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Financial Advisors in Apple Valley, Minnesota (Dakota County)

Mindful Asset Planning
Apple Valley, 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
10 miles from Apple Valley, MN

SWA is a solution-driven wealth management firm with advisors in Prior Lake, Champlin and Long Lake, Minnesota. However, we work with clients across the United States. As a fiduciary for our clients, we help clients identify their specific life goa... 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
Brown Wealth Management, LLC
13 miles from Apple Valley, MN

Brown Wealth Management, an Independent, Fee-Only, NAPFA Registered Financial Advisor, is known for its skill in investment management and retirement planning. We provide clients with traditional wealth management services including investment, retir... See More

Highlights: ETFs, NAPFA Member, Business Planning, Professional Wealth Management, CFP ®, Socially Responsible Investments, Comprehensive Financial Planning, IRA, MBA, 401K Consulting, Fiduciary, Pension Plan Design & Management, Estate Planning, Investment Consulting, Income Tax Planning, CFA, Investment Policy Statements, Retirement Planning, Independent Investment Advisor, Family Financial Planning
Legacybuilders
14 miles from Apple Valley, MN

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
Clerestory Advisors, Inc.
15 miles from Apple Valley, MN

Thomas Alf, CDFA, CFP, CPA
Knowing what you want is easy – knowing how to get there is not. Clerestory Advisors offer you personalized advice on financial planning matters and investment management services. Our long term commitment to your financi... See More

Pitzl Financial
15 miles from Apple Valley, MN

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

Mindful Asset Planning
15 miles from Apple Valley, MN

Steven Zimmerman, CFP, ChFC
Mindful Asset Planning (MAP) is a comprehensive financial planning Firm and Registered Investment Advisor founded by Steve & Susan Zimmerman in 1988 to help clients MAP their financial life planning strategies. "Mindful" ... See More

Caroline Emswiler, CFP
15 miles from Apple Valley, MN

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
Castle Rock Financial Planning, Inc.
15 miles from Apple Valley, MN

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

Diversified Wealth Management, LLC
15 miles from Apple Valley, MN

Diversified Wealth Management is an independent financial firm that offers customized financial services to fit the needs of each client. We attempt to offer flexibility and variety in the approach that we take with each client. We offer both Fee-B... See More

Highlights: Retirement Planning, Divorce Planning, CLU, Stocks, CMFC, ETFs, CFEd, Investment Policy Statements, 401K Consulting, IRA, Professional Wealth Management, Annuities & Life Insurance, The Designations Help By Our Advisors Include CFP, CRPC, Disability Income & Long Term Care Insurance, Investment Services, ChFC, Family Financial Planning, Pension Plan Design & Management, Certified Financial Planner
Galligan Financial Advisors
15 miles from Apple Valley, 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

Areté Wealth Strategists
16 miles from Apple Valley, MN

Ashley Murphy, AIF, CFP

Financial Empowerment, LLC
16 miles from Apple Valley, MN

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

Your-Financial-Lifeguard Inc.
16 miles from Apple Valley, MN

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

Robert Steffen & Associates
16 miles from Apple Valley, MN

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

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