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Founder Echo Huang Awarded the Five Star Wealth Manager Award for the 10th Time!

15 January 2021

Founder Echo Huang Awarded the Five Star Wealth Manager Award for the 10th Time!

For the 10th year in a row, president and founder Echo Huang was awarded the 2021 Five Star Wealth Manager award.  Using an in-depth research methodology with 10 objective criteria, including client retention rate, client assets, and households served, this award honors top local investment professionals for their commitment to professional excellence.  She is featured in the current issue of Mpls.St.Paul Magazine and a forthcoming Twin Cities Business Magazine

Echo Huang Quoted on US News: How Financial Advisors View Selling Insurance

15 December 2020

Echo Huang Quoted on US News: How Financial Advisors View Selling Insurance

Echo Huang was recently quoted by Kate Stalter in her article How Financial Advisors View Selling Insurance on US News & World Report. Below is an excerpt of this article:

Echo Huang, president and founder of Echo Wealth Management in Plymouth, Minnesota, says insurance is an important component of wealth management. If the plan reveals that clients need a specific type of insurance, such as life, disability or long-term care, Huang gives them the option of purchasing it through her.

3033 Campus Drive, Suite N145
Plymouth, MN 55441

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