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Work Optional Inc.

5.0

About this business

Work Optional is an award-winning fee-only financial services firm offering comprehensive wealth management solutions with a high service model. We take the time to get to know you, learn about your values, and collaborate with you to help you make informed decisions. By spending time on finding out what's important to you, we are able to design a unique strategy that fits with your values. We offer comprehensive, fee-only services including retirement planning, tax strategies, trust and estate strategies and more. Our exper... read more

Location details

3360B Annapolis Ln N, Ste B, Plymouth, MN, 55447, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 4:00 p.m.
Tue8:00 a.m. to 4:00 p.m.
Wed8:00 a.m. to 4:00 p.m.
Thu8:00 a.m. to 4:00 p.m.
Fri8:00 a.m. to 4:00 p.m.
SatClosed
SunClosed
5.05 reviews
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Anonymous's profile image
Anonymous 
on Google
a year ago

We have been clients of Work Optional since 2002. With their help we have been able to retire comfortably. 

Cindi Dunlavy's profile image
Cindi Dunlavy 
on Google
a year ago

We have been clients of Work Optional since 2002. With their help we have been able to retire comfortably. 

Josh Matrella's profile image
Josh Matrella 
on Google
4 years ago
Susan Pogatschnik's profile image
Susan Pogatschnik 
on Google
5 years ago
Debbie Anthony's profile image
Debbie Anthony 
on Google
6 years ago

We have been working with this financial planning firm for more than a decade, and we believe that they have been instrumental in helping us reach our goals for our retirement planning. Marc and his team have a sound approach to investing and have helped us over the years with college planning for our son to making suggestions for different ways of saving and efficiently investing to meet our goals. We realize that the planning starts with us, but having a financial firm like Work Optional there to support our future was a s... read more

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Frequently asked questions about Work Optional Inc.

How is Work Optional Inc. rated?

Work Optional Inc. has a 5 star rating with 5 reviews. 

When is Work Optional Inc. open?

Work Optional Inc. is closed now. It will open on Monday at 8:00 a.m. 

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