Company

Itasca Wealth

Financial Services 3600 Minnesota Dr 13 employees

Employees: 13
Contacts: 3
Emails: 3
Phones: 1

www.itascawealth.nm.com LinkedIn

Itasca Wealth Overview

Headquarters: 3600 Minnesota Dr
Website: www.itascawealth.nm.com
Industry: Financial Services
Employees: 13
Founded: 2024
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management Financial Planning Retirement Planning Risk Management Solutions Business Planning Investment Strategies Education Funding Executive Benefits Planning Long-Term Care Planning Employee Benefits Planning

About Itasca Wealth

At Itasca Wealth, our primary focus is getting to know YOU and what your goals and aspirations are. We approach every relationship as a partnership and are committed to working together to achieve the best outcomes possible for every client.

Itasca Wealth Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 1; 33.3% coverage

Itasca Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Josh Oertli, Clu®, Chfc®, Cfp®		Greater Minneapolis-st. Paul Area, United States	Email Phone
Jeff King	Financial Planning Analyst with Itasca Wealth	Minneapolis, Minnesota, United States	Email
Courtney Defries	Support Advisor at Itasca Wealth	Minneapolis, Minnesota, United States	Email