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ClearPath Wealth Advisors
- Financial Services
- Wayzata, MN
About this business
Location details
15600 W Wayzata Blvd Suite 108, Wayzata, MN, 55391, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 1:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
First David Schwandt, now Phoebe Bird… didn’t think we could get better financial service, yet somehow Phoebe is quickly become more than a trusted financial advisor, she’s becoming a trusted friend.
Choosing ClearPath Wealth Advisors was one of the best decisions I have ever made. I initially attended one of their informational dinners to learn more about Social Security and taxes, which led to a one hour consultation with Taylor and his team. After meeting with them, they showed me a clear roadmap that allowed me to retire early. I retired seven months ago and absolutely love it! I highly recommend working with them.
Cory is a wonderful advisor! He’s thorough, attentive and patient with all my questions. He has been very helpful since we moved to his practice!
Clear Path Wealth Advisors have helped me prepare for my future. They have helped advise me on the best choices to make when investing and have helped me choose the best financial path for my future.
We met Cory at a Social Security class he was teaching. We decided to meet with him for financial guidance where he helped us set up our retirement plan. He and the whole team are extremely helpful and knowledgeable. We highly recommend them!
Frequently asked questions about ClearPath Wealth Advisors
How is ClearPath Wealth Advisors rated?
ClearPath Wealth Advisors has a 4.6 star rating with 25 reviews.
When is ClearPath Wealth Advisors open?
ClearPath Wealth Advisors is closed now. It will open tomorrow at 9:00 a.m.
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