Bond & Devick Wealth Partners
Finance · Minnesota, United States · 11-50 Employees
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Overview
Headquarters
600 Highway 169 S Ste 875, Minneapolis, ...Phone Number
(952) 591-0113Website
www.bondanddevick.comRevenue
<$5 MillionIndustry
About Bond & Devick Wealth Partners
Bond & Devick Wealth Partners is a fiduciary financial planning firm established in 1982, dedicated to providing goals-based financial planning and investment services. They focus on aligning clients' investments with their personal values and goals, ensuring a comprehensive financial planning experience. The firm serves a diverse clientele, including individuals and nonprofit organizations, and emphasizes a team approach with experienced CERTIFIED FINANCIAL PLANNERS. As a B Corporation, they are committed to ethical practices and community involvement, aiming to sustain an enduring firm for future generations.Explore more
Bond & Devick Wealth Partners Org Chart
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Revenue
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Founded In
Bond & Devick Wealth Part...
<$5M
11-50
Private
-
1982
TD
Teresa DevickChief Compliance Officer & Technology Officer
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Bond & Devick Wealth Partners is a fiduciary financial planning firm established in 1982, dedicated to providing goals-based financial planning and investment services. They focus on aligning clients' investments with their personal values and goals, ensuring a comprehensive financial planning experience. The firm serves a diverse clientele, includ... Read More
