About Great Waters Financial
Reviews for Great Waters Financial
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Great Waters Financial is a financial advisory firm that specializes in comprehensive planning tailored to individual goals. The experienced team guides clients through various aspects of financial planning, including retirement savings and estate planning, helping them achieve a secure future and empowering them to Live Greatly™. Clients appreciate the knowledgeable and helpful staff, who strive to instill confidence and comfort in their retirement plans. Positive experiences include engaging meetings and prompt assistance, allowing clients to see quick results. One client was pleasantly surprised by the options available, which led to an early retirement plan that has allowed them to enjoy travel, family time, and personal interests. The team is dedicated to addressing any questions or concerns, ensuring clients feel supported throughout their financial journey.
Thanks to Barry, Jacob, and the rest of the Great Waters team for a delightful evening! The sun was shining-a beautiful Duluth day, and the food and drinks were great!
It was nice to have an opportunity to meet more members of our Great Waters family! Kathy and Rick 🤗
I thought the possibility of retirement was years away until I found out about the options and opportunities I had with Great Water Financial.
They showed we a detailed plan for my early retirement and helped make me feel comfortable and confident working with them.
Great Water Financial is great place to get your retirement goals on track. They are very knowledgeable, helpful and strive to help you feel confident and comfortable in your retirement plans.
Throughout the whole retirement process, we were pleasantly pleased with all aspects of our meetings and conversations with Great Water Financial. Our particular scenario went very quick as far as taking the class, meeting with Jacob and the seeing the results of all of our discussions. In 4 months time, my husband was able to see what was possible and decide he was able to retire comfortably, all with varied conversations with Jacob.
It has been 2+years since he retired. He is “Living Greatly” while traveling, spending time with grandchildren, enjoying his westerns and watching the grass grow! Never once have we questioned the decision we made with the...read full review