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 CompaniesNAICS Code 52393 CompaniesNAICS Code 523 CompaniesNAICS Code 52 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$9B
Total Funding Amount
$350,000M
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
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Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
9M | 38 | Dallas, TX | 1977 | |
9M | 16 | Ridgeland, MS | 2001 | |
9M | 73 | New York, NY | 2008 | |
9M | 39 | San Luis Obispo, CA | 2015 | |
9M | 91 | Montgomery, AL | 1954 |