Laurel Wealth Planning
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
3300 Edinborough Way Ste 790, Edina, Min...Phone Number
(952) 854-6250Website
www.laurelwealthplanning.comRevenue
<$5 MillionIndustry
About Laurel Wealth Planning
Laurel Wealth Planning is a Minneapolis-based firm specializing in personalized wealth management and financial planning services. They offer a comprehensive range of services including investment management, tax planning, retirement planning, and estate planning, tailored to meet the unique needs of their clients. Their target clients include retirees, pre-retirees, divorcees, and women decision-makers, among others, emphasizing a high-touch, fiduciary approach to financial advice. With over 25 years of experience, they focus on aligning clients' financial strategies with their personal values and life goals.Explore more
Laurel Wealth Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$8M
1-10
Private
-
2011
Helen StephensCertified Financial Planner & Retirement Tax Planner & Founder & President
Laurel Wealth Planning Tech Stack
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Laurel Wealth Planning is a Minneapolis-based firm specializing in personalized wealth management and financial planning services. They offer a comprehensive range of services including investment management, tax planning, retirement planning, and estate planning, tailored to meet the unique needs of their clients. Their target clients include reti... Read More
