Advocate Group
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The Advocate Group, located in Hopkins, MN, specializes in concierge financial planning and wealth management, focusing on the unique financial opportunities and challenges faced by executives and their families from prominent Minnesota companies. Their comprehensive discovery process allows them to understand clients as individuals, ensuring that financial strategies align with personal values and goals.
Led by a team of experienced professionals, including certified financial planners and investment advisors, The Advocate Group is dedicated to providing a high level of service that prioritizes clients' time and satisfaction. They emphasize true financial planning and wealth management, guiding clients toward genuine fulfillment in their financial journeys.
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