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TOP 30 Retirement investment options in Golden Valley, MN
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Thrivent Financial
Thrivent Financial, located at 201 Lake Street East in Wayzata, Minnesota, is a finance and insurance agency dedicated to helping clients reach their financial goals. Specializing in retirement income planning, investment management, and protecting loved ones against the impact of long term care, death, and disability, Thrivent Financial also offers services in charitable giving, college planning, estate strategies, and tax advantage investment strategies. The institution serves Wayzata and surrounding areas such as Plymouth, Minnetonka, Delano, and Golden Valley. Clients can receive advice and guidance through Thrivent's Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent Financial for Lutherans provides insurance products, while securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about Thrivent Financial's services and professional designations, visit their website or FINRA's Broker Check.
White Oaks Wealth Advisors
White Oaks Wealth Advisors is a finance institution located at 5500 Wayzata Boulevard in Golden Valley, Minnesota, United States. Founded in 1986, we are a dedicated team of individuals with over 100 years of collective industry experience. Our team holds respected designations in the finance industry, allowing our clients to work directly with experts in various fields. We pride ourselves on being a family, not just a team. We are fiercely independent, giving our clients access to a wide range of investments and the ability to work directly with decision makers. As a fee-only institution, we are compensated by fees for assets under management, ensuring a pure and transparent relationship with our clients.
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