Investing near Woodbury, MN

5 locations found near Woodbury

“I’ve been with Schwab for over 20 years and Chase Hedlund has been my advisor for 12 years. When I started with Chase I had an early retirement goal. Chase guided me through my options based on my income, contributions, and retirement goals. Along the way he recommended products that suited my needs including the Intelligent Advisor. I was able to retire comfortably at 52 and have been retired for 6 years. Throughout my retirement Chase stays in touch with me to ensure I take advantage of every investment opportunity available to me including some fixed income products. We talk over zoom a few times a year to make sure I’m on track. He’s been the BEST for me to ensure I enjoy a stress free retirement. What more could you ask for.”

2.8 Average20 Reviews

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