Waterfront Financial Group

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Description

  • Waterfront Financial Group is an independent wealth management and financial planning services firm in Golden Valley, MN. We focus on building long-lasting relationships based on mutual trust and respect for our clients' goals and aspirations. Our knowledgeable team has the experience to help you develop strategies designed to protect and grow your wealth, while offering you our signature client service in which your needs always come first.We specialize in helping clients prepare for both the accumulation and distribution phases of retirement. Using the Income for Life Model®, our investment strategy emphasizes seeking inflation-adjusted streams of income to support your retirement income needs for the rest of their lives.We empower you to make well-informed decisions about your financial future as we embrace change, track market trends and seek innovative methods to address your goals. By simplifying the wealth management and investment process and providing ongoing advice throughout all the financial milestones in your life, we strive to successfully guide you along the path toward financial independence.Securities offered through LPL Financial, Member FINRA/SIPC. finra.org / sipc.orgThird party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit our website at www.waterfrontfinancialgroup.com
  • location

    Headquarters:8000 West 78th Street , Edina, Minnesota, United States

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  • Waterfront Financial Group phone

    Phone Number: +1 952-236-1755

  • Waterfront Financial Group website

    Website: https://www.waterfrontfinancialgroup.com

  • Waterfront Financial Group employees

    Employees:8

  • Waterfront Financial Group revenue

    Revenue:$1 - 10M

  • Waterfront Financial Group legal name

    Legal Name:Waterfront Financial Group

  • Waterfront Financial Group's Social Media

    Waterfront Financial Group linkedin Waterfront Financial Group facebook Waterfront Financial Group twitter
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  • |  NAICS Code: 524210  |

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Person level website identification

Managing Partner for Waterfront Financial Group

Cepa Fred Borstad

Managing Partner

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View Employees

Cepa Fred Borstad

Managing Partner

Mark Hegstrom

Managing Partner

Cepa Ryan C. Williams

Partner And Wealth Planner

Annika Hansen

Operations Manager

Vanessa Olsen

Manager Of Client Relations

Frequently Asked Questions regarding Waterfront Financial Group

  • Where are Waterfront Financial Group's Headquarters?

    Waterfront Financial Group's Headquarters are in 8000 West 78th Street ,Edina,Minnesota,United States

  • What is Waterfront Financial Group's phone number?

    Waterfront Financial Group's phone number is +1 952-236-1755

  • What is Waterfront Financial Group's official website?

    Waterfront Financial Group's official website is https://www.waterfrontfinancialgroup.com

  • What is Waterfront Financial Group's Revenue?

    Waterfront Financial Group's revenue is $1 - 10M

  • What is Waterfront Financial Group's NAICS code?

    Waterfront Financial Group's NAICS code is 524210

  • How many employees are working in Waterfront Financial Group

    Waterfront Financial Group has 8 employees

  • What is Waterfront Financial Group's Industry?

    Waterfront Financial Group is in the industry of Financial Services

  • Who is Waterfront Financial Group's Managing Partner?

    Waterfront Financial Group's Managing Partner is Cepa Fred Borstad

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