Creative Edge Group - Focus Financial

Minneapolis, Minnesota

★ 5.0 (1 reviews)
Call (952) 225-0352 Visit website →

About

Creative Edge Group is a fee-based financial planning firm in Minneapolis that offers comprehensive wealth management services including investment management, tax strategy, retirement planning, estate planning, and business planning. The firm operates with no minimum asset requirements and adheres to fiduciary standards, charging transparent fees with no sales quotas or product commissions. Their engagement process begins with complimentary consultations focused on understanding client priorities before presenting a financial plan preview and fee proposal. Ongoing service includes regular strategy sessions, on-demand advisor access, investment management, and coordination with other professional service providers.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

Other advisors in Minneapolis

NAVAR Financial

Mora, Minnesota

NAVAR Financial is a financial advisory firm with offices in Mora, Rochester, and North Mankato, Minnesota. The firm offers comprehensive financial planning, cash flow management, insurance and risk planning, retirement planning, and education planning services. Their stated approach involves understanding clients' personal situations and goals, developing strategic plans to address them, and conducting regular reviews to adjust for life and market changes.

View details
0 selected
Compare →