About JNBA Financial Advisors

Minneapolis, Minn.-based JNBA Financial Advisors is an independent, fee-only wealth management firm that specializes in client-focused asset management and financial planning for discerning achievers.

We strive to inspire confidence and contribute to your financial well-being by providing the best care to every client through highly personalized and integrated wealth management expertise and advocacy. More than a mission statement, it’s a partnership promise. One we stake our record, our ratings, our reputation, and our remarkable client retention rate (97% since tracking began in 2001) on.

Considering the fact that financial relationships tend to be both complex and interdependent, we believe that truly effective wealth management must be continuous, comprehensive, and perfectly coordinated. At JNBA, we pledge to mentor your money and guide every mile of your wealth journey, from initial assessment, to retirement planning, to investment and risk management, to tax and estate planning – while always looking at success through your eyes and your eyes alone. That’s the JNBA way.

For more information, visit www.JNBA.com.

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Website
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Employees
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Industry
Financial Services
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Headquarter
8500 Normandale Lakes Blvd, Suite 450, Bloomington, MN 55437, US
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Founded
1978
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Keywords
Risk Management, Tax Planning, Family Office, Personal Wealth Management, Asset Management, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Legacy Planning, Executive Planning, Financial Advisement, Employee Retirement Planning

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Frequently Asked Questions about JNBA Financial Advisors

Who are the decision makers in JNBA Financial Advisors?

The decision makers in JNBA Financial Advisors are Carin Viertel, Patrick Moyneur, Richard S Brown, etc. Click to Find JNBA Financial Advisors decision makers emails.

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