Financial advisor firm in Edina, Minnesota
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TorchLight Advisors
● OpenTorchLight 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 -
Gregory J Thurin - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenGregory J Thurin - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3601 West 76th Street in Edina, Minnesota, offers a wide range of financial services to individuals and businesses. Gregory Thurin holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Gregory Thurin is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Gregory J Thurin is committed to providing comprehensive and professional financial services.
3601 W 76th St Ste 160, Edina, MN 55435, United States -
Cardinal Wealth Advisors LLC
● OpenCardinal Wealth Advisors LLC is a registered investment advisor located in Edina, Minnesota, serving clients in the greater Twin Cities area of Minneapolis and St. Paul. Since 2005, we have been assisting individuals and families in managing their financial goals, whether they are experienced professionals, nearing retirement, planning for their children's education, or just starting out. Our small firm offers a personalized approach with a wide range of resources and knowledge, without the impersonal feel of a larger firm. We provide personal financial planning and investment strategies tailored to each client's needs and goals. From introductory meetings to plan implementation and monitoring, we work closely with our clients in an open collaboration of ideas to help them feel more secure about their financial future. We also offer options for clients interested in incorporating environmental, social, and corporate governance screens into their portfolios.
7201 Ohms Ln Suite 175, Edina, MN 55439, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services, located at 3300 Edinborough Way in Edina, Minnesota, is a trusted finance institution that can help you navigate the complexities of managing your money. Our team of financial advisors in Minneapolis/St. Paul are dedicated to safeguarding your financial interests and helping you achieve your goals. As fee-only fiduciaries, we provide comprehensive financial planning services that cover tax planning, investment strategies, estate planning, retirement planning, and more. We believe in building long-term relationships with our clients, understanding their unique preferences and priorities to provide personalized, high-touch service. Whether you are a woman with substantial financial resources facing a life transition or someone looking to leave a meaningful legacy, we are here to empower you to make informed financial decisions that align with your values.
3300 Edinborough Way #790, Edina, MN 55435, United States -
E T Kelly & Associates LLC
● OpenE.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 -
Luebeck Geisler Hamm Wealth Management
● OpenLuebeck Geisler Hamm Wealth Management is a financial institution located at 7400 Metro Boulevard in Edina, Minnesota, United States. Specializing in accounting and finance, our team of Advisers is dedicated to creating personalized wealth management strategies that meet the unique needs of our clients. We understand the importance of education, high moral standards, and ethical practices in financial planning. Our services include initial consultations to establish priorities and outline specific steps for future meetings. Whether you are looking to build a positive net worth, plan for retirement, or maximize the transfer of assets, our team is here to help. We strive to provide clear and effective communication within client relationships, ensuring confidence in your financial path.
7400 Metro Blvd #270, Edina, MN 55439, United States -
Laurel Wealth Planning
● OpenLaurel Wealth Planning is a finance institution located at 3300 Edinborough Way, Edina, Minnesota, United States. If you have worries about managing your money, our team of financial advisors in Minneapolis/St. Paul can help you feel more confident about your choices. As full-service, fee-only fiduciaries, we prioritize your financial interests and goals, offering comprehensive financial plans that cover tax planning, investment strategies, estate planning, retirement planning, and more. We strive to build long-term relationships with our clients, understanding their preferences, priorities, and passions to provide high-touch service and a holistic approach to financial planning. Our clients, many of whom are women with substantial financial resources, trust us to navigate life transitions and empower them to leave a meaningful legacy aligned with their values.
3300 Edinborough Way #790, Edina, MN 55435, United States -
The Hatlesad Group
● OpenThe Hatlestad Group, located at 5201 Eden Avenue in Edina, Minnesota, is a finance institution dedicated to empowering individuals to confidently live their next chapter. Specializing in helping clients align their money decisions with their values and goals, The Hatlestad Group offers personalized financial planning services to ensure a life of purpose and fulfillment. With a focus on retirement planning and navigating the complexities of finances, taxes, and laws, The Hatlestad Group partners with clients on a journey of discovery and reflection to create a financial plan tailored to their unique mission, vision, and values. Working with a CERTIFIED FINANCIAL PLANNER™ professional, clients receive individual attention to help them achieve financial well-being and adapt to life’s inevitable changes.
5201 Eden Ave Suite 300, Edina, MN 55436, United States -
Tenney Coons & Assoc LLP
● OpenTenney Coons & Assoc LLP is a reputable accounting and finance firm located at 4510 West 77th Street in Edina, Minnesota, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can trust Tenney Coons & Assoc LLP for expert advice and personalized solutions to meet their financial needs.
4510 W 77th St STE 100, Edina, MN 55435, United States
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