Forrester Wealth Management

(5 Reviews)
18258 Minnetonka Blvd, Wayzata, MN 55391, USA

(952) 224-7970


Contact and Address

Category: Insurance agency,
Address: 18258 Minnetonka Blvd, Wayzata, MN 55391, USA
Postal code: 55391
Phone: (952) 224-7970
Website: http://forrester.nm.com/

Hours:

Monday:8:30 AM – 5:00 PM
Tuesday:8:30 AM – 5:00 PM
Wednesday:8:30 AM – 5:00 PM
Thursday:8:30 AM – 5:00 PM
Friday:8:30 AM – 5:00 PM
Saturday:Closed
Sunday:Closed

Location & routing

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Most Recent Reviews


  • (June 20, 2019, 12:16 pm)

    TRUST and KINDNESS are the first words that come to mind when I think of Forrester Wealth Mgmt. We have trusted our investments with Katherine, Michael and her incredible team for over 12 years. They have guided us and my parents with wisdom, exceptional skill, sincerity and love through the ups and downs of the market and our lives. More importantly, Katherine's kindness and genuine interest in our lives makes us feel like we are good friends or even family. Katherine and Michael not only sent lovely flower arrangements, but also attended the funerals of both my parents. They speak the truth and when they say they truly care, know that they mean it! We are grateful knowing our investments are in the capable, caring hands of Forrester Wealth Management!


  • (June 11, 2019, 12:14 pm)

    I have worked with Forrester Wealth Management for several years now and am thrilled with the improvement in both the service and financial results that I've received. I trust Katherine and her team implicitly as they continually show me why I should. I'm probably one of her smaller clients but she's never, ever made me feel that way. You can't go wrong with this group!


  • (April 3, 2019, 7:50 pm)

    My husband and I have been working with Katherine for almost fifteen years now and have always received excellent service and advice. We have seen her business grow over the years because she and her team are so good at what they do. We feel confident that they are always working in our best interest and are keeping us on track to retire early! We would highly recommend them to anyone looking for excellent service and spot on financial advice.


  • (March 10, 2019, 9:52 pm)

    My husband and I (both business owners) needed an investment and retirement plan that addressed an increasingly complicated tax and income situation. Katherine and her team have earned our trust and respect and given us peace of mind that we will be able to reach our financial and retirement goals. They work with you as true partners and are also wonderful people!


  • (February 14, 2019, 4:13 pm)

    I have been with Katherine since 2009. Best decision I ever made. I know that I am in good hands and that I am on track to retire at 65. You will not go wrong with her and her team. Very accessible and always has time to answer your questions and concerns.

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Photos of Forrester Wealth Management

Forrester Wealth Management | 18258 Minnetonka Blvd, Wayzata, MN 55391, USA | Phone: (952) 224-7970
Forrester Wealth Management | 18258 Minnetonka Blvd, Wayzata, MN 55391, USA | Phone: (952) 224-7970
Forrester Wealth Management | 18258 Minnetonka Blvd, Wayzata, MN 55391, USA | Phone: (952) 224-7970
Forrester Wealth Management | 18258 Minnetonka Blvd, Wayzata, MN 55391, USA | Phone: (952) 224-7970
Forrester Wealth Management | 18258 Minnetonka Blvd, Wayzata, MN 55391, USA | Phone: (952) 224-7970
Forrester Wealth Management | 18258 Minnetonka Blvd, Wayzata, MN 55391, USA | Phone: (952) 224-7970
Forrester Wealth Management | 18258 Minnetonka Blvd, Wayzata, MN 55391, USA | Phone: (952) 224-7970
Forrester Wealth Management | 18258 Minnetonka Blvd, Wayzata, MN 55391, USA | Phone: (952) 224-7970

Forrester Wealth Management On the Web

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With you and your family, for life. At Forrester Boyd Wealth Management, we understand how important it is to find a financial adviser that you can trust. You have built your wealth and you want to protect it and get the best advice to ensure it delivers what you need, not only now, but in the future. Whether you are looking for personal wealth ...


Forrester Wealth Management in Deephaven, MN | Company Info & Reviews

Forrester Wealth Management is a Minnesota Assumed Name filed On February 4, 2013. The company's filing status is listed as Active and its File Number is 644369500027.The company's principal address is 18258 Minnetonka Blvd #200, Deephaven, MN 55391-3359.


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