AIS Planning Employee Directory
Financial ServicesMinnesota, United States2-10 Employees
AIS Planning is a financial services firm that provides holistic wealth management and financial planning through an impartial, independent approach. It serves two primary client groups: individuals and couples seeking personal financial guidance, and business owners and nonprofit organizations concerned about the financial well-being of their employees. By asking thoughtful questions and listening carefully, the firm aims to help clients make prudent decisions and implement a financial plan that supports future goals while enhancing their present circumstances. It emphasizes acting in the clients' best interests at all times. Headquartered in St. Cloud, Minnesota, AIS Planning operates as a small, boutique firm. In November 2016, the company announced the addition of a Client Services Coordinator, reflecting ongoing staffing development.
1-888-653-2347 
support@leadiq.com 
