TOP 30 Financial advisor services in Minneapolis, Minnesota

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Moore Financial Services Inc, located at 7301 Ohms Lane in Minneapolis, Minnesota, offers a range of financial services to help clients protect themselves, their families, and their businesses from life's unexpected challenges. As an Investment Advisor Representative, Terry Moore is dedicated to helping clients achieve their financial goals, whether it's securing a comfortable retirement, funding education for their children, or growing their business. Services are available in select jurisdictions, including Minnesota, Arizona, California, Florida, Idaho, North Dakota, Ohio, South Dakota, Wisconsin, and Wyoming. Securities and Investment Advisory Services are offered through Woodbury Financial Services, Inc. and Osaic Wealth, Inc., while insurance services are provided by Moore Financial Services, Inc. Clients can expect personalized financial strategies tailored to their specific needs. Please note that this communication is intended for individuals residing in specific states only. Check the background of this investment professional on the website.

Professional Tax & Accounting Services is a leading institution located at 1516 East Lake Street in Minneapolis, Minnesota. We offer a wide range of accounting and finance services to individuals and businesses in the area. Our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, payroll services, and financial consulting. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and navigate the complexities of tax laws and regulations. Trust Professional Tax & Accounting Services for all your accounting and finance needs.

The Small Business Development Center located at 1000 La Salle Avenue in Minneapolis, Minnesota, is a valuable resource for entrepreneurs and small business owners looking to start, grow, or expand their businesses. With a team of experienced advisors and consultants, the center offers a wide range of services including business planning, financial management, marketing strategies, and access to funding opportunities. Whether you are a new entrepreneur or an experienced business owner, the Small Business Development Center is here to help you succeed.

Accredited Investors Wealth Management is a prestigious finance institution located at 5200 West 73rd Street in Minneapolis, Minnesota, United States. Specializing in wealth management for accredited investors, our team of experienced professionals provides personalized financial services to help clients achieve their investment goals. With a focus on tailored strategies and expert advice, we strive to maximize returns and minimize risks for our valued clients. Trust Accredited Investors Wealth Management to guide you towards financial success.

Envoi LLC is a reputable finance institution located at 600 U.S. 169 in Minneapolis, Minnesota, United States. With a focus on providing top-notch financial services, Envoi LLC offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Envoi LLC has a team of experienced professionals ready to help you achieve your financial goals. Trust Envoi LLC for all your financial needs in the Minneapolis area.

The Tax Advisory Group is a leading accounting and finance institution located at 3800 American Boulevard West in Minneapolis, Minnesota, United States. Our team of expert professionals provides comprehensive tax advisory services to help individuals and businesses navigate complex tax laws and maximize their financial success. With a focus on personalized attention and strategic planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with all of your tax and financial needs.

Impact North Inc is a trusted advisor for businesses across the country, providing services such as turnaround services, succession planning, project management, and more. With a location at 310 East Superior Street in Duluth, Minnesota, as well as an additional office at 225 South 6th St, Suite 3800 in Minneapolis, MN, Impact North is dedicated to helping organizations transform and succeed. Contact us today to see how we can support your organization's needs.

Parametric Portfolio Associates is a finance institution located at 3600 Minnesota Drive in Minneapolis, Minnesota, United States. They specialize in offering innovative and customized investment solutions to institutional and individual investors. With a focus on utilizing quantitative research and analysis, Parametric Portfolio Associates aims to create portfolios that are tailored to the specific needs and goals of their clients. Their team of experienced professionals is dedicated to providing top-notch financial services and helping clients achieve their investment objectives.

Elire Inc is a trusted consulting firm located in Minneapolis, Minnesota, United States. With over seventeen years of experience, we specialize in efficiently implementing, upgrading, and integrating enterprise HR, Finance, and Supply Chain software investments for our clients. Our proven methodologies and processes ensure that IT and Business Process problems are solved right the first time. Our services focus on five main product areas: Oracle Cloud, PeopleSoft, Treasury, Advisory Services, and Managed Services. We work with over 250 clients in various sectors such as Financial Services, Utilities, Government Laboratories, Healthcare, Education, and Professional Services.

Bernicke Wealth Management is a finance institution located at 1625 Radio Drive, Woodbury, Minnesota, United States. If you are in need of a financial advisor in Woodbury, MN, Bernicke Wealth Management is here to assist you in achieving your financial goals. Our firm offers a comprehensive range of services including investment management, retirement planning, estate planning, and tax planning. We believe in taking a holistic approach to wealth management, tailoring a personalized financial plan to meet your individual needs. Founded in 1985, Bernicke Wealth Management has been dedicated to helping individuals invest wisely and retire comfortably. Our Woodbury office, established in 2022, serves clients in the Minneapolis-Saint Paul metro area. Our President, Ty Bernicke, has been recognized by Forbes as a Wisconsin Best-In-State Wealth Advisor for six consecutive years, showcasing our commitment to providing top-notch financial knowledge and expertise to clients in Minnesota.

UAK Diversified Wealth Management is a finance institution located at 221 1st Avenue Southwest in Rochester, Minnesota. As fiduciary, independent, fee-only financial advisors, we are committed to providing our clients with honest and objective information, free from conflicts of interest. Our team of experienced professionals offers rigorous financial mathematics communicated in simple terms, ensuring our clients have a clear understanding of their financial situation. Serving clients in Saint Paul, Minneapolis, and Rochester, we believe that financial well-being is essential for overall happiness. With nearly two decades of experience in actuarial, accounting, and investment management, we offer unmatched analytics and compassion to help our clients achieve financial security. As members of NAPFA, we adhere to a strict fee-only compensation model, ensuring that our clients receive truly objective advice. Trust UAK Diversified to help you plan your financial future with comprehensive financial and investment planning. Contact us today for outstanding service beyond the required fiduciary duties.

berly Nybo Agency since March 2022. He is licensed in property/casualty and life/health insurance. Jamaal was born and raised in Minneapolis and enjoys spending time with his family, playing basketball, and volunteering in the community. He is dedicated to helping customers find the right insurance coverage to protect their assets and loved ones. At Kimberly Nybo - State Farm Insurance Agent, we are dedicated to providing exceptional customer service and helping our clients protect what matters most to them. With over 33 years of experience, we have a team of knowledgeable and caring professionals ready to assist you with all your insurance needs. Whether you're looking for auto, home, life, or business insurance, we are here to help you navigate the complexities of the insurance world and find the coverage that best suits your needs. Located in Columbia Heights, Minnesota, our office is conveniently located to serve the Twin Cities area, including Minneapolis, St. Paul, Brooklyn Park, and surrounding communities. We are committed to serving our diverse community and offer services in English, Spanish, and Somali.

Davina Baldwin - State Farm Insurance Agent is located at 6262 Boone Avenue North in Brooklyn Park, Minnesota. Situated in the Cherokee Center at the corner of Boone and 63rd Ave N, Davina Baldwin and her team are dedicated to helping you make 2024 a great year. With over 30 years of experience in the insurance industry, Davina graduated from Le Moyne College with a BS in Business and Marketing. She has received numerous State Farm awards and has been voted MN Women's Press Favorite Agent multiple times. At Davina Baldwin - State Farm Insurance Agent, they offer a wide range of insurance and financial services, including Auto Insurance, Life Insurance, Health Insurance, Business Insurance, Homeowners and Renters Insurance, as well as Retirement Planning and College Planning. They are committed to helping you manage the risks of everyday life, recover from the unexpected, and achieve your dreams.

Casey Charlson - State Farm Insurance Agent is a trusted insurance agency located at 2626 East 82nd Street in Bloomington, Minnesota, United States. With over 100 years of combined insurance experience, Casey Charlson and his team have been serving the Bloomington community for nearly 15 years. Casey, a third generation State Farm Agent, is dedicated to providing personalized service to help families and businesses understand their assets, financial potential, and risks they face every day. The team at Casey Charlson - State Farm Insurance Agent is passionate about helping clients maximize their coverage while minimizing risks. From auto insurance to home insurance and financial services, they offer comprehensive insurance packages tailored to each individual's needs. The team includes avid sports fans, foodies, fitness enthusiasts, and parents, all dedicated to adding value to their clients' lives.

Selina Martire - State Farm Insurance Agent is a health insurance agency located at 4020 Minnehaha Avenue in Minneapolis, Minnesota, United States. Selina Martire offers a range of insurance services including auto insurance, homeowner's insurance, renter's insurance, life insurance, boat insurance, business insurance, and financial services. Selina Martire started her agency in January of 2017 and is dedicated to providing the right protection for her customers. She is actively involved in the community, supporting causes such as the American Cancer Society and Girls On The Run. Selina Martire and her team are committed to helping customers navigate insurance and financial services to prepare for life's unforeseen challenges. Whether you prefer to connect via phone, online, text, or in person, Selina Martire welcomes you to reach out to her remarkable team for all your insurance needs. With a mission to be your first choice for insurance and financial services, Selina Martire - State Farm is here to help you manage the risks of everyday life, recover from the unexpected, and realize your dreams. Please note that neither State Farm nor its agents provide tax or legal advice, so it's recommended to consult a tax or legal advisor for personalized advice.

Wings Credit Union, located at 300 South 6th Street in Minneapolis, Minnesota, is a full-service financial institution offering a range of products and services to meet your banking needs. Conveniently situated in the lower level of the Hennepin County Government Center, our branch provides attentive personal service to our members. In addition to our physical branch, we offer robust online and mobile banking services, allowing you to manage your finances virtually anywhere. At Wings Credit Union, we are committed to investing in technology to enhance your banking experience. Our Personal Teller Machines (PTMs) provide real-time, private conversations with our Personal Tellers located at our headquarters. This innovative service combines face-to-face interaction with self-service convenience, offering a wide range of teller services and an expanded service schedule.

Marcus-Jarvis Law Limited is a reputable institution located at 3621 85th Avenue North, Minneapolis, Minnesota, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to our clients. Whether you are in need of financial advice, legal representation, or accounting services, Marcus-Jarvis Law Limited is here to help. Contact us today to learn more about how we can assist you with your specific needs.

North Star Resource Group is a finance and insurance agency located at 2701 University Avenue Southeast in Minneapolis, Minnesota, United States. With over 170 associates nationwide, we offer personalized financial services to help you achieve financial security. Our step-by-step tool matches you with a financial professional who understands your values and priorities. From life insurance to investments to business solutions, our specialists are dedicated to your complete financial health. We offer comprehensive services tailored to your career and lifestyle, addressing specific questions and making recommendations based on your needs and options. Our commitment to excellence has earned us recognition, including awards for growth and workplace culture. Join us at North Star Resource Group and let our team help you thrive financially.

John Hancock is a trusted insurance agency located at 5353 Wayzata Boulevard in Minneapolis, Minnesota, United States. With over 160 years of experience, we provide financial advisory services with a personal touch. Our belief is that life insurance should enhance and improve lives, which is why we are committed to honesty, reliability, and customer satisfaction. We offer a variety of products to add real value to your life insurance policy, including the John Hancock Vitality Program which rewards and discounts are available to eligible members. Our partnership with GRAIL provides access to the Galleri test for multi-cancer early detection. Our dedicated Advisors can help you balance your financial needs and plan for a secure future, whether it's retirement, college savings, or personalized financial goals. At John Hancock, we are merging our longstanding reputation with innovative technology to transform the insurance industry and provide our customers with the best possible service.

Thrivent is a finance and insurance agency located at 600 Portland Avenue South in Minneapolis, Minnesota, United States. As a trusted institution, Thrivent offers a wide range of financial services and insurance products to help individuals and families achieve their financial goals and protect their assets. With a focus on providing personalized solutions and excellent customer service, Thrivent is dedicated to helping clients plan for a secure and prosperous future.

Farmers Insurance - Mark Hansen is an insurance agency located at 6001 Portland Avenue in Minneapolis, Minnesota. Mark Hansen, a lifelong resident of Minnesota, takes pride in serving the local community of Minneapolis. With over 35 years of experience in the insurance industry, Mark and his team provide outstanding customer service and personalized assistance to help clients understand and select the coverage options that best suit their needs. From auto and home insurance to life, commercial, renters, and condo insurance, Farmers Insurance offers a wide range of products to protect your assets and provide financial support for your loved ones. In addition, they also offer business insurance for small businesses and recreational insurance for motorcycles, boats, ATVs, and more. Mark Hansen is also a Financial Services agent who can help you build a solid financial plan for a secure future. Contact Farmers Insurance - Mark Hansen today for a comprehensive insurance quote and personalized assistance in selecting the right coverage for you.

Jerry Vang - State Farm Insurance Agent is an insurance agency located at 3232 Rice Street, Saint Paul, Minnesota, just south of the Highway 694 and Rice Street intersection. With over thirty years of combined insurance and financial services experience, Jerry Vang and his team offer excellent customer service to customers in Saint Paul, Little Canada, Roseville, Woodbury, Minneapolis, and throughout Minnesota. They provide guidance to help you make educated decisions to protect your assets, offering policies for car insurance, homeowners insurance, renters insurance, life insurance, retirement services, cabins, boats, ATVs, fish houses, RVs, and other prized possessions. You can contact them for a free quote via call, email, text, or by visiting their office. Their mission is to serve customers' total insurance and financial services needs by managing everyday risks and helping them attain life goals. They also provide tips on avoiding drunk driving, comparing auto loans, and ensuring passenger safety for young drivers. Please do not include sensitive personal information when contacting them for your protection. Securities are distributed by State Farm VP Management Corp, and life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association. State Farm VP Management Corp is a separate entity from State Farm entities providing banking and insurance products. Please consult a tax or legal advisor for personalized advice.

Lake Tax LLC el Torito Rojo is a reputable accounting and finance institution located at 1518 East Lake Street in Minneapolis, Minnesota, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Lake Tax LLC el Torito Rojo is dedicated to providing personalized solutions to help you achieve your financial goals. Visit them today to experience top-notch financial services in a welcoming and professional environment.

H&R Block is a well-established accounting and finance institution located at 2214 East Lake Street in Minneapolis, Minnesota, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you're an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert assistance to help you achieve your financial goals.

Rich Kirchoff - Thrivent is a finance institution located at 16151 Main Avenue Southeast, Prior Lake, Minnesota, United States. As a Wealth Advisor, Rich Kirchoff aims to establish a long-term financial relationship with clients to help them achieve their financial goals. Services offered include retirement income planning, investment management, life insurance plans, charitable giving, and college planning. The office is conveniently located to serve the surrounding areas of Minneapolis and St. Paul. Licensing information is available through the State Insurance Department's website. Thrivent does not provide legal, accounting, or tax advice. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser. Visit thrivent.com for more information on services and professional designations.

Integrity Wealth is a finance institution located at 11985 Technology Drive, Eden Prairie, Minnesota, United States. We are a multi-service wealth management practice with experienced financial advisors serving Minneapolis-Saint Paul, MN and Nationwide. Our goal is to help you achieve financial freedom through personalized financial planning and investment management strategies. We work with individuals and families of all ages to help them plan for their financial futures. At Integrity Wealth, we focus on helping you achieve your goals, whether you are just starting out, preparing for retirement, or enjoying your golden years. We offer personalized financial plans that are easy to understand, tailored to your specific needs. Our team of advisors have over 30 years of combined experience and are committed to acting in your best interest as fiduciaries.

Allodium Investment Consultants is a leading finance institution located at 500 Washington Avenue South in Minneapolis, Minnesota, United States. With a team of experienced professionals, we provide tailored investment solutions to help our clients achieve their financial goals. Our services include portfolio management, financial planning, and investment advisory. At Allodium Investment Consultants, we prioritize transparency, integrity, and client satisfaction to ensure a successful partnership with each individual or organization we serve. Trust us to navigate the complexities of the financial world and guide you towards a secure and prosperous future.

Ross Johnson & Associates is a finance institution located at 3380 Annapolis Lane North in Minneapolis, Minnesota, United States. Specializing in Wealth Accumulation, Distribution & Conservation, we are dedicated to helping our clients define, discover, and achieve financial success for their families. Our team, led by Patrick Ross and Anthony Johnson, each with over 30 years of experience in the financial services industry, offers comprehensive financial planning services to assist clients in all phases of their financial journey. Through continuous monitoring, we ensure the long-term financial success of our clients. Visit our Form CRS Relationship Summary at https://adviserinfo.sec.gov/firm/summary/297583 to learn more about our services.

David J Geslin CPA is a reputable accounting and finance institution located at 5775 Wayzata Boulevard in Minneapolis, Minnesota, United States. With a team of experienced professionals, they provide top-notch services in areas such as tax preparation, financial planning, and auditing. Clients can trust David J Geslin CPA for accurate and reliable financial advice and assistance.

Quazar Capital Corporation is a leading finance institution located at 505 U.S. 169 in Minneapolis, Minnesota, United States. With a strong reputation for providing expert financial services, Quazar Capital Corporation offers a wide range of investment and advisory services to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized solutions. Whether you are looking to grow your wealth, secure funding for a project, or navigate complex financial transactions, Quazar Capital Corporation is committed to delivering exceptional service and results. Contact them today to learn more about how they can help you achieve financial success.