Fortune Financial : James J. Quandt, AIF®, CFP®,... -
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Published on: 6/30/2008
Last Visited: 6/30/2008
James J. Quandt, AIF®, CFP®, CLU, ChFC, CLTC Fortune Financial : James J. Quandt, AIF®, CFP®, CLU, ChFC, CLTC
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James J. Quandt, AIF®, CFP®, CLU, ChFC, CLTC
Phone: (952) 908-2505E-mail: jq@fortunefin.com
James J. Quandt, AIF®, CFP®, CLU, ChFC, CLTC is a Senior Partner with Fortune Financial in Minneapolis.Fortune Financial is an independent financial services firm with over 120 years of combined experience in the financial services industry.Products and services are provided, in part, through a continuing relationship with North Star Resource Group which is comprised of North Star Consultants, Inc., providing insurance products and services and CRI Securities, LLC, providing securities, investments and investment advisory services.We also have a relationship with Securian Financial Services, Inc. providing variable products, securities and investment advisory services.
Over the past twenty years Jim has specialized in providing solutions to help people achieve financial success.Jim's goal is to help his clients make the best possible decisions about the allocations of their financial resources by defining and qualifying financial goals and objectives, and providing access to a wide range of competitive financial products and services.Jim works with business owners and executives, advising them on retirement, estate and investment strategies.