Business financial advisory in Edina, Minnesota
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Robert Shinar - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRobert Shinar is a Financial Advisor at Ameriprise Financial Services, LLC, located at 7212 Metro Boulevard in Edina, Minnesota, United States. Robert holds several certifications including 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications showcase Robert's expertise in various areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Robert provides top-notch financial advisory services to individuals and small business owners.
7212 Metro Blvd, Edina, MN 55439, United States -
Amy Johnson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAmy Johnson is a financial advisor at Ameriprise Financial Services, LLC located at 7601 France Avenue South in Edina, Minnesota, United States. Amy specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. She works closely with clients to document their goals, regularly review progress, and adjust strategies as life changes. Clients can easily access their investments and accounts from any device and track progress towards their goals securely. Amy offers complimentary initial consultations to discuss financial planning concepts and help clients work towards a more confident financial future. She is registered with FINRA and offers securities through Ameriprise Financial Services, LLC. Amy can conduct securities business with residents of states where she is properly registered.
7601 France Ave S #600, Edina, MN 55435, United States -
Amy Bestler - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAmy Bestler, a financial advisor at Ameriprise Financial Services, LLC, located at 3600 Minnesota Drive in Edina, Minnesota, offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Amy can assist with saving for major purchases or meeting current financial needs. Background and qualification information can be found on FINRA's BrokerCheck website, and clients can review the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. Amy discusses the current market conditions and the potential for stock prices in the coming years, emphasizing the relationship between risk and reward in investing. Understanding your risk tolerance is crucial in determining an appropriate investment strategy, as it affects the types of investments you hold and how you diversify your portfolio.
3600 Minnesota Dr Ste 550, Edina, MN 55435, United States -
E T Kelly & Associates LLC
● ClosedE.T. Kelly & Associates LLC is a CPA firm located in Edina, Minnesota, specializing in tax compliance and planning for businesses, individuals, and families. Our team provides a range of services including business development, trust and estate issues, and financial statement preparation. As a small, family-owned practice, we understand the unique needs of our clients and strive to provide creative solutions to help them achieve their strategic goals. Our office is conveniently located in the Edina100 Office Building, easily accessible from Highway 100 and 77th Street. Contact us for expert financial advice and assistance with your accounting and finance needs.
7301 Ohms Ln Suite 125, Edina, MN 55439, United States -
Abdo
● OpenAbdo is an accounting and finance institution located at 5201 Eden Avenue in Edina, Minnesota, United States. With a team of highly responsive advisory partners, Abdo has been serving clients for 60 years with a mission to be proactive problem-solvers and provide guidance tailored to individual needs. Specializing in navigating the constantly changing financial landscape, Abdo offers assurance to stakeholders through their fluency in financial statements and innovative solutions for HR challenges. Their holistic approach to managing taxes integrates business and personal goals, while their expertise in industry-specific issues provides a farsighted vision for clients. Abdo's team of multi-skilled professionals stays ahead of changes in tax laws and technology developments to help clients navigate efficiently and effectively towards their goals. As a member of DFK International / USA, Abdo is recognized as a top 200 largest accounting firm in the nation by Inside Public Accounting. With a commitment to bringing together a diverse team of experts, Abdo strives to provide clients with exceptional service and support in achieving their financial objectives.
5201 Eden Ave #250, Edina, MN 55436, United States -
TorchLight Advisors
● ClosedTorchLight Advisors is a finance institution located at 5201 Eden Avenue in Edina, Minnesota, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, TorchLight Advisors is here to guide you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
5201 Eden Ave Ste 300, Edina, MN 55436, United States -
401k Plan Professionals
● Open401k Plan Professionals is a finance institution located at 7400 Metro Boulevard in Edina, Minnesota, United States. As a women-owned business specializing in company retirement plans, our team is dedicated to empowering you and your employees to achieve your financial goals. Let's work together to secure your future. Contact us at (952) 835-4485 or email [email protected] for more information. Securities are offered through LPL Financial, member FINRA / SIPC, and investment advisory services are provided through Global Retirement Partners (GRP), a registered investment advisor separate from LPL Financial. Our team is here to help residents of various states including AZ, CA, GA, IA, IL, IN, KY, MA, MN, NC, ND, NV, NY, OH, OR, PA, TX, WA, WI, and WV.
7400 Metro Blvd UNIT 213, Edina, MN 55439, United States -
USFAAF Inc.
● ClosedUSFAAF Inc. is a reputable institution located at 7300 Metro Boulevard, Edina, Minnesota, United States. Specializing in accounting and finance, USFAAF offers a range of services including detailed financial modeling, US tax filing, tax resolution, audit services, and more. For U.S. citizens working and residing abroad, USFAAF ensures compliance with US tax laws and reporting requirements. Their experienced team is well-versed in IRS and State tax matters, providing expert guidance on tax disputes and litigation.
7300 Metro Blvd STE 560, Edina, MN 55439, United States -
Mahanna Kim a CPA
● OpenMahanna Kim, a CPA, is a well-respected accounting and finance institution located at 6800 France Avenue South in Edina, Minnesota, United States. Specializing in providing thoughtful advisory relationships to local business clients, Mahanna Kim is known for helping businesses grow with accounting, tax, and consulting solutions. The institution's team of industry experts stays on top of changing trends and leverages years of experience to provide tailored services to meet clients' needs. With a focus on building personal relationships and providing proactive solutions, Mahanna Kim aims to help businesses thrive and succeed. Client testimonials praise the institution for their administrative support, tax expertise, and overall dedication to supporting clients with their financial needs. If you are looking to improve your company's profitability or take advantage of tax credits and deductions, Mahanna Kim, a CPA, is the institution to turn to for expert guidance and assistance.
6800 France Ave S # 178, Edina, MN 55435, United States -
Pass Tim M CPA
● ClosedPass Tim M CPA is a renowned accounting and finance institution located at 6800 France Avenue South in Edina, Minnesota, United States. Specializing in providing thoughtful advisory relationships to local business clients, Pass Tim M CPA is known for helping businesses grow with accounting, tax, and consulting solutions. With a team of industry experts who stay on top of changing trends and possess years of experience, relationships, and continuing education, Pass Tim M CPA is able to efficiently and effectively provide tailored services to meet clients' needs and requirements. The highly qualified team at Pass Tim M CPA places a major emphasis on ensuring their background and capabilities are compatible with clients' industries and specialties. Clients have praised Pass Tim M CPA for their proactive solutions, deep expertise, and personal relationships, which allow businesses more time to focus on growth. If you are looking to improve your construction company's profitability or learn about tax credits and deductions for your transportation business, Pass Tim M CPA is the institution to turn to. With over 45 years of experience, Pass Tim M CPA has built a reputation for excellence and reliability, with clients praising their administrative support, tax staff, and CPAs. Trust Pass Tim M CPA to help you achieve your financial goals and support your business's growth.
6800 France Ave S # 178, Edina, MN 55435, United States
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