Clerestory Advisors
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
3001 Metro Dr Ste 220, Bloomington, Minn...Phone Number
(651) 209-2610Website
www.clerestoryadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
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About Clerestory Advisors
Clerestory Advisors is a fee-only financial planning firm based in Bloomington, Minnesota, specializing in wealth management, financial planning, investment management, estate planning, retirement planning, and tax planning. They primarily serve couples, independent women, and young professional families in the Twin Cities area of Minneapolis and Saint Paul, helping them prepare for retirement and achieve their long-term financial goals. The firm focuses on creating clarity and overcoming financial obstacles for their clients, ensuring a secure transition to retirement or a solid foundation for young families. Clerestory Advisors emphasizes a fiduciary approach, prioritizing the best interests of their clients without accepting commissions from product sales.Explore more
Clerestory Advisors Org Chart
CC
Client Services Specialist
JL
Financial Associate & Planner
KA
Administrative Assistant
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Revenue
Number of Employees
Type
Funding
Founded In
$5.7M
11-50
Private
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MJ
Michael JpPresident, Michael Jp Fitzgerald, Cpa & Pfs, Cfp, Mstax, Ccfp, Ccfs, ELA , TX (Houston)
Company Profile Activity
Activity Insights
Clerestory Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Clerestory Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Clerestory Advisors.
Clerestory Advisors Tech Stack
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Clerestory Advisors is a fee-only financial planning firm based in Bloomington, Minnesota, specializing in wealth management, financial planning, investment management, estate planning, retirement planning, and tax planning. They primarily serve couples, independent women, and young professional families in the Twin Cities area of Minneapolis and S... Read More
