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Financial Advisors in Saint Louis Park, Minnesota (Hennepin County)

Pitzl Financial
12 miles from Saint Louis Park, MN
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Joe Pitzl, CFP
We are an independent, fee-only financial planning and investment management firm, and we are everything Wall Street is not. Our firm offers a refreshing, collaborative spin on the financial planning process, coupled with an evidence-b... See More

Galligan Financial Advisors
12 miles from Saint Louis Park, MN

Stephen Galligan, CFP, CPA/PFS, MBA, MS
Stephen Galligan has an MBA in Finance & Accounting, and a MS in Applied Math & Statistics. His professional certifications and licenses are as follows:• MN Board of Accountancy - CPA Certificate 18124• Min... See More

Twin Cities Wealth Strategies, Inc.
14 miles from Saint Louis Park, MN
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Dana Menard, CFP

Oak Financial Planning, Inc.
14 miles from Saint Louis Park, MN
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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

Mindful Asset Planning
15 miles from Saint Louis Park, MN

We are committed to working with clients to help them strengthen their resources and capability by establishing values-oriented goals and creating a financial MAP that leads the way. We enjoy working with clients who seek a mindful, comprehensive me... See More

Highlights: Retirement Planning, Women's Issues, 401K Consulting, Job Transition Coaching, Comprehensive Financial Planning, Certified Financial Planner, Investment Services, Charitable Planning, Retirement Distribution Plan, Fee Only, Fiduciary, Asset Protection, Disability Income & Long Term Care Insurance, Stocks, Family Financial Planning, Special Needs Planning, IRA, Mutual Funds, Independent Investment Advisor, Wealth Management
Bruce Primeau, CPA, CFP®, PFS
16 miles from Saint Louis Park, MN
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SWA is a solution-driven wealth management firm with advisors in Prior Lake, Minneapolis, Coon Rapids, Lakeville and Long Lake, Minnesota. However, we work with clients across the United States. As a fiduciary for our clients, we help clients ident... 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
21 miles from Saint Louis Park, 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
Superior Financial, LLC
72 miles from Saint Louis Park, MN
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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.
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Fyooz Financial Planning
72 miles from Saint Louis Park, MN
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Fee-only financial planning for couples, by a couple. Natalie Slagle, CFP® and Dan Slagle, CFP® work with professional couples on the technical and behavioral side of money. We help couples use money as a tool to align their visions with their mone... See More

Highlights: Stocks, Debt Management, ETFs, Socially Responsible Investments, NAPFA Member, Fee-Only, College Planning, Business Planning, Professional Wealth Management, Investment Services, Fiduciary, Comprehensive Financial Planning, Registered Investment Advisor, Certified Financial Planner, Investment Consulting, Rollover Of 401k Or IRA, Sustainability, Retirement Planning, Financial Planning

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