One Life Financial Group, Inc.

EST. AUM
$117,982,819

CONTACTS

CLIENT ACCOUNTS
588

Firm Details

Metro area Minneapolis
CRD Number 281792
Website onelifefg.com
Client types

Overview

One Life Financial Group, Inc. is a White Bear Lake, Minnesota-based registered investment adviser providing wealth management, financial planning, tax minimization, 401(k)/403(b) planning, stock award planning, sustainable investing, 529 plan management, wealth transfer, and charitable giving guidance. The firm emphasizes fee-only fiduciary advice and values-centered planning.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

One Life Financial Group, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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