Safely storing and managing people's and businesses’ money, as well as providing access to capital for investments and purchases.
COMMERCIAL BANKING
Jeff Boyle
Scale Bank
As the VP Commercial Loan Officer at Scale Bank, Jeff enjoys the wide variety of businesses with which Scale Bank works. Scale clients include businesses ranging from start-ups to those with up to $75+ million in sales. Jeff joined the staff at Scale Bank in 2001. The team approach to commercial banking and the service philosophy to do whatever it takes to help clients make Scale Bank excellent fit. Scale Bank, located in Edina, MN, is a commercial bank dedicated to meeting the needs of business owners and leaders. Scale Bank’s focus is on the client’s vision of success and how we can help them achieve it.
Retirement Distribution
Utilize as much out of assets as possible, reduce withdrawal risk, and distribute those assets efficiently.
Robert Ward ChFC, RICP, CLTC, FIC
Oaks Financial Services
Bob is a Financial Architect. Working collaboratively with individuals, businesses and other professionals, he develops comprehensive strategies and plans, based on the client’s most important goals. He addresses concerns surrounding the distribution of retirement assets, reducing taxes, and tax- and estate-efficient strategies to invest money coming from a job loss, retirement or death.