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>The ABCs of Zero Coupon Bonds</p>

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Learn More
<p>Making a Charitable Contribution</p>

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.
Learn More
<p>Why Everyone Needs an Estate Strategy</p>

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
Learn More