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Heidi Peterson
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Work Experience
N/A
Present
Company Details
2-10 Employees
Modus Advisors provides fee-based financial planning, retirement planning, and investment management services. We manage investment portfolios for successful individuals and families. Modus Advisors, LLC is a Registered Investment Advisor (RIA). A successful financial planner since 1985, Tad Weiss founded Modus Advisors in 2009 to meet a growing client need. Tad saw that the financial planning marketplace was becoming increasingly complex. He felt that what the financial services world needed most was an improved method to develop and deliver unbiased, easy-to-understand financial planning results. To provide these results-focused solutions, Tad founded Modus Advisors and the Modus Method was born. Modus Advisors is an independent firm, with the freedom to recommend investments without bias or conflict of interest. We are committed to forming long-term, meaningful partnerships with our clients. www.ModusAdvisors.com Info@ModusAdvisors.com 952-946-1000
Year Founded
2009
Social Media
Linkedin
Industry
Financial Services, Administrative & Specialty Services, Employment Services, Human Resource Services, Marketing & Sales
HQ Location
23505 Smithtown Road Suite 290 Excelsior, MN 55331, US
Keywords
financial planningretirement planninginvestment strategies
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