Company Overview
- Headquarters
- 3300 Edinborough Way Suite 790, Minneapolis MN
- Website
- laurelwealthplanning.com
- Phone
- (952) 854-6250
- Employees
- 9
- Founded in
- 1998
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52393 CompaniesNAICS Code 523 CompaniesNAICS Code 5239 CompaniesNAICS Code 52 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$5B
Who is Laurel Wealth Planning
Laurel Wealth Planning is a fee-only financial planning firm located in Minneapolis, Minnesota. They employ 9 people and generate $5 million in annual revenue. Laurel Wealth Planning offers full-service financial advice, specializing in investments, tax management, and wealth management strategies. Their client base includes primarily women with significant financial resources, often assisting them through major life transitions such as divorce, retirement, or widowhood. The firm prides itself on simplifying complex financial concepts, allowing clients to focus on making informed decisions aligned with their goals. Laurel Wealth Planning acts as a trusted advisor, guiding clients through various aspects of their financial lives, ensuring their plans are comprehensive and meaningful. For more information, visit laurelwealthplanning.com or call (952) 854-6250.
Company Leadership
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