Laurel Wealth Planning is a full-service, fee-only firm. This means we guard clients’ financial interests and goals at all times. We are a sounding board and voice of reason, freeing clients to live the lives they want.
Giving sound, objective financial advice takes experience in investments and tax management. But, even more than that, it takes a holistic approach. We connect all aspects of a client’s financial life in ways that add meaning and value. Our clients are at the heart of their own wealth management plans.
Many of our clients are women with substantial financial resources, whether single, married, widowed or divorced. We often help clients navigate life transitions, such as a change in marital status or a transition to retirement and financial independence.
Our financial advisors boil down the complexities of investments, tax reduction and other money management strategies and handle the details. This empowers clients to make the big decisions that are right for them.
Learn more at laurelwealthplanning.com/how-we-help or call us at (952) 854-6250.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 3300 Edinborough Way,
- Phone
- +1-952-854-6250
- la****@****ing.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- laurelwealthplanning.com
- Keywords
- Financial Advice, Financial Education, Investments, Financial Independence Planning, Investment Tax Planning, Estate Planning, Risk Management Consultation.
- HQ
- Edina, Minnesota
Laurel Wealth Planning Questions
Laurel Wealth Planning's helpline number is +1-952-854-6250
Laurel Wealth Planning's website is laurelwealthplanning.com
Laurel Wealth Planning's LinkedIn profile is https://www.linkedin.com/company/laurel-wealth-planning
Laurel Wealth Planning has
8 employees.
View email and phone details for 8
employees at Laurel Wealth Planning.
Laurel Wealth Planning's industry is
Financial Services
Laurel Wealth Planning's top competitors are
Silveroak Wealth Management,
Marquette Wealth Management,
Great Waters Financial,
Cahill Financial Advisors, Inc.,
Envestnet,
Gratus Capital,
Boyum Wealth Architects,
Coleman Research,
Perigon Wealth Management, Llc,
Focus Financial Network, Inc..
Laurel Wealth Planning's support email address is laurel.wealthplanning@laurelwealthplanning.com
Laurel Wealth Planning's categories are Financial Services
Laurel Wealth Planning's founding year is 1998
