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Home > Financial Planner Directory > Minnesota > Minneapolis > Lynn R. Daly, CLTC, CDFA, CFP®
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Lynn R. Daly, CLTC, CDFA, CFP®

Focus Financial/Daly & Associates

1300 Godward St NE
Ste 5500
Minneapolis, MN 55413
Phone: (651) 379-3933
Fax: (651) 379-3951

Toll-free: (888) 631-8166 x3933

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

Considerations: Lynn's #1 requirement is motivation.

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