The Best Public finance advisory services in Edina, Minnesota

Sona Wealth Advisors is a finance institution located at 200 Southdale Center in Edina, Minnesota, United States. We specialize in Fee-Only Financial Planning & Investing for clients in Chanhassen, MN, the greater metro area of Minneapolis, and virtually. Our clients have provided testimonials, each giving permission for publication, and no client has been compensated for their feedback. We are a registered investment adviser (RIA) offering advisory services in Minnesota and other exempt jurisdictions. Our team at Sona Wealth, Sona Wealth Advisors, and Sona Wealth Management is dedicated to providing personalized investment advice, with a focus on individual client outcomes. For more information, please visit BrokerCheck & ADV at https://brokercheck.finra.org, or contact us directly for additional details. Please note that all information on our website is for informational purposes only, and we recommend discussing any ideas or strategies with an advisor before implementation.

Abdo is an accounting and finance institution located at 5201 Eden Avenue in Edina, Minnesota, United States. With a team of highly responsive advisory partners, Abdo has been serving clients for 60 years with a mission to be proactive problem-solvers and provide guidance tailored to individual needs. Specializing in navigating the constantly changing financial landscape, Abdo offers assurance to stakeholders through their fluency in financial statements and innovative solutions for HR challenges. Their holistic approach to managing taxes integrates business and personal goals, while their expertise in industry-specific issues provides a farsighted vision for clients. Abdo's team of multi-skilled professionals stays ahead of changes in tax laws and technology developments to help clients navigate efficiently and effectively towards their goals. As a member of DFK International / USA, Abdo is recognized as a top 200 largest accounting firm in the nation by Inside Public Accounting. With a commitment to bringing together a diverse team of experts, Abdo strives to provide clients with exceptional service and support in achieving their financial objectives.

Merrill Lynch Financial Advisor K. Peter Smith is a prestigious finance institution located at 6868 France Avenue South, Edina, Minnesota, United States. The institution is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. Their team is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding each client's individual needs and goals to create a customized financial plan. By drawing upon research in behavioral finance, they use the Investment Personality Assessment to refine their clients' investing preferences. The institution offers a range of services, including personalized wealth analysis and ongoing reviews to ensure clients stay on track to achieve their financial goals. Merrill Lynch Wealth Management Advisors prioritize the client's needs and provide comprehensive financial solutions to help them reach their goals. With a focus on personalized service and expertise, Merrill Lynch Financial Advisor K. Peter Smith is committed to helping clients achieve financial success.