Lifelong Wealth Inc

Recommendations and reviews from 1 person

• Referral from December 30, 2020
  

  Southmplsguy asked:

  Accountant & Financial Advisors for Small Business Owners Looking for recommendations on an accountant and financial advisor. Prefer TWC metro, but I'm willing to travel quite a ways (like Duluth even) for the right person, as long as they can take Minnesota clients. My spouse and I both have 9-5 jobs. I have a side solo consulting business that I am looking to move into full-time in the next several months. We have significant savings, own our home, and want to set kids up for college funds - standard stuff. Ideally, the professional(s) will have experience with small businesses and have advice on how to optimize tax, savings, and retirement. Financial advisor must be a fiduciary. Thanks in advance for any recommendations.

  

  Panda_Banjos replied:

  My wife works for Lifelong Wealth Advisors. They're located in Minneapolis and are fiduciary. You can check out their website and contact them that way. LLWAdvisors.com

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