Address: | 1118 Cedar Lake Rd S, Minneapolis, MN 55405, USA |
---|---|
Postal code: | 55405 |
Phone: | (952) 936-0222 |
It is important to me to clearly understand where my money is invested, investment options, why recommendations are made and what the fees for service are. This team took the time to provide a sort of “Investment for dummies”, which pretty much describes me, and made sure I understood my options clearly. They also thoroughly evaluated and clearly explained my current investments, which is something my previous advisor had failed to do for the past 10 years. I feel quite confident that my investment strategies are in tha hands of competent, honest and skilled agents with this firm. And that is why i have put my investment care in the hands of Wold Financial!
Troy Wold and his team do more than sell insurance. They advise for retirement planning and other types of investing. I have 10 years before retirement and thanks to my investments I am on track to have enough money to add to my Social Security to live with the same budget as I now do.