TOP 30 Financial advisors in Golden Valley, Minnesota

65 results found

Core Income Advisors is a finance institution located at 5940 Golden Hills Drive in Golden Valley, Minnesota, United States. Our team of experienced financial advisors specializes in helping clients achieve their financial goals through personalized investment strategies. Whether you are looking to grow your wealth or plan for retirement, Core Income Advisors is 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.

Woodhill Financial is a leading finance, health, and insurance agency located in Golden Valley, Minnesota. Our dedicated team of professionals is committed to providing top-notch financial services and expert advice to help our clients achieve their financial goals. Whether you need assistance with retirement planning, insurance coverage, or wealth management, Woodhill Financial is here to help. Visit us at our convenient location at 7500 Highway 55 to learn more about how we can support you on your financial journey.

Thrivent Financial, located at 201 Lake Street East in Wayzata, Minnesota, is a finance and insurance agency dedicated to helping clients reach their financial goals. Specializing in retirement income planning, investment management, and protecting loved ones against the impact of long term care, death, and disability, Thrivent Financial also offers services in charitable giving, college planning, estate strategies, and tax advantage investment strategies. The institution serves Wayzata and surrounding areas such as Plymouth, Minnetonka, Delano, and Golden Valley. Clients can receive advice and guidance through Thrivent's Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent Financial for Lutherans provides insurance products, while securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about Thrivent Financial's services and professional designations, visit their website or FINRA's Broker Check.

Jeff Schuur - Financial Advisor is a reputable finance institution located at 8421 Wayzata Boulevard in Golden Valley, Minnesota, United States. With years of experience and expertise in the financial industry, Jeff Schuur offers personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Jeff Schuur is dedicated to providing sound financial advice and guidance tailored to your individual needs. Trust Jeff Schuur - Financial Advisor to help you secure your financial future.

White Oaks Wealth Advisors is a finance institution located at 5500 Wayzata Boulevard in Golden Valley, Minnesota, United States. Founded in 1986, we are a dedicated team of individuals with over 100 years of collective industry experience. Our team holds respected designations in the finance industry, allowing our clients to work directly with experts in various fields. We pride ourselves on being a family, not just a team. We are fiercely independent, giving our clients access to a wide range of investments and the ability to work directly with decision makers. As a fee-only institution, we are compensated by fees for assets under management, ensuring a pure and transparent relationship with our clients.

Lingate Financial Group is a reputable finance institution located in Minneapolis, Minnesota. We specialize in providing a wide range of financial services to our clients, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us at 7575 Golden Valley Road to learn more about how we can help you navigate the complexities of the financial world.

PRG Financial in Golden Valley is a reputable finance and insurance agency located at 4959 Olson Memorial Highway in Minneapolis, Minnesota. With a focus on providing comprehensive financial services and insurance solutions, our dedicated team of professionals is committed to helping clients achieve their financial goals and protect their assets. Whether you are seeking investment advice, insurance coverage, or retirement planning, PRG Financial is here to provide personalized guidance and support. Visit us today to learn more about how we can assist you in securing your financial future.

Nicholas Hagan - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8325 Wayzata Boulevard in Golden Valley, Minnesota, United States. The institution offers a range of certifications and designations to its advisors, including 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 various aspects of financial planning, including asset management, retirement planning, estate planning, investment management, and more. The advisors at Nicholas Hagan - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Jeannine Strand - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 8325 Wayzata Boulevard, Golden Valley, Minnesota, United States, offers a range of financial services to individuals seeking expert guidance in managing their wealth. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jeannine Strand is equipped to provide comprehensive asset management, investment strategies, estate planning, retirement planning, and insurance products tailored to the unique needs of clients. The institution also offers specialized certifications in areas such as behavioral finance, philanthropy, annuities, senior planning, divorce financial analysis, estate planning, exit planning, and more. With a commitment to excellence and ethics, Jeannine Strand is dedicated to helping clients make informed financial decisions and achieve their long-term goals.

Edward Jones - Financial Advisor: Nick Maiers is a reputable finance institution located at 8441 Wayzata Boulevard in Golden Valley, Minnesota, United States. As a trusted financial advisor, Nick Maiers provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Nick Maiers is dedicated to providing top-notch financial advice and guidance to individuals and families. Visit their office today to start planning for a secure financial future.

Patrick Hagan - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8325 Wayzata Boulevard, Golden Valley, Minnesota, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 various aspects of financial planning, wealth management, estate planning, retirement planning, investment management, and more. The institution is dedicated to providing comprehensive and specialized financial services to individuals and businesses, ensuring that clients receive expert advice and guidance in achieving their financial goals.

Edward Jones - Financial Advisor: Seth D Schuett, CFP®|AAMS™ is a reputable financial institution located at 8441 Wayzata Boulevard in Golden Valley, Minnesota, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Seth D Schuett offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Seth D Schuett and his team are dedicated to helping you navigate the complexities of the financial world and secure a stable financial future.

Taylor Koczur is a financial advisor at Ameriprise Financial Services, LLC located at 8325 Wayzata Boulevard in Golden Valley, Minnesota, United States. Taylor holds various certifications including the 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®, CFP®, 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®. Taylor is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethical practices and a commitment to ongoing education and training, Taylor is well-equipped to help clients navigate the complexities of financial planning and investment management. Contact Taylor Koczur today for personalized financial guidance tailored to your specific needs and goals.

Great River Financial is a trusted finance institution located at 7500 Highway 55 in Golden Valley, Minnesota. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with loans and mortgages, we are here to provide personalized solutions tailored to your unique needs. Visit us today to discover how Great River Financial can help you secure a brighter financial future.

TruCairn Advisors - Ameriprise Financial Services, LLC is a finance institution located at 8325 Wayzata Boulevard, Golden Valley, Minnesota, United States. They have been recognized as Forbes Best-in-State Wealth Management Teams for 2023. The institution specializes in crafting personalized financial strategies for all generations, ensuring that every family member's financial goals are heard and addressed. They emphasize the importance of financial literacy and empower each family member to make informed decisions for their future. Ameriprise financial advisors are registered to do business in certain U.S. states and provide tailored, multi-generational financial planning experiences. They offer initial consultations to discuss financial planning concepts and cannot guarantee future financial results. Users of their site agree to be bound by their website rules and regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. They appreciate referrals and are dedicated to helping friends and family members achieve their financial goals.

Edward Jones - Financial Advisor: John M McCormick is a trusted financial institution located at 7500 Olson Memorial Highway in Golden Valley, Minnesota, United States. Specializing in personalized financial planning and investment services, John M McCormick and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships, they provide expert guidance and tailored solutions to help individuals and families secure their financial futures. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: John M McCormick is committed to providing top-notch financial advice and support.

Edward Jones - Financial Advisor: Sara Valesano, CFP®|CRPC™ is a trusted financial institution located at 4800 Olson Memorial Highway in Golden Valley, Minnesota, United States. With a focus on personalized financial planning, Sara Valesano, a Certified Financial Planner and Chartered Retirement Planning Counselor, provides expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Sara Valesano and her team are dedicated to providing tailored solutions to meet your individual needs. Visit Edward Jones - Financial Advisor: Sara Valesano, CFP®|CRPC™ today to start building a secure financial future.

Edward Jones - Financial Advisor: Robert Seymour is a trusted financial institution located at 4800 Olson Memorial Highway in Golden Valley, Minnesota. As a seasoned financial advisor, Robert Seymour provides personalized investment and wealth management services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Robert Seymour is committed to providing expert financial guidance and support to clients in the Golden Valley community and beyond. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Edward Jones - Financial Advisor: Mark Nevermann, AAMS™ is a reputable finance institution located at 7500 Olson Memorial Highway in Golden Valley, Minnesota, United States. Mark Nevermann, a knowledgeable and experienced financial advisor, is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, Edward Jones - Financial Advisor: Mark Nevermann, AAMS™ is committed to providing top-notch financial planning and investment services to individuals and families in the Golden Valley area.

Brad Hubbard is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 8325 Wayzata Boulevard in Golden Valley, Minnesota. With years of experience in the finance industry, Brad helps clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Brad Hubbard can provide expert guidance and support to help you navigate the complexities of the financial world. Contact Brad Hubbard at Ameriprise Financial Services, LLC today to start building a secure financial future.

Paul J Wheaton is a Financial Advisor at Ameriprise Financial Services, LLC, located at 8325 Wayzata Boulevard in Golden Valley, Minnesota, United States. Paul holds various certifications including 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 demonstrate Paul's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various clients including retirees, small business owners, high net worth individuals, and those with special needs. Paul is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals and aspirations.

John Yaeger - Ameriprise Financial Services, LLC is a finance institution located at 8325 Wayzata Boulevard, Golden Valley, Minnesota, United States. They offer a range of certifications and designations such as 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 various aspects of finance including asset management, retirement planning, estate planning, and more. The institution is committed to providing comprehensive financial services to individuals and businesses, with a focus on ethical practices and expertise in various areas of financial planning.

Edward Jones - Financial Advisor: Howie Patchin is a reputable financial institution located at 4800 Olson Memorial Highway in Golden Valley, Minnesota. As a trusted advisor, Howie Patchin provides personalized financial guidance to help clients achieve their long-term financial goals. With a focus on building lasting relationships and providing top-notch customer service, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for your children's education, or investing for the future, Howie Patchin and the team at Edward Jones are here to help you every step of the way.

Derek More - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8325 Wayzata Boulevard, Golden Valley, Minnesota, United States. Derek More holds various certifications such as 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 demonstrate Derek More's expertise in various aspects of financial planning and management, including asset allocation, retirement planning, estate planning, investment strategies, risk management, and more. If you are looking for a knowledgeable and experienced financial advisor in the Golden Valley area, Derek More at Ameriprise Financial Services, LLC is a great choice.

Jenna Dubuc is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 8325 Wayzata Boulevard in Golden Valley, Minnesota, United States. Jenna holds various certifications such as 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®, CFP®, 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 demonstrate Jenna's expertise in asset management, wealth transfers, retirement planning, estate planning, investment strategies, and more. Jenna is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Jenna Dubuc today for all your financial planning needs.

Strand & Associates - Ameriprise Financial Services, LLC is a finance institution located at 8325 Wayzata Boulevard, Golden Valley, Minnesota, United States. The institution was the 2023 recipient of the Ameriprise Client Experience Award, showcasing their dedication to providing exceptional service to their clients. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The team at Strand & Associates is committed to helping clients achieve their financial objectives and adjust their approach as life changes. They provide complimentary initial consultations to discuss financial planning concepts and offer insights on the stock market and bull market rally. Ameriprise financial advisors are registered in specific U.S. states and adhere to strict regulations to ensure client security and privacy. The institution values referrals and works diligently to help friends and family members achieve their financial goals. Clients can expect personalized service and expert financial advice from the experienced team at Strand & Associates - Ameriprise Financial Services, LLC.

Jay Untiedt is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 8325 Wayzata Boulevard in Golden Valley, Minnesota. With years of experience in the finance industry, Jay provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Jay Untiedt can help guide you towards a secure financial future. Contact Jay Untiedt at Ameriprise Financial Services, LLC for expert financial advice and services.

Donna Carpenter is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 8325 Wayzata Boulevard in Golden Valley, Minnesota. With years of experience in the finance industry, Donna provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or managing your investments, Donna Carpenter can provide expert guidance and support. Contact her today to schedule a consultation and take control of your financial future.

omas Fox - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 8325 Wayzata Boulevard in Golden Valley, Minnesota, United States. Thomas Fox holds various certifications including 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 demonstrate Thomas Fox's expertise in various areas including asset management, retirement planning, estate planning, investment strategies, and financial planning for special needs families and military personnel. With a commitment to ethical standards and continuous education, Thomas Fox provides comprehensive financial services to individuals and businesses, helping them achieve their financial goals and secure their financial future.

Fox, Rampetsreiter & Associates - Ameriprise Financial Services, LLC is a finance institution located at 8325 Wayzata Boulevard in Golden Valley, Minnesota, United States. They offer a range of services including investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. Clients can access their investments and track their progress towards financial goals securely from any device. The institution prides itself on putting clients and their goals first, and was recognized as one of the Most Trusted Wealth Management Companies in 2022 by Investor’s Business Daily. They offer complimentary initial consultations to discuss financial planning concepts and help clients navigate their financial future. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest level of security and compliance for clients. They value referrals and are dedicated to helping friends and family members achieve their financial goals. Contact them today to schedule a consultation and learn more about how they can help you reach your financial objectives.