Client Tools

*All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Sona Financial gained each client’s permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.

BrokerCheck & ADV: https://brokercheck.finra.org – Also available upon request.

Sona Financial, LLC (d.b.a Sona Wealth, Sona Wealth Advisors, and Sona Wealth Management) is a registered investment adviser (RIA) offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Sona in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sona unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

CLIENT TOOLS

MANAGE YOUR ACCOUNTS
(For current Sona clients only)

Ongoing Sona Clients Meeting Calendar

Start Planning For Your Future.

Let's Discuss Your Future

Service Areas:

Main Office:

Secondary Offices: