Broker Check

Our experienced team is here to offer you ongoing guidance and planning.

Understanding Today's Financial Environment

Understanding Today's Financial Environment

Welcome, we’re Whittier, a financial organization in St. Paul, Minnesota. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all of life's milestones.

Contact Us
workplace benefits

workplace benefits

Learn more
<p>Don&#8217;t Be Your Own Worst Enemy</p>

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Learn More
<p>Buying vs. Leasing a Car</p>

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Learn More
<p>Test Your Estate Strategy Knowledge</p>

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn More