The 30 Best Financial planning advice in Minnesota

Carla Lien - Thrivent is a finance institution located at 10734 313th Avenue in Princeton, Minnesota, United States. The institution is dedicated to helping families make wise financial decisions, including income protection, retirement planning, and children's education. Carla Lien is passionate about ensuring families are protected in case of loss through life insurance and disability income insurance. She also helps parents save for their children's education by providing tax-efficient strategies and goal-setting. Additionally, Carla encourages individuals to start saving for retirement early so they can live out their retirement dreams. With a background in marketing, Carla also assists business owners with financial planning strategies, retirement plans, business valuations, buy-sell plans, and succession plans. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit Thrivent.com for more information on their services and professional designations.

Nancy Finn - Raymond James is a reputable finance institution located at 19157 Freeport Street in Elk River, Minnesota, United States. With a strong focus on providing personalized financial services, Nancy Finn - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Nancy Finn - Raymond James is committed to providing top-notch financial guidance and support. Trust Nancy Finn - Raymond James to help you navigate the complex world of finance with confidence and peace of mind.

American National Bank is a trusted institution located at 903 Washington Avenue South, Minneapolis, Minnesota, United States. We offer a range of financial services including ATM access, banking, and finance options. Our mortgage experts are ready to assist you in finding the best loan options and planning your down payment to create a better way home. At American National Bank, we prioritize your best interest with special offers available on money markets and CDs to help you grow your money faster. With over 165 years of experience as a stable and safe partner, we are confident in meeting your financial needs now and in the future.

Melissa Mather Bobka - Thrivent is a finance institution located at 129 West Main Street in Waconia, Minnesota, United States. Licensed in multiple states including AZ, CA, MN, OH, OK, and WI, they offer insurance products, securities, and investment advisory services. Thrivent and its financial professionals provide advice and guidance through their Financial Planning Framework, with the option for further planning engagement through 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. Their licensed agents and producers are registered representatives of Thrivent Investment Management, Inc. For more information about their financial advisors and professional designations, visit their website or FINRA's Broker Check. Please consult your attorney or tax professional for legal, accounting, or tax advice.

Barbara Droher Kline - Thrivent is a finance institution located at 20726 300th Street in New Prague, Minnesota, United States. The institution is licensed in multiple states including CA, MN, MT, and VA. Thrivent and its financial professionals offer advice and guidance through a Financial Planning Framework, with the option for further planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Licensed financial advisors provide insurance products, securities, and investment advisory services. For more information on professional designations and requirements, visit their website at https://www.thrivent.com/designations.

Jerron McDonald - Thrivent is a finance institution located at 9010 Quantrelle Avenue in Otsego, Minnesota, United States. Specializing in financial planning and investment services, Jerron McDonald - Thrivent helps individuals and families achieve their financial goals through personalized strategies and expert advice. With a commitment to integrity and a focus on helping clients build a secure financial future, this institution is a trusted partner in navigating the complexities of the financial world.

Linda Hensel - Thrivent is a finance institution located at 9010 Quantrelle Avenue in Otsego, Minnesota, United States. Licensing for their services is available through the State Insurance Department's website, which can be accessed through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for those matters. They offer advice and guidance through their Financial Planning Framework, which includes reviewing and analyzing a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

City & County Credit Union - Shoreview is a convenient financial institution located at 1001 Red Fox Road in Shoreview, Minnesota. As an ATM, bank, and finance center, CCCU offers a range of services to meet your financial needs. Please note that CCCU is not responsible for the accuracy, security, content, or services offered by other websites, and their privacy and security policies may differ from ours. The Shoreview branch is open on Saturdays from 9 am to noon, providing access to a drive-up ATM for easy deposits and withdrawals. This branch was designed with the community in mind, featuring amenities such as a business card swap, a local business stand, a coffee bar, and convenient technology. Whether you need to make quick transactions or plan for the future, CCCU's Shoreview branch is the ideal place to do so.

Chad Reisner - Thrivent is a finance institution located at 1107 Hazeltine Boulevard, Chaska, 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, 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 engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent.

Paul Hofslien - Raymond James is a finance institution located at 4719 Park Nicollet Avenue Southeast in Prior Lake, Minnesota, United States. Specializing in financial services, the institution provides expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Paul Hofslien - Raymond James is committed to providing top-notch financial planning and investment strategies for individuals and businesses alike. Visit their office today to learn more about how they can help you secure your financial future.

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.

Eric Werlinger - Thrivent is a finance institution located at 99 Lake Drive East in Chanhassen, Minnesota, United States. Specializing in Retirement and College Planning Solutions for the Twin Cities and Glencoe area, Eric Werlinger proudly serves both communities. With licenses in Arizona, California, Florida, Minnesota, Texas, and Wisconsin, Eric Werlinger is dedicated to providing financial advice and guidance to his clients. As a financial professional with Thrivent, Eric does not provide legal, accounting, or tax advice, but offers a Financial Planning Framework to review and analyze a client's financial situation. Clients may choose to further their planning engagement through Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and services through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors are qualified to provide investment advisory services. For more information on professional designations and requirements, visit Thrivent's website or FINRA's Broker Check.

Chris O'Connell Mortgage, located at 1895 Plaza Drive in Eagan, Minnesota, is a finance institution within Old National Bank. Serving Minneapolis, St. Paul, the Twin Cities, and surrounding areas, Chris O'Connell Mortgage offers expert guidance for first-time home buyers. As a dedicated mortgage loan officer with years of experience, Chris is committed to providing exceptional communication and friendly, professional service to help you navigate the complex world of real estate loan options. Whether you are looking to buy your first home or refinance an existing property, Chris is here to make the process smooth, responsive, and stress-free. With a focus on building trust and guiding clients through every step of the home buying journey, Chris aims to help you achieve your homeownership dreams with confidence.

Our Wealth Compass, Inc. is a premier financial institution located at 362 3rd Street in Excelsior, Minnesota, United States. We specialize in providing expert financial advice and services to help individuals and businesses navigate their financial journey towards success. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Our Wealth Compass, Inc. is here to guide you every step of the way. Contact us today to start your journey towards financial freedom.

Sydney Kirchoff - Thrivent is a finance institution located at 16151 Main Avenue Southeast in Prior Lake, Minnesota, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer 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 provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services.

Carla Lien - Thrivent is a finance institution located at 10734 313th Avenue, Princeton, Minnesota, United States. Carla Lien is passionate about helping families make wise financial decisions, including income protection, retirement planning, and children's education. Income protection includes life insurance and disability income insurance, with Carla available to help evaluate options and ensure families are protected. She also assists with saving for children's education, finding tax efficiencies and setting achievable goals. Carla encourages early retirement savings to help clients achieve their dreams in retirement. With a background in business marketing, Carla also helps business owners with financial planning strategies such as retirement plans, business valuations, and succession plans. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Licensing is available through the State Insurance Department's website. Thrivent Financial for Lutherans offers insurance products and securities and investment advisory services through Thrivent Investment Management Inc. Visit Thrivent.com for more information on services and professional designations.

Merrill Lynch Wealth Management Advisor Nicholas P. Sauro is a finance institution located at 315 Lake Street East, Wayzata, Minnesota, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including Sauro, clients from all 50 states, the District of Columbia, and several US territories are guided towards achieving the lives they desire. Sauro offers services such as asset allocation, diversification, and financial planning, but reminds clients that investing involves risks and there is always the potential of losing money. Additionally, Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so clients are encouraged to consult with their own advisors before making financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services, including insurance and annuity products through Merrill Lynch Life Agency Inc. Trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware, both subsidiaries of Bank of America Corporation. Banking products are offered by Bank of America, N.A. and affiliated banks, with investment, insurance, and annuity products not being a condition to any banking service or activity. Sauro holds various certifications and is dedicated to helping clients navigate the complexities of the financial world.

Mary Trembley - Raymond James is a leading financial institution located at 1121 U.S. 10 in Anoka, Minnesota, United States. Our team of experienced professionals is dedicated to providing top-notch financial services and investment advice to our clients. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, we are here to help you achieve your financial goals. With a focus on personalized service and a commitment to excellence, Mary Trembley - Raymond James is the trusted choice for all your financial needs.

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.

Jeff Coplan - Raymond James is a finance institution located at 11985 Technology Drive in Eden Prairie, Minnesota, United States. With a focus on providing top-notch financial services, the institution offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the professionals at Jeff Coplan - Raymond James are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

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.

John A Anderson - Raymond James is a finance institution located at 3340 Northdale Boulevard Northwest in Coon Rapids, Minnesota, United States. With a strong reputation for providing personalized and comprehensive financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management strategies, we are here to provide top-notch service and guidance. Visit us today to see how we can help you secure your financial future.

Edward Jones is a reputable financial institution located at 18285 Minnetonka Boulevard in Wayzata, Minnesota. Specializing in personalized investment strategies and financial planning services, Edward Jones is dedicated to helping individuals and families achieve their financial goals. With a team of experienced financial advisors, Edward Jones offers a range of services including retirement planning, wealth management, and investment guidance. Whether you are looking to grow your wealth or plan for your future, Edward Jones is committed to providing expert advice and tailored solutions to help you succeed financially.

Chris Johnson - Thrivent is a finance institution located at 3000 County Road 42 West, Burnsville, Minnesota, United States. The institution is licensed in multiple states including AZ, CO, IA, MN, ND, SD, TX, and WI. Thrivent offers financial advice and guidance through its Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice, and recommends consulting with a professional in those areas. Insurance products are issued by Thrivent, with securities and investment advisory services offered through Thrivent Investment Management Inc. Visit Thrivent.com for more information on their services and financial advisors.

Ken Harris - Thrivent is a finance institution located at 3000 County Road 42 West, Burnsville, Minnesota, United States. Their mission is to help people be wise with money, life, and liberty. As a Thrivent Associate, they aim to establish an ongoing financial relationship with clients to help them reach their financial goals. Services offered include retirement income planning, investment management, protection against long-term care, death, and disability, charitable giving, and college planning. The office is centrally located to serve clients in surrounding areas such as Apple Valley, Eagan, Minneapolis, Roseville, and St. Paul. Licensing information is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consultation with an attorney or tax professional is recommended. Thrivent offers advice and guidance through its Financial Planning Framework and Dedicated Planning Services for a fee. Thrivent Financial for Lutherans is the marketing name for Thrivent. Insurance products are issued by Thrivent and securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser. Financial advisors at Thrivent are credentialed to provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check. Professional designations and requirements to earn them can be found at Thrivent.com/designations.

Thomas McCarthy is a finance institution located at 445 Lake Street East in Wayzata, Minnesota, United States. With a strong reputation for providing personalized financial services to individuals and businesses, Thomas McCarthy offers expert advice and solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, the experienced professionals at Thomas McCarthy are dedicated to helping you make informed decisions and secure your financial future. Visit us today to learn more about our comprehensive range of financial services.

Brandon W. Howe is a reputable finance institution located at 641 Lake Street East in Wayzata, Minnesota, United States. With a strong focus on providing top-notch financial services, Brandon W. Howe offers a wide range of investment options, financial planning solutions, and wealth management services to individuals and businesses. The institution is known for its experienced team of financial experts who are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Brandon W. Howe is committed to providing personalized and professional financial advice to help you make informed decisions.

Joe Bertilson - Raymond James is a finance institution located at 1887 Station Parkway Northwest, Andover, Minnesota, United States. With a focus on providing top-notch financial services, Joe Bertilson - Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The experienced team at this institution is dedicated to providing personalized and tailored advice to each client, ensuring that their financial needs are met with the utmost care and attention to detail. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Joe Bertilson - Raymond James is here to help you every step of the way.