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Financial Advisors in Minnesota

Visit Bruce Primeau, CPA, CFP®, PFS

SWA is a solution-driven wealth management firm with advisors in Prior Lake, Minneapolis, Champlin, Coon Rapids, Lakeville and Long Lake, Minnesota. However, we work with clients across the United States. As a fiduciary for our clients, we help cli... See More

Highlights: Debt Management, Women's Issues, Passive Investment Strategies, NAPFA Member, Professional Wealth Management, Business Planning, Advisory And Investment Management, Rollover Of 401k Or IRA, Investment Services, Disability Income & Long Term Care Insurance, Retirement Distribution Plan, Fee-Only, Retirement Income Planning, Retirement Planning, Independent Investment Advisor, Investment Consulting, Middle Income, Fee Only, 401k Rollover, Wealth Management
Legacybuilders
Hastings, MN
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I can help get you the best info on your retirement and savings questions. Whether you go through me or not, I hope I can help.I can say with certainty that what I deal with is guarantees in knowing how to get the most in your retirement without deal... See More

Highlights: Investment Advisory, College Planning, Sustainability, Business Planning, Investment Advice, 403B Plans, Business Owners, Specialize In Retirement Planning And Retirement Distribution, Investment Management, Annuities & Life Insurance, Retirement Planning., Retirement Income Planning, Family Financial Planning, Professional Wealth Management, Income Tax Planning, Annuities, Financial Planning Advice And Services, Infinite Banking, Retirement Scenario Planning, Bank On Yourself
Caroline Emswiler, CFP
Eden Prairie, MN
Visit Caroline Emswiler, CFP

We help successful professionals build and manage wealth for retirement. As an independent financial advisory firm, we work with a large selection of investment and insurance companies and are able to find solutions that are the best fit for our clie... See More

Highlights: Wealth Management, Sustainability, Retirement Planning, Annuities & Life Insurance, Disability Income & Long Term Care Insurance, IRA, Equity Compensation Planning, Independent Investment Advisor, CFP ®, Comprehensive Financial Planning, Retirement Distribution Plan, Certified Financial Planner
Financial Designs, Inc.
Minneapolis, MN
Visit Financial Designs, Inc.

Laurie Laner, CFP
Financial Designs works with clients as their trusted partner for creating more of life's peaks and smoothing out the valleys. We collaborate with each client to design and actualize your best life.
The majority of our clients are... See More

Visit Wacek Financial Planning, LLC

Ben Wacek, CFP
Hi, I'm Ben! Here at Wacek Financial Planning I help my clients steward their resources in a meaningful way for an affordable price. Below is a quick introduction to my company. I am a fee-only, Certified Financial Planner. This me... See More

Financial Empowerment, LLC
Minneapolis, MN
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Janet Stanzak, CFP, MS
Fulfilling lives through clarity and confidence. Clarity about choices results in confidence making financial decisions. Financial Empowerment is a Registered Investment Advisor which means we are required by law to act in ou... See More

Visit Your-Financial-Lifeguard Inc.

Christopher Revak, CPA/PFS
WHAT MAKES ME DIFFERENT?My goal is simple - to make the world better one client at a time. There are no aspirations to be the largest planning firm in the world but instead have a limited number of highly personal client re... See More

Areté Wealth Strategists
Minneapolis, MN
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Ashley Murphy, AIF, CFP

Schwarz Dygos Wheeler IA
Minneapolis, MN
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Stephen Dygos, CFP, CPWA
At Schwarz Dygos Wheeler, we have taken great care to ensure you have a tremendous amount of experience and expertise working for you. With a minimum of over 14 years of experience in financial services and industry-leading c... See More

Robert Steffen & Associates
Minneapolis, MN
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Robert Steffen, BS, CFP
Robert Steffen & Associates has been providing comprehensive, fee-only financial planning services for over 20 year. It has been our privilege to see how proper financial planning has improved the quality of our client's live... See More

Rekow Management, LLC
Montevideo, MN
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Mark Rekow

Visit Oak Financial Planning, Inc.

Dan Hiebert, CFP, MSFS
Oak Financial Planning was founded by Dan Hiebert. Dan has spent his career working with individuals and professionals providing financial advice they need to live a better life. Dan believes in comprehensive financial planning... See More

Visit Twin Cities Wealth Strategies, Inc.

Dana Menard, CFP

Superior Financial, LLC
Rochester, MN
Visit Superior Financial, LLC

Peter Melsness, CFP
My Philosophy I do not sell investments or insurance. Instead, I provide ongoing financial planning and investment advice to help my clients clarify and then work towards achieving their most important life goals.
About Superior ... See More

Visit Castle Rock Financial Planning, Inc.

Lauri Salverda, CDFA, CFA, CFP
We work with clients who value having a trusted partner in making significant life choices regarding their financial future. As a fiduciary and fee-only financial planner, we offer comprehensive financial planning and i... See More

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