JNBA Financial Advisors

Advice driven by advocacy.®

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General Information
Company Name
JNBA Financial Advisors
Founded Year
1978
Location (Offices)
Bloomington, United States +2
Founders / Decision Makers
Number of Employees
39
Industries
Finance, Financial Services, Wealth Management
Funding Stage
-
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JNBA Financial Advisors - Company Profile

JNBA Financial Advisors is a Minneapolis-based independent fee-only wealth management firm established in 1978. The company is committed to providing customized strategies as a fiduciary to assist clients in maximizing their resources through financial life planning and investment management. With a multigenerational team, JNBA leverages an advice driven by advocacy® approach, employing a team methodology for the planning process, including strategy development and implementation, complemented by regular portfolio reviews every 10 business days. The firm, operating within the finance, financial services, and wealth management industries, aims to guide people through life's crucial decisions. For further details, visit jnba.com.

Taxonomy: Wealth Management, Financial Planning, Financial Advisement, Tax Planning, Retirement Planning, Estate Planning, Legacy Planning, Investment Management, Employee Retirement Planning, Executive Planning, Family Office Work

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