Description: RJ Devick, Partner and Financial Advisor with Bond&Devick Wealth Partners and David Reiling, President and CEO of Sunrise Banks discuss the importance of Balancing Profit and Purpose. How these 2 like-minded, Certified BCorps companies based in Minneapolis-St. Paul are effecting positive change by using business as a force for good.
Description: a conversation with Bond&Devick's Owner and Financial Advisor, RJ Devick and Kristine Bisanz, Partner and Communications Director. Talking about charitable giving, philanthropy and community involvement.
Description: a conversation with Bond&Devick's Owner and Financial Advisor, RJ Devick and Kristine Bisanz, Partner and Client Care Director. Talking about the impact aging can have on your wealth, health and life and how Bond&Devick can assist in navigating these changes.
Description: Bond&Devick Wealth Partner's Financial Advisor, Brittany Metzig and Kristine Bisanz, Partner and Communications Director talk about Bond&Devick's unique approach to financial planning by using a goals based methodology for helping their clients reach their dreams.
For ADV addendums and supplements, please contact: email@example.com
Common Scams and Frauds: https://www.usa.gov/common-scams-frauds
Black Diamond Portal: https://bd3.bdreporting.com/Auth/SignIn
Schwab Alliance Online Access: https://client.schwab.com/Login/SignOn/CustomerCenterLogin
Choice Financial Bank: https://choicefinancialgroup.com/
Social Security: https://www.ssa.gov/
Minnesota Department of Health: FAQ Health Care Directives
Minnesota Judicial Branch: Power of Attorney Info
Senior Linkage Line: http://www.mnaging.org/advisor/SLL.htm
Identity Theft Information from the FTC: https://www.consumer.ftc.gov/articles/0235-identity-theft-protection-services