TOP 10 Executive financial services in Minnesota

Merrill Lynch Wealth Management, located at 315 Lake Street East in Wayzata, Minnesota, is a leading finance institution that offers a wide range of wealth management services. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. Our advisors have years of combined wealth management knowledge and experience, and can provide financial strategies tailored to your specific needs. In addition to wealth planning advice, we offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America.

Merrill Lynch Wealth Management, located at 308 Walker Avenue South in Wayzata, Minnesota, is a reputable finance institution that offers comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors and access to the resources of Merrill Lynch Wealth Management, clients can receive personalized financial strategies tailored to their specific goals and needs. The branch's financial advisors are dedicated to providing exceptional client service and satisfaction, helping clients identify their personal and professional goals to create long-term financial strategies. In addition to wealth planning advice, advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America.

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.

NorthRock Partners is a finance institution located at 225 South 6th Street in Minneapolis, Minnesota, United States. We offer seamless financial and lifestyle advisory services to help you make a positive impact on the world. Our unique Personal Office® approach allows you to receive specialized advice from anywhere in the world, tailored to your individual needs. Whether you are a corporate executive, business owner, athlete, entertainer, or philanthropist, we are dedicated to providing you with the best possible advice and services. At NorthRock Partners, we love partnering with great people who are making a difference in the world.

INVSTLY, LLC is a focused growth partner for private equity, venture capital, and wealth advisory firms located at 200 Southdale Center in Minneapolis, Minnesota, United States. Specializing in being the voice of marketing for firms without dedicated departments, we develop tailored marketing strategies and plans to solve business challenges and goals. Our unique approach involves understanding the essence of your brand in relation to client and company culture experiences, aligning with business objectives and challenges. We work with clients to create, modernize, or evolve their brand identity, while operationalizing their brand ecosystem within their firm. Our team creates high-quality content and utilizes digital marketing tools to help clients reach their target audience and drive conversions. As a full-service resource, we project manage, produce, and execute strategic tactics. As an advisory partner, we create meaningful experiences to help wealth management firms invest and grow their brand, whether they are looking to grow or sell their book of business. We focus on brand and marketing throughout the investor and fund lifecycles, establishing foundations rooted in purpose and authenticity. We respect your privacy and promise not to share your information with third parties. Stay connected with Invstly for updates without constant inbox filling.

Merrill Lynch Wealth Management, located at 30 East 7th Street in Saint Paul, Minnesota, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors who have a deep understanding of wealth management, the branch provides guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The institution specializes in impact investing, helping clients align their investments with their values. By eliminating firms in portfolios that do not align with clients' beliefs and focusing on socially conscious investments, the branch aims to help clients achieve their financial goals while making a positive impact.

your family for the future. Located at 315 Lake Street East in Wayzata, Minnesota, Merrill Lynch Private Wealth Advisor Westcott A Jones offers industry-leading research and expert analysis to help you stay ahead in managing your financial wealth. Our team of rigorously trained private wealth advisors are committed to building relationships based on trust and personalized service, tailored to meet your specialized needs.

Merrill Lynch Private Wealth Advisor Scott M Vogel, located at 315 Lake Street East in Wayzata, Minnesota, offers industry-leading research and expert analysis to help clients stay ahead in managing their financial wealth. With a focus on simplifying lives and pursuing what is truly important, the private wealth advisors at Merrill Private Wealth Management provide personalized service based on trust. Scott Vogel, a Chartered Financial Analyst with over 25 years of experience, specializes in advising business owners, executives, entrepreneurs, and community leaders on asset management, wealth transfer, philanthropy, and more. He is committed to helping clients identify their goals, challenges, and values to implement strategies tailored to their unique needs.

James Walburg - Thrivent is a finance institution located at 3001 Broadway Street Northeast in Minneapolis, Minnesota, United States. They are licensed in multiple states including Alabama, Arizona, California, and many more. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Only credentialed financial advisors provide investment advisory services. For more information on professional designations and requirements, visit their website.

Swon Tax Preparation, located at 3800 American Boulevard West in Minneapolis, Minnesota, is a finance institution that specializes in providing customized tax and advisory services for individuals and businesses. Our experienced team of preparers will ensure that you are maximizing your deductions and feeling confident in your tax return. Whether you have a large business or are self-employed, we can help you file your taxes efficiently and plan for the future. Our bookkeepers can also assist in keeping your finances organized and guiding you towards better savings. With our knowledgeable professionals who listen to your needs and provide accurate tax returns, you can trust that your financial goals are in good hands. Choose Swon Tax Preparation for a blend of personal service, expertise, and affordable rates for business owners, executives, and independent professionals.

Harvard Maintenance is a leading provider of eco-friendly cleaning services located in Minneapolis, Minnesota. Our team of executives, board members, and industry professionals are dedicated to propelling the Harvard mission forward. We believe in recognizing and rewarding superior service to boost employee productivity, morale, and retention. Our Cleaning for Wellness program promotes health, safety, sustainability, productivity, and asset preservation. As a trusted provider of outsourced cleaning services to financial institutions nationwide, we clean over 3,000 branches daily. A clean and healthy environment is essential for attracting and retaining students, faculty, staff, and alumni. We specialize in cleaning healthcare and medical environments, following strict Standard Operating Procedures for Cleaning & Maintenance of Controlled Environments.