The 30 Best Independent financial advisor in Minnesota
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O'Donnell Wealth Management
O'Donnell Wealth Management is a finance institution located at 109 South Mill Street in Rushford, Minnesota, United States. Our experienced team of financial experts is dedicated to helping clients achieve their financial goals through personalized wealth management services. From investment planning to retirement strategies, we provide comprehensive financial solutions tailored to each individual's unique needs. Trust O'Donnell Wealth Management to guide you towards a secure financial future.
Investment Centers of America
Investment Centers of America is a financial institution located at 121 Main Street North in Braham, Minnesota, United States. Specializing in investment services, they provide a range of financial products and expertise to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Investment Centers of America offers personalized solutions to meet your needs. Visit their ATM location to access your funds conveniently and securely. Trust in Investment Centers of America to guide you towards a successful financial future.
Nathan McGuire - Thrivent
Nathan McGuire - Thrivent is a financial institution located at 8750 90th Street South in Cottage Grove, Minnesota. As a part of the Thrivent network, our team is dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment strategies. With a focus on values-based financial guidance, we strive to empower our clients to make informed decisions for their future. Whether you are planning for retirement, saving for a major purchase, or looking to protect your assets, Nathan McGuire - Thrivent is here to provide expert advice and support every step of the way. Contact us today to schedule a consultation and start building a strong financial foundation for tomorrow.
Nason Hill Wealth Management
Nason Hill Wealth Management is a leading financial institution located at 553 Newman Trail in Stillwater, Minnesota, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and see how Nason Hill Wealth Management can help you secure a prosperous financial future.
Dakota Wealth Management
Dakota Wealth Management is a leading financial institution located at 423 Main Street South in Stillwater, Minnesota, United States. We specialize in providing personalized wealth management services to help individuals and families achieve their financial goals. Our team of experienced advisors offers expert guidance in investment planning, retirement planning, estate planning, and more. At Dakota Wealth Management, we are committed to helping our clients build and preserve their wealth for the long term. Contact us today to learn more about how we can help you secure your financial future.
Merchants Investment Services
Merchants Investment Services, located at 102 East 3rd Street in Winona, Minnesota, is a finance institution dedicated to helping individuals and businesses pursue their financial goals through tailored investment strategies. Our client-first approach ensures that we meet you where you are in your financial journey, whether you are just starting out in your career, managing a business, or approaching retirement. Our team believes that financial planning should always start with you. We begin by having a conversation to understand your current financial situation, future goals, hopes, and dreams. We recognize that each person, couple, or family has unique financial goals that are aligned with their values, beliefs, and purpose. Our priority is to listen and create a personalized plan that suits your needs, whether it involves retirement planning, saving for your child's education, long-term care insurance, and more.
Stifel
Stifel is a reputable finance institution located at 102 Broadway Avenue South in Rochester, Minnesota, United States. They offer a wide range of financial services including investment banking, wealth management, and advisory services. With a team of experienced professionals, Stifel is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or grow your wealth, Stifel is committed to providing personalized solutions tailored to your needs. Visit their office today to learn more about how they can help you achieve financial success.
Merchants Investment Services
Merchants Investment Services, located at 316 Main Street in La Crescent, Minnesota, is a finance institution dedicated to helping individuals and businesses pursue their financial goals through tailored investment strategies. Our client-first approach focuses on getting to know you and your unique financial situation, goals, hopes, and dreams. Our experienced team will work with you to create a personalized plan that aligns with your values and beliefs, whether it's retirement planning, saving for college tuition, or other financial needs. As your financial partner, we also offer services for businesses, helping you plan for the future of your employees and company. Our partnership with Securities America gives us access to national investment and insurance options, providing a wide range of offerings for your specific situation. This allows us to offer the best of both worlds: local relationships with experienced advisors and independent access to a world of investments.
H&R Block
H&R Block in Duluth, Minnesota is a trusted accounting and finance institution located at 131 East Central Entrance. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and small business accounting. Whether you need help with filing your taxes or managing your finances, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to experience our exceptional service and expertise.
Scott Ellingson & Associates
Scott Ellingson & Associates is a reputable financial planning firm located at 12445 55th Street North in Lake Elmo, Minnesota. With a team of experienced professionals, they specialize in providing personalized financial advice and guidance to help clients achieve their goals. Whether you are planning for retirement, saving for college, or investing for the future, Scott Ellingson & Associates can help you navigate the complexities of the financial world. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Krogh Tax Service
Krogh Tax Service is a trusted accounting and finance institution located at 711 2nd Avenue Northwest in Rochester, Minnesota, United States. With years of experience in tax preparation and financial services, our team of professionals is dedicated to helping individuals and businesses navigate the complexities of tax laws and financial planning. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, Krogh Tax Service is here to provide personalized and reliable services to meet your needs. Contact us today to schedule a consultation and take the first step towards financial success.
LifeStream Insurance Solutions
LifeStream Insurance Solutions is a health insurance agency located at 7101 York Avenue South in Edina, Minnesota, United States. We specialize in guiding our clients through life's transitions with integrity and sincerity. Our goal is to empower individuals with knowledge about insurance, Social Security, Medicare, and finances so they can make informed decisions about their future. We offer classes to corporate offices, private groups, and the public at no cost, and can customize a class for your specific needs. Our team of independent insurance and Medicare agents work with top carriers in the nation to help clients navigate the complex world of health insurance and networks. We also offer alternative health insurance options that may be more affordable for some individuals. Whether you are a young family, business owner, or individual looking for financial solutions, we can help protect your assets and plan for the future.
Northwestern Mutual
Northwestern Mutual is a finance and insurance agency located at 18258 Minnetonka Boulevard in Wayzata, Minnesota, United States. Our financial advisors are dedicated to helping you protect your family and achieve your goals by providing insurance solutions that offer financial flexibility and income protection. We offer personalized plans at no cost to you, tailored to your current and future priorities. As a top 10 Independent Investment Broker-Dealer and the Best Life Insurance Company for Customer Experience according to NerdWallet, we provide a wide range of financial options designed to meet your specific goals. Our advisors will guide you through life events and help you make the most of what you have, whether it's investments for growth, insurance for protection, or annuities for retirement income. At Northwestern Mutual, we prioritize diversity and inclusion, both within our workforce and in the communities we serve. Contact us today to connect with an advisor and start planning for a brighter financial future with us.
TNT TAX, LLC
TNT TAX, LLC is a professional accounting and finance institution located on Kenrick Avenue in Lakeville, Minnesota. Specializing in serving clients in the Consumer Direct, MLM, Network Marketing, Logistic's Industry, Construction, and Real Estate sectors, TNT TAX, LLC offers expert tax preparation and planning services to help individuals and businesses minimize their tax liabilities. With a dedicated team of professionals, TNT TAX, LLC provides a wide range of services including payroll, bookkeeping, accounts payable and receivable maintenance, account reconciliations, and financial statement preparation. The institution also offers Notary Public services to assist with various business matters.
H&S Bookkeeping
H&S Bookkeeping is a professional accounting and finance institution located at 7100 Medicine Lake Road in New Hope, Minnesota, United States. Our team of experienced bookkeepers and financial experts are dedicated to providing top-notch services to help individuals and businesses manage their finances effectively. Whether you need help with bookkeeping, payroll, taxes, or financial planning, we are here to assist you every step of the way. Trust H&S Bookkeeping for all your accounting needs.
UnderDog Wealth Management, LLC
UnderDog Wealth Management, LLC is a finance institution located at 13762 Reimer Drive North in Maple Grove, Minnesota, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to our clients. We specialize in helping individuals and families achieve their financial goals through strategic investment planning and portfolio management. At UnderDog Wealth Management, LLC, we understand that every client is unique and we work diligently to create customized solutions that meet their specific needs. Trust us to guide you towards financial success and secure your future.
Raymond James
Raymond James is a finance institution located at 206 Minnetonka Avenue South in Wayzata, Minnesota, United States. With a strong reputation for providing personalized financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, grow your investments, or protect your assets, the experienced professionals at Raymond James are dedicated to providing expert guidance and support. Visit their office in Wayzata to learn more about how they can help you secure your financial future.
Ivory Hill
Ivory Hill is a fee-only fiduciary financial advisory firm located at 8400 Normandale Lake Boulevard, Bloomington, Minnesota, United States. We specialize in providing holistic retirement plans and private wealth management services to forward-thinking organizations and individuals. Our goal is to help our clients create a legacy of their own by offering personalized financial solutions. At Ivory Hill, we combine the experience and sophistication of a large institutional firm with the personalized attention and client service of an independent, locally owned firm. We are committed to providing full fiduciary advisory services to corporate retirement plans, ensuring that your money is invested strategically to maximize performance while managing risk.
MissionBridge Wealth | Raymond James
MissionBridge Wealth | Raymond James is a trusted finance institution located at 10160 Foley Boulevard in Coon Rapids, Minnesota, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing exceptional service, we strive to empower our clients to make informed decisions about their financial future. Whether you are planning for retirement, investing for the future, or managing your wealth, MissionBridge Wealth | Raymond James is here to help you navigate the complexities of the financial world with confidence.
Wealth Logic
Wealth Logic is a finance institution located at 2 Carlson Parkway North in Hopkins, Minnesota, United States. At Wealth Logic, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals provide personalized financial planning, investment management, and wealth management services. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Wealth Logic is here to help you navigate the complex world of finance with confidence and ease. Visit us today to learn more about how we can help you secure your financial future.
Barrington Capital Management, Inc.
Barrington Capital Management, Inc. is a finance and insurance agency located at 3800 American Boulevard West in Minneapolis, Minnesota, United States. With a history dating back to 1988, Barrington Capital Management prides itself on being a trusted advisor and investment fiduciary. Their mission is to provide sound, objective, goals-based advice to clients, with a focus on transparency and communication. As an independent institution, Barrington Capital Management offers unbiased financial advice, personalized planning, and professional private wealth management services. They prioritize the best interests of their clients and aim to build long-term relationships based on trust. The institution offers Complimentary Financial Reviews for guidance on investments and retirement planning, with no obligation and an objective analysis of the client's financial situation.
Brighton Jones
Brighton Jones is a finance institution located at 200 Southdale Center in Edina, Minnesota, United States. Our team of financial experts is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Brighton Jones is here to provide personalized solutions tailored to your individual needs. With a focus on transparency, integrity, and excellence, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the financial world with confidence. Visit us at our Edina location to see how Brighton Jones can help you secure a brighter financial future.
Laurel Wealth Planning
Laurel Wealth Planning is a finance institution located at 3300 Edinborough Way, Edina, Minnesota, United States. If you have worries about managing your money, our team of financial advisors in Minneapolis/St. Paul can help you feel more confident about your choices. As full-service, fee-only fiduciaries, we prioritize your financial interests and goals, offering comprehensive financial plans that cover tax planning, investment strategies, estate planning, retirement planning, and more. We strive to build long-term relationships with our clients, understanding their preferences, priorities, and passions to provide high-touch service and a holistic approach to financial planning. Our clients, many of whom are women with substantial financial resources, trust us to navigate life transitions and empower them to leave a meaningful legacy aligned with their values.
Flourish Wealth Management
Flourish Wealth Management is a premier financial institution located at 3300 Edinborough Way in Edina, 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. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Flourish Wealth Management provides personalized solutions tailored to your unique needs. Trust us to help you navigate the complexities of the financial world and make informed decisions that will help you flourish financially.
Creative Planning
Creative Planning is a top-ranked independent advisory firm located at 3800 American Boulevard West, Bloomington, Minnesota. Specializing in accounting and finance, Creative Planning offers comprehensive and customized wealth management services to provide financial peace of mind to clients worldwide. As the No. 1 Independent Advisory Firm, Creative Planning is fiercely committed to helping individuals achieve their financial goals and enjoy a richer way to wealth. By providing personal information to Creative Planning, clients can rest assured that their information will not be shared with third parties. Contact Creative Planning for a free, no-obligation consultation with a wealth manager in the Minneapolis-Saint Paul Area within one business day.
The Hatlesad Group
The Hatlestad Group, located at 5201 Eden Avenue in Edina, Minnesota, is a finance institution dedicated to empowering individuals to confidently live their next chapter. Specializing in helping clients align their money decisions with their values and goals, The Hatlestad Group offers personalized financial planning services to ensure a life of purpose and fulfillment. With a focus on retirement planning and navigating the complexities of finances, taxes, and laws, The Hatlestad Group partners with clients on a journey of discovery and reflection to create a financial plan tailored to their unique mission, vision, and values. Working with a CERTIFIED FINANCIAL PLANNER™ professional, clients receive individual attention to help them achieve financial well-being and adapt to life’s inevitable changes.
NorthRock Partners
NorthRock Partners is a finance institution located at 225 South 6th Street in Minneapolis, Minnesota, United States. We offer seamless financial and lifestyle advisory services to help you make a positive impact on the world. Our unique Personal Office® approach allows you to receive specialized advice from anywhere in the world, tailored to your individual needs. Whether you are a corporate executive, business owner, athlete, entertainer, or philanthropist, we are dedicated to providing you with the best possible advice and services. At NorthRock Partners, we love partnering with great people who are making a difference in the world.
Octagon Wealth Management
Octagon Wealth Management is a finance institution located in Bloomington, Minnesota, United States. We offer a range of services to help our clients envision their future, accumulate, preserve, and transfer their wealth. Our team believes in comprehensive wealth management and works closely with clients and their trusted advisors to address all aspects of their financial situation. As an independent advisor, we have the freedom to choose the products and services that are right for each client without any restrictions or incentives. At Octagon Wealth Management, we provide comprehensive wealth management services summarized as 8 key areas. We are always available to guide and support our clients through life's transitions, managing investments and advising on financial affairs as a trusted partner. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC.
Pratt Wealth Management
Pratt Wealth Management, located at 2315 Waters Drive in Mendota Heights, Minnesota, is a finance institution dedicated to helping clients plan for their financial future with confidence. With over three decades of experience, Pratt Wealth Management offers comprehensive financial planning and personalized investment management services to individuals, families, and businesses. As an independent firm, clients are the top priority, ensuring that their retirement goals are met and financial concerns are addressed. The institution's team of financial advisers has over 100 years of combined experience and is committed to excellence and helping clients achieve their financial success. Whether it's personalized portfolios, retirement planning, or managing 401(k) plans for businesses, Pratt Wealth Management is dedicated to providing indispensable service and guiding clients towards their financial goals. Visit their main office in North Mankato or their metro office in Mendota Heights to start planning for a secure financial future.
UAK Diversified Wealth Management
UAK Diversified Wealth Management is a finance institution located at 860 Blue Gentian Road, Eagan, Minnesota, United States. As fiduciary, independent, fee-only financial advisors, we are committed to providing our clients with honest and objective information. Our rigorous financial mathematics are communicated through simple graphs and language to ensure 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 the foundation of happiness and strive to help our clients achieve a sense of security through unmatched analytics and compassion. With nearly two decades of experience in actuarial, accounting, and investment management fields, our team of Chartered Financial Analysts and Chartered Alternative Investment Analysts are dedicated to providing truly objective advice. We recuse ourselves from any third-party compensations, commissions, and fees to avoid conflicts of interest, and our clients pay lower overall fees compared to industry averages.
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