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Who We Are

Net Worth. Life Worth.

The Team

Paul Croft founded Croft Enterprises in 2008, during one of the worst economic times the United States has ever faced. He believed it was the perfect time to start, because if he could make it in 2008, he knew his company would be successful.

Paul has a unique ability to establish deep and impactful relationships. He always has your best interest at heart and will work very hard for you. He studied accounting & business at the University of North Dakota (UND) after having grown up in Two Harbors, Minnesota. He has done financial consulting for 17 years and is great at it—he’s a true professional.

Paul's Bio

p: 612-220-7692
e: paul@croftenterprisesllc.com
l: https://www.linkedin.com/in/paulcroft/

Josh Lund

Senior VP of Business Development & Operations and Licensed Mortgage Banker

Ryan Patrick Dunn

VP of Business Development & Operations and Licensed Real Estate Broker

Sarah Zouk

Executive Assistant & VP of Operations to Paul Thomas Croft

Learn More about Croft Enterprises (1:48)

Hear Paul explain Croft’s innovative process to drive value for you.

Croft Values (1:40)

Hear our view of the value that Paul brings you and about Paul’s expertise in maximizing value for individual clients.

Paul: A True Partnership (4:05)

Learn how Croft’s uncommon friendship and trust combination are key to your financial success.

Our Mission

At Croft Enterprises, we help you, our goal-oriented clients, achieve your life aspirations through providing comprehensive integrated financial services with unsurpassed honesty and integrity.

Our Spirit Animals

At Croft Enterprises, we believe in the power of spirit animals.

Paul’s spirit animal for Croft Enterprises is the rhinoceros:

  • The rhino is a rare find, like our special brand of integrated financial services.
  • Just as the rhino’s tough skin offers protection, we guard your ideas, dreams, and finances with honesty and integrity.
  • And, just as the rhino never moves backward, only forward, we help you to set meaningful goals and to move consistently toward them.
Ryan Patrick Dunn (1:35)

Learn the extraordinary way that Ryan Patrick Dunn met Paul Croft and about how Ryan values collaborating with the dynamic team at Croft Enterprises.

Brandon Lee Carone (1:28)

Hear how Brandon Lee Carone feels about how he fits into the client-focused culture at Croft Enterprises with his background in the hospitality industry.

Tra’ P. McLaughlin (1:49)

Hear Tra’ P. McLaughlin tell how Paul Croft’s principles of treating people with kindness and putting other people first results in clients’ financial success.

“Paul is the perfect person to help guide my family’s future. He invests in you as much as you invest in him. Paul is relatable to his clients, catering to people’s individual wants and needs. I know I can trust Paul to help my husband and me make the best decisions for our family.”
RACHEL K.
“Paul takes the time to get to know you on a personal and professional level. He is always quick to respond and takes time to sit down with you to provide you with a thorough explanation on any questions you may have. He is very knowledgeable and trustworthy and just an all-around great guy. I would highly recommend his services to anybody.”
CAITLIN L.

What We Do

We take a comprehensive, integrated approach to your financial plans.

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Why We Do It

At Croft Enterprises, we care as much about your life worth as your net worth.

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Where We Do It

We have two locations to serve the Upper Midwest and beyond.

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Croft Enterprises

Your finances deserve the benefit of an innovative, integrated plan. At Croft Enterprises, we are uniquely equipped to apply the approach you need for maximum success in achieving your goals.

You’ve probably never heard of an approach like ours: We leverage tax planning and maximize tax strategies as part of your overall financial planning. Our holistic approach allows you to capitalize on opportunities both financial and personal.

Tax Preparation • Tax Planning • Life Insurance • Annuities

Locations

  • CHICAGO
    465 North Park, 465 N. Park Dr. Suite 4503, Chicago, IL, 60611
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  • CHICAGO
    20 West Kinzie St. Suite 1700 Chicago IL., 60654
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  • CHICAGO
    Willis Tower 233 S. Wacker Dr. Suite 6700 Chicago IL., 60606
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  • MINNEAPOLIS
    Union Plaza 333 Washington Ave. N. Suite 401 Minneapolis MN., 55401
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  • WEST PALM BEACH
    City Place South Tower, 550 Okeechobee Blvd, Suite LPH10, West Palm Beach, FL, 33401
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©2008-2019 Croft Enterprises, LLC. All Rights Reserved.
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