Element Squared
Element Squared, Minneapolis merkezli bir eğitim firmasıdır. Emeklilik tasarruflarınızı yönetirken daha fazla kontrol ve esneklik sağlamayı hedefliyoruz. Geniş yatırım seçeneklerimizle finansal hedeflerinize ulaşmanıza yardımcı oluyoruz.
About Element Squared
Who Is Element Squared?
Element Squared is a financial advisory firm based in Minneapolis, Minnesota, specializing in wealth management and investment services. The company is dedicated to providing personalized financial strategies that align with clients' unique goals and aspirations. By combining industry knowledge with cutting-edge technology, Element Squared aims to design financial plans that offer clarity and confidence for their clients' financial futures.
Who Owns Element Squared?
Specific ownership details of Element Squared are not publicly disclosed. For the most accurate and up-to-date information, it is recommended to contact the company directly.
When Was Element Squared Founded?
Element Squared was founded in 2018.
What Services Does Element Squared Offer?
Element Squared offers a comprehensive range of financial services, including:
- Investment Management: Developing tailored investment strategies to meet clients' financial objectives.
- Wealth Management: Providing holistic financial planning that encompasses various aspects of clients' financial lives.
- Portfolio Management: Constructing and managing diversified portfolios to optimize returns and manage risk.
- Financial Planning: Offering guidance on budgeting, saving, and investing to achieve long-term financial goals.
- Retirement Planning: Assisting clients in preparing for a secure and comfortable retirement through strategic planning.
Element Squared Business Information
Element Squared operates as an investment advisor located in the State of Minnesota and is registered with the U.S. Securities and Exchange Commission. The firm is committed to providing fiduciary, client-focused wealth management services.
Element Squared Contact
For inquiries or to schedule a consultation, you can reach Element Squared through the following methods:
Phone Number
The main contact number for Element Squared is +1 612-429-0424.
Mobile Phone
No mobile phone number could be identified for Element Squared; contacting the company directly is recommended for the most up-to-date information.
Fax
No fax number could be identified for Element Squared; contacting the company directly is recommended for the most up-to-date information.
Email Address
No email address could be identified for Element Squared; contacting the company directly is recommended for the most up-to-date information.
Address
Element Squared is located at 60 South 6th St, Suite 2900, Minneapolis, MN 55402.
Working Hours
Element Squared serves during weekday business hours; please get in touch for exact times.
What Time Does Element Squared Open?
Specific opening times are not provided; please contact the company directly for detailed information.
What Time Does Element Squared Close?
Specific closing times are not provided; please contact the company directly for detailed information.
Is Element Squared Open on Weekends?
Element Squared operates during weekday business hours; please contact the company directly for information regarding weekend availability.
Is Element Squared Open on Sundays?
Element Squared operates during weekday business hours; please contact the company directly for information regarding Sunday availability.
Element Squared Instagram
No Instagram account could be identified for Element Squared; contacting the company directly is recommended for the most up-to-date information.
Element Squared Facebook
No Facebook page could be identified for Element Squared; contacting the company directly is recommended for the most up-to-date information.
Element Squared Twitter (X)
No Twitter account could be identified for Element Squared; contacting the company directly is recommended for the most up-to-date information.
Element Squared LinkedIn
Element Squared maintains a presence on LinkedIn, where they share updates and insights related to financial management.
Reviews 12
So far, very good :) Very happy with the right advice at the right time. Good returns on my money. Glad I made the move to Element Squared LLC. Their analysis and education on my current investments vs their proposed was excellent. They know what they are doing.
Chad and Curt were great! Chad helped me with my retirement planning and put everything in perspective, took a huge load of my mind. Curt showed me investment options for my present investments, his ideas were just what I needed, too many options out there for me. Together we produced a plan for now and my retirement. Would recommend them to anyone!
We moved our IRA funds to Element Squared under management of Drew Sweetman about two years ago. Drew’s market savvy has proven to be very beneficial for us. He seems to have developed a process that is data driven, objective, and maximizes flexibility, unlike our former financial advisory firm, where investment options were limited and the accounts were not monitored or rebalanced regularly. Drew keeps a close eye on our accounts and updates us regularly on the progress, which has been substantial since we moved our funds to Element Squared. We also have easy online access to our account balance and holdings through the holding company website, Fidelity, at all times.
I have known Curt Myran and Drew Sweetman professionally for almost 8 years and moved my retirement funds to Element Squared about a year ago. They are very knowledgeable investment advisors with friendly easy to work with approaches. I highly recommend them and their ability to provide assured client experiences with flexible financial planning solutions.
I started working with Element while you couldn't see anyone in person. Using zoom and other tools it was very easy and comfortable working with them getting accounts set up. I have been very happy with how things are going and I don't see that changing as things move forward.
Drew and his team were very helpful from the decision to move my retirement over to them right up to today in keeping me in the loop on milestones met. Nice to have your retirment fund monitored at this level.
The team was very professional, friendly, courteous and efficient. Explained everything and kept me involved in the process. Answered questions and went over and beyond what I expected. Superior results!
Element has done a great job managing my money, with excellent communication and smart decisions. Can definitely recommend!
Lost over 15% over a year when market was flat. Did not stick to advertised strategy. Seemed to be buying high and selling low with market volatility. No basic understanding of market value and segment performance
I would give six stars if possible. Great service from friendly advisors who are very knowledgeable on investment strategy.
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