TOP 30 Certified financial planner in Saint Paul, Minnesota

9 results found

Edward Jones - Financial Advisor: Julian Locke, CFP®|ChFC®|CRPC™ is a reputable finance institution located at 249 Snelling Avenue South in Saint Paul, Minnesota, United States. With a team of highly qualified professionals led by Julian Locke, who holds certifications as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Retirement Planning Counselor (CRPC™), the institution provides expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Edward Jones is committed to providing personalized and comprehensive financial solutions tailored to your individual needs. Visit us today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Steve Doody, CFP®|AAMS™ is a reputable finance institution located at 100 Bridgepoint Drive in South Saint Paul, Minnesota, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Steve Doody offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Steve Doody is dedicated to providing top-notch financial guidance and support. Visit Edward Jones - Financial Advisor: Steve Doody, CFP®|AAMS™ today to start securing your financial future.

Edward Jones - Financial Advisor: Dan Springman, CFP®|CEPA®|AAMS™ is a reputable finance institution located at 1575 7th Street West in Saint Paul, Minnesota, United States. Specializing in financial planning and wealth management, Dan Springman, a Certified Financial Planner, Certified Exit Planning Advisor, and Accredited Asset Management Specialist, offers personalized services to help clients achieve their financial goals. With a commitment to providing tailored solutions and expert advice, Edward Jones - Financial Advisor: Dan Springman, CFP®|CEPA®|AAMS™ is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Jack Reed, CFP® is a reputable financial institution located at 1055 Grand Avenue in Saint Paul, Minnesota, United States. Jack Reed, a Certified Financial Planner (CFP®), offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted partner for individuals and families seeking financial guidance and planning. Contact Jack Reed today to start planning for a secure financial future.

Steven Schmidt is a Financial Advisor at Ameriprise Financial Services, LLC located at 420 Summit Avenue in Saint Paul, Minnesota, United States. Steven Schmidt holds multiple 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®, 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®. These certifications demonstrate Steven Schmidt's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. Steven Schmidt is dedicated to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and professionalism, Steven Schmidt is committed to helping clients achieve their financial goals and secure their financial future.

an help you navigate the complex world of finance. Located at 30 East 7th Street in Saint Paul, Minnesota, Merrill Lynch Financial Advisor Gregory F Murphy is dedicated to building and maintaining strong relationships with clients. With a focus on personalized wealth management strategies, the Murphy Group aims to help individuals and families achieve their financial goals. Gregory F Murphy is a CERTIFIED FINANCIAL PLANNER™ with over 25 years of experience in the financial services industry. As a Wealth Management Advisor and Senior Vice President, he is committed to helping clients preserve capital, grow wealth, and maintain their financial lifestyle. The Murphy Group believes in the importance of diversification across all asset classes and develops customized asset allocations based on each client's risk tolerance and time horizon.

Andrew Joseph Vincelli, CFP - UBS Financial Services Inc. is a reputable finance institution located at 444 Cedar Street in Saint Paul, Minnesota, United States. Specializing in comprehensive financial planning and investment management, Andrew Joseph Vincelli, a Certified Financial Planner, and his team at UBS Financial Services Inc. provide personalized services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and risk management, they offer expert advice and guidance to help clients navigate the complex world of finance. Visit Andrew Joseph Vincelli, CFP - UBS Financial Services Inc. for all your financial needs.

Keith Stein, CFP - UBS Financial Services Inc. is a reputable finance institution located at 444 Cedar Street in Saint Paul, Minnesota, United States. Specializing in financial planning and investment management, Keith Stein is a Certified Financial Planner (CFP) who provides personalized services to help clients achieve their financial goals. With a focus on wealth management and retirement planning, Keith Stein, CFP - UBS Financial Services Inc. is dedicated to providing top-notch financial advice and guidance to individuals and families in the Saint Paul area.

Bridge & Branch Wealth Partners is a finance institution located at 1060 Dakota Drive in Saint Paul, Minnesota. Our team of Certified Financial Planners™, Wealth Managers, and Certified Public Accountant (CPA) work together to provide a fresh approach to managing your financial life. We integrate tax planning into your overall financial plan, ensuring a comprehensive approach to your future. From our initial meeting, we work closely with you to develop the most appropriate course of action for your financial goals. As part of the Bridge & Branch family, you will have access to expert financial resources and a responsive team that is dedicated to meeting your needs.