WOLD Financial
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
1118 Cedar Lake Rd S, Minneapolis, Minne...Phone Number
(952) 936-0222Website
www.woldfinancial.comRevenue
<$5 MillionIndustry
About WOLD Financial
Wold Financial, LLC is a financial advisory firm that specializes in retirement planning, investment management, estate planning, insurance, and tax services. With over 50 years of collective expertise, they focus on long-term strategies tailored to meet the unique financial goals of their clients. The firm emphasizes a disciplined investing philosophy based on balance, behavior, and patience, ensuring clients receive insightful guidance in a complex financial landscape. Their independence allows them to prioritize client needs over product sales, fostering strong, trust-based relationships.Explore more
SIC Code 62,628NAICS Code 52,523Show moreWOLD Financial Org Chart
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Wold Financial, LLC is a financial advisory firm that specializes in retirement planning, investment management, estate planning, insurance, and tax services. With over 50 years of collective expertise, they focus on long-term strategies tailored to meet the unique financial goals of their clients. The firm emphasizes a disciplined investing philos... Read More