Edina

Edina

Phone: (952) 857-5500
Toll Free: (800) 955-9093
Fax: (952) 857-5538
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Baird
7650 Edinborough Way
Suite 300
Edina, MN 55435
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A partner with your best interests in mind.

 

People choose their careers for many different reasons. When we decided to become Financial Advisors, we were driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about.

 

One of the most important professional relationships you have is with your Financial Advisor. Your long-term financial goals – planning for retirement, securing your children’s education and passing on your wealth to the next generation – are incredibly important and personal. Attaining them requires the insight and expertise of an advisor you can trust. To that end, our team of advisors is highly experienced at meeting your needs. We also work with your other trusted advisors – accountants, attorneys and more – to coordinate your entire wealth picture.


We have closely guided high-net-worth individuals, corporate executives and families through many market cycles, led by a thorough understanding of their unique situations and an unwavering commitment to keep their best interests first.


In Baird, we have a partner that shares our passion for wealth management, with world-class resources and deep expertise to support us in our mission to provide the very best advice and service possible.

What we offer: Portfolio Management, Insurance, Investment tax planning, Estate planning services, saving for higher education, planning for retirement.

 

 

 

 

To discover the difference true partnership can make in your financial life, contact us today.



Data Breaches Far Too Frequent – Baird Offers Suggestions for Protection

Equifax – Security Steps to Protect Yourself
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Baird – Privacy Armor
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You may have heard us on ESPN 1500 AM radio - if not, listen here: 1, 2, 3, 45

Karen Heintz, Branch Manager, Edina Office

 

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A Little Bit About 
Paul Purcell and Steve Booth
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The Baird Brand
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Targeting Women Investors

 



Presentations from our Multigenerational Event on November 7th:

 
Aging in Place: The 40/70 Rule
 
Basics of Insurance
 
Common Estate Planning Missteps
 
Identity Theft
 
Planning For & Actualizing Your Travel Bucket List
 
The ABC’s of Medicare
 
Understanding and Planning For Long-Term Care
 
Understanding Social Security Retirement Benefits
 
Keynote