Bloomington, MN
We believe financial advice is about more than just having a plan. It's about having the right plan for you.

Our Twin Cities WIA office is a leading retirement plan consultancy dedicated to helping organizations design and manage retirement plans that meet their goals and objectives. Our team of experienced advisors leverages the resources and expertise of our registered investment advisor, WIA, to provide tools, resources, and expertise to support retirement plans of all sizes. Our comprehensive service offerings include plan design consulting, participant one-on-one and group education, a participant financial wellness program featuring a bilingual call center, fee and revenue sharing optimization, provider fee and qualitative analysis, and a CEFEX-Certified investment due diligence process. We are committed to staying up to date on the ever-changing regulatory environment and providing our clients with the necessary information to make confident decisions about their retirement plans. Our services cover 401(k), 403(b), cash balance defined benefit plans, and nonqualified plans. Let us help you offer a retirement plan that you and your participants can be proud of.
Bloomington, MN
3500 American Boulevard West
Bloomington, MN, 55431
952-562-9414| fri | 7:00 AM - 4:00 PM |
| sat | Closed |
| sun | Closed |
| mon | 7:00 AM - 4:00 PM |
| tue | 7:00 AM - 4:00 PM |
| wed | 7:00 AM - 4:00 PM |
| thu | 7:00 AM - 4:00 PM |

CEFEX-Certified Retirement Plan Advisor

CEFEX-Certified Retirement Plan Advisor
World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.
Personalized financial planning, portfolio design, investment strategy, and performance management.
Risk management and estate planning to align your wealth with your financial plan, goals and legacy.
Customized retirement plan design, administration, and participant education.
Personalized financial planning, portfolio design, investment strategy, and performance management.
Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.