BOX FINANCIAL ADVISORS
701 4th Avenue South, Suite 1710, Minneapolis, MN 55415
Since 1989
Tax-Mitigation Strategies, Investment Management, Stocks and Mutual Funds, Retirement Planning, Insurance and Annuity Products, Estate Planning and Preservation & Asset Protection
For more than 750 households and more than $443 million in assets under advisement ● They exist to create an environment in which the client, advisor, and staff can experience an exceptional life
TBR® Inspection Report
WHITE OAKS WEALTH ADVISORS, INC.
80 South Eighth Street, Suite 1725, Minneapolis, MN 55402
Since 1986
Stock-Based Compensation Plans, Bank Financing, Insurance Analysis and Oversight, Complex Interactions of Tax, Business and Succession, Retirement and Estate Planning, Investment, Risk, Lifestyle, Portfolio and Investment Management, Wealth Preservation, Management and Transfer, Philanthropy, Family Office & Trust Services
Specializes in integrated planning and cost analysis ● Serves also in Longboat Key ● You will work directly with key decision makers, includes individuals with CPA, CFA and certified financial planner designations ● Provides for most individuals, their emotions overrule logic when it comes to investing
TBR® Inspection Report
GARDNER FINANCIAL SERVICES, INC.
8421 Wayzata Boulevard, Suite 350, Minneapolis, MN 55426
Since 1987
Investment Management, Budgeting and Savings, Life, Disability and Long Term Care Insurance, Retirement, Tax Analysis/Planning Estate, Education Group Health, Pension, Profit Sharing & Small Business Planning
Get fast, easy access to market performance data and access personal-finance calculators ● Provides you with sound information, expertise and total objectivity to select the products that meet your objectives