Sandvold Financial Group
Finance · Minnesota, United States · 11-50 Employees
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Overview
Headquarters
10900 Wayzata Blvd Ste 100, Minnetonka, ...Phone Number
(952) 544-2837Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Sandvold Financial Group
Sandvold Financial Group specializes in creating personalized financial plans that align with clients' life stages and goals. Their services include wealth management, retirement planning, insurance design, and business services, aimed at individuals and families seeking holistic financial advice. With over three decades of experience, they emphasize building long-term relationships and adapting plans as clients' objectives evolve. The firm prides itself on its independence, transparency, and commitment to helping clients navigate their financial journeys.Explore more
Sandvold Financial Group Org Chart
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Activity Insights
Sandvold Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Sandvold Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sandvold Financial Group.
Sandvold Financial Group Tech Stack
A closer look at the technologies used by Sandvold Financial Group
Most Recent Scoops
Project
An internal source in the finance department has indicated that the organization is focusing on integrating a customer relationship management (CRM) system into the trading platform.
CRM
Project
An internal source in the finance department has indicated that the organization is prioritizing customer management efforts over the next three months.
Project
An internal source in financial planning has indicated that the organization is planning to begin initiatives related to commission systems within three to six months. Sandvold Financial Group is currently evaluating vendors to support these efforts. The organization is monitoring and tracking with multiple commission-based systems.
Financial Planning, Financial Systems, Sales Development
Project
An internal source in financial planning has indicated that the organization is in the midst of initiatives related to asset management. Sandvold Financial Group is currently evaluating vendors to support these efforts.
Asset Management, Financial Planning
Project
CRM, Financial Planning, Sales
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Frequently Asked Questions Regarding Sandvold Financial Group
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Sandvold Financial Group specializes in creating personalized financial plans that align with clients' life stages and goals. Their services include wealth management, retirement planning, insurance design, and business services, aimed at individuals and families seeking holistic financial advice. With over three decades of experience, they emphasi... Read More
