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Waterfront Financial Group

  • Investment Service
  • Edina, MN
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About this business

FinanceFinancial ServicesInvestment Service

At Waterfront Financial Group we specialize in developing comprehensive, long-term investment strategies and retirement income plans for business owners, individuals, families and people in transition. As a boutique, client-centered financial consulting firm, we collaborate with our clients to create a customized solution to pursue their investment objectives. Our goal is to help protect what matters most to you—the lifestyle you enjoy today and anticipate for tomorrow, the ongoing strength of your business, where and how y... read more

Location details

8000 West 78th Street, Suite 415, Edina, MN, 55439, United States

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Mon8:00 a.m. to 4:30 p.m.
Tue8:00 a.m. to 4:30 p.m.
Wed8:00 a.m. to 4:30 p.m.
Thu8:00 a.m. to 4:30 p.m.
Fri8:00 a.m. to 3:00 p.m.
5.04 reviews
Fritz Cleveland's profile image
Fritz Cleveland 
7 months ago

Waterfront Financial Group does a great job working with clients to develop strategies that are consistent with their clients' risk tolerances. Having well developed investing strategies is the best way to consistently meet one's financial objectives over the long term. 

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Rod Swenson 
2 years ago

Waterfront Financials' Planners and Staff have had amazing impact on my business and my personal well-being as well as my employees who also use their professional experience. Steps I took years ago, ones that were foreign to me until I learned over time from the mentoring of people like Mark Hegstrom, have made a significant difference in my life as I think of moving towards retirement. From personal and business financial planning services to learning how to successfully manage business succession planning, Waterfront Fin... read more

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Paul Nelson 
2 years ago

Mark, Fred and Ryan at Waterfront are excellent to work with! My whole family has worked with Waterfront for over 10 years, and we couldn’t be more pleased. Each annual meeting is customized to our needs and goals, with realistic and tailored advice. 

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Frequently asked questions about Waterfront Financial Group

How is Waterfront Financial Group rated?

Waterfront Financial Group has a 5 star rating with 4 reviews. 

When is Waterfront Financial Group open?

Waterfront Financial Group is closed now. It will open on Monday at 8:00 a.m.