The Minnesota Group

Services Offered

• Financial Education
• Portfolio Management
• Retirement Planning
• Education Funding
• Estate and Tax Strategies
• Wealth Transfer
• Qualified Retirement Plan Advisory
• Cash Management
• Lending

About

The Minnesota Group is a team of financial advisors based in Minneapolis, Minnesota, specializing in comprehensive wealth management. They offer a wide range of services including financial education, portfolio management, retirement planning, education funding, estate and tax strategies, and cash management. The firm collaborates closely with clients' CPAs, attorneys, and other professional advisors to ensure a holistic approach to financial well-being. Their expertise is designed to serve individuals and families looking for thorough financial planning and investment guidance.

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