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Paul R. Wilson, CFP®

comprehensive Wealth Management

7500 Hwy 55
Ste 125
Golden Valley, MN 55427
Phone: (952) 405-6000

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

Considerations: *Securities and Investment Advisory services offered through ING Financial Partners, member SIPC

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.