The 30 Best Independent financial advisor in Minnesota

The BlackRidge Group - Morgan Stanley is a leading finance institution located at 14 2nd Street Southwest in Rochester, Minnesota, United States. As part of the renowned Morgan Stanley brand, they offer a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a strong reputation for excellence and a commitment to customer satisfaction, The BlackRidge Group - Morgan Stanley is a trusted partner in navigating the complexities of the financial world.

RiverSource Life Insurance Co of New York, located in Minneapolis, Minnesota, is an insurance agency dedicated to helping you safeguard your nest egg and live confidently every day. With the support of your Ameriprise advisor, you can access a range of RiverSource solutions to protect what matters most to you. Whether you're looking to grow your retirement portfolio, create a steady income stream, or ensure financial security for your loved ones and business, our insurance options can help you meet your goals. With over one million satisfied clients and top ratings from independent agencies, you can trust in our long history of strength, stability, and expertise. Contact your Ameriprise advisor today to learn more about how RiverSource can help you plan for a confident retirement and secure your legacy.

The Ament Group - Morgan Stanley is a leading financial institution located at 445 Lake Street West in Wayzata, Minnesota, United States. Specializing in wealth management and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the tools and expertise needed to navigate the complex world of finance. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, The Ament Group - Morgan Stanley is here to help you every step of the way.

Bernicke Wealth Management is a finance institution located at 11100 Wayzata Boulevard in Minnetonka, Minnesota. If you are in need of a financial advisor in Minneapolis, MN, Bernicke Wealth Management can assist you in achieving your financial goals. With a focus on holistic wealth management, our firm offers a variety of services including investment management, retirement planning, estate planning, and tax planning. Our experienced advisors take the time to understand your unique financial situation and goals before creating a personalized financial plan tailored to your needs. Founded in 1985 and expanding to Minnesota in 2022, Bernicke Wealth Management has been helping clients invest smarter and retire earlier for over three decades. Located just a short distance from Downtown Minneapolis, our office is easily accessible for clients in the Minneapolis–Saint Paul metro area. President Ty Bernicke, recognized by Forbes as a Wisconsin Best-In-State Wealth Advisor, leads our team of advisors who act in a fiduciary capacity, always putting our clients' best interests first.

Jesse Johnson - State Farm Insurance Agent is a reputable insurance agency located at 568 Lake Street South in Forest Lake, Minnesota. With a focus on providing Insurance and Financial Services to the greater Forest Lake area, Jesse Johnson is a third generation State Farm Agent who opened his office in 2002. Committed to being the premier insurance and financial services provider in the community, Jesse and his team are actively involved in giving back to the Forest Lake area through various community initiatives. With a dedication to customer service and community involvement, Jesse Johnson - State Farm Insurance Agent is here to help with all your insurance needs, whether it's auto, home, life, or business insurance. Visit their office or give them a call for a free quote and personalized service.

Valley Agencies is an independent insurance agency located at 950 Minnesota 95, Bayport, Minnesota, United States. With over 100 years of experience serving the St. Croix Valley and surrounding communities, Valley Agencies is dedicated to protecting what matters most to you. Our team of insurance professionals works with over twenty top-rated insurance carriers to find the best rates and policies to meet your specific needs. Whether you're a new driver or a seasoned driver, Valley Agencies has you covered with a range of policies tailored to suit your individual requirements. We specialize in providing homeowners insurance to help you protect your investment, and offer free quotes to help you get started.

Trusted Insurance Agency North Branch is a finance and insurance agency located at 38877 10th Avenue in North Branch, Minnesota, United States. Our team of local independent insurance agents in the Twin Cities area has developed this agency with the goal of providing each client with the best insurance program possible. We work with a variety of insurance companies to analyze quotes and find the best coverage at the best rates for our clients. With convenient locations in Minnetonka, Cambridge, Glencoe, Norwood Young America, North Branch, and Fort Myers, FL, we serve clients throughout Minnesota and Florida. Our experienced agents work hard to gain your trust, understand your insurance needs, and provide you with personalized coverage options.

Hemann Grover & Co is a reputable accounting and finance institution located at 404 South Main Street in Zumbrota, Minnesota, United States. The institution offers a range of financial services and products, including investment advisory services, insurance services, and securities through Avantax Investment ServicesSM. Their team of Avantax affiliated advisors are properly registered to conduct business with residents of specific states. Clients can visit their website to access helpful calculators and tools. While Avantax Wealth ManagementSM does not provide tax or legal advice, their representatives may offer these services through independent outside businesses. It is important to consult with the firm and a legal professional for personalized advice.

Marline & Associates LLC/Wealth Management is a leading finance institution located at 11 East Superior Street in Duluth, Minnesota, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert financial advice. With a focus on building long-term relationships and providing exceptional service, Marline & Associates LLC/Wealth Management is committed to helping clients secure their financial future.

Liberty Wealth Management of Raymond James is a reputable finance institution located at 2230 London Road in Duluth, Minnesota, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support every step of the way. Trust Liberty Wealth Management of Raymond James to help you secure a brighter financial future.

Split Rock Private Trading and Wealth Management is a leading finance institution located at 208 East Superior Street in Duluth, Minnesota, United States. With a focus on providing personalized and strategic financial solutions, our team of experts is dedicated to helping clients achieve their wealth management goals. Whether you are looking to grow your investments or plan for retirement, we offer a range of services tailored to meet your individual needs. Trust Split Rock Private Trading and Wealth Management to guide you towards a secure financial future.

Lake Rock Wealth Management is a leading financial institution located in the heart of Duluth, Minnesota. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we provide personalized and comprehensive wealth management services to meet your needs. At Lake Rock Wealth Management, we pride ourselves on our commitment to excellence and integrity in everything we do. Visit us at 324 West Superior Street to learn more about how we can help you reach your financial goals.

RSM US LLP is a leading accounting and finance institution located at 227 West 1st Street in Duluth, Minnesota, United States. Our services include assurance, tax, and consulting for middle market leaders. Our dedicated team of experts and robust research program provide valuable insights to help you confidently implement changes that align with your business strategy and industry trends. We offer a wide range of services and global technical resources to support your business needs. Our advisors have in-depth knowledge of various industries and are committed to designing solutions that drive your business forward. We embrace digital tools to enhance your experience and provide innovative solutions to enable your business to thrive.

Tracey Simonson, CFP is a financial institution located at 38877 10th Avenue in North Branch, Minnesota, United States. As a Certified Financial Planner, Tracey Simonson provides expert financial advice and services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Tracey Simonson can help create a personalized financial plan tailored to your specific needs. With a commitment to excellence and a focus on client satisfaction, Tracey Simonson, CFP is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Wealth Management Midwest is a premier financial institution located at 20 Lake Street North in Forest Lake, Minnesota, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. From investment planning to retirement strategies, we offer a wide range of services tailored to meet the unique needs of each client. Trust Wealth Management Midwest to provide expert guidance and personalized solutions for all your financial needs.

Private Portfolio Services, Inc. is a renowned finance institution located at 2203 14th Avenue East in Saint Paul, Minnesota, United States. With a strong reputation for providing personalized and comprehensive portfolio management services, Private Portfolio Services, Inc. caters to the unique financial needs of individual clients. Their team of experienced financial advisors offers expert guidance and strategic investment solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Private Portfolio Services, Inc. is dedicated to providing top-notch financial services tailored to your specific needs.

RBC Wealth Management Branch in Stillwater is a trusted financial institution located at 350 Main Street North in Stillwater, Minnesota. Our team of experienced financial advisors is dedicated to helping you achieve your financial goals and secure your future. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer personalized solutions to meet your needs. Visit us today to learn more about how we can help you build and protect your wealth.

Liberty Village Wealth Management is a leading financial institution located at 105 New England Place in Stillwater, Minnesota, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support. At Liberty Village Wealth Management, we prioritize our clients' financial well-being and strive to build long-lasting relationships based on trust and integrity. Contact us today to learn more about how we can help you secure your financial future.

WealthStory Advisory is a leading finance institution located at 1054 Centerville Circle in Vadnais Heights, Minnesota. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and build wealth for the future. Whether you are looking to invest, plan for retirement, or manage your assets, we provide personalized solutions to meet your individual needs. Trust WealthStory Advisory to guide you on the path to financial success.

Pursuit Wealth Management - Tim Weigel is a finance institution located at 652 Bielenberg Drive in Woodbury, Minnesota, United States. Specializing in wealth management, our team led by Tim Weigel offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, we strive to help individuals and families navigate the complexities of the financial world and secure their financial future. Contact us today to learn more about how we can help you pursue your financial goals.

Keats Group LLC is a reputable institution located at 8955 33rd Street North, Lake Elmo, Minnesota, United States. They specialize in providing top-notch financial services and investment solutions to their clients. With a team of experienced professionals, Keats Group LLC is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment advice, Keats Group LLC is committed to providing personalized and tailored solutions to meet your needs. Contact them today to learn more about how they can help you secure your financial future.

H&R Block is a renowned accounting and finance institution located at 1301 North Lakeshore Drive in Lake City, Minnesota, United States. With a strong reputation for providing expert tax preparation services, financial advice, and accounting solutions, H&R Block is a trusted partner for individuals and businesses looking to manage their finances effectively. Their team of knowledgeable professionals is dedicated to helping clients navigate the complexities of tax laws and financial regulations, ensuring peace of mind and financial stability. Visit H&R Block in Lake City for comprehensive accounting and finance services tailored to your unique needs.

Edward Jones is a reputable financial institution located at 5231 East Frontage Road in Rochester, Minnesota, United States. As a trusted name in the finance industry, Edward Jones provides a wide range of investment and financial planning services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Edward Jones is dedicated to providing personalized and comprehensive financial solutions to its clients. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Edward Jones can help you navigate the complex world of finance with confidence and peace of mind.

UAK Diversified Wealth Management is a finance institution located at 221 1st Avenue Southwest in Rochester, Minnesota. As fiduciary, independent, fee-only financial advisors, we are committed to providing our clients with honest and objective information, free from conflicts of interest. Our team of experienced professionals offers rigorous financial mathematics communicated in simple terms, ensuring our clients have a clear understanding of their financial situation. Serving clients in Saint Paul, Minneapolis, and Rochester, we believe that financial well-being is essential for overall happiness. With nearly two decades of experience in actuarial, accounting, and investment management, we offer unmatched analytics and compassion to help our clients achieve financial security. As members of NAPFA, we adhere to a strict fee-only compensation model, ensuring that our clients receive truly objective advice. Trust UAK Diversified to help you plan your financial future with comprehensive financial and investment planning. Contact us today for outstanding service beyond the required fiduciary duties.

Baird Private Wealth Management is a leading financial institution located at 2575 Commerce Drive Northwest in Rochester, Minnesota, United States. Specializing in wealth management services, Baird provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced professionals, Baird is dedicated to providing top-notch customer service and expert advice to individuals looking to grow and protect their assets. Whether you are planning for retirement, saving for a major purchase, or managing your investments, Baird Private Wealth Management is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Strategic Tax and Retirement is a finance institution located at 2434 Superior Drive Northwest in Rochester, Minnesota, United States. True financial planning involves tax planning, insurance protection, and estate considerations, and our advisors at Strategic Tax and Retirement are dedicated to creating and implementing a comprehensive plan to help you achieve the lifestyle you deserve. Our team of portfolio managers provides direct access to answer questions and offer guidance, ensuring transparent, independent, and objective solutions tailored to your needs. With over 75 years of combined tax experience, our tax professionals offer top-notch service in tax preparation and planning.

Wealth Enhancement Group is a leading finance institution located at 975 34th Avenue Northwest in Rochester, Minnesota, United States. We specialize in providing comprehensive wealth management services to help individuals and families achieve their financial goals. Our team of experienced advisors offers personalized solutions tailored to each client's unique needs, whether it be retirement planning, investment management, tax strategies, or estate planning. With a focus on delivering exceptional service and results, Wealth Enhancement Group is committed to helping our clients build and preserve their wealth for the long term.

Merrill Lynch Wealth Management, located at 4041 28th Street Northwest in Rochester, Minnesota, United States, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch provide tailored financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, working closely with clients to understand their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which it operates. Merrill Lynch Wealth Management provides access to industry-skilled advisors, investing insights, and a disciplined wealth planning platform to help clients pursue their financial and life goals. With a focus on client relationships and personalized investment approaches, Merrill Lynch offers professional training, mentoring, and technology to support advisors in assisting clients with their unique financial goals. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser, offers a broad range of brokerage, investment advisory, and other services. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Banking products are offered by Bank of America, N.A. and affiliated banks.

RSM US LLP is a leading accounting and finance institution located at 310 Broadway Avenue South, Rochester, Minnesota, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM is dedicated to helping businesses implement change that aligns with their strategies and industry trends. With a team of dedicated economic experts and a robust research program, RSM provides valuable perspectives to support confident decision-making. Our advisors have insight into a wide range of business issues and offer a broad range of services and global resources to help drive your business forward. By working together to design tailored solutions, we strive to help our clients achieve their goals. At RSM, we embrace digital tools to enhance the client experience and bring forward digital solutions to enable business growth.

Brewer Investments is a leading finance institution located at 501 East Broadway Street in Winona, Minnesota, United States. With a strong reputation for providing expert financial advice and investment services, Brewer Investments strives to help clients achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Brewer Investments is dedicated to providing top-notch financial guidance and support. Visit them today to start building a brighter financial future.