One Life Financial Group
6922 125th Street North, White Bear Lake, Minnesota 55110
About the Business
One Life Financial Group is a finance institution located at 6922 125th Street North in White Bear Lake, Minnesota, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert guidance to our clients. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, One Life Financial Group is here to help you make the most of your finances and secure a brighter future.
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Contacts
6922 125th St N, White Bear Lake, MN 55110, United States
Opening hours
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"As a younger couple, my husband and I were looking for someone that could help educate us on how to make our money work harder for us without sacrificing the lifestyle we want to live. We scheduled a consultation with Brian to learn about One Life's offerings. Brian was very welcoming and shows a true interest in his clients' lives. It was not intimidating and we learned a lot about our options and what One Life Financial Group has to offer."
"We've been working with One Life Financial Group for many years. As former business coaches, we were attracted to their coaching approach. Through deep probing questions, they helped us to understand where we were financially and as a family, where we wanted to go based on our life goals, and helped establish a strategic plan to get there. When we started working together, I was stressed and worried about our financial future. Knowledge and a solid plan changed that. We are now confident that our family future is secure. Brian and his team have worked well with our tax accountant and trust attorney over the years. Having everyone working together to help move us forward has been powerful."
"My husband and I starting working with Brian and his team at One Life Financial this past year. We are approaching retirement and decided it would be best to have the professionals help guide us in our investment strategies, social security disbursement timing, insurance needs and more. We are so happy we did! They have worked through different scenarios and how it impacts us financially in the future; How to make sure we will be attaining a future that supports our Core Values. They are all brilliant. Best part is that they explain everything so that we understand. Brain and the entire team are all very pleasant and easy to work with. You feel as though you are the most important client they have. The only complaint I have is on us and that we did not start with Brian and One Life a long time ago. Highly recommend this wonderful company!!"
"Over the past 12 years, Brian has been my advisor, and I'm forever grateful to him and the One Life Financial Group! Brian has helped my husband and I align our Core Values with our short and long term financial goals in order for us to get the BEST return on life. He does an amazing job explaining complex topics in easy-to-understand language and allows us to feel confident with our financial decisions. Brian and his team are delightful to work with, highly responsive, extremely knowledgeable and innovative in their approach to providing holistic financial services that encompass our family values and financial desires. I would highly recommend Brian and the OLFG!"
"Brian and his team treat me not as a client but as a family member. My husband and I joined One Life Financial Group two years ago, and under Brian’s guidance we developed a family mission statement. We used this statement to govern our life, especially our time and resources. We found ourselves much happier knowing that our choices were based on purposeful decisions. When my husband unexpectedly passed away, the true magnitude of Brian’s services became even more evident. He is helping me navigate 401k and annuity rollovers, Social Security benefits, life insurance claims, and employee benefits. My situation is even more complicated as I have an adult son with a disability who is entitled to certain benefits. Brian has sat alongside me for numerous meetings, is always available for questions, and goes above and beyond with his resources to make sure that all decisions are made with our best interests at the forefront. In this new phase of my life, Brian is helping me with life coaching as it relates to resources of time and money. I feel very confident in this new journey knowing that Brian will give me sound advice and guide me along the way. I would highly recommend Brian and his team, no matter what phase of life you are in. Not only is Brian an excellent financial planner, but he is also a Christian man with high integrity."
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