Capitas Financial

Bond & Devick Wealth Partners, established in 1982, is a Minneapolis-based firm committed to aligning client investments with their core values through Goals-Based Financial Planning. As a fiduciary firm, they prioritize the interests of their clients, fostering lasting partnerships built on transparency and honest communication. With a seasoned team comprising seven CERTIFIED FINANCIAL PLANNERS and a focus on Sustainable Responsible and Impact Investing, Bond & Devick offers a diverse range of services, including retirement, investment, and estate planning. Their dedication to community involvement and their status as a Certified B Corporation highlight their commitment to making a positive impact locally and globally. Generated from the website

Founded in 1875, Prudential Insurance Company of America is a part of Prudential Financial Incorporation, which is a full-service finance management company. It has more than $625 billion in assets and offices in the United States, Asia and Europe. The company operates through investment, insurance and international divisions. Prudential Insurance Company provides a variety of insurance products and investment services, such as mutual funds and annuities, as well as investment management, real estate, relocation and retirement-related services. In addition, it has a group insurance segment that provides long- and short-term group disability, long-term care, and corporate- and trust-owned life insurance plans to institutional clients. The firm sells accidental death, dismemberment and ancillary coverage plans in addition to plan administrative services. Prudential Insurance Company maintains an office in St. Louis Park, Minn.

Affiance Financial is an independent financial planning firm based in the Minneapolis area, dedicated to improving the lives of its clients through personalized financial services typically available only to the ultra-wealthy. Utilizing their comprehensive financial planning process, known as the Affiance Advantage, the firm assists clients of diverse backgrounds and ages in pursuing their financial goals with confidence. The Affiance team specializes in a wide range of services, including investment planning, retirement income strategies, tax planning, and estate management, ensuring a holistic approach to financial health. They prioritize risk management and tailored solutions to help clients navigate the complexities of financial decision-making and build sustainable wealth over time. Generated from the website