
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.

invest

401(k)

workplace benefits

insure

Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
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Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
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