Referrals

Please see this document here for a list of referrals.

Referral List

Phone: (952) 854-6250 or 1-877-212-6700
Fax: (952) 854-6276

3300 Edinborough Way, Suite 790
Edina, MN 55435

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While we are a completely independent firm, and can custody client money through any independent investment firm, we currently generally recommend to clients that their investments be custodied through Raymond James Financial Services, Inc. Raymond James is a diversified financial services holding company serving individuals, corporations, and municipalities throughout the U.S. and internationally. One of the first firms to focus on individual financial planning, Raymond James has consistently been ranked among the nation’s top financial firms.