TOP 10 Business financial advisor in Minnetonka, Minnesota

Nate Pribyl - True Vision Financial Advisors is a reputable finance institution located at 601 Carlson Parkway in Minnetonka, Minnesota, United States. With a focus on providing personalized financial solutions tailored to meet the unique needs of each client, Nate Pribyl and his team offer expert guidance and advice to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, True Vision Financial Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and clarity. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Tim Jirak - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10900 Wayzata Boulevard, Minnetonka, Minnesota, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals seeking wealth management solutions. Tim Jirak holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. The institution provides comprehensive financial planning services tailored to each client's unique goals and needs. With a focus on ethical practices and continuous education, Tim Jirak ensures that clients receive top-notch advice and guidance in navigating the complexities of wealth management. Whether you are a retiree, small business owner, high net worth individual, or seeking assistance with estate planning, Tim Jirak has the expertise and knowledge to help you achieve your financial goals.

Max Stowe, a financial advisor at Ameriprise Financial Services, LLC, located at 10159 Wayzata Boulevard in Minnetonka, Minnesota, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Max documents goals, tracks progress, and adjusts strategies as life changes. Clients can access their accounts and track progress online securely, and schedule a complimentary initial consultation to get started. Max Stowe is registered in certain states for securities business, and clients can find background and qualification information on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future results, but strives to help clients achieve their financial goals through personalized planning and advice.

Jirak & Associates - Ameriprise Financial Services, LLC is a finance institution located at 10900 Wayzata Boulevard, Minnetonka, Minnesota, United States. Ameriprise Financial was recognized as one of Investor’s Business Daily’s 2022 Most Trusted Wealth Managers. They offer comprehensive financial advice and a wide range of solutions to help clients live brilliantly now and in the future. With a focus on serving clients' interests, they prioritize providing top-notch service. Their financial advisors are registered to do business in certain U.S. states and can be found on FINRA's BrokerCheck website. They offer initial consultations to discuss financial planning concepts and help determine an appropriate investment strategy based on individual risk tolerance. Ameriprise Financial cannot guarantee future financial results, but they strive to help clients achieve their financial goals. Clients can expect personalized attention and expert advice from Ameriprise Financial Services, LLC.

Mark Cheeley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10159 Wayzata Boulevard in Minnetonka, Minnesota, offers a range of financial services to meet the diverse needs of individuals. Mark Cheeley holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and client-centered approaches, Mark Cheeley provides personalized financial advice to help clients achieve their financial goals. Additionally, the institution offers training in behavioral finance, philanthropy, annuities, retirement planning, and more to ensure that clients receive comprehensive and tailored financial solutions. Whether you are planning for retirement, managing your investments, or navigating complex financial decisions, Mark Cheeley is committed to providing you with the expertise and guidance you need to secure your financial future.

Nash Meland - Investment Advisor Representative is a finance and insurance agency located at 11100 Wayzata Boulevard, Minnetonka, Minnesota, United States. As the Managing Director for the Minnesota Business Center of Principal®, Nash works with individuals, families, and businesses to create strategies to help clients achieve their financial goals. With a focus on giving people the financial tools and confidence to live their best lives, Nash and his team are dedicated to educating and developing professionals to deliver solutions that meet clients' goals. Nash is licensed to offer insurance products and securities in Minnesota, Arizona, and Idaho. He is a member of GAMA, NAIFA, and the FPA. Nash, who grew up in Delano, now lives in Minnetonka with his wife and son. In addition to his professional work, Nash enjoys hockey, golf, and spending time with family at the cabin.

Alan Fleischauer is a Financial Advisor at Ameriprise Financial Services, LLC, located at 10900 Wayzata Boulevard in Minnetonka, Minnesota, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Alan specializes in providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is dedicated to upholding a high standard of ethics and professionalism in the field of finance, ensuring that his clients receive the best possible guidance for their financial needs.

TreeLine Wealth Management - Ameriprise Financial Services, LLC, located at 10159 Wayzata Boulevard in Minnetonka, Minnesota, is a finance institution dedicated to helping clients achieve their financial goals. The TreeLine Wealth Management Team has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The team at TreeLine Wealth Management believes in a holistic approach to financial planning, focusing on what is most important to each client, whether it be retirement, education, or a major purchase. They provide regular reviews and updates to ensure that strategies align with changing life circumstances.

Kathryn Pennington - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10159 Wayzata Boulevard, Minnetonka, Minnesota, United States. Kathryn Pennington holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Kathryn Pennington is dedicated to helping individuals navigate complex financial situations and achieve their financial goals. Whether you are a retiree, small business owner, or high net worth client, Kathryn Pennington has the knowledge and experience to help you make informed financial decisions.

WTP Advisors is a leading finance institution located at 601 Carlson Parkway in Minnetonka, Minnesota, United States. With a team of experienced professionals, WTP Advisors offers a wide range of financial services including tax planning, transfer pricing, and tax compliance. Their expertise and dedication to providing high-quality service make them a trusted partner for businesses seeking financial guidance and support. Visit WTP Advisors to discover how they can help your business thrive in today's complex financial landscape.

Clough Business Advisors & CPAs is a Minnesota-based institution located at 10580 Wayzata Boulevard in Minnetonka. Specializing in accounting and finance, our team of business advisors and CPAs are known for being responsive, proactive, and insightful. We pride ourselves on providing tailored tax, accounting, and advisory services to business owners and investors, with a commitment to building long-lasting relationships with our clients. At Clough Business Advisors & CPAs, we believe in giving back to our community through service and charitable donations, and we encourage our team members to lead fulfilling lives both inside and outside of work. Our core values are deeply rooted in our philosophy, and we strive to do the right thing, even when no one is looking.

Trusted Insurance Agency North Branch is a finance and insurance agency located at 38877 10th Avenue in North Branch, Minnesota, United States. Our team of local independent insurance agents in the Twin Cities area has developed this agency with the goal of providing each client with the best insurance program possible. We work with a variety of insurance companies to analyze quotes and find the best coverage at the best rates for our clients. With convenient locations in Minnetonka, Cambridge, Glencoe, Norwood Young America, North Branch, and Fort Myers, FL, we serve clients throughout Minnesota and Florida. Our experienced agents work hard to gain your trust, understand your insurance needs, and provide you with personalized coverage options.

John Erlandson - State Farm Insurance Agent is a top-tier insurance agency located at 17917 Minnesota 7, Minnetonka, Minnesota, United States. John Erlandson, a lifelong Minnesotan, is dedicated to providing excellent customer service in insurance and financial services. As a family-oriented individual, John understands the importance of protecting what matters most in life. With over a decade of experience with State Farm, John offers a wide range of products to safeguard your auto, home, life, business, income, and more. He also provides guidance on retirement planning from a holistic perspective. John works with real estate agents, investors, landlords, tenants, and new drivers to ensure they have the right insurance coverage in place. He is known for his expertise and top-notch customer service, making him a top-reviewed agent for the largest insurer in Minnesota. Whether you need help with auto insurance, homeowners insurance, life insurance, or retirement planning, John and his licensed team are here to assist you every step of the way.

Bennett, Mastin & Kosmak, Inc. is a reputable finance institution located at 130 Cheshire Lane in Minnetonka, Minnesota, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Visit Bennett, Mastin & Kosmak, Inc. for all your financial needs.

Karen Wehner & Associates is a reputable finance institution located at 4565 Wilson Street in Minnetonka, Minnesota, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement planning, or estate planning, Karen Wehner & Associates is dedicated to providing personalized solutions to meet your unique needs. Trustworthy and reliable, they are committed to helping you secure a stable financial future.

Armour Capital is a finance institution located at 18279 Minnetonka Boulevard, Wayzata, Minnesota, United States. The institution is dedicated to providing competitive sustainable advantages and investment strategies to its clients, with a focus on financial protection through the use of insurance to manage life's risks. Armour Capital is driven to success and has built its business through referrals. The institution offers securities and advisory services through Ausdal Financial Partners Inc., a registered investment adviser in Davenport, Iowa. Investors are encouraged to review disclosure and offering documents to determine the suitability of specific products or services for their investment needs. Forward-looking statements may be included in the information provided, and investors are advised to exercise caution and seek advice from their own tax advisor. Ausdal Financial Partners, Inc. disclaims any responsibility for the content or accuracy of information on third-party websites linked on the site. Investors should carefully consider all factors before making investment decisions.

CAPTRUST, located at 10650 Red Circle Drive in Minnetonka, Minnesota, is a finance institution specializing in comprehensive wealth management services for Big Four professionals, high-net-worth individuals, retirees, corporate executives, and families. Their team of advisors offers wealth planning, portfolio management, family governance, philanthropic strategies, and more. Operating Monday through Thursday from 8:00 am to 4:30 pm and Friday from 8:00 am to 3:30 pm, CAPTRUST is dedicated to providing an exceptional client experience with a focus on success. With a centralized business model, their advisors have access to a vast network of resources to create personalized plans for clients. Whether you are looking for market insights, financial planning strategies, or advice on preparing your children to inherit your business, CAPTRUST is ready to help you achieve your financial goals. Contact their Minnetonka office today to learn more about how they can support your success.

Avior Wealth Management, LLC is a finance institution located at 11100 Wayzata Boulevard, Minnetonka, Minnesota, United States. At Avior Wealth Management, we specialize in creating comprehensive and tailored financial plans for residents of Minnetonka, MN, with the goal of helping them achieve their long-term financial objectives. Our team of wealth management professionals work closely with clients to understand their unique goals and design personalized plans that align with their aspirations. We believe in giving your wealth a purpose that reflects the life you want to live, while also helping you navigate an uncertain future and support your loved ones. Our services include tax efficiency enhancement for business owners and individuals, debt reduction strategies, estate planning, and college cash flow planning. With over a century of collective experience, our fiduciary advisors assist Nebraska business owners in maximizing their future value. Our team, including Wealth Advisors Bruce and Nathanael, is dedicated to providing individualized financial planning services in Minnetonka, MN.

Graff, Ltd. is a reputable accounting and finance institution located at 10159 Wayzata Boulevard in Minnetonka, Minnesota, United States. With a team of experienced professionals, Graff, Ltd. provides top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Graff, Ltd. is dedicated to helping clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Money Matters is a reputable finance institution located at 12800 Whitewater Drive in Minnetonka, Minnesota. Our team of experienced professionals is dedicated to helping individuals and businesses manage their finances effectively. Whether you need assistance with budgeting, investments, loans, or retirement planning, we are here to provide expert guidance and support. At Money Matters, we understand that financial decisions can be complex, which is why we strive to offer personalized solutions tailored to your unique needs and goals. Visit us today to learn how we can help you achieve financial success and security.

David Klein - Northwestern Mutual is a reputable finance and insurance agency located at 601 Carlson Parkway in Minnetonka, Minnesota, United States. With a focus on helping individuals and businesses achieve financial security and peace of mind, this institution offers a wide range of services including financial planning, retirement planning, investment management, and insurance solutions. The team of experienced professionals at David Klein - Northwestern Mutual is dedicated to providing personalized financial guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to build wealth, protect your assets, or plan for the future, David Klein - Northwestern Mutual is committed to helping you achieve your financial goals.

E-Wealth Partners is a finance institution located at 12301 Whitewater Drive in Minnetonka, Minnesota, United States. We specialize in helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Our team of experienced professionals is dedicated to providing expert advice and guidance to help our clients build and preserve their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, E-Wealth Partners is here to help you every step of the way. Schedule a consultation today to see how we can help you reach your financial goals.

Bernicke Wealth Management is a finance institution located at 11100 Wayzata Boulevard in Minnetonka, Minnesota. If you are in need of a financial advisor in Minneapolis, MN, Bernicke Wealth Management can assist you in achieving your financial goals. With a focus on holistic wealth management, our firm offers a variety of services including investment management, retirement planning, estate planning, and tax planning. Our experienced advisors take the time to understand your unique financial situation and goals before creating a personalized financial plan tailored to your needs. Founded in 1985 and expanding to Minnesota in 2022, Bernicke Wealth Management has been helping clients invest smarter and retire earlier for over three decades. Located just a short distance from Downtown Minneapolis, our office is easily accessible for clients in the Minneapolis–Saint Paul metro area. President Ty Bernicke, recognized by Forbes as a Wisconsin Best-In-State Wealth Advisor, leads our team of advisors who act in a fiduciary capacity, always putting our clients' best interests first.

JJ Swanson Advisory Group is a leading financial institution located at 11100 Wayzata Boulevard in Minnetonka, Minnesota, United States. Specializing in 401k planning and fiduciary work, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Trust JJ Swanson Advisory Group to be your partner in financial success.

The Bahnsen Group - MN is a finance institution located at 11100 Wayzata Boulevard in Minnetonka, Minnesota, United States. Our team of experienced financial professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. We offer comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. At The Bahnsen Group - MN, we prioritize building long-term relationships with our clients based on trust, integrity, and transparency. Contact us today to learn more about how we can help you secure your financial future.

Fidelity Investments is a renowned finance institution located at 11450 Wayzata Boulevard in Minnetonka, Minnesota, United States. With a strong reputation for providing top-notch financial services and investment solutions, Fidelity Investments is a trusted partner for individuals and businesses looking to grow and protect their wealth. Whether you are planning for retirement, saving for education, or building your investment portfolio, Fidelity Investments offers a wide range of products and services to help you achieve your financial goals. Their experienced team of financial experts is dedicated to providing personalized guidance and support to help you make informed decisions and secure your financial future.

The Advocate Group is a finance institution located at 601 Carlson Parkway in Minnetonka, Minnesota, United States. With a commitment to providing expert financial guidance and support to individuals and businesses, The Advocate Group offers a wide range of financial services including investment management, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact The Advocate Group today to learn more about how they can help you navigate the complexities of the financial world.

Betsy Thayer - Thrivent is a finance institution located at 10900 Wayzata Boulevard in Minnetonka, Minnesota, United States. Our principled approach to investing and retirement planning will help you achieve the life you want, leaving frustration behind. Whether you are at a crossroads in life or simply looking to achieve your goals, our team of financial advisors is here to provide you with personalized, relationship-based advice that will give you the confidence to move forward. Our top priority is helping you achieve your goals, and we offer comprehensive planning solutions to help you see the complete picture. Our team at Betsy Thayer - Thrivent functions like a family, and we welcome you to join us as part of it. Learn more about our history, meet our team, and discover how we can help you reach your financial goals. Schedule your first meeting with us to discuss where you want to go and how we can help you get there.

Todd Terhorst, CFP, CLU, ChFC, AAMS, CRPC, AWMA is a reputable financial institution located at 4501 Minnetonka Boulevard in St. Louis Park, Minnesota, United States. With a team of highly qualified professionals, including Certified Financial Planners, Chartered Life Underwriters, Chartered Financial Consultants, Accredited Asset Management Specialists, Chartered Retirement Planning Counselors, and Accredited Wealth Management Advisors, Todd Terhorst offers comprehensive financial planning services to individuals and businesses. Whether you are looking to plan for retirement, manage your investments, or protect your assets, Todd Terhorst has the expertise and experience to help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 13001 Ridgedale Drive in Minnetonka, Minnesota, United States. With a team of skilled professionals, H&R Block offers a wide range of financial services including tax preparation, accounting, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support. With a commitment to excellence and customer satisfaction, H&R Block is a trusted partner for all your accounting and financial needs.