to improve our clients’ lives. Flourish serves a dedicated group of clients through highly personal relationships. We listen. We ask the right questions. Taking the time to learn all the important details of life, including aspirations, values and passions, we can skillfully integrate all available resources to create expertly tailored planning. It is a place to Flourish! Our team is excited to learn about your financial goals and work together to help you realize those dreams. Contact us to learn more at 952.392.4474 or info@flourishwm.com.
Flourish Wealth Management® Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Flourish Wealth Management® Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jay E. Pluimer, Aif® Cima® | Director of Investments and Host | Greater Minneapolis-st. Paul Area, United States |
Email
Phone
|
| Kathy Longo, Cfp®, Cap®, Cdfa® | President & Founder of Flourish Wealth | Minneapolis, Minnesota, United States |
Email
Phone
|
| Anna Davis | Executive Assistant at Flourish Wealth | Dallas-fort Worth Metroplex, United States |
View
|
| Jayden Shultz | Investment Associate | Greater Minneapolis-st. Paul Area, United States |
View
|
Employees by Management Level
Associate / junior
2 profiles
Executive
1 profile
Director
1 profile
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