2774 Commerce Dr. NW, Suite A,
Q: Is it really a free consultation or will I have to pay for something?
A: It really is a FREE consultation with no obligation. This is an opportunity for you to meet us and find out if we are a good fit together. If you decide you'd like to work with us, then we'll get into the details of your financial goals.
Q: Why shouldn't I go with one of those free online investing tools?
A: Online investing tools leave out one of the most crucial parts of financial planning: you! Nothing can replace personal advice that is tailored to your individual goals.
Q: Do I need to have a lot of money or assets?
A: Nope! Our role is to help you live the best life you can with the resources you have. Individuals with more money or assets tend to have more choices available to them. But everyone has to start somewhere.
Q: What does it cost to work with Prinvest Advisors?
A: That is a great question. Because each financial plan and investment strategy is customized for your goals, the fees for each service we offer vary for every client. We do believe in complete transparency and will be very straightforward with you about what the costs are and how they are broken out.
Q: I am not in Rochester, MN, is that a problem?
A: No problem at all! If you would like to work with us, we will find a way. We travel throughout southeast MN and western Wisconsin to see several clients throughout the year. Of course, we are always just a call or Zoom meeting away!
Q: What types of clients do you typically work with?
A: We don't restrict clients we work with by the level of wealth, age or any other arbitrary restrictions. However, our business and service models tend to appeal to individuals that share the following characteristics: working professional or business owner, family & values oriented, self-motivated and coachable, accountable to their goals, open to new or different ideas, focused on long-term results, willing & able to take action when necessary, and embraces technology.
Q: Can we text you?
A: We are pleased to inform you that we are now able to send text messages compliantly though our office phone number. You will have to accept a text message we send to you that will come from Prinvest Advisors with LPL Financial via our office number 507-535-3542. We will be able to communicate through text after it is accepted.