Greg B Wallace

Wealth Management Advisor

RICP®

AR License: #766569
CA License: #0D72916

3600 Minnesota Dr, Suite 600
Edina, MN 55435

About my practice

My passion is to help individuals achieve a more secure future for themselves, their families & businesses by using a holistic approach for providing a wide range of products & services to address individual needs, goals & tax saving strategies. My team & I will create a personal financial plan that will serve your needs today & into your retirement years to help turn your dreams into a reality.

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