Great Waters Financial Employee Directory
Financial ServicesMinnesota, United States11-50 Employees
Great Waters Financial is a financial services firm headquartered in Minneapolis, Minnesota. The company frames retirement as a distinct life phase, aiming to align clients' present decisions with their future aspirations. Its professionals draw on experience in investments, portfolio management, benefits, and Social Security to build comprehensive retirement plans tailored to individual goals. The firm emphasizes ongoing, proactive guidance to adapt plans as markets shift and client needs evolve. Its services target individuals seeking retirement security, offering a plan that covers investment evaluation and tax considerations and includes implementation so clients do not have to manage those steps themselves. The team is small to mid-sized, positioning the firm as a hands-on partner capable of updating plans over time to reflect changing circumstances.