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We are an investor’s guide to the financial world.
Where many see risk, we see opportunity.
Focusing on the 3L’s

Liquidity, Longevity & Legacy
Liquidity: Do I have the money I need today?
Longevity: Will I outlive my savings?
Legacy: What will I leave to my beneficiaries and to whom will I leave it?

Office

6001 Shady Oak Road
Suite 220
Minnetonka MN 55343

Contact Info

P: 952-449-4090
E: paul@woolfreyconsulting.com

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Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services are offered through Arbor Point Advisors or Securities America Advisors, Inc. Woolfrey Financial Consulting, Inc., Arbor Point Advisors, and Securities America are separate entities.

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