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Reviews for Great Waters Financial

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  • August 2024

    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 ?

  • August 2024

    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.

  • August 2024

    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... read full review

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    Great Waters Financial

    324 W Superior St #1405, Duluth

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