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Jonathan Liang, CFP®

CTB Financial Services, Ltd.

5811 Cedar Lake Rd S
Minneapolis, MN 55416-1458
Phone: (952) 546-5456

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

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Life Planning
  • Retirement
  • Succession Planning

 

How Planner Charges

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