Great Waters Financial

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

510 1st Ave N Ste 410, Minneapolis, Minn...

Phone Number

(612) 360-2127

Revenue

$9.3 Million

Industry

Finance Securities Trading Lending & Brokerage

About Great Waters Financial

Great Waters Financial offers a comprehensive suite of retirement planning services, including investment management, tax strategy, Medicare guidance, and estate planning, aimed at empowering clients to Live Greatly. Their approach combines financial strategy with life coaching, ensuring that clients receive personalized plans tailored to their unique financial needs. The firm emphasizes collaboration among a team of specialized advisors, providing clients with clarity and confidence in their financial decisions. Great Waters Financial primarily serves individuals seeking to enhance their retirement confidence and overall life planning.Explore more
Great Waters Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Great Waters Financial Org Chart

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Chief Executive Officer

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Chief of Staff

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Office Manager

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Compare Similar Companies to Great Waters Financial

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Great Waters Financial

$9.3M
11-50
Private
<$5M
2012
<$5M
11-50
Private
-
2002
JL
Janice LamprechtChief Operating Officer
<$5M
11-50
Private
-
2013
<$5M
11-50
Private
<$5M
2013
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Great Waters Financial Tech Stack

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Frequently Asked Questions Regarding Great Waters Financial

What is Great Waters Financial's official website?
Great Waters Financial's official website is www.greatwatersfinancial.com
What is Great Waters Financial's Revenue?
Great Waters Financial's revenue is $9.3 Million
What is Great Waters Financial's SIC code?
Great Waters Financial's SIC: 62,628
What is Great Waters Financial's NAICS code?
Great Waters Financial's NAICS: 52,523
How many employees does Great Waters Financial have?
Great Waters Financial has 11-50 employees
What industry does Great Waters Financial belong to?
Great Waters Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Great Waters Financial competition?
Great Waters Financial top competitors include: Retirement Income Planning, The Raider Dennis Agency, Legato Financial Group, LifeWealth Group
What technology does Great Waters Financial use?
Some of the popular technologies that Great Waters Financial uses are: Adobe Typekit, Wistia, Google Tag Manager, GoDaddy DNS
How do I contact Great Waters Financial?
Great Waters Financial contact info: Phone number: (612) 360-2127 Website: www.greatwatersfinancial.com
What does Great Waters Financial do?

Great Waters Financial offers a comprehensive suite of retirement planning services, including investment management, tax strategy, Medicare guidance, and estate planning, aimed at empowering clients to Live Greatly. Their approach combines financial strategy with life coaching, ensuring that clients receive personalized plans tailored to their uni... que financial needs. The firm emphasizes collaboration among a team of specialized advisors, providing clients with clarity and confidence in their financial decisions. Great Waters Financial primarily serves individuals seeking to enhance their retirement confidence and overall life planning.Read More

What are Great Waters Financial social media links?
Great Waters Financial Linkedin page Great Waters Financial Facebook page
Is Great Waters Financial a public company?
Great Waters Financial is private company therefore does not currently have an official ticker symbol
See more information about Great Waters Financial

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