Waterfront Financial Group
This listing has been marked as closed.
Business Contact
Vanessa Nelson
PrincipalBusiness Description
Waterfront Financial Group is an independent wealth management and financial planning firm in Golden Valley, MN. Specializing in both accumulation and distribution phases of retirement, they offer the Income for Life Model® to support retirement income needs. Their knowledgeable team prioritizes client needs and aims to simplify the wealth management process, providing ongoing advice and guidance. Securities offered through LPL Financial, Member FINRA/SIPC. For a list of states in which they are registered to do business, visit www.waterfrontfinancialgroup.com.
Employees: 0-25
Revenue: USD 500,000
Founded: 2010
Filing Number: 4077887-2
Industry
Financial Services » Accountants; Financial services
Financial Services » Accountants; Financial services
Engaged in:
Banks, Other monetary intermediation, Accounting, bookkeeping and auditing activities; tax consultancy, Loan companies, Other activities auxiliary to financial service activities
Banks, Other monetary intermediation, Accounting, bookkeeping and auditing activities; tax consultancy, Loan companies, Other activities auxiliary to financial service activities
ISIC Codes
6419, 6619, 6920
6419, 6619, 6920
Questions & Answers
Q1
Where is Waterfront Financial Group located?
Waterfront Financial Group is located at 8000 West 78th Street, Edina, Minnesota, 55439.Q2
What days are Waterfront Financial Group open?
This listing has been marked as closed.
Waterfront Financial Group is open Mon–Thu 8 AM–4:30 PM; Fri 8 AM–3 PM; closed Sat–Sun.Q3
Are there other contacts associated with Waterfront Financial Group?
We have 8 additional contact(s) for Waterfront Financial Group. They include: AIF Mark Hegstrom, Mark Heinkel, CPA, CIA, Jo Ann Schermann, Cfpâ Ryan C. Williams, John Geenen, Annika Hansen, Waterfront Financial Group LLC & Aif® Elizabeth Paige.Q4
What is the web address (URL) for Waterfront Financial Group?
The website for Waterfront Financial Group is www.waterfrontfinancialgroup.com.Q5
What are the annual sales for Waterfront Financial Group?
Waterfront Financial Group has annual sales of approximately USD 500,000.Similar Companies Nearby
Additional Businesses at this Address
8000 West 78th Street Edina, Minnesota, 55439
Businesses in Zip Code 55439
Businesses in 55439: 5,222
Population: 9,183
Categories
Professional Services: 24%
Shopping: 15%
Medical: 13%
Other: 48%
Price
Moderate: 47%
Inexpensive: 36%
Expensive: 10%
Very Expensive: 7%
Other: 0%
Area Codes
952: 86%
612: 10%
Other: 4%
Neighborhoods
Edina: 14%
Golden Triangle: 59%
West Bloomington: 5%
Other: 21%
Stats and Demographics for Zip Code 55439
Race
White: 95%
Asian: 3%
Black Or African American: 1%
Hispanic or Latino: 1%
American Indian Or Alaskan Native: 0%
Other: 0%
Gender
Female: 52%
Male: 48%
Other: 0%