Great Waters Financial

  • Financial Services
  • Minneapolis MN
  • 50 employees
  • Financial Services
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Company Overview

Headquarters
510 North 1st Ave Suite 410, Minneapolis MN
Website
linktr.ee/greatwatersfinancial
Phone
(612) 360-2127
Employees
50
Founded in
2013
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$9B

Total Funding Amount

$350,000M

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Who is Great Waters Financial

Great Waters Financial is a Minneapolis-based financial services firm dedicated to helping individuals plan for and enjoy a fulfilling retirement. With a team of 50 professionals, the company provides personalized retirement planning services to clients across the United States. Great Waters Financial offers a comprehensive range of services, including investment management, portfolio management, benefits planning, and Social Security guidance. Their approach focuses on creating customized retirement plans that align with each client's unique goals and aspirations. The firm utilizes a blend of technical expertise and client-centric communication, ensuring clients fully understand the strategies behind their plans. What sets Great Waters Financial apart is its commitment to proactive guidance throughout the retirement journey. They continuously evaluate market conditions and client needs, adjusting strategies as necessary to ensure plans remain on track. This personalized and evolving approach aims to help clients navigate the complexities of retirement planning with confidence. While their website primarily links to social media platforms, Great Waters Financial can be contacted through linktr.ee/greatwatersfinancial.

Company Leadership

Justin Halverson RICP®

Partner

Phone Email
Elijah Kovar

Partner

Phone Email

Great Waters Financial Industry Tags

Retirement Solutions
Retirement Income Planning
Asset Protection
Retirement
Wealth Management
Retirement Planning
Financial Advisors
Financial Planners
Financial Services
Financial Advisory Services
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Great Waters Financial Tech Stack

JavaScript
HTML
Twitter
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9M 38 Dallas, TX 1977
9M 16 Ridgeland, MS 2001
9M 73 New York, NY 2008
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9M 91 Montgomery, AL 1954
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FAQ

What is the location of Great Waters Financial's headquarters?
The headquarters of Great Waters Financial are situated at 510 North 1st Ave Suite 410, Minneapolis MN
What is Great Waters Financial's phone number?
Great Waters Financial's contact number is (612) 360-2127.
What is Great Waters Financial's official website?
The official website of Great Waters Financial can be found at linktr.ee/greatwatersfinancial.
What is Great Waters Financial's current revenue?
As of August 2018, Great Waters Financial's annual revenue reached $9B.
How many employees does Great Waters Financial currently have?
Great Waters Financial employs approximately 50+ people as of August 2018
Which industries is Great Waters Financial primarily operating in?
Great Waters Financial operates in the following industries: Finance, Credit
Who is the Partner of Great Waters Financial?
Great Waters Financial's Partner is Justin Halverson RICP®
What are Great Waters Financial's industry tags?
Great Waters Financial's industry tags include: Retirement Solutions, Retirement Income Planning, Asset Protection
What is Great Waters Financial's total funding to date?
Great Waters Financial has secured $350,000M as of August 2018
When was Great Waters Financial founded?
Great Waters Financial was founded in 2013.

Employee Directory

Key Employees

Michael Palumbo

CEO

Phone Email

Lindsey Riess

Project Manager

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Mike Hagen

Financial Advisor

Phone Email

Elijah Kovar

Director of Team Development

Phone Email

Stacia Staska

HR/Office Coordinator

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Isiah Smith

Technology Developer

Phone Email

Andrew Fischer

Digital Marketing and Brand Manager

Phone Email