Roster Financial LLC

Core Income Advisors is a Minneapolis-based financial marketing organization (FMO) and independent insurance brokerage specializing in actuarial expertise across annuities, life insurance, and long-term care. The company emphasizes full-service operations support and data-driven solutions, ensuring financial advisors receive the robust assistance they need to enhance their client offerings. With a commitment to minimizing retirement risk and maximizing client confidence, Core Income Advisors aims to alleviate the back-office burdens faced by financial professionals. The firm's 100 Answer Rate Guarantee underscores its dedication to providing timely information and support, positioning itself as a trusted partner in the financial advisory landscape. Generated from the website

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