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Laurel Wealth Planning

In Edina, Laurel Wealth Planning delivers personalized, honest financial guidance tailored to goals.

5(4 reviews)
financial-advising
$$$
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About

Laurel Wealth Planning in Edina, MN, provides tailored financial consulting led by Laura Kuntz. Clients praise intelligent, personalized advice, transparent fees, and honest, ongoing guidance. The team aids transitions such as retirement and downsizing, explains complex concepts, mentors newer advisors, and supports socially responsible investing with attentive, accessible service.

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Location

3300 Edinborough Way #790, Edina, MN 55435, USA

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Services

Wealth Management

Personalized investment monitoring and growth strategies tailored to your financial goals.

Retirement Planning

Comprehensive advice for retirement transitions, downsizing, and future financial security.

Tax and Insurance Advice

Expert guidance on tax optimization and insurance solutions to protect your assets.

Financial Education

Ongoing mentoring and explanations to help clients understand and manage their finances effectively.

Socially Responsible Investing

Investment options aligned with your values, such as socially responsible funds.

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