TOP 10 Best Financial close in Minneapolis, Minnesota

Wits Financial is an insurance agency located at 1153 16th Avenue Southeast, Minneapolis, Minnesota, United States. Managing employee benefits is their specialty, ensuring that organizations can provide a personalized benefits package that aligns with their culture and goals. Their proactive brokers work closely with clients to select the right plan for their employees and business. Testimonials highlight their expertise in finding affordable benefits packages and their dedication to excellent customer service. Wits Financial prioritizes transparency, communication, and building long-term relationships with clients. They provide a white-glove level of service, ensuring that each client receives personalized attention and expert guidance. With a focus on exceeding client expectations, Wits Financial aims to provide the best possible benefits solutions for organizations of all sizes.

Stewart Title Company - Minneapolis (Commercial) is a finance and insurance agency located at 333 South 7th Street in Minneapolis, Minnesota, United States. Since 1978, we have been serving the Greater Area of Minneapolis - Saint Paul, including Burnsville, Arden Hills, and Mankato. Our experienced team has closed countless real estate transactions in the area and built strong relationships with our customers. We understand the way business is done in Minnesota and strive to provide a personalized and beneficial experience for all our clients. When you work with Stewart Title, you have access to a wealth of educational resources to support your real estate transactions. Visit us today to learn more about our services and how we can help you with your financial and insurance needs.

Merrill Lynch Financial Advisor Jeff M. Olson, located at 80 South 8th Street in Minneapolis, Minnesota, is a finance institution dedicated to providing personalized wealth planning services. Jeff is a CERTIFIED FINANCIAL PLANNER certificant, offering a collaborative approach to help clients achieve financial success. He works closely with affluent clients and business owners to create strategies for wealth accumulation, preservation, and transference. Services include portfolio management, tax minimization, estate planning, survivorship protection, education planning, and cash management. Jeff aims to provide clarity, discipline, and control in the wealth planning process, making necessary adjustments to ensure clients remain on track. With a background in marketing and a focus on client relationships, Jeff strives to help clients feel organized, prepared, and in control of their wealth. Partnering with a team of specialists, he offers personalized investment approaches tailored to individual goals and priorities. By staying informed about changes in clients' lives and the financial markets, Jeff helps clients navigate fluctuations and achieve their financial objectives. With access to the resources of Merrill Lynch and Bank of America, Jeff provides comprehensive financial solutions to address clients' needs. Whether planning for retirement, education, or wealth transfer, Jeff's goal is to help clients pursue their goals and achieve financial security.

Oxford Financial Group, Ltd. is a finance institution located at 225 South 6th Street, Minneapolis, Minnesota, United States. With over 43 years of experience, we specialize in providing multigenerational estate planning advice and forward-thinking investment solutions to families and institutions. Our core beliefs drive us to work closely with owners, families, and discerning institutions to help them achieve their financial goals. In our 2024 Annual Report, we highlight our aspirations and commitment to our clients. Additionally, we offer guidance on charitable giving vehicles such as Private Foundations. Oxford Financial Group, Ltd. is an independent registered investment advisor eligible for the Financial Advisor’s RIA Survey & Ranking, based on our services and assets reported to the SEC. We are proud to have earned recognition in the rankings and are dedicated to providing exceptional financial planning services to our clients.

Mac Lamont is the Client Relationship Manager at Ameriprise Financial Services, LLC, located in Minneapolis, Minnesota, United States. With a focus on finance, Mac is dedicated to providing personalized financial planning and investment management services to clients. As a trusted advisor, Mac works closely with individuals to help them achieve their financial goals and secure their financial future. Contact Mac Lamont at Ameriprise Financial Services, LLC for expert guidance and support in managing your finances.

Merrill Lynch Financial Advisor Matthew Borash, located at 80 South 8th Street in Minneapolis, Minnesota, offers tailored advice and guidance to individuals, families, and businesses to help them make informed decisions about their wealth. With a focus on retirement strategy, wealth planning, investment management, business modeling, and more, Matthew works closely with clients to connect their financial resources with their goals. As a Senior Portfolio Advisor at Merrill, he can manage custom investment strategies to help clients pursue their objectives. Through one-on-one collaboration, Matthew helps clients build personalized financial strategies that reflect their unique ambitions and priorities. With a commitment to simplicity and transparency, he aims to make wealth planning an exciting journey towards achieving financial goals. By regularly reviewing and updating financial approaches, Matthew helps clients stay on track to reach their goals even as life and markets change. With expertise in behavioral finance, Merrill offers tools like the Investment Personality Assessment to customize financial approaches based on individual preferences. Through ongoing communication and adjustments, Matthew helps clients navigate the complexities of investing and adapt to changing circumstances. As a Merrill Lynch Wealth Management Advisor, Matthew prioritizes the needs and goals of his clients, providing personalized investment strategies and access to comprehensive financial solutions. By getting to know clients personally and understanding what matters most to them, Matthew designs approaches that reflect their unique needs and priorities. With a focus on staying on track regardless of market fluctuations, Matthew helps clients live their best financial lives. Matthew Borash is registered to do business in multiple states and emphasizes the importance of consulting legal and tax advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results.

Raymond James Financial Services is a reputable finance institution located at 225 South 6th Street in Minneapolis, Minnesota, United States. With a strong commitment to providing personalized financial solutions, Raymond James offers a wide range of services including wealth management, investment advice, retirement planning, and more. Their team of experienced financial advisors work closely with clients to help them achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, Raymond James Financial Services is dedicated to providing expert guidance and support every step of the way.

Monthend is a reputable accounting and finance institution located at 729 North Washington Avenue in Minneapolis, Minnesota. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, budgeting, or financial planning, Monthend is here to assist you every step of the way. Trust us to help you achieve your financial goals and secure your financial future.

Spiegler Insurance Services is a reputable health insurance agency located at 3430 List Place in Minneapolis, Minnesota, United States. With a commitment to providing top-notch insurance services, Spiegler Insurance Services helps individuals and families find the right health insurance coverage to meet their needs. Their experienced agents work closely with clients to understand their unique circumstances and guide them through the process of selecting the best insurance plans available. Trust Spiegler Insurance Services to help protect your health and financial well-being.

Located at 1901 Mainstreet in Hopkins, Minnesota, Danny McDonald - State Farm Insurance Agent is your local insurance agency serving the entire states of Minnesota and Wisconsin. Specializing in Auto Insurance, Condo and Home Insurance, Renters Insurance, Life Insurance, and Small Business Commercial Insurance, the team at Danny McDonald State Farm is dedicated to helping you make informed decisions about your insurance needs. As a State Farm Agent, Danny McDonald is committed to making a positive impact in the community by working closely with individuals to ensure that "Life Goes Right." Alongside his wife Jaclyn, they are active supporters of local theaters and are passionate about musical theatre. When not in the office, you may find Danny playing cover songs at a local bar or spending time with their poodle mascot, Teddy.

Guaranty Commercial Title, Inc. is a finance and insurance agency located at 465 Nicollet Mall in Minneapolis, Minnesota, United States. Our core values include positivity, individual initiative, treating every transaction as if it were our own, being resourceful and solutions-oriented, and having fun while doing it. We are known for our expertise in conducting title examinations and negotiating title insurance policies, ensuring that our clients can close with confidence. Our Disbursing team is exceptional at managing construction draw requests, ensuring that contractors are paid on time and projects stay on track. Additionally, our closers have extensive experience with 1031 Exchanges and work closely with clients and their chosen Qualified Intermediaries to optimize tax deferral strategies. We take pride in the positive impact our work has had on communities in Minnesota and look forward to collaborating with you on your next commercial real estate project. Let us help you achieve your goals and make a difference in the lives of Minnesotans.

LifeBack Law Firm, P.A. is a trusted law firm located at 2124 Dupont Avenue South in Minneapolis, Minnesota. Specializing in Chapter 7 and Chapter 13 bankruptcy cases, the firm has been protecting Minnesotans from creditors since 1972. The team at LifeBack Law Firm is dedicated to helping individuals and families get their lives back on track by providing expert legal assistance and guidance. With a focus on kindness and understanding, the attorneys at LifeBack Law Firm work closely with each client to determine the best course of action for their unique situation. Whether you are struggling with overwhelming debt or facing financial difficulties, LifeBack Law Firm is here to help you find a solution. Schedule a free consultation today and take the first step towards a debt-free life.

Perusse Family Law, PLLC is a well-established institution located at 7900 International Drive in Bloomington, Minnesota. With nearly 30 years of experience in family law in Minnesota, Colorado, and California, our firm has the expertise needed to effectively represent clients in a wide range of family law matters. We understand that hiring an attorney can be a significant investment, which is why we strive to make the process as efficient and transparent as possible. By utilizing modern technology, we ensure that each client has 24/7 access to their case file. Additionally, we collaborate with financial and mental health professionals to create a comprehensive team tailored to each unique case.

Aurora Strategic Advisors is a leading consulting firm located in Minneapolis, Minnesota. Our team of experienced advisors offers strategic guidance and personalized solutions to help businesses navigate complex challenges and achieve their goals. With a focus on innovation and collaboration, we work closely with our clients to develop tailored strategies that drive growth and success. Visit us at 2809 Lake of the Isles Parkway East to learn more about how Aurora Strategic Advisors can help your business thrive.

Diversified Wealth Management is a leading financial institution located at 345 East 77th Street in Minneapolis, Minnesota, United States. Specializing in providing comprehensive wealth management services, our experienced team works closely with clients to create personalized strategies to help them achieve their financial goals. Whether it's investment planning, retirement planning, estate planning, or risk management, we are dedicated to helping our clients build and preserve their wealth. Trust Diversified Wealth Management to provide expert financial advice and guidance tailored to your unique needs.

Sunrise Banks is a financial institution located at 2100 Blaisdell Avenue in Minneapolis, Minnesota, United States. As a full-service bank, Sunrise Banks offers a wide range of financial services including ATM access, personal and business banking, loans, and investment options. With a commitment to community development and social responsibility, Sunrise Banks strives to empower individuals and businesses to achieve their financial goals while making a positive impact in the local community. Visit Sunrise Banks today to experience personalized service and innovative financial solutions.

Shane Manor | Fairway Independent Mortgage Corporation Loan Officer is a finance institution located at 7825 Washington Avenue South, Minneapolis, Minnesota, United States. Get the latest company news, consumer tips, and Fairway media with just a few clicks. FairwayNEXT provides valuable information about your mortgage loan, including where to make your first payment and who your current servicer is. Join a team that truly puts people first by considering a career at Fairway! Whether you're looking to buy, build, or refinance your home, our experienced mortgage professionals are here to help. We offer a variety of loan options with great rates, terms, and costs to meet your specific needs. Let us guide you through the entire loan process from application to closing and beyond. Our Core Values guide every team member in how we work, interact, and serve our clients and communities. Use our calculators for illustrative purposes and consult with your Loan Officer for accurate results. Contact us today to pre-qualify and start your homeownership journey with us.

Cardinal Wealth Advisors LLC is a registered investment advisor located in Edina, Minnesota, serving clients in the greater Twin Cities area of Minneapolis and St. Paul. Since 2005, we have been assisting individuals and families in managing their financial goals, whether they are experienced professionals, nearing retirement, planning for their children's education, or just starting out. Our small firm offers a personalized approach with a wide range of resources and knowledge, without the impersonal feel of a larger firm. We provide personal financial planning and investment strategies tailored to each client's needs and goals. From introductory meetings to plan implementation and monitoring, we work closely with our clients in an open collaboration of ideas to help them feel more secure about their financial future. We also offer options for clients interested in incorporating environmental, social, and corporate governance screens into their portfolios.

Levi David R CPA is a renowned accounting and finance institution located at 222 South 9th Street in Minneapolis, Minnesota, United States. Led by David, a certified public accountant with almost four decades of experience, the institution specializes in tax consulting, planning, and compliance for families and closely held businesses. David and his team work closely with clients to develop personalized strategies for achieving both short and long-term financial goals. With a focus on client and staff development, Levi David R CPA has a proven track record of success in helping clients of all financial backgrounds, from zero net worth to multi-million dollar portfolios. David holds a Bachelor's Degree in Accounting from the University of Iowa and is a designated Personal Financial Specialist by the American Institute of Certified Public Accountants (AICPA). Whether you need assistance with tax planning, financial consulting, or estate planning, Levi David R CPA is ready to help you achieve your financial objectives. Connect with their expert team today.

Simon Ventures, LP is a leading finance institution located at 100 South 5th Street in Minneapolis, Minnesota, United States. With a strong track record of successful investments and a focus on innovation and growth, Simon Ventures, LP provides strategic funding and support to emerging companies in various industries. Their experienced team of professionals works closely with entrepreneurs to help them achieve their goals and maximize their potential. Whether you are a startup looking for funding or an established business seeking strategic partnerships, Simon Ventures, LP is the ideal partner to fuel your success.