Financial planning and investment management services for successful individuals
Modus Advisors is a leading financial services provider dedicated to offering comprehensive financial planning and investment management services to successful individuals and families. Located at 23505 Smithtown Road, Suite 290, Excelsior, MN 55331, US, Modus Advisors is committed to forming long-term, meaningful partnerships with its clients, ensuring their financial goals are met with precision and care.
With a focus on delivering unbiased and easy-to-understand financial planning results, Modus Advisors utilizes advanced methodologies to navigate the complexities of the financial marketplace. The firm operates as an independent entity, allowing for the recommendation of investments without bias or conflict of interest, ensuring clients receive the most suitable solutions tailored to their unique needs.
Modus Advisors continues to enhance its services and expand its reach, solidifying its reputation as a trusted advisor in the financial sector. This success is driven by a commitment to excellence and a client-centric approach. Modus Advisors is eager to further refine its offerings with the support of its management team. To discover more and explore a customized company showcase and exclusive product listings, we invite the manager of Modus Advisors to connect with us and elevate their presence on our platform.
Compare Modus Advisors with 3 companies in Financial-Services
| Comparison Field |
Modus AdvisorsMain Company |
CFP BoardView Profile |
Mint Hill Wealth Man...View Profile |
CommasView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1985 | 2020 | 2015 |
|
Company Size
|
— | 51-200 | 2-10 | 2-10 |
|
City
|
Excelsior, MN | Washington, DC | Mint Hill, North Carolina | Blue Ash, Ohio |
|
Country
|
United States | |||
|
Skills & Keywords
Comparing with main company
|
10 Total Skills
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Financial Advisory
Investment Strategies
Financial Services
investment strategies
financial planning
retirement planning
|
10 Total
10 Unique
Unique Skills:
CFP Board
CFP Board Center for Financial Planning
CFP Board of Standards
financial advice
financial adviser
financial advisor
+4
|
5 Total
5 Unique
Unique Skills:
dentists
education planning
estate planning
physicians
tax planning
|
8 Total
8 Unique
Unique Skills:
budgeting
college savings
financial advisor
financial services
investment management
social security
+2
|
Other organizations in the same industry
This company is also known as