WaterRock Financial is a boutique wealth management firm based out of Chanhassen, Minnesota. We serve clients whether they live near the Minneapolis, MN area or across the country. We specialize in comprehensive financial planning and investment management for individuals and their families.
Our mission is to counsel clients about the purpose of money and help them steward financial resources wisely so they can live with significance, while investing with purpose and giving with intention.
Are you ready to take a step toward clarity and confidence in your financial life? Schedule a complimentary “fit meeting” or phone call with us today. We look forward to speaking with you.
Required Disclosures:
Securities and advisory services offered through LPL Financial, a registered investment advisor, member SIPC www.sipc.org.
WaterRock Financial, LLC is a separate entity from LPL Financial.
For a list of states in which the LPL Financial representative associated with this website may discuss and/or transact securities business, please visit www.waterrockfinancial.com
Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 7935 Stone Creek Drive,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- waterrockfinancial.com
- Keywords
- Investment Management, Wealth Planning, Risk Management & Insurance, Estate Planning, Philanthropic Guidance.
- HQ
- Chanhassen, MN
Waterrock Financial, Llc Questions
Waterrock Financial, Llc's website is waterrockfinancial.com
Waterrock Financial, Llc's LinkedIn profile is https://www.linkedin.com/company/waterrock-financial-llc
Waterrock Financial, Llc has
4 employees.
View email and phone details for 4
employees at Waterrock Financial, Llc.
Waterrock Financial, Llc's industry is
Financial Services
Waterrock Financial, Llc's top competitors are
Robinson Fresh,
Exodus Lending,
Downtown Grand Rapids Inc.,
Md Financial (Us),
Hundred Financial Planning,
Hadiq,
Hampton Square Wealth Management Llc.
Waterrock Financial, Llc's categories are Financial Services
Waterrock Financial, Llc's founding year is 2010
