Minneapolis-based JNBA Financial Advisors is an independent fee-only wealth management firm driven to help guide people through life’s most important decisions through an advice driven by advocacy® approach. As a fiduciary, we deliver customized strategies to help maximize clients’ resources through financial life planning and investment management. As a 45-year-old firm with a multigenerational team, we leverage a team approach to drive the planning process, including strategy development and implementation with estate, tax, and risk professionals as appropriate while reviewing client portfolios every 10 business days. For more information, visit jnba.com.
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance, Investment Services
HQ Location
8500 Normandale Lakes Blvd
Suite 450
Bloomington, MN 55437, US
Keywords
Financial PlanningFinancial AdvisementAsset ManagementPersonal Wealth ManagementTax PlanningRetirement PlanningRisk ManagementEstate PlanningLegacy PlanningInvestment Management