financial advisor · Edina, MN

Local financial advisor in Edina, MN

Find a financial advisor in Edina, MN

6121 Excelsior Boulevard
Edina, MN
+19524603260
http://securedretirements.com/ · Claim this financial advisor listing — free dofollow link + 5 keywords

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Secured Retirement is one of the financial advisors serving Edina, MN. Its website is http://securedretirements.com/. Summers in Edina average near 81°F and winters settle around 11°F. There are about 534,573 households in Hennepin County. Other financial advisors nearby include Edward Jones (1.7 mi) and Stairway Partners (1.7 mi). Roughly 63% of homes here are owner-occupied. You can reach it by phone at +19524603260. It's located at 6121 Excelsior Boulevard. It sits 2.5 miles north of central Edina, at 44.9275° N, 93.3576° W. At Secured Retirement, we combine the pillars of wealth management and direct them at the goal of your dream retirement. Our proprietary process, the TaxSmart™ Retirement Program, begins by understanding your vision for an ideal retirement.

Secured Retirement is a financial advisor at 6121 Excelsior Boulevard in Edina, MN. In their own words: Joe Lucey is a CERTIFIED FINANCIAL PLANNER™ and a leading expert in helping people retire without sacrificing their lifestyle. Their website lists Comments, Name\, Email\, and TaxSmart™ Retirement Program.

Edina has 6 financial advisors on the map here, so there is real choice. The first question for any financial advisor is whether they act as a fiduciary at all times — the answer changes whose interest comes first. Other financial advisors nearby: Edward Jones (1.7 mi), Stairway Partners (1.7 mi), and O’Brien-Staley Partners (1.8 mi).

The median household income in Hennepin County is about $96,339. Hennepin County has roughly 534,573 households. Hennepin County is home to roughly 1,268,903 people. The median age in Hennepin County is around 37.4. Nine Mile Creek Regional Trail is a 15.3-mile (24.6 km) mixed-use path in Hennepin County, Minnesota, United States. Edina gets about 231 sunny days a year. Edina (locally ee-DY-nə, ih-DY-nə) is a city in Hennepin County, Minnesota, United States and a first-ring suburb of Minneapolis. Reach Secured Retirement at +19524603260 or http://securedretirements.com/. This listing is mapped from OpenStreetMap and is free. If you own Secured Retirement, you can claim this page to add hours, services, and a booking link.

Frequently asked questions

Where is Secured Retirement located?
Secured Retirement is at 6121 Excelsior Boulevard, Edina, MN.
What are Secured Retirement's hours?
Hours aren't listed publicly. Call +19524603260 to confirm before you go.
What other financial advisors are near Secured Retirement?
Nearby financial advisors include Edward Jones (1.7 mi), Stairway Partners (1.7 mi), and O’Brien-Staley Partners (1.8 mi).
How do I contact Secured Retirement?
Call +19524603260 or visit http://securedretirements.com/.
What should I look for in a financial advisor in Edina?
Account minimums and where assets are custodied are practical filters worth settling in the first call. Checking hours and confirming details directly with the business is always worth the two minutes.
From their website

Joe Lucey is a CERTIFIED FINANCIAL PLANNER™ and a leading expert in helping people retire without sacrificing their lifestyle.

  • JOE LUCEY, CFP®
  • Comments
  • Name\
  • Email\
  • TaxSmart™ Retirement Program
  • Books On Retirement

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