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Marc R. Kowalski, CFP®

Focus Financial

1000 Shelard Pkwy
Ste 300
Minneapolis, MN 55426
Phone: (952) 225-0377
Fax: (952) 525-8538

Toll-free: (612) 671-2740

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

Considerations: First meeting is always Free