Business Estate Advisers Inc

  • Financial Services
  • Wayzata MN
  • 15 employees
  • Financial Services
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Company Overview

Headquarters
282 E Wayzata Blvd, Wayzata MN
Website
business-estate.com
Phone
(952) 475-****
Employees
15
Founded in
1977
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
628 - Services Allied With The Exchange of Securities Or Commodities
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Financials & Stats

Revenue

$6B

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Who is Business Estate Advisers Inc

Business Estate Advisers Inc. is a financial advisory firm headquartered in Wayzata, Minnesota. Founded in 1977, the company employs 15 individuals and generates annual revenue of $5.6 million. Business Estate Advisers specializes in providing personalized financial solutions tailored to the unique needs of individuals and businesses. Their services encompass a range of offerings, including custom-designed retirement plans, comprehensive financial plans, and business exit strategies. The firm prides itself on its commitment to exceptional client service, leveraging years of experience, in-depth market knowledge, and creative problem-solving skills. Business Estate Advisers emphasizes confidentiality, integrity, and a partnership-driven approach to ensure clients feel confident and secure throughout their financial journey. Clients interested in learning more about Business Estate Advisers' services can visit their website at business-estate.com. Securities are offered through Valmark Securities, Inc. Member FINRA, SIPC. Financial Planning and Investment Advisory Services are offered through B&E Investment Advisers, Inc., a State Registered Investment Adviser.

Business Estate Advisers Inc Industry Tags

Financial Services
Financial Advisory Services
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Business Estate Advisers Inc Tech Stack

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FAQ

What is the location of Business Estate Advisers Inc's headquarters?
The headquarters of Business Estate Advisers Inc are situated at 282 E Wayzata Blvd, Wayzata MN
What is Business Estate Advisers Inc's phone number?
Business Estate Advisers Inc's contact number is (952) 475-****.
What is Business Estate Advisers Inc's official website?
The official website of Business Estate Advisers Inc can be found at business-estate.com.
What is Business Estate Advisers Inc's current revenue?
As of May 2012, Business Estate Advisers Inc's annual revenue reached $6B.
How many employees does Business Estate Advisers Inc currently have?
Business Estate Advisers Inc employs approximately 15+ people as of May 2012
Which industries is Business Estate Advisers Inc primarily operating in?
Business Estate Advisers Inc operates in the following industries: Finance, Credit
What are Business Estate Advisers Inc's industry tags?
Business Estate Advisers Inc's industry tags include: Financial Services, Financial Advisory Services
When was Business Estate Advisers Inc founded?
Business Estate Advisers Inc was founded in 1977.

Employee Directory

Key Employees

Sarah Kaelberer

Owner

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Laura Maksymkow

Vice President

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