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David Wallace

Principal Financial Group
Life, Disability & Annuity Insurance

Contact Information:

11100 Wayzata Blvd, Ste 161
Minnetonka, MN 55305
United States
T: 763-242-4730
F: 952-277-4301
www.principal.com

Years in Business:

 

3

Clients I'm Seeking:

 

Business owners and executives Successful and high net-worth individuals Young families Individuals at or near retirement I will meet with anybody willing to give me time. I enjoy meeting new people and am always looking for ways to establish and build mutually beneficial relationships. Even in the absence of business transactions, there's always a way to have a positive impact on someone.

About My Business:

 

Principal Financial Group is leading global provider of a wide range of financial products and services. I operate with a team of people who help businesses owners/executives, families, & individuals develop & maintain financial security. I work with each client to solve their specific needs by providing family/legacy protection, minimizing tax burdens, and planning for a prosperous retirement. My role is to analyze your current situation to establish goals, objectives and priorities, recommend ways to improve and put into action a plan for achieving those goals. I specialize in helping you understand your financial options and offer direct advice for improvement based on your needs.

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