Services Offered
Wealth Management
Comprehensive strategies for asset growth and preservation tailored to your financial goals.
Investment Advisory
Expert guidance on portfolio management and investment opportunities to maximize returns.
Financial Planning
Personalized plans covering retirement, estate, tax, and risk management for long-term security.
Retirement Planning
Customized solutions to ensure a comfortable and financially stable retirement.
Estate Planning
Assistance with wills, trusts, and legacy planning to protect your assets for future generations.
Reviews
5(2 reviews)
C
Carol Singer
via Google
about 7 years ago
I have been a client of Box Financial since 2003. Everyone involved displays high integrity and exemplary care. The clients personal needs are their number one priority.
R
Ronald Groschelvia Google
over 8 years ago
My experience with Box Financial goes back for about 20 years. Phil and son Doug have exceptional integrity and competence. They have built a highly qualified financial management team. They have supplied helpful and wise counsel for me on a broad range of financial matters. I'm happy to highly recommend them to others and I often do. Ron Groschel (please note that an earlier review including Logan Bennett concerns a different firm, and not Box Financial in Mpls, MN)
