Vested Financial - Alexandria, MN

Introduction

Vested Financial, situated at 1210 Broadway St PMB268, Alexandria, MN 56308, is a distinguished financial institution that has been serving the community with integrity and professionalism. With a strong commitment to helping individuals and businesses achieve their financial goals, Vested Financial has established itself as a trusted name in the financial services industry.

Main Services

Vested Financial offers a comprehensive range of services tailored to meet the diverse financial needs of its clients. Here is a detailed list of their primary services:

• Retirement Planning: Vested Financial specializes in helping clients plan for a secure and comfortable retirement. Their team of experienced financial advisors works closely with clients to understand their unique financial goals and develop customized retirement plans.
• Investment Management: The company provides expert investment management services, designed to help clients grow their wealth and achieve their long-term financial objectives. They offer a range of investment strategies, including stocks, bonds, mutual funds, and alternative investments.
• Financial Planning: Vested Financial offers holistic financial planning services that encompass all aspects of a client's financial life. This includes budgeting, saving, investing, tax planning, estate planning, and risk management.
• 401(k) and Pension Services: The company assists businesses in setting up and managing 401(k) plans and other employer-sponsored retirement plans. They also provide pension services, helping businesses and individuals navigate the complex world of defined benefit plans.
• Estate and Trust Services: Vested Financial offers estate and trust services, including the creation of wills, trusts, and other estate planning documents. They also provide trust administration and executor services.

Location and Access

Vested Financial's office is conveniently located at 1210 Broadway St PMB268, Alexandria, MN 56308, in the heart of the Broadway neighborhood. The area is well-connected by public transportation, with several bus stops within walking distance of the office. For those who prefer to drive, the office offers ample on-site parking, making it easy for clients to visit.

The building is wheelchair accessible, with a designated wheelchair accessible entrance and parking lot. This ensures that all clients, regardless of their mobility needs, can access the office with ease.

Featured Characteristics

Vested Financial stands out from other financial institutions due to several unique characteristics:

• Personalized Service: Vested Financial prides itself on providing personalized service to each of its clients. They take the time to understand each client's unique financial situation and goals, and develop tailored plans to help them achieve their objectives.
• Experienced Team: The company boasts a team of highly experienced and qualified financial advisors. Their collective expertise spans across various aspects of finance, ensuring that clients receive well-rounded and informed advice.
• Holistic Approach: Unlike many financial institutions that focus on a single aspect of finance, such as investments or insurance, Vested Financial takes a holistic approach. They consider all aspects of a client's financial life when developing plans, ensuring that each element is aligned with the client's overall goals.
• Community Involvement: Vested Financial is deeply committed to the local community. The company regularly participates in and sponsors local events and initiatives, demonstrating its commitment to giving back and supporting the community's growth and development.

Practical Information

For those looking to get in touch with Vested Financial, the company can be reached by phone at 08155972. Alternatively, clients can visit the company's website at http://vested-financial.org/ to learn more about their services or to schedule an appointment.

The company operates during standard business hours, Monday through Friday, from 9:00 AM to 5:00 PM. However, they are also available to meet with clients outside of these hours by appointment.

Reviews and Ratings

As of now, Vested Financial has no reviews on Google My Business. While this may seem unusual, it is important to note that the company has only recently started operating at its current location. It is likely that as the company continues to serve its clients, more reviews will begin to appear.

Despite the lack of online reviews, Vested Financial's commitment to personalized service, experienced team, and holistic approach to finance speaks volumes about the quality of service they provide. It is expected that as more clients begin to share their experiences with the company, Vested Financial's average opinion rating will reflect the high-quality service they offer.