TrueJourney

TrueJourney is a Financial Planner in Willmar, MN, located at 2800 1st St C. The firm provides retirement planning, estate planning strategies, college savings plans, and investment services including IRAs, stocks, bonds, mutual funds, and exchange traded funds. It also offers business services such as employee benefit plans, business owner life insurance, buy-sell agreements, and key person life insurance, alongside general insurance products. TrueJourney serves clients across multiple locations including Willmar, Hutchinson, Cloquet, Hermantown, Mankato, St. Joseph, Rochester, Bemidji, Shakopee, Marshall, Eau Claire, Grand Rapids, New Prague, Wayzata, Granite Falls, Naples, Baxter, and Superior. It holds a 5.00 rating based on customer reviews.

The firm emphasizes a simple, understandable approach to financial planning, aiming to map a clear path for clients whether they are starting their first growth account, selling a small business, or sustaining wealth in retirement. TrueJourney maintains a low client-to-advisor ratio to ensure advisors take the time to explain details and help clients keep their retirement journey on a reliable path. The investment process involves discussing how much clients want to invest, their reasons for investing, their ideal timing, and their comfort with risk to curate a portfolio that fits their unique financial goals.

For business owners, TrueJourney provides customized products to help maximize success and profitability through employee benefit packages, insurance, succession plans, and exit strategies. The firm addresses risks such as replacing income for a business owner’s family, paying off business-related liabilities, and transferring ownership through buy-sell agreements. The team includes Senior Financial Advisors, Wealth Advisors, and Portfolio Managers who guide clients through each step of their financial journey.

TrueJourney is known for its high customer satisfaction, reflected in its perfect 5.00 rating from those who have reviewed its services. This strong standing among local clients highlights the firm’s ability to provide clear, confident guidance for complex financial needs.

TrueJourney combines its top-rated service with comprehensive planning tools to support the financial journeys of individuals and businesses in Willmar.

TrueJourney is located on 1st Street South in Willmar, MN, just steps from the main road and about a third of a mile from Schwanke's Museum. The office is also situated near MN Highway 23 and Southside Park.

BizScoreAI gives TrueJourney a technical score of 96 out of 100, which means the website is technically sound, secure, and indexable so search engines can read it without errors. The firm ranks number 2 of 4 Financial Planner businesses that BizScoreAI has scored in Willmar.