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A Strategy

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Working Together

Transparency

  • We are honest in our assessment of your financial situation and our recommendations.
  • We need you to fully disclose your financial information so we have a complete picture when developing an approach aimed at accomplishing your financial goals.

Courtesy

  • We respect your time by striving to run according to schedule and by prefilling as much information that we can on applications and forms.
  • We request a 24 hour notice from you (when possible) if a scheduled meeting time is no longer convenient.

 

Dedication

  • Our relationship with you depends on consistency and a mutual commitment to improving your financial situation. 
  • We want to see you succeed, but we need your help as an active participant in the process.

Accessability

  • We provide live, real-time, personal service with quick response times through a multifaceted approach utlizing phone, email, and GoToMeeting.
  • Our expectation is that you are willing to provide any information needed in a timely fashion, as we work together to meet your financial goals.

 

About Us

  • Our Founders
  • Our Team
  • Our Mission
  • Who We Are
  • Working Together

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2701 University Avenue SE Suite 100
Minneapolis, MN
55414 United States

  •  Tel: 612-617-6119
  •  Fax: 612-256-3041
  •  Info@giffordfinancial.com
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2701 University Avenue S.E. | Minneapolis, MN.  55414

Financial Advisors do not provide tax or legal advice. Please consult a tax or legal professional for advice regardging your specific situation.

North Star Consultants, Inc.- Insurance Products and Services. CRI Securities, LLC - Securities and Investments . Securian Financial Services, Inc. – Variable Products and Securities. North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group.  North Star Resource Group is not affiliated with Securian Financial Services, Inc.  North Star Resource Group is independently owned and operated. Gifford Financial is affiliated with North Star Resource Group. 1712600/DOFU 2-2017

Separate from the financial plan and an advisors' role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them.
Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA's ​BrokerCheck. For information about which individuals associated with North Star Resource Group are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC's behalf, please contact Securian at 1-800-820-4205.

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