Staples Financial Email Format
Financial ServicesMinnesota, United States2-10 Employees
Staples Financial, Inc. is an independent wealth management firm based in the Twin Cities, providing financial planning and advisory services to a select group of retirees, business owners, and individuals. The firm focuses on addressing a set of 13 identified wealth management issues by coordinating with clients’ other professional advisors to ensure comprehensive financial planning that aligns with each client’s goals. Registered representatives offer securities through a broker-dealer, while investment advisory services are provided through a registered investment adviser, situating Staples Financial within the broader financial services industry as a small, practice-focused advisory firm. The company serves clients from its Minnesota location in Inver Grove Heights and emphasizes a consultative approach to integrating financial planning with clients’ overall strategies.