Building and Preserving Wealth for Generations

OUR VISION

As a comprehensive Wealth Management Firm, we work to provide solutions for our clients' financial needs. We are dedicated to providing solutions that are in the best interest of our clients and professionally supporting, educating and providing informed direction to each and every client. Our goal is to be the support our clients need to help them achieve their short, mid and long term goals. 

 

Is your portfolio taking on too much or not enough risk?  

Investment Planning

Today your financial situation may be more complex than ever. Like many successful individuals, you have sought an experienced advisor to help you meet the challenges of growing and preserving your wealth. Webb Financial Group will help you develop and maintain an investment strategy tailored to meet your goals. 

Even with the abundance of tools available to you, our role is to help guide and add support on the decisions that are tough to make. 

 

OUR TEAM

Gary Webb
CEO, RFC®, Partner
Michael Bischoff
COO, CFP®, Partner
Michelle Brennan
 FPQP™
Director of Client Services
 Tim Greife

Financial Advisor, CCO, Partner

David Verbeke
Financial Advisor, Partner
Kristi Mattiuz
Controller
 

CONTACT

WEBB 
FINANCIAL 

GROUP

OUR ADDRESS

Southtown Office Park

8120 Penn Ave South, Suite 177
Bloomington, MN 55431

Email: info@webbfinancial.com
Tel:  952-837-3200
Toll Free:  1-800-927-9322  

 

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For any general inquiries, please fill in the following contact form:

 

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DISCLAIMER

Webb Financial Group (WFG) is a registered investment adviser firm offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WFG in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.


All written content on this site is for information purposes only. Opinions expressed herein are solely those of WFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

WFG is licensed to sell insurance in the State of Minnesota and may be licensed in others.