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Details

General Info

At Ramsay Wealth Management, we are an independent investment advisor representative of J.W. Cole Financial Inc., offering a range of financial services. Our team is dedicated to providing quality, honesty, and integrity in all our services. We work closely with you, analyzing your financial situation, compiling a financial goal analysis, and creating solutions for your goals. As independent advisors, we tailor solutions to specific financial needs, including retirement plans, health insurance, long-term care, educational funding, estate planning, and investments. Our advisors also educate clients about the financial planning process and offer a comprehensive resource center on our website for additional information. Our goal is to build long-term relationships, educate, and inspire confidence as clients work toward their financial goals. We assist in all aspects of financial planning, from retirement to investment planning. To learn more about our services and receive a free portfolio risk analysis, visit our website or call us at 651-429-3151.

Hours
Regular Hours:M-Th 8:30am-4:30pm, F-Su Closed (Make an appointment today.)

Contact Info

Phone:

Main - 651-429-3151

Address:
1620 Mahtomedi Ave Ste 1 Mahtomedi, MN 55115
Email:

Reviews

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P
Paul S.

06/06/16

Provided by YP.com
7 Reviews0
5.0

I just wanted to try these guys out, and I sure am glad I did. I was just going to get my taxes filled but I left with an actually financial plan. Very pleased working with R&A.

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Categories
Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities, Investments
Payment Options
amex, cash, check, discover, financing available, master card, visa
Associations
Better Business Bureau
Provided by
Data provided by one or more of the following: Thryv, Data Axle, Yext.