Financial advisor services in Rochester, Minnesota

Located at 3720 Nottingham Drive Northwest in Rochester, Minnesota, Hawkins Ash CPAs, LLP is a trusted institution specializing in accounting and finance services. With over 60 years of experience, our professionals serve as advisors and partners to clients, providing timely and precise work while keeping them informed of changing laws and accounting practices. CPA-HQ is your go-to source for insights from our CPAs and other accounting experts on a variety of topics including tax, business, retirement, nonprofit, payroll, general accounting, and QuickBooks. Our top priority is client care, and we are dedicated to exceeding your expectations in service.

Strategic Tax and Retirement is a finance institution located at 2434 Superior Drive Northwest in Rochester, Minnesota, United States. True financial planning involves tax planning, insurance protection, and estate considerations, and our advisors at Strategic Tax and Retirement are dedicated to creating and implementing a comprehensive plan to help you achieve the lifestyle you deserve. Our team of portfolio managers provides direct access to answer questions and offer guidance, ensuring transparent, independent, and objective solutions tailored to your needs. With over 75 years of combined tax experience, our tax professionals offer top-notch service in tax preparation and planning.

Wealth Enhancement Group is a leading finance institution located at 975 34th Avenue Northwest in Rochester, Minnesota, United States. We specialize in providing comprehensive wealth management services to help individuals and families achieve their financial goals. Our team of experienced advisors offers personalized solutions tailored to each client's unique needs, whether it be retirement planning, investment management, tax strategies, or estate planning. With a focus on delivering exceptional service and results, Wealth Enhancement Group is committed to helping our clients build and preserve their wealth for the long term.

SmartVestor Pro - Evin W. Lantz is a financial institution located at 3249 19th Street Northwest in Rochester, Minnesota, United States. Specializing in accounting, finance, and insurance services, Evin W. Lantz and his team are dedicated to helping individuals in Rochester, Owatonna, and the surrounding areas achieve their financial goals and secure a brighter future. With a focus on creating and protecting wealth, SmartVestor Pro offers personalized financial planning and investment strategies tailored to each client's unique needs. Whether you are looking to support loved ones, plan for retirement, or achieve financial security, Evin W. Lantz is committed to guiding you through the complex process of financial planning.

Stifel is a reputable finance institution located at 102 Broadway Avenue South in Rochester, Minnesota, United States. They offer a wide range of financial services including investment banking, wealth management, and advisory services. With a team of experienced professionals, Stifel is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or grow your wealth, Stifel is committed to providing personalized solutions tailored to your needs. Visit their office today to learn more about how they can help you achieve financial success.

Sand Trever CPA, located at 40 16th Street Southeast in Rochester, Minnesota, is an accounting firm specializing in Tax, Accounting, and Consulting Services. With over 20 years of experience, Trever Sand, CPA, leads a team dedicated to providing personalized services to small businesses, farmers, and individuals. Trever, a graduate of Winona State University, is a member of the American Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants. Karin Flom, a Certified QuickBooks Pro Advisor, manages the Rochester office, while seasonal tax preparers Kristi Blattner and Dennis Nelson bring years of experience in income tax preparation. Sand Trever CPA is committed to meeting the specific needs and goals of each client, offering professional and reliable financial services.

Major & Co Accounting & Tax is a reputable institution located at 3249 19th Street Northwest in Rochester, Minnesota, United States. Specializing in accounting and finance services, Major & Co is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a team of experienced professionals, they offer services such as tax preparation, bookkeeping, financial planning, and more. Clients can trust Major & Co Accounting & Tax to handle all of their financial needs with precision and expertise.

Roger Melder Pa is a reputable accounting and finance institution located at 2419 Viking Court Northwest in Rochester, Minnesota, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, Roger Melder Pa is dedicated to providing top-notch service and expertise. Trustworthy and reliable, this institution is committed to helping clients achieve their financial goals.

The AARP-Salvation Army Tax Office located at 120 1st Street Northeast in Rochester, Minnesota, United States, is a trusted institution specializing in accounting and finance services. With a focus on providing tax assistance to individuals and families in need, this office offers expert guidance and support in navigating the complexities of tax preparation. Whether you are looking to maximize your deductions or ensure compliance with tax laws, the dedicated professionals at the AARP-Salvation Army Tax Office are here to help. Visit us today to receive personalized assistance with your tax-related needs.

UAK Diversified Wealth Management is a finance institution located at 860 Blue Gentian Road, Eagan, Minnesota, United States. As fiduciary, independent, fee-only financial advisors, we are committed to providing our clients with honest and objective information. Our rigorous financial mathematics are communicated through simple graphs and language to ensure 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 the foundation of happiness and strive to help our clients achieve a sense of security through unmatched analytics and compassion. With nearly two decades of experience in actuarial, accounting, and investment management fields, our team of Chartered Financial Analysts and Chartered Alternative Investment Analysts are dedicated to providing truly objective advice. We recuse ourselves from any third-party compensations, commissions, and fees to avoid conflicts of interest, and our clients pay lower overall fees compared to industry averages.

Think Bank is a trusted financial institution located at 1698 Greenview Drive Southwest in Rochester, Minnesota. As a full-service bank, finance, and insurance agency, we offer a wide range of services to meet all of your financial needs. Our experienced team of professionals is dedicated to providing personalized solutions and top-notch customer service. Whether you're looking for a new checking account, a loan for your dream home, or insurance coverage to protect your assets, Think Bank has you covered. Visit us today to experience the difference of banking with a community-focused institution.

All Around Accounting is a reputable institution located in Rochester, Minnesota, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we have the expertise to meet your needs. Visit us at 2001 2nd Street Southwest to learn more about how All Around Accounting can help you achieve your financial goals.

Liberty Tax is a finance institution located at 848 Broadway Avenue South in Rochester, Minnesota, United States. Our professional team is dedicated to providing top-notch tax services and financial guidance to individuals and businesses. Whether you need help with tax preparation, planning, or filing, our experts are here to assist you every step of the way. Trust Liberty Tax to help you navigate the complexities of the tax world with ease and confidence.

RSM US LLP is a leading accounting and finance institution located at 310 Broadway Avenue South, Rochester, Minnesota, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM is dedicated to helping businesses implement change that aligns with their strategies and industry trends. With a team of dedicated economic experts and a robust research program, RSM provides valuable perspectives to support confident decision-making. Our advisors have insight into a wide range of business issues and offer a broad range of services and global resources to help drive your business forward. By working together to design tailored solutions, we strive to help our clients achieve their goals. At RSM, we embrace digital tools to enhance the client experience and bring forward digital solutions to enable business growth.

Carlson Capital Management, located at 30 3rd Street Southeast in Rochester, Minnesota, offers a wide range of financial services including investment management, retirement planning, tax services, and estate planning. With over 35 years of experience, our team of trusted advisors work together to create personalized financial plans that integrate key disciplines such as investment, estate, tax, retirement, risk management, and philanthropic planning. Whether you are nearing retirement, going through a life transition, or simply looking for comprehensive financial services, CCM is here to help. Request a conversation with one of our advisors to learn more about how we can assist you with your financial planning needs. Justin D. Stets is the CEO of CCM, with Greg Carlson serving as Chairman and Co-Founder. Stay informed about market trends and ensure your estate plan is up to date with our annual estate planning checklist. Let us help you optimize your tax bracket management to minimize your lifetime tax experience.

TACS of Southern Minnesota is an accounting firm located at 40 16th Street Southeast in Rochester, Minnesota. We specialize in providing Tax, Accounting, and Consulting Services to small businesses, farmers, and individuals, tailored to meet your specific needs and goals. Our team is led by Trever Sand, a Certified Public Accountant with 20 years of experience in the industry. Trever is a graduate of Winona State University and a member of the American Institute of Certified Public Accountants and Minnesota Society of Certified Public Accountants. Karin Flom, a Certified QuickBooks Pro Advisor, manages our Rochester office, while our seasonal tax preparers, Kristi Blattner and Dennis Nelson, have several years of experience in income tax preparation. Trust TACS of Southern Minnesota for all your accounting and financial needs.

Joseph M. Mahoney CPA is a reputable accounting and finance institution located at 3265 19th Street Northwest in Rochester, Minnesota, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Joseph M. Mahoney CPA is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch service to their clients.

Chad Durgin - Thrivent is a finance institution located at 975 34th Avenue Northwest in Rochester, Minnesota, United States. They are licensed in multiple states including AL, AZ, CO, FL, ID, IL, MA, ME, MN, NC, SC, TX, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for clients to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. They provide insurance products, securities, and investment advisory services through licensed financial advisors and professionals. For more information on professional designations and requirements, visit their website.

Bankers Life, located at 1530 Greenview Drive Southwest, Rochester, Minnesota, United States, is a finance, health, and insurance agency offering a comprehensive suite of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Humana, and UnitedHealthcare®. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare, planning for long-term care is essential. Our team can help you prepare for the future and have important discussions with your loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. If you are interested in helping your community achieve a financially secure retirement, our award-winning training programs and career paths can set you up for success. Enjoy unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Start planning your next steps with Bankers Life today!

CLA (CliftonLarsonAllen) is a renowned accounting and finance institution located at 2689 Commerce Drive Northwest in Rochester, Minnesota, United States. With a strong reputation for excellence in financial services, CLA offers a wide range of accounting and financial solutions to individuals, businesses, and organizations. Their team of experienced professionals provides expert advice and guidance to help clients navigate the complexities of financial management. Whether you are looking for tax planning, auditing, or consulting services, CLA is dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can assist you with your accounting and finance needs.

Merrill Lynch Wealth Management, located at 4041 28th Street Northwest in Rochester, Minnesota, United States, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch provide tailored financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, working closely with clients to understand their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which it operates. Merrill Lynch Wealth Management provides access to industry-skilled advisors, investing insights, and a disciplined wealth planning platform to help clients pursue their financial and life goals. With a focus on client relationships and personalized investment approaches, Merrill Lynch offers professional training, mentoring, and technology to support advisors in assisting clients with their unique financial goals. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser, offers a broad range of brokerage, investment advisory, and other services. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Banking products are offered by Bank of America, N.A. and affiliated banks.

Liberty Tax is a financial institution located at 275 37th Street Northeast in Rochester, Minnesota, United States. Specializing in tax preparation and financial services, Liberty Tax offers expert assistance to individuals and businesses looking to navigate the complex world of taxes and finances. With a team of knowledgeable professionals, Liberty Tax is dedicated to helping clients maximize their financial potential and minimize their tax liabilities. Whether you need help with tax planning, filing, or financial advice, Liberty Tax is here to provide personalized solutions tailored to your specific needs. Visit us today to experience the Liberty Tax difference.

Northwestern Mutual is a reputable finance and insurance agency located at 201 23rd Avenue Southwest in Rochester, Minnesota, United States. With a strong presence in the financial industry, Northwestern Mutual offers a range of services including financial planning, investment management, and insurance solutions. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their future. Visit Northwestern Mutual for expert advice and personalized financial solutions tailored to your specific needs.

Taylor Funk, Bankers Life Agent is an insurance agency located at 1530 Greenview Drive Southwest in Rochester, Minnesota. Specializing in life insurance, health insurance, and retirement planning, our experienced team of agents is dedicated to helping individuals and families secure their financial future. With a focus on personalized service and tailored insurance solutions, we strive to provide peace of mind and security for our clients. Contact us today to learn more about our services and how we can help protect what matters most to you.

Northwestern Mutual is a finance and insurance agency located at 1603 Glendale Hills Drive Northeast in Rochester, Minnesota, United States. With a strong reputation for providing financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual offers personalized solutions to meet your needs. Visit their office in Rochester to learn more about the services they offer and how they can help you plan for a more secure financial future.

The Northwestern Mutual Life Insurance Company, led by financial advisor Michael Smith, is located at 3777 40th Avenue Northwest in Rochester, Minnesota, United States. This institution specializes in providing life insurance and financial planning services to help individuals and families secure their financial futures. With a commitment to personalized service and tailored solutions, Michael Smith and his team strive to help clients achieve their long-term financial goals and protect their loved ones. Contact them today to learn more about their comprehensive insurance and investment options.

David Meyer, Bankers Life Agent is an insurance agency located at 1530 Greenview Drive Southwest in Rochester, Minnesota. As a Bankers Life Agent, David Meyer provides personalized insurance solutions to meet the needs of individuals and families. With a focus on customer service and attention to detail, David Meyer helps clients navigate the complexities of insurance policies and find the best coverage for their unique situations. Whether you are looking for life insurance, health insurance, or retirement planning services, David Meyer is dedicated to helping you secure your financial future. Visit David Meyer, Bankers Life Agent today to discuss your insurance needs and explore your options.

Foster Klima & Company is a reputable finance and insurance agency located at 1544 8th Avenue Southeast in Rochester, Minnesota, United States. With a team of experienced professionals, we offer a wide range of financial services and insurance products to help our clients achieve their financial goals and protect their assets. Whether you need assistance with investments, retirement planning, or insurance coverage, our dedicated team is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how Foster Klima & Company can help you secure your financial future.

Edward Jones is a reputable financial institution located at 5231 East Frontage Road in Rochester, Minnesota, United States. As a trusted name in the finance industry, Edward Jones provides a wide range of investment and financial planning services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Edward Jones is dedicated to providing personalized and comprehensive financial solutions to its clients. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Edward Jones can help you navigate the complex world of finance with confidence and peace of mind.

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.