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JNBA Financial Advisors

324 W Superior Street • Suite 200 • Duluth, MN 55802
United States
(P) 218.249.0044  

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Stephanie Rossi/Richard S. Brown
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Investor Members, Consultants, Succession, Cash Flow, Strategic Planning, Financial Planning, Facilitation, Other

Company Description:

JNBA is an independent, fee-only wealth management firm that works exclusively for you, not a securities group. For nearly 40 years, we’ve operated from a simple, fundamental belief: If you want to be a personal trusted advisor, you can’t take money from the people who sell investment products. You have to be 100% focused on your clients’ interests and long-term goals.

That’s why we never charge commissions or apply hidden fees. That’s why we are driven to deliver a higher standard of service that goes beyond “robo-advising.” That’s why our clients see their JNBA Personal Trusted Advisors as irreplaceable partners. And that’s why we’ve earned a 96% client retention rate since tracking began in 2001.

For investors who expect a higher standard of financial planning and asset management, JNBA seeks to consistently deliver it. Our people not only deliver nationally recognized results but also raise the bar on personal attention, loyalty, and ethics. In other words, we help you build and protect your wealth and feel good about how you’re doing it.

With offices in Duluth and Minneapolis, JNBA is the area’s premier wealth management firm. Our advisors champion a team approach, reviewing client portfolios every 10 business days and driving the planning process, including strategy development and implementation on the six core areas of financial planning:

  1. Financial Position
  2. Investment Management
  3. Tax Planning
  4. Retirement Planning
  5. Risk Management
  6. Estate/Legacy Planning

Contact JNBA today for a complementary consultation, and learn firsthand about our higher standard of financial planning and asset management.

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