Fortune Financial

Oxford Financial Group, Ltd. - MinneapolisAt Oxford, we provide unbiased, fee-only financial advice, placing our clients at the heart of our business. As a truly independent firm in Minneapolis, we do not sell products or receive commissions, ensuring our sole commitment is to serve your best interests. Our services include investment advisory, estate planning, wealth management, investment consulting, trust administration, and family office services. With over 43 years of experience and $30 billion in assets under advisement, we pride ourselves on our independence, expertise, and results-oriented approach. Trust Oxford for multigenerational estate planning and forward-thinking investment solutions.

Wealth Management Midwest, founded by Dave Purdy in 1988, is dedicated to providing clients with objective financial services and comprehensive support tailored to their unique financial needs. With a strong commitment to client advocacy, the firm aims to simplify complex financial matters while empowering clients to achieve their goals and secure their financial futures. Emphasizing a team-based approach, Wealth Management Midwest prides itself on being proactive problem solvers who foster open communication and build lasting relationships with clients. The firm is also deeply committed to giving back to the community, supporting various local and national organizations to make a positive impact beyond the office. Generated from the website

Located in the heart of Red Wing, MN, Discovery Financial Center Inc has been a cornerstone of fiduciary-based financial planning and wealth management since 1992. Specializing in IRAs, 401ks, 529s, Roths, and CDs, this establishment prides itself on providing personalized and comprehensive financial services to its clientele. As an entity deeply committed to transparency and client well-being, Discovery Financial Center Inc offers securities and advisory services through LPL Financial, a reputable Registered Investment Advisor and Member FINRA/SIPC. Please note that while third-party posts on this profile may offer insights, they are independent opinions and not endorsed by LPL Financial, underscoring the importance of due diligence in financial decision-making. Generated using this place's available information