Box Financial Advisors



701 4th Avenue South, Suite 1710
Minneapolis, MN 55415





Our Services

Box Financial Advisors is a full service financial planning and investment management firm assisting clients in acheiving their exceptional life. We do this through the development of a comprehensive financial program.

When developing your financial program, we walk through a step-by-step process that is designed to make you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives.

We can help you execute a sound financial program using the following elements of a comprehensive financial program:

  • Tax-reduction strategies**
  • Investment management, including stocks and mutual funds*
  • Retirement planning**
  • Estate planning and preservation**
  • Asset protection through insurance and annuity products*

* Cetera Advisor Networks LLC Member, SIPC

** AdvisorNet Financial Registered Investment Advisor