TOP 30 Best Estate and legacy planning in Minnesota

Legal Estate Planning Solutions is a trusted law firm located at 203 Jewett Street in Marshall, Minnesota. Specializing in estate planning, our team of experienced lawyers is dedicated to providing personalized solutions to help clients protect their assets and ensure their wishes are carried out. With a focus on estate planning, wills, trusts, and probate, we strive to guide our clients through the complex legal process with care and expertise. Contact us today to schedule a consultation and start securing your legacy for the future.

Creative Planning, located at 5811 Cedar Lake Road South in Minneapolis, Minnesota, is a leading finance institution dedicated to providing financial peace of mind to clients around the world. As the No. 1 Independent Advisory Firm, Creative Planning offers comprehensive and personalized wealth management services tailored to individual financial goals. Our team of wealth managers in the Minneapolis-Saint Paul Area are committed to helping clients achieve financial success and a richer way to wealth. By agreeing to provide personal information, clients can rest assured that Creative Planning will not share this information with third parties. Clients can expect a free, no-obligation consultation within one business day of submitting an inquiry.

Guardian Wealth Strategies Fiduciary & Financial Planning is a trusted finance institution located at 350 Burnsville Parkway in Burnsville, Minnesota, United States. Specializing in fiduciary services and comprehensive financial planning, our team of experts is dedicated to helping clients make informed decisions about their wealth management. With a commitment to transparency, integrity, and personalized service, we strive to empower our clients to achieve their financial goals and secure their financial future.

The Grymala And Kneeland Wealth Management Group of Raymond James is a premier financial institution located at 26 East Superior Street in Duluth, Minnesota, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn how we can help you secure your financial future.

Bubalo Lawien and Meese Family Wealth Group is a finance institution located at 1420 London Road in Duluth, Minnesota, United States. Our team specializes in providing comprehensive wealth management services to families, helping them navigate the complexities of financial planning, investment strategies, and estate planning. With a focus on personalized service and a commitment to helping our clients achieve their financial goals, we strive to build long-lasting relationships based on trust and expertise. Visit us today to see how we can help you secure your family's financial future.

Legacy Group is a premier finance institution located at 350 North Main Street in Stillwater, Minnesota, United States. We specialize in providing a wide range of financial services to our clients, including investment management, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. At Legacy Group, we prioritize personalized service and tailor our solutions to meet the unique needs of each client. Visit us today to learn how we can help you build a lasting legacy of financial success.

Exit Planning Strategies, LLC is a finance institution located at 539 Bielenberg Drive in Woodbury, Minnesota, United States. Specializing in helping individuals and businesses develop strategic plans for exiting their investments or businesses, this institution offers expert advice and guidance to ensure a smooth and successful transition. With a team of experienced professionals, Exit Planning Strategies, LLC is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to sell your business, retire, or transfer ownership, this institution can provide the tailored solutions you need.

Legacy Wealth Advisors is a premier financial institution located at 8147 Globe Drive in Woodbury, Minnesota, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of financial services including investment management, retirement planning, estate planning, and more. At Legacy Wealth Advisors, we are committed to providing personalized and comprehensive financial solutions to meet the unique needs of each client. Contact us today to start building your legacy of wealth and financial security.

Inspired Retirement Planning is a leading financial institution located at 3428 Lakeridge Place North West in Rochester, Minnesota, United States. Specializing in retirement planning, our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals for the future. With personalized strategies and expert guidance, we aim to inspire confidence and peace of mind in our clients as they navigate the complexities of retirement planning. Contact us today to learn more about how we can help you secure a comfortable and fulfilling retirement.

Island Financial Planning - Tami Stovern, CRPC is a trusted finance institution located at 145 S Main Street in Bird Island, Minnesota, United States. Specializing in comprehensive financial planning services, Tami Stovern, a Certified Retirement Planning Counselor (CRPC), helps clients navigate their financial goals and secure their financial future. With a focus on personalized strategies tailored to each individual's needs, Island Financial Planning is dedicated to providing expert guidance and support to help clients achieve their financial aspirations.

Lindstrom Estate & Trust is a respected law firm located in Waconia, Minnesota, United States. Specializing in estate planning and trust services, our experienced lawyers provide personalized legal solutions to help clients protect and distribute their assets according to their wishes. With a commitment to professionalism and integrity, Lindstrom Estate & Trust is dedicated to providing expert guidance and support in navigating the complexities of estate law. Visit us at 7835 County Road 10 to learn more about how we can assist you in securing your legacy for future generations.

Gallagher Tax and Investment is a comprehensive financial institution offering accounting, finance, and legal services. Located at 3350-A Annapolis Lane North in Plymouth, Minnesota, United States, our team of experienced professionals is dedicated to providing expert advice and guidance to help clients navigate the complexities of taxes and investments. Whether you need assistance with tax planning, investment management, or legal representation, Gallagher Tax and Investment is here to help you achieve your financial goals.

Baum Estate Planning & Probate is a trusted institution located at 2345 Rice Street in Saint Paul, Minnesota. Our team of experienced professionals specializes in helping individuals and families plan for the future, protect their assets, and navigate the complexities of probate. Whether you need assistance with drafting a will, establishing a trust, or settling an estate, we are here to provide personalized and comprehensive services tailored to your unique needs. With a commitment to integrity, expertise, and compassion, Baum Estate Planning & Probate is dedicated to helping you achieve peace of mind and secure the legacy you desire for your loved ones. Contact us today to schedule a consultation and start planning for tomorrow.

360 Financial is a leading financial institution based in Elk River, Minnesota, United States. As experienced financial planners and wealth managers, we provide comprehensive financial services to help our clients achieve their financial goals. From retirement planning to investment management, our team of experts is dedicated to providing personalized solutions tailored to each client's unique needs. Visit us at 510 Freeport Avenue to start your journey towards financial success with 360 Financial.

Norris Lake Retirement Planning is a trusted finance institution located at 316 East Main Street in Anoka, Minnesota, United States. Our experienced team specializes in helping individuals plan and secure their financial futures for retirement. Whether you are just starting to save or are looking to maximize your existing retirement funds, we provide personalized guidance and expert advice to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure and comfortable retirement.

Business and Family Advisors LLC. is a reputable finance institution located at 1500 McAndrews Road West in Burnsville, Minnesota, United States. Our team of experienced financial experts specialize in providing comprehensive financial advice and assistance to both businesses and families. Whether you are looking to grow your business, plan for retirement, or secure your family's financial future, our advisors are here to help. With a commitment to personalized service and a focus on long-term success, Business and Family Advisors LLC. is your trusted partner in achieving your financial goals.

Wealth Planning Group LLC, led by financial advisor Michelle Leisen, is a reputable finance institution located at 12800 Whitewater Drive in Minnetonka, Minnesota, United States. Specializing in wealth planning and management, the institution provides expert advice and personalized strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Wealth Planning Group LLC is dedicated to helping individuals and families secure their financial future.

Lakeside Legacy Wealth Advisors - Thrivent is a reputable finance and insurance agency located at 6687 Blue Heron Drive, Circle Pines, Minnesota, United States. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals and secure their future. We offer a wide range of services including investment planning, retirement planning, insurance solutions, and more. Trust Lakeside Legacy Wealth Advisors - Thrivent to provide you with expert guidance and personalized strategies to help you build and protect your wealth.

Avantax Planning Partners (formerly HK Financial Services) is a finance institution located at 13911 Ridgedale Drive in Minnetonka, Minnesota, United States. They specialize in providing comprehensive financial planning services to individuals and businesses, helping clients achieve their financial goals and secure their financial future. With a team of experienced financial advisors, Avantax Planning Partners offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to build wealth, plan for retirement, or protect your assets, Avantax Planning Partners is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Nelson Wealth Planning is a trusted financial institution located at 2720 West 43rd Street in Minneapolis, Minnesota, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Nelson Wealth Planning is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Thoughtful Financial Planning is a reputable finance institution located at 314 Clifton Avenue in Minneapolis, Minnesota, United States. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to offer expert guidance and support every step of the way. Trust Thoughtful Financial Planning to help you secure a stable financial future.

Lake Street Wealth Management, led by financial advisors Chris Watkins and Jamal Abu-Shamala, is a branch of UBS Financial Services Inc. Located at 681 Lake Street West in Wayzata, Minnesota, this institution offers top-notch wealth management services to clients in the United States. With a focus on personalized financial planning and investment strategies, Lake Street Wealth Management is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Chris Watkins and Jamal Abu-Shamala are committed to providing expert guidance and support every step of the way.

Renovate Financial Planning is a finance institution located at 9298 Central Avenue Northeast in Blaine, Minnesota, United States. Our team of experienced financial planners is dedicated to helping clients achieve their financial goals through personalized planning and strategic investment management. Whether you are looking to retire comfortably, save for your child's education, or grow your wealth, our experts are here to guide you every step of the way. Trust Renovate Financial Planning to provide you with the tools and resources needed to secure a prosperous financial future.

Tufford-Hughes and Associates is a reputable finance institution located at 4536 France Avenue South in Edina, Minnesota, United States. Specializing in financial planning, investment strategies, and wealth management, our team of experienced professionals is dedicated to helping clients 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. Visit us today and see how Tufford-Hughes and Associates can help you reach your financial aspirations.

Comprehensive Planning Partners, LLC is a finance institution located at 3627 Lakeview Trail in Eagan, Minnesota, United States. Our team of experienced financial advisors is dedicated to providing comprehensive financial planning services to help individuals and families achieve their long-term financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we are here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

DSB Rock Island Wealth Management in Edina, Minnesota offers personalized financial planning services to help clients navigate their unique financial journeys. Located at 8000 West 78th Street, our team specializes in creating customized financial plans that align with each client's personal values and vision. Through a comprehensive discovery process, we help clients build a solid foundation for their financial future, providing them with the confidence to live securely today. Our goal is to help clients find their path towards financial success, one client at a time. Securities are offered through LPL Financial, while investment advice is offered through Great Valley Advisor Group. Please note that the LPL Financial registered representatives associated with this site may only conduct business with residents of the state in which they are registered or licensed.

Christopher Roloff is a Financial Advisor at Ameriprise Financial Services, LLC located at 7212 Metro Boulevard in Edina, 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®. Christopher specializes in providing financial advice and planning for individuals, retirees, small business owners, and high net worth clients. He is committed to upholding a code of ethics and staying up-to-date on industry knowledge through continuing education requirements. Christopher's expertise covers a wide range of topics including asset management, investment strategies, estate planning, retirement planning, insurance products, and more. His goal is to help clients make informed decisions and achieve their financial goals with confidence.

Paul Tollison - State Farm Insurance Agent is an insurance agency located at 3119 South Service Drive, Red Wing, Minnesota, United States. The institution is conveniently situated next to Walgreens across Highway 61 from Target & Arbys. Paul Tollison has been a State Farm Agent since 1990, proudly representing the third generation of State Farm Agents in Red Wing MN. With a Bachelor of Science degree from Winona State University, Paul enjoys various outdoor activities such as golfing, hunting, boating, snowmobiling, woodworking, and home fix-it projects. The institution offers tips on avoiding the dangers of drinking and driving, budget-friendly home DIY projects, and ways to protect small business properties from crime, electrical surges, and water damage. The dedicated staff at Paul Tollison's Team is committed to helping customers manage everyday risks and prepare for unexpected events to achieve their future dreams.

Stone Arch Law Office, PLLC is a reputable institution located at 8147 Globe Drive, Woodbury, Minnesota, United States. Specializing in estate planning, the team of lawyers at Stone Arch Law Office is dedicated to helping clients achieve their goals and ensure their loved ones are taken care of. With a focus on personalized service and attention to detail, the lawyers at Stone Arch Law Office work closely with clients to create comprehensive estate plans that meet their individual needs. Whether you are looking to set up a will, trust, or navigate probate administration, the experienced team at Stone Arch Law Office is here to help. They understand the complexities of estate planning and can provide expert guidance throughout the process. With a commitment to providing support and advice, the lawyers at Stone Arch Law Office go above and beyond to ensure their clients receive the best care possible.

Pursuit Wealth Management - Tim Weigel is a finance institution located at 652 Bielenberg Drive in Woodbury, Minnesota, United States. Specializing in wealth management, our team led by Tim Weigel offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, we strive to help individuals and families navigate the complexities of the financial world and secure their financial future. Contact us today to learn more about how we can help you pursue your financial goals.