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) 360-2127Website
www.greatwatersfinancial.comRevenue
$9.3 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
2
2
2
2
1
2
About Great Waters Financial
Great Waters Financial offers fee-only financial planning services that encompass retirement income planning, investment management, tax strategy, Medicare guidance, and estate planning. Their tailored services are designed to meet the unique financial needs of clients, empowering them to achieve their goals and live confidently. The company emphasizes a holistic approach, combining financial strategy with life planning to provide clarity and direction. With a team of specialized advisors, Great Waters Financial aims to support clients in navigating their financial journeys without commissions or hidden agendas.Explore more
Great Waters Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.6M
11-50
Private
-
2015
GF
Gregory FeeseWealth Management For Business Owners, Athletes & Retirees Advisor
Company Profile Activity
Activity Insights
Great Waters Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Great Waters Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Great Waters Financial.
Great Waters Financial financials insights
Gather financial insights about Great Waters Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Great Waters Financial Tech Stack
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Most Recent Scoops
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Great Waters Financial has been ranked #158 on the 250 Most Successful Companies in the Midwest list by Inc.com.
Funding
Great Waters Financial has received an SBA PPP loan for $350,000-1 million from American National Bank, supporting the retention of 11 jobs.
Open Position
Great Waters Financial is seeking an Office Manager. (Minneapolis, MN)
Seeking Replacement, Personnel Moves
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Great Waters Financial News & Media
Great Waters Financial Makes Inc. Magazine's 37th Annual List of America's Fastest-Growing Private Companies
MINNEAPOLIS, Aug. 17, 2018 /PRNewswire/ -- Great Waters Financial, a financial planning firm located throughout Minnesota with offices in Minneapolis, Richfield, Plymouth, White Bear Lake and Duluth, for the second year has been named to Inc. magazine's 37th Annual List of America's...
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Great Waters Financial offers fee-only financial planning services that encompass retirement income planning, investment management, tax strategy, Medicare guidance, and estate planning. Their tailored services are designed to meet the unique financial needs of clients, empowering them to achieve their goals and live confidently. The company emphas... Read More
