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Bond&Devick Wealth Partners

Bond&Devick Wealth Partners Summary

Company Summary

Overview
As a team, Bond&Devick’s objective is to help clients reach their long-term goals and dreams. They aim to be your primary retirement planning resource by helping you arrange your financial affairs in the most efficient and effective way. They are unique in that they use Goals-Based Planning to measure progress toward achieving your goals. Since their firm’s establishment in 1982, they have been proud to help many clients plan for and reach their dreams.zz
Type
Private
Status
Active
HQ
Minneapolis, MN, US | view all locations
Website
http://www.bondanddevick.com/
Cybersecurity rating
Sectors

Key People

  • Kristine Bisanz

    Kristine Bisanz, Partner, Communications Director

    • Rob Caverly

      Rob Caverly, Partner, Wealth Management & Operations Director

      • Teresa Devick

        Teresa Devick, Chief Compliance Officer and Technology Manager

        LocationsView all

        1 location detected

        • Minneapolis, MN HQ

          United States

          600 US-169 #875

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