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Located in the heart of Minneapolis, the Great Waters Financial Operations Center is the hub for operations and administration. Out of this office comes financial analysis, planning, processing and administrative support for all of our advising offices. That being said, we are focused on advisor support at this office and do not hold client meetings out of our operations branch.
We are a group of professionals who want to inspire you to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams. Founded in 2012, our philosophy bridges the gap between technical expertise and showing our clients how each piece supports the future they are building. We have deep expertise in investments, portfolio management, benefits, and Social Security.