Building and Preserving Wealth for Generations
OUR VISION
As a comprehensive Wealth Management Firm, we work to provide solutions for every financial need. We are dedicated to providing professional support, education, and direction that is in the best interest of our clients. Our mission is to be the support each client needs to achieve their short, mid, and long term financial 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
Michael Bischoff
COO, CFP®, Partner
Tim Greife
Financial Advisor, CCO, Partner
David Verbeke
Financial Advisor, Partner
Gary Webb
CEO, RFC®
Michelle Brennan
FPQP®, Director of Client Services, Partner
Kristi Mattiuz
Controller
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Taylor Fish
Executive Assistant
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
Fax: 952-837-0011
Hours:
8:30am - 4:30pm (M-Th)
8:30am - 3:30pm (Fri)
Summer Hours:
Memorial Day through Labor Day
8:30am - 4:00pm (M-Th)
8:30am - 1:00pm (Fri)
For any general inquiries, please fill in the following contact form:
