INVESTMENT ADVISOR &
FINANCIAL PLANNING
Strategic Alliance Biography
 

Contact Information:
Gary Webb
Webb Financial Group
Wells Fargo Plaza
7900 Xerxes Avenue South
Suite 1920
Bloomington, MN 55431

Direct: 952-837-3215
Main : 952-837-3200
Fax: 952-837-0011
Email:
gary@webbfinancial.com
Web Site:
www.webbfinancial.com

 

Gary Webb, Registered Financial Consultant™

Gary is Chief Executive Officer and Partner of Webb Financial Group and has been in the investment business since 1998.

At Webb Financial Group, we can help you make more effective investment decisions. We work with our client’s in constructing well-diversified, efficient portfolios and maximizing the expected return while minimizing the risk. We also aid our clients in making planned and informed choices most likely to achieve their particular financial goals.

Webb Financial Group, an SEC Registered Investment Advisory Firm, provides full-time professional portfolio management and holistic financial planning services to individuals, corporations, pension and profit sharing plans, trusts and non-profit organizations.

Gary strives to help clients achieve investment and retirement income goals by doing cash-flow planning and using various types of investment strategies that meet the client’s risk tolerance, goals, objectives and time horizon. Through our experience and your patience, we form a mutually beneficial partnership that begins with trust. Our goal is to achieve a comfortable retirement for you, while achieving growth and preserving principal.

Areas of Financial Planning:

  • Identify Your Goals
  • Day-to-Day Finance & Debt Management
  • Personal Savings & Cash Reserves
  • Personal Risk Management
  • Retirement Planning
  • Educational Planning
  • Estate Planning

Education & Licenses

Registered Financial Consultant™
State of Minnesota Notary Public Commission
State of Minnesota, Life & Health Insurance Agent
University of Minnesota , Liberal Arts
Northwestern Electronics Institute, Computer Degree

Experience

Investment Advisor-Financial Planner, Webb Financial Group since 1998

Recent Media Features

  • Smart Money
  • Business Week
  • Wall Street Journal Radio 
  • Sacramento Bee
  • AM Best 

For full access to Media Features go to www.webbfinancial.com/media.html



close this window