The 30 Best Inheritance planning in Wayzata, Minnesota

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  4. 4
    Photo of Steven C. Thal, P.A. - Minnetonka, MN Photo of Steven C. Thal, P.A. - Minnetonka, MN

    Steven C. Thal, P.A.

    ★★★★★ 5
    Closed
    Legal Service

    “They helped us with our green card and all application for permanent residency. We got it really quick without any issues. They were always really helpful and respond quickly too.”

    Address: 10580 Wayzata Blvd STE 100, Minnetonka, MN 55305, United States

    Phone: +1 (612) 424-2942

    Website: thalvisa.com

    Details
  6. 6
    Photo of Colyer Law Office PA - Wayzata, MN

    Colyer Law Office PA

    ★★★★★ 5
    Closed
    Legal Service

    “Jeff tends to every detail of the estate planning process while listening to the clients specific needs. Also, he provides meticulous follow up to help change necessary titles and beneficiaries to complete the plans.”

    Address: 641 Lake St E # 229, Wayzata, MN 55391, United States

    Phone: +1 (952) 476-8164

    Website: colyerlaw.com

    Details
  7. 7
    Photo of Kelly Law Office - Golden Valley, MN Photo of Kelly Law Office - Golden Valley, MN Photo of Kelly Law Office - Golden Valley, MN

    Kelly Law Office

    ★★★★★ 5
    Closed
    Financial Service Legal Service

    “I called David to get some information about bankruptcy for my parents. He was very helpful and kind, patiently answering all my questions. David came up with several solutions for them given their difficult circumstances. I would highly recommend David if you need a good bankruptcy lawyer. -Darlene”

    Address: Second Floor Conference Room, 8421 Wayzata Blvd, Golden Valley, MN 55426, United States

    Phone: +1 (952) 544-6356

    Website: mn-bankruptcy.com

    Details
  8. 8
    Photo of McCartin Law Firm - St. Louis Park, MN Photo of McCartin Law Firm - St. Louis Park, MN

    McCartin Law Firm

    ★★★★★ 5
    Open

    “I would recommend Joe McCartin to my friends and family. I was not sure where to go for help when I was hurt and nobody I knew could give me a name of attorney they could recommend. I am so happy I found Joe. He made everything so easy and I didn't have to worry about anything. He was very helpful with questions and explained them so I could understand everything and always returned my calls the same day. I am so grateful for his help. When I retained Joe's services I was worried about my future after a accident at work and my medical bills. I don't have to worry anymore thank you”

    Address: 5775 Wayzata Blvd Suite 700, St Louis Park, MN 55416, United States

    Phone: +1 (612) 607-6593

    Website: mccartinlaw.com

    Details
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  4. 12
    Photo of Pine Grove Financial Group - Minnetonka, MN Photo of Pine Grove Financial Group - Minnetonka, MN Photo of Pine Grove Financial Group - Minnetonka, MN

    Pine Grove Financial Group

    ★★★★★ 5
    Closed
    Financial Service

    “I recently worked with Kristin Baker on my financial plan as I had just undergone some major life changes and needed some guidance on what my next steps should be. She was incredibly kind, patient, and knowledgable. Her dedication to her clients was very evident as she took time to explain the "why" behind her recommendations and never made me feel like my question was silly. I would highly recommend Kristin to anyone looking to build a comprehensive financial plan!”

    Address: 13100 Wayzata Blvd #300, Minnetonka, MN 55305, United States

    Phone: +1 (612) 347-8667

    Website: pinegrovefg.com

    Details
  5. 13
    Photo of LPL Financial - Minneapolis, MN

    LPL Financial

    ★★★★★ 5
    Closed
    Financial Service

    “I have invested with Brandon for the past 11 years. Brandon has helped me invest money I had inherited and had me look at several funds before investing. He gave me the pluses and minuses of each. When I selected what he strongly recommended, I was tremendously pleased with about a 10% gain annually. As that fund was about to run its course, Brandon recommended another to move the money to and that has preformed in great fashion also. He has guided me to doubling the funds and still take some money out to use for key purchases. Good guidence. LPL has been a great part of my retirement. Brandon directed me to LPL and they have done a tremendous job of growing my funds. I choose to take a modest growth approach and they have more than met my goals in each of the 11 years I have been retired. I can recommend Brandon Strangis to anyone either through a personal or a retirement account. I think you will appreciate the personal interest that Brandon shows each customer and the knowledge that Brandon brings to handling your investment.”

    Address: 5775 Wayzata Blvd #700, Minneapolis, MN 55416, United States

    Phone: +1 (952) 546-3100

    Website: lpl.com

    Details
  6. 14

    Signature Wealth Management

    ★★★★★ 5
    Closed
    Financial Service

    “My wife and I have been working with Ben for the last 4 years and the experience has been great. Ben is always available, usually working around our schedule, and takes the time to make sure we are all on the same page. We are greatful for his expertise and would highly recommend his services.”

    Address: 5775 Wayzata Blvd #360, St Louis Park, MN 55416, United States

    Phone: +1 (952) 388-6390

    Website: signaturewealthmn.com

    Details
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  4. 20
    Photo of Grant Walters - Morgan Stanley - Wayzata, MN Photo of Grant Walters - Morgan Stanley - Wayzata, MN

    Grant Walters - Morgan Stanley

    ★★★★★ 5
    Open
    Financial Service

    “I cannot express enough gratitude for the outstanding service I received from Grant at Morgan Stanley. From the moment I walked through the door, Grant went above and beyond to address all of my financial needs with professionalism, expertise, and genuine care. His attention to detail and willingness to go the extra mile truly sets him apart. Whether it was explaining complex financial concepts or guiding me through investment options, Grant’s knowledge and dedication were evident every step of the way. I highly recommend Grant to anyone seeking financial advice or assistance. Thank you, Grant, for your exceptional service and unwavering support!”

    Address: 445 Lake St E Suite 320, Wayzata, MN 55391, United States

    Phone: +1 (952) 475-4332

    Website: advisor.morganstanley.com

    Details
  5. 21
    Photo of Sandvold Financial Group - Minnetonka, MN

    Sandvold Financial Group

    ★★★★☆ 4.5
    Closed
    Financial Service

    “Excellent service! Been with Terry for many years. Very honest and helpful in my assisting me with my financial decisions. I am very pleased with the service I have received. Wonderful staff as well. :) Thank you Terry for giving me the peace of mind knowing that I can trust you with my financial care!”

    Address: 10900 Wayzata Blvd, Minnetonka, MN 55305, United States

    Phone: +1 (952) 544-2837

    Website: sandvoldfinancialgroup.com

    Details
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