TOP 30 Financial planning for educators in Minneapolis, Minnesota

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Solidity Insurance Group in Minneapolis, located at 7964 Brooklyn Boulevard, is your go-to insurance agency for all your coverage needs. Serving Kalamazoo and all of Michigan, Minnesota, Florida, Illinois, and Wisconsin, we prioritize helping our customers protect what matters most in life. As an Independent agency, we partner with top carriers to find the best coverage for your specific situation. Whether you're planning a home remodel or looking for life insurance, we've got you covered. With National Rebuilding Month in April, now is the perfect time to consider how renovations can impact your insurance coverage. We offer expert advice on personal insurance and home remodels to ensure you're properly protected.

Income Planning Group, LLC is a finance institution located in Minneapolis, Minnesota. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through comprehensive income planning strategies. Whether you are looking to retire comfortably, save for your children's education, or grow your wealth, we are here to provide personalized guidance and support. Visit us at 15600 36th Avenue North to learn more about how we can help you secure a prosperous financial future.

Kowalski Financial is a finance institution located at 600 U.S. 169 in Minneapolis, Minnesota, United States. We specialize in providing comprehensive financial planning services such as retirement income planning, education planning, insurance and risk management, income tax planning, and more. Our personalized custom portfolios and active/passive strategies are designed to help you achieve financial freedom. At Kowalski Financial, we prioritize building strong connections with our clients to truly understand their current situation and future goals. Our team works together with clients to create a responsible and comprehensive financial plan tailored to their individual needs. We believe in proactive communication and frequent adjustments to ensure that your plan evolves with changes in your life and market conditions.

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.

Thoughtful Financial Planning is a reputable finance institution located at 314 Clifton Avenue in Minneapolis, Minnesota, United States. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to offer expert guidance and support every step of the way. Trust Thoughtful Financial Planning to help you secure a stable financial future.

Lifetime Capital Planning Group LLC is a finance institution located at 1300 Godward Street Northeast in Minneapolis, Minnesota. Our team of experienced financial advisors is dedicated to helping clients achieve their long-term financial goals through personalized planning and strategic investment strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, our team is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Daniel Polson is a Financial Advisor at Ameriprise Financial Services, LLC located at 555 Nicollet Mall in Minneapolis, Minnesota, United States. Daniel holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. He is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Daniel is committed to helping clients make informed financial decisions. Contact Daniel Polson for comprehensive financial planning services tailored to your unique needs.

Ellie Anderson - RBC Wealth Management Financial Advisor is a trusted financial institution located at 250 Nicollet Mall in Minneapolis, Minnesota, United States. As a financial advisor, Ellie Anderson offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial advice, Ellie Anderson is dedicated to helping individuals and families make informed decisions about their investments and finances. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Ellie Anderson - RBC Wealth Management Financial Advisor is committed to providing the guidance and support you need to secure your financial future.

Edward Jones - Financial Advisor: Patrick C Jensen, CFP® is a reputable financial institution located at 4808 Nicollet Avenue in Minneapolis, Minnesota, United States. As a Certified Financial Planner, Patrick C Jensen offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to providing top-notch service and guidance, this institution is dedicated to helping individuals and families secure their financial futures. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Patrick C Jensen and his team at Edward Jones are here to help you every step of the way.

Paul Lillie - RBC Wealth Management Financial Advisor is a reputable financial institution located at 250 Nicollet Mall in Minneapolis, Minnesota, United States. As a trusted financial advisor, Paul Lillie offers personalized wealth management services to help clients achieve their financial goals. With a focus on providing expert advice and guidance, Paul Lillie is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their investments. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Paul Lillie can provide the expertise and support you need to secure your financial future.

Kristie Elfering is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1204 Harmon Place in Minneapolis, Minnesota, United States. She holds various certifications and designations, 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®. Kristie is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, with a focus on asset management, estate planning, retirement planning, and investment strategies. She adheres to a strict code of ethics and continues to expand her knowledge through ongoing education and training. Contact Kristie Elfering for expert advice on your financial needs.

Edward Jones - Financial Advisor: Joel Bierbach is a trusted finance institution located at 4001 Stinson Boulevard Northeast in Minneapolis, Minnesota, United States. With a focus on personalized financial planning and investment services, Joel Bierbach and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your child's education, or build wealth for the future, Edward Jones - Financial Advisor: Joel Bierbach is committed to providing expert guidance and tailored solutions to meet your unique needs. Contact them today to start your journey towards financial security and success.

Merrill Lynch Financial Advisor Dean Thomas Ravenscroft is a finance institution located at 80 South 8th Street, Minneapolis, Minnesota, United States. Dean Ravenscroft specializes in helping clients enjoy retirement to the fullest by crafting tailored plans centered around abundant income. He believes in a different approach to retirement planning, focusing on diversified portfolios with dividend-paying equities and tax-efficient fixed income investments. Dean is committed to building lasting relationships with his clients, providing ongoing guidance and support as they navigate the complexities of retirement planning. He believes in customizing strategies to match each client's unique needs and goals, aiming to build portfolios that provide stability, growth, and a steady income stream. Dean is passionate about securing his clients' financial futures and takes immense pride in being a part of their success stories. He offers personalized plans through Merrill Personal Wealth Analysis™, focused on helping clients achieve their goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Dean works with clients to develop approaches designed to address their financial needs. Whether clients are planning for retirement, saving for a home, funding education, or passing on wealth to future generations, Dean is dedicated to helping them pursue their goals and manage investment risk. His mission is to understand each client personally, helping them design and implement personalized plans to achieve financial goals. Dean believes in staying connected with clients, regularly reviewing their goals and progress, and making any necessary adjustments to their financial approach. He is registered to do business in several states and offers investment insights, tips, and strategies to help clients live their best financial lives. Investing involves risk, and Dean encourages clients to consult legal and tax advisors before making any financial decisions. With a focus on personalized investment strategies and comprehensive financial solutions, Dean Ravenscroft and Merrill Lynch Wealth Management Advisors are dedicated to helping clients build customized approaches to address their needs and pursue their goals.

Merrill Lynch Financial Advisor Scott I Kauls is a finance institution located at 80 South 8th Street in Minneapolis, Minnesota, United States. Our mission is to provide financial stability and confidence to our clients and their families through a transparent approach to wealth management. We take the time to understand each client's unique financial goals and priorities, designing personalized plans to help them pursue their objectives while managing investment risk. Our team is dedicated to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive strategies for wealth accumulation and preservation. With access to investment insights, trust services, and credit solutions from Bank of America, we offer a holistic approach to managing all aspects of our clients' financial lives. Our goal is to help clients make investment-related decisions that align with their personal goals, whether they are planning for retirement, saving for a home, or funding a child's education. We believe in putting our clients first, every day, and are committed to helping them achieve financial success through thoughtful analysis and customized wealth management solutions.

Elire Inc is a trusted consulting firm located in Minneapolis, Minnesota, United States. With over seventeen years of experience, we specialize in efficiently implementing, upgrading, and integrating enterprise HR, Finance, and Supply Chain software investments for our clients. Our proven methodologies and processes ensure that IT and Business Process problems are solved right the first time. Our services focus on five main product areas: Oracle Cloud, PeopleSoft, Treasury, Advisory Services, and Managed Services. We work with over 250 clients in various sectors such as Financial Services, Utilities, Government Laboratories, Healthcare, Education, and Professional Services.

Farmers Insurance - Steven Rohs is a trusted insurance agency located at 4321 Highway 13 West in Savage, Minnesota. Serving the entire Minneapolis metro area, Steven Rohs is a proud Minnesota resident committed to helping customers find the best insurance solutions for their needs. Specializing in home, auto, commercial, boat, RV, and Mobile Home insurance, the agency is bilingual in English and Spanish. With over 29 years of insurance industry experience, Steven Rohs is dedicated to educating clients about their insurance options and creating personalized plans tailored to their unique lifestyles. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, the agency can help you navigate the complexities of insurance. From Home insurance to Life insurance, Renters insurance, Business insurance, and more, Farmers Insurance - Steven Rohs offers a wide range of coverage options to protect your assets and provide financial support for your loved ones. Additionally, the agency provides Personal Umbrella insurance for added protection and peace of mind. To learn more about the insurance products offered by Farmers Insurance - Steven Rohs, contact the agency for a personalized quote and start building a secure financial plan for the future.

Prairie Seeds Academy is a primary school located at 6200 W Broadway in Minneapolis, Minnesota, United States. The institution is known for its commitment to providing quality education to its students. Prairie Seeds Academy's Board election committee has announced that the Election of new Board of Directors for the June 2024 - June 2027 term will be open for voting on Thursday, May 16th, 2024 from 8:00am - 11:45am. The voting can be done in person at the on-site voting station or through a secure electronic ballot voting system. The election process will be monitored by the Board Election Committee members to ensure transparency and fairness. The results of the election will be announced at the school's Annual Board Meeting on the same day from 12:00pm to 1:00pm. More information about the election process and meeting details will be available on the school website. Join us in shaping the future of Prairie Seeds Academy by participating in the Board of Directors election.

Caissa Wealth Strategies is a premier financial institution located in Minneapolis, Minnesota. Our experienced team of financial advisors is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Caissa Wealth Strategies is here to assist you every step of the way. Visit us at 7825 Washington Avenue South to learn more about how we can help you secure your financial future.

Vector Wealth Management is a finance institution located at 43 Southeast Main Street in Minneapolis, Minnesota, United States. We specialize in comprehensive financial planning and investment management for a diverse range of clients. Retirees or those approaching retirement trust us to help them have enough money to enjoy their golden years. Business owners rely on our expertise to navigate the complexities of selling a business, considering factors such as taxes, economic conditions, and lifestyle goals. Real estate investors appreciate our holistic approach to managing their investments, ensuring clarity and balance in their portfolio.

Lighthouse Wealth Management Group is a leading financial institution located in the heart of Minneapolis, Minnesota. Our team of experienced financial advisors is dedicated to helping clients navigate the complexities of wealth management and achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, our team is here to provide personalized guidance and support. Visit us at 250 Nicollet Mall to learn more about how Lighthouse Wealth Management Group can help you secure your financial future.

Well-Being Wealth Strategies is a finance institution located at 920 2nd Avenue South in Minneapolis, Minnesota, United States. Our mission is to help our clients achieve financial well-being and security through personalized wealth management strategies. With a team of experienced financial professionals, we offer comprehensive financial planning services tailored to meet the unique needs and goals of each individual client. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Visit us today to start building a brighter financial future with Well-Being Wealth Strategies.

Nick Taylor - Thrivent is a reputable financial institution located at 150 South 5th Street in Minneapolis, Minnesota, United States. Specializing in providing comprehensive financial services, Nick Taylor - Thrivent is committed to helping individuals and families achieve their financial goals and secure their future. With a team of experienced professionals, they offer a wide range of financial products and services tailored to meet the unique needs of their clients. Whether you are looking to invest, save for retirement, or plan for your children's education, Nick Taylor - Thrivent is dedicated to helping you make sound financial decisions. Visit their office today to learn more about how they can help you build a secure financial future.

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.

Meath Wealth Advisors is a leading financial institution located at 520 Nicollet Mall in the heart of Minneapolis, Minnesota. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on tailored investment strategies and comprehensive financial planning, we are dedicated to guiding our clients towards financial success and security. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Meath Wealth Advisors is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and start building a brighter financial future.

Brian Macho - Thrivent is a finance institution located at 3001 Broadway Street Northeast in Minneapolis, Minnesota, United States. Specializing in financial planning and investment services, Brian Macho - Thrivent is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, they offer personalized guidance and support to help clients make sound financial decisions for their future. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Brian Macho - Thrivent is committed to providing you with the tools and resources you need to succeed.

James Walburg - Thrivent is a finance institution located at 3001 Broadway Street Northeast in Minneapolis, Minnesota, United States. They are licensed in multiple states including Alabama, Arizona, California, and many more. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Only credentialed financial advisors provide investment advisory services. For more information on professional designations and requirements, visit their website.