J Eric Rhodes Insurance Agency Inc

The Minneapolis team has been defining the family office experience since 2015 and is proud to support families in the Twin Cities with comprehensive wealth management services. Our team, which includes CFP® Professionals, offers tailored, professional guidance to a diverse range of clients, including ultra-high-net-worth families and local executives with highly concentrated stock positions. We’ve got a time-tested track record of helping ultra-high net worth clients navigate the complexities of intergenerational wealth. We help simplify their financial picture while always respecting the unique dynamics of each situation. We’ve helped many families achieve their life plans, not just their financial goals We excel in working with local executives who have highly concentrated stock positions, providing tailored strategies to help manage and diversify their portfolios effectively. We are dedicated to serving entrepreneurs by offering comprehensive financial planning and investment strategies tailored to their unique needs and goals.

Since 1969, this family based agency has been serving the insurance needs of individuals, families and businesses. We are members of the National Association of Insurance & Financial Advisors. We are licensed in Minnesota & Wisconsin. We're here to help you with your insurance needs for: Auto Home Life Health Business Financial Services Call today for a quote over the phone - or to set up appointment to discuss your individual needs. We look forward to earning your business!