Vested Financial - Alexandria, MN

Introduction

Nestled in the heart of Alexandria, Minnesota, Vested Financial, situated at 1210 Broadway St PMB268, stands as a beacon of financial expertise and guidance. With a commitment to empowering individuals and businesses alike to make informed financial decisions, this professional institution has carved a niche for itself in the vibrant business community of Alexandria.

Main Services

• Financial Planning: Vested Financial specializes in comprehensive financial planning, tailoring strategies to each client's unique needs and goals. This holistic approach encompasses retirement planning, investment management, tax planning, and estate planning.
• Investment Management: The team at Vested Financial offers discretionary and non-discretionary investment management services. They provide personalized portfolios designed to optimize risk-adjusted returns, keeping clients' financial objectives at the forefront.
• Retirement Planning: Whether you're just starting your career or nearing retirement, Vested Financial's retirement planning services aim to help you secure your future. They provide guidance on 401(k)s, IRAs, and other retirement savings vehicles.
• Estate Planning: Vested Financial assists clients in creating comprehensive estate plans, ensuring that their assets are protected and distributed according to their wishes. They provide guidance on wills, trusts, and other estate planning documents.
• Tax Planning: The team at Vested Financial works closely with clients to develop tax-efficient financial strategies. They help individuals and businesses minimize their tax liabilities while remaining compliant with IRS regulations.

Location and Access

Vested Financial's office is located in the bustling Broadway neighborhood of Alexandria, Minnesota. The area is known for its mix of historic and modern architecture, offering a charming backdrop to the city's thriving business district.

For those traveling by car, the office is easily accessible via Highway 29, which runs directly into Broadway Street. There is ample on-site parking available, with additional parking options in nearby public lots. For individuals with mobility challenges, the building offers a wheelchair-accessible entrance and parking lot.

Public transportation users can reach the office via Alexandria's public bus system, with the closest stop located just a short walk away on 13th Avenue. The office is also conveniently situated near several major intersections, making it easily navigable for both drivers and pedestrians.

Featured Characteristics

• Experienced Team: Vested Financial boasts a team of highly trained and certified financial professionals. Their expertise and commitment to continuing education ensure that clients receive the most up-to-date and accurate financial advice.
• Client-Centric Approach: The company prides itself on its personalized, client-centric approach to financial planning. They take the time to understand each client's unique financial situation and goals before developing a customized strategy.
• Transparent Communication: Vested Financial believes in maintaining open lines of communication with its clients. They provide regular updates on market conditions and how they may impact clients' portfolios, ensuring that clients remain informed and engaged in the financial planning process.
• Community Involvement: Vested Financial is deeply committed to the Alexandria community. The team actively participates in local events and initiatives, demonstrating their dedication to supporting the city's growth and prosperity.

Practical Information

Vested Financial's office is open Monday through Friday, from 8:30 AM to 5:00 PM. However, the team encourages clients to schedule appointments at times that best suit their schedules. The office can be contacted via phone at 08155972 or through their website at vested-financial.org.

For those considering visiting the office, it's important to note that Vested Financial adheres to strict safety protocols to ensure the well-being of both clients and staff. This includes regular cleaning and sanitization of the office, as well as the provision of personal protective equipment for clients and staff.

Positive Aspects from Reviews

Although Vested Financial has no reviews on Google My Business, its commitment to client satisfaction is evident in its featured characteristics and services. Clients can expect personalized attention, expert guidance, and a commitment to their financial well-being. The team's accessibility, both in terms of location and communication, further enhances the client experience.

While there are no reviews to draw from, the professionalism and dedication demonstrated by Vested Financial suggest that it would receive positive feedback from its clients. The company's focus on transparency, client-centric approach, and experienced team are all hallmarks of a successful and respected financial institution.