Edward Jones - Financial Advisor: Kyle Rossiter

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jerry Sunde is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Golden Valley, MN make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

White Oaks Wealth Advisors, Inc. is a highly experienced and client-focused financial advisory firm based in Minneapolis, MN. With over 100 years of collective industry experience, their team of experts holds the most respected designations in the field, providing clients with direct access to professionals in various areas. As fee-only fiduciaries, they prioritize the purest relationship with their clients, offering comprehensive services such as fee-only financial planning, investment management, wealth management, family office services, and trust services. What sets White Oaks apart is their unique investment strategy, modeled after the philosophy of ultra-wealthy families. They have the independence to choose from a wide range of investments, ensuring clients have broader access to investment opportunities. Additionally, they offer optional family office services tailored to individual needs, including risk management, bill pay, and personal financial statements. With a commitment to simplifying the complexities of wealth, White Oaks Wealth Advisors allows clients to focus on what truly matters in their lives.Generated from the website