Zurich Holding Company of America Inc

Walter Bokovitz - Raymond James in Minneapolis, MN offers personalized wealth management services tailored to a diverse clientele, including business owners, corporate executives, families, individuals, and retirees. With a pragmatic approach to financial planning and a commitment to client success, their team of experts provides a range of services from fixed income and alternative investments to education planning and risk management. Established in 1962, Raymond James is a well-respected independent financial services company known for its depth of expertise and resources in investment solutions. Their focus on applying knowledge effectively to help clients achieve their financial goals sets them apart, making them a trusted partner in managing wealth and nurturing long-term financial well-being.Generated from the website

The advisor listed is an Ameriprise financial advisor in Edina. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I work with individuals to understand what means most to them and their families. This information provides the foundation for a personalized financial strategy that incorporates their unique goals and objectives. My years of experience have taught me that the best way to achieve financial success is to understand your current situation and develop a plan of action that can be adjusted to reflect your changing needs, fluctuating economic conditions and tax law changes. Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

Meridian Capital Management is a financial services firm based in Edina, MN, specializing in wealth management and investment advisory services. With a focus on personalized financial planning and strategic investment strategies, Meridian Capital Management aims to help clients achieve their long-term financial goals. Generated from their business information