Box Financial Advisors Inc
Run a free full auditContact Information
-
Address
Financial planner · 901 S Marquette Ave Suite 2800
Minneapolis, MN 55402 -
Phone
(612) 347-7809 -
Website
boxfinancialadvisors.com -
Google Reviews
5.0 out of 5 stars from 2 Google reviews
Location
About Box Financial Advisors Inc
Box Financial Advisors Inc is a financial planner in Minneapolis, MN, serving individuals, families, pre-retirees, retirees, and those focused on generational wealth. The firm offers comprehensive financial planning, wealth management, tax planning, insurance planning, and investment management, helping clients align their financial strategies with personal values and long-term goals. With a mission to thoughtfully manage wealth to build exceptional lives, the firm has served the Minneapolis area since 1989. Clients praise the firm with a perfect 5.00 rating based on two reviews.
Since its founding in 1989, Box Financial Advisors has emphasized a total picture approach, integrating clients’ financial needs with their personal values and life goals. The firm operates with core values of faith, trust, excellence, and care, ensuring integrity and personalized service. Advisors work collaboratively across disciplines, including certified financial planners, CPAs, and insurance specialists, to deliver tailored solutions. Services include estate planning, retirement income strategies, and financial literacy resources, supported by a team dedicated to proactive, client-centered guidance.
The firm is located at 901 S Marquette Ave Suite 2800 in downtown Minneapolis, a short walk from the Foshay Museum and Observation Deck, 9th and 2nd Park, and the Mary Tyler Moore Statue. It sits just a block from South 7th Street and South 8th Street, and is about 0.2 miles from the USPS post office.
With a strong reputation for trust, personalized service, and long-term client relationships, Box Financial Advisors stands as a trusted partner in financial planning for residents of Minneapolis and surrounding communities. The firm’s enduring presence and client-focused philosophy reflect its deep commitment to helping people achieve their exceptional lives.
Services:
- Estate Planning
- Generational Wealth Planning
- Personalized Financial Guidance
- Pre-Retirement Financial Evaluation
- Retirement Income Strategies
Score Summary
BizScoreAI scanned the website boxfinancialadvisors.com on June 3, 2026. Box Financial Advisors Inc has a BizScore of 59 out of 100.
- AI Visibility40 out of 100
- SEO78 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 3 of 25 points, Content Readiness 15 of 30 points, AI Trust Signals 12 of 20 points.
Website audit sub-scores (out of 100): On-Page 79, Technical 86, Performance 84, Content 63.
Strengths: 6 checks passed. AI Crawler Access, AI Content Blocking, Rich Schema Types, AI-Parseable Headings, About/Team Page, XML Sitemap.
Areas to improve: 7 checks. llms.txt (failed), FAQPage Schema (failed), Organization Schema (warning), Speakable Schema (warning), Q&A Content (warning), Meta Description (warning), Author Signals (warning).
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Browse: Businesses in Minneapolis, MN · Financial Planner in Minnesota · Businesses in Minnesota
AI engine reads
Read by AI engines 6 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this businessContact Box Financial Advisors Inc
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