TOP 30 Financial advisor services in Shakopee, Minnesota

31 results found

John Dubbe Financial Planner is a reputable finance institution located at 105 165th Street West in Shakopee, Minnesota, United States. As a skilled financial planner, John Dubbe offers personalized financial advice and services to help clients achieve their financial goals. With years of experience in the industry, John Dubbe is dedicated to providing expert guidance on investments, retirement planning, and wealth management. Whether you are looking to build wealth, save for the future, or plan for retirement, John Dubbe Financial Planner is committed to helping you navigate the complexities of finance and secure a stable financial future.

H. Ray Alkalai - Alkalai Financial Group is a trusted finance and insurance agency located at 230 1st Avenue East in Shakopee, Minnesota, United States. With a commitment to providing personalized financial solutions, our experienced team offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, we are dedicated to providing expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.

KWG Advisors is a reputable accounting and finance institution located at 940 Vierling Drive West in Shakopee, Minnesota, United States. With a team of experienced professionals, KWG Advisors provides expert financial advice and accounting services to individuals and businesses alike. Whether you need help with tax planning, investment management, or financial reporting, KWG Advisors is dedicated to helping you achieve your financial goals. Trust KWG Advisors to provide personalized and reliable financial solutions tailored to your specific needs.

Menden Accounting & Tax Service is a reputable institution located at 1275 Ramsey Street in Shakopee, Minnesota, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial assistance to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to guide you every step of the way. Trust Menden Accounting & Tax Service for all your financial needs.

Thrivent Financial, located at 242 Lewis Street South in Shakopee, Minnesota, is a finance institution that believes everyone deserves a financial plan they can be confident about. They offer a range of services to help match individuals with resources based on their top financial concerns. Money Canvas™ is a free virtual coaching service that empowers individuals to build healthier money habits at their own pace. Thrivent seeks to understand each client's unique needs in order to create a financial plan that prioritizes what matters most to them. Whether you're just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you take on life's challenges and opportunities. They also offer charitable planning options and generosity programs to help clients give back. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and solutions to help people make the most of all they've been given. Thrivent's goal is to help clients achieve clarity, move forward with confidence, and live a more meaningful and generous life. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Visit Thrivent.com for more information about their services and financial advisors.

Executive Financial Services Inc. is a leading finance institution located at 4200 West Old Shakopee Road in Bloomington, Minnesota, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer a wide range of services tailored to meet the unique needs of our clients. Trust Executive Financial Services Inc. to guide you towards a secure financial future.

U.S. Bancorp Investments - Financial Advisors in Shakopee, Minnesota, provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. Located at 8325 Crossings Boulevard, our team of experienced advisors offers a wide range of financial services, including retirement planning, wealth management, and investment advice. Whether you are planning for the future or looking to grow your wealth, our dedicated team is here to help you every step of the way. Trust U.S. Bancorp Investments - Financial Advisors in Shakopee to help you secure a stable financial future.

Edward Jones - Financial Advisor Paul N Youngs, CFP®, AAMS™, CRPC™ is a reputable financial institution located at 205 Lewis Street South in Shakopee, Minnesota, United States. With a team of highly qualified professionals, including certified financial planners and accredited asset management specialists, this institution offers personalized financial advice and solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, manage your investments, or create a comprehensive financial strategy, Edward Jones - Financial Advisor Paul N Youngs is dedicated to providing top-notch service and guidance to help you secure your financial future.

Kurt Douglas Sharp - Financial Advisor, Ameriprise Financial Services, LLC, located at 1275 Ramsey Street, Shakopee, Minnesota, United States, is a finance institution that offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. They provide regular reviews and updates to help clients track their progress towards financial goals. Clients can access their investments and accounts securely from any device. The institution also offers complimentary initial consultations to discuss financial planning concepts. Kurt Douglas Sharp has received the 2024 Five Star Wealth Management award for providing excellent service to clients. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Clients can schedule consultations to discuss their financial goals and future plans. Please refer to FINRA's BrokerCheck website for more information on the advisor's qualifications and registered states.

Edward Jones - Financial Advisor: Tom Wood, CRPC™ is a highly reputable financial institution located at 1221 4th Avenue East in Shakopee, Minnesota, United States. As a Certified Retirement Planning Counselor, Tom Wood specializes in helping clients achieve their financial goals and plan for a secure retirement. With a focus on personalized service and tailored financial solutions, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Shakopee area. Whether you are looking to invest for the future, save for retirement, or plan for your children's education, Tom Wood and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Karl L Pawlowski - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1275 Ramsey Street, Shakopee, Minnesota, United States. The institution offers a range of services and certifications to ensure that their advisors are well-equipped to meet the diverse needs of their clients. These certifications include 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®. These certifications cover a wide range of topics such as asset management, retirement planning, estate planning, investment strategies, and more. Advisors at Karl L Pawlowski are dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Edward Jones - Financial Advisor: Stephen P Huber, AAMS™|CRPC™ is a reputable finance institution located at 500 Marschall Road in Shakopee, Minnesota, United States. With a focus on providing personalized financial advice and guidance, Stephen P Huber, a certified AAMS™|CRPC™ professional, offers a range of financial services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones - Financial Advisor: Stephen P Huber, AAMS™|CRPC™ is dedicated to providing tailored solutions to meet your individual needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Chris Sue, AAMS™|CRPC™ is a reputable finance institution located at 100 Fuller Street South in Shakopee, Minnesota, United States. As a certified financial advisor with designations including AAMS™ and CRPC™, Chris Sue offers expert financial planning and investment services to help clients achieve their financial goals. With a focus on personalized advice and tailored solutions, clients can trust Edward Jones and Chris Sue to provide sound financial guidance for their individual needs.

Mark Theis, a financial advisor at Ameriprise Financial Services, LLC, located at 1275 Ramsey Street in Shakopee, Minnesota, is dedicated to helping clients achieve their long-term financial goals with confidence. Mark has been recognized on the 2023 Forbes Best-in-State Wealth Advisors list, showcasing his commitment to providing top-notch financial advice. With proper registration, Mark can conduct securities business with residents of select states. Schedule a consultation with Mark to discuss your financial priorities and gain insight into stock market trends. Keep in mind that Ameriprise Financial cannot guarantee future financial results. Rest assured that your friends and family members will receive expert financial guidance when referred to Mark. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring a secure and reliable financial planning experience. Visit the website for important disclosures, privacy and security information, and regulations.

James Grabianowski, a financial advisor at Ameriprise Financial Services, LLC, located at 1275 Ramsey Street in Shakopee, Minnesota, offers personalized financial planning services. With a focus on helping clients achieve their financial goals, James provides expert guidance on investment strategies and retirement planning. Residents of select states can benefit from James' expertise, as he is properly registered to conduct securities business in those areas. By scheduling a complimentary initial consultation, clients can gain insight into financial planning concepts and discuss their individual needs. With a commitment to transparency, Ameriprise Financial Services, LLC provides important disclosures and information on their website, including a Client Relationship Summary Disclosure. Whether you are looking to secure your financial future or seeking advice on stock market trends, James Grabianowski is dedicated to helping clients navigate the complexities of the financial world. Contact Ameriprise Financial Services, LLC today to schedule a consultation and start planning for a secure financial future.

Pawlowski & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1275 Ramsey Street, Shakopee, Minnesota, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team documents your goals, regularly reviews and analyzes your progress, and adjusts your approach as needed to help you achieve financial success. You can access your investments and accounts anytime, anywhere, securely track your progress towards your goals, and share information with us. Schedule a complimentary initial consultation to learn more about how we can assist you. From retirement planning to building a solid foundation for wealth and well-being, we are here to help. Our financial advisors are registered to do business in certain U.S. states, and we adhere to strict privacy and security regulations to protect your information. Contact us to discuss what matters most to you and let us help you achieve your financial goals.

U.S. Bancorp Investments - Financial Advisors: Christina Sneve is a reputable finance institution located at 8325 Crossings Boulevard in Shakopee, Minnesota, United States. With a team of experienced financial advisors led by Christina Sneve, they provide personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, U.S. Bancorp Investments is committed to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and take control of your financial future.

Edward Jones - Financial Advisor: Ashley Jager is a reputable finance institution located at 3920 West Old Shakopee Road in Bloomington, Minnesota, United States. With a focus on providing personalized financial planning and investment services, Ashley Jager and her team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to build wealth, plan for retirement, or save for your children's education, Edward Jones - Financial Advisor: Ashley Jager can provide expert guidance and tailored solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards financial security.

Edward Jones - Financial Advisor: Rodney J Sikel, AAMS™ is a reputable financial institution located at 4200 West Old Shakopee Road in Bloomington, Minnesota, United States. With a focus on providing personalized financial planning services, Rodney J Sikel, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Rodney J Sikel, AAMS™ offers expert guidance and tailored solutions to meet your individual needs. Trust in Edward Jones - Financial Advisor: Rodney J Sikel, AAMS™ for reliable and professional financial advice.

Edward Jones - Financial Advisor: Melissa Schneider is a reputable finance institution located at 4200 West Old Shakopee Road in Bloomington, Minnesota, United States. Melissa Schneider is a skilled and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or save for a major purchase, Melissa Schneider can help create a customized financial strategy tailored to your individual needs. With a commitment to exceptional customer service and a dedication to helping clients succeed financially, Edward Jones - Financial Advisor: Melissa Schneider is a trusted partner in achieving financial security and success.

Edward Jones - Financial Advisor: Dan Reiner is a trusted finance institution located at 3920 West Old Shakopee Road in Bloomington, Minnesota, United States. As a dedicated financial advisor, Dan Reiner provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Dan Reiner is a reliable partner in navigating the complex world of finance. Contact them today to start planning for a secure financial future.

Story Tax Services is a reputable accounting and finance institution located at 287 Marschall Road in Shakopee, Minnesota, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, Story Tax Services is dedicated to providing personalized and efficient solutions to meet your financial needs. Trustworthy and reliable, they strive to ensure that you receive the best possible outcome for your tax situation. Contact Story Tax Services today to schedule a consultation and take control of your finances.

Welcome to Mandi Vote - State Farm Insurance Agent located at 16731 State Highway 13 in Prior Lake, Minnesota. Our agency proudly serves the Prior Lake, Savage, Burnsville, Shakopee, Lakeville, Chaska, and surrounding communities with a range of Insurance and Financial Services. Mandi Vote, a second-generation State Farm Agent, has been with the company since 2014 and is dedicated to protecting what customers have worked hard for and helping them plan for the future. Our agency focuses on educating customers about their insurance needs, creating customized packages that fit their budget, and providing exceptional customer service. As a small business owner, Mandi understands the importance of protecting your family from the unexpected. Our team of licensed Insurance Professionals is here to help you with all your insurance needs, whether it's Auto Insurance, Life Insurance, Home/Renters Insurance, or more. We offer appointments in various formats, including in-person at our office, at your home or favorite coffee shop, over the phone, or virtually via Good Neighbor Connect.

Jason Emerson - State Farm Insurance Agent is an insurance agency located at 7700 West Old Shakopee Road in Bloomington, Minnesota. Serving the areas of Bloomington, Eden Prairie, Shakopee, and surrounding Hennepin County since 2000, we offer a variety of insurance and financial services including car insurance, home insurance, renters insurance, life insurance, and more. Our office is conveniently located across the street from the Dred Scott Baseball Fields in West Bloomington. At Jason Emerson - State Farm Insurance Agent, we are committed to helping our clients protect their prized possessions and plan for their financial future. Whether you need help understanding the risks of drunk driving, tips for back-to-school shopping, or guidance on landlord-tenant evictions, our experienced team is here to assist you every step of the way.

Carol Sullivan - Thrivent is a finance institution located at 1226 4th Avenue East, Shakopee, Minnesota, United States. Licensing is available through your State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Jacob McCue - Thrivent is a finance institution located at 1226 4th Avenue East in Shakopee, Minnesota, United States. Licensing for their services can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for those services. They provide advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, which results in written recommendations for a fee.

Steven Woolery - Thrivent is a finance institution located at 1226 4th Avenue East in Shakopee, Minnesota, United States. Licensing is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult with their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which involves a review and analysis of the client's financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Mark Ohlmann - Thrivent is a finance institution located at 1226 4th Avenue East in Shakopee, Minnesota, United States. Specializing in financial planning and investment services, Mark Ohlmann - Thrivent is dedicated to helping individuals and families achieve their financial goals. With a focus on personalized guidance and tailored solutions, their team of experts is committed to providing exceptional service and support to their clients. Whether you are looking to plan for retirement, save for education, or build wealth for the future, Mark Ohlmann - Thrivent is here to help you every step of the way. Contact them today to learn more about how they can help you secure your financial future.

Ken Harris - Thrivent is a finance institution located at 1226 4th Avenue East, Shakopee, Minnesota, United States. Their mission is to help people be wise with money, life, and liberty. The institution specializes in retirement income planning, investment management, protecting loved ones against long term care, death, and disability, charitable giving, and college planning. They offer services to individuals in surrounding areas such as Apple Valley, Burnsville, Eagan, Minneapolis, and St. Paul. Licensing is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for such services. Thrivent provides advice and guidance through its Financial Planning Framework and Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Visit Thrivent.com for more information on their services and financial advisors.

John Coldagelli - Thrivent is a finance institution located at 1226 4th Avenue East, Shakopee, Minnesota, United States. Licensing for their services is available through your State Insurance Department’s website. They do not provide legal, accounting, or tax advice, so it is recommended to consult your attorney or tax professional for such matters. Thrivent offers advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.