Align Financial
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
4960 Miller Trunk Hwy Ste 600, Hermantow...Phone Number
(218) 336-2506Website
align.financialRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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About Align Financial
Align Financial is a fiduciary financial planning firm based in Duluth, MN, dedicated to helping clients connect their money to their life through a meaningful approach to personal financial management. With nearly two decades of experience, the firm focuses on understanding clients' unique stories and priorities, guiding them through significant life events and financial decisions. Align Financial emphasizes a collaborative network of professionals to provide comprehensive advice, ensuring clients receive the best support in various financial matters. The firm aims to empower individuals by using money as a tool to advance their values and priorities.Explore more
Align Financial Org Chart
NB
Executive Assistant
TN
Co-Founder & Retirement Planner
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Most Recent Scoops
Person-Based
Financial Planning
Person-Based
Financial Planning
Event
Person-Based
Tanya Nichols, Founder & President, appeared on a podcast called "Retirement Answer Man" on 02/19/2025. Topics discussed include Retirement planning, case studies, resilience.
Events, Podcast
Event
Person-Based
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Align Financial is a fiduciary financial planning firm based in Duluth, MN, dedicated to helping clients connect their money to their life through a meaningful approach to personal financial management. With nearly two decades of experience, the firm focuses on understanding clients' unique stories and priorities, guiding them through significant l... Read More
