Best Financial Advisors in Apple Valley, MN

The highest-rated Financial Planning & Wealth Management companies out of 160 vetted & reviewed in the Apple Valley area.

Channel Financial

Channel Financial

Wealth Management, USA Retirement Savings Plan, Retirement Planning
“Machine Readable Files These linkslead to the machine-readable files that are made available in response to the federal Transparency in Coverage Rule and includes negotiated service rates and out-of-network allowed amounts between health plans and he...”
In Business Since 2013
Serving Apple Valley Area
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Infinity Wealth Alliance

Infinity Wealth Alliance

“The Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed ...”
Accepts All Major Credit Cards
In Business Since 2016
14800 Galaxie Ave #104, Apple Valley, MN
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Eagle Valley Financial Services

Eagle Valley Financial Services

Tell A Friend
“Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.We hope your visit will help you understand the opportunities and potential rewards that are available when you t...”
Offers Financing Options
In Business Since 2017
5708 Upper 147th St W # 103, Apple Valley, MN
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Lager & Co

Lager & Co

“It is that time of year again. Individuals finding time in late December to set resolutions for the New Year. At least one of those New Year's Resolutions should be to manage your investments better in 2022.Plain and simple, a resolution is a promise...”
Accepts All Major Credit Cards
In Business Since 2003
Free Initial Consultation
Serving Apple Valley Area
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Sterling Financial

Sterling Financial

7570 147th St W #100, Apple Valley, MN
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Cash 4 Business

Cash 4 Business

Serving Apple Valley Area
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Tonsager Tax & Accounting Services

Tonsager Tax & Accounting Services

(21)
  • Questions
“Dusty was so helpful at answering my questions, John did an excellent job with helping me find deductions to save me money, and Heidi at the front desk is delightful.”
Licensed, BBB Rating: A+
In Business Since 2014
Accepts All Major Credit Cards
Transparent Fees & Pricing
Serving Apple Valley Area
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ASR Consulting Group

ASR Consulting Group

(30)
Business Services, Services For Individuals, Industries
“They also helped me get on track with setting up quarterly payments and helped me set up with a payroll company to help me with hold my taxes so I am not hit with such huge tax bill come tax day.”
Transparent Fees & Pricing
In Business Since 2021
Free Initial Consultation
3800 American Blvd W #1500, Bloomington, MN
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401k Plan Professionals

401k Plan Professionals

(14)
  • Work
  • Team
  • Investment
“They provide great support to us in making sure we meet our fiduciary responsibilities and are always willing to advise our employees on their investment choices.”
Licensed, BBB Rating: A+
In Business Since 2011
7400 Metro Blvd UNIT 213, Edina, MN
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Pine Grove Financial Group

Pine Grove Financial Group

(6)
Visualize Your Experience With us, Benefits Provided to You,
“Linda Sheridan, Dean Allen, Bao Her and especially, our financial planner Jeff Clark have been nothing but supportive, available and enthusiastic about helping us with our needs.”
Licensed, BBB Rating: A+
In Business Since 2013
Remote Consultations Available
635 Bielenberg Dr #210, Woodbury, MN
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Burns Brothers Financial Group

Burns Brothers Financial Group

(16)
  • Professional
“First time there this year and was very pleased with Charles Amevo as a tax person (CPA) He reviewed our previous taxes, asked good questions and was very through.”
Licensed, BBB Rating: A+
In Business Since 1951
9555 James Ave S #200, Bloomington, MN
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Kusske Financial

Kusske Financial

(11)
  • Team
“I've been doing business with Kusske Financial Management for 25+ years and highly recommend their professional approach to handling the financial needs of Customers.”
Licensed, BBB Rating: A+
In Business Since 1994
Accepts All Major Credit Cards
11980 Portland Ave, Burnsville, MN
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AAT Accounting & Tax Services

AAT Accounting & Tax Services

(20)
Services For Individuals, Business Services, Payroll Services
“The focus on Customer Service has always been their number one priority and there is never a time that I am not informed (or reminded) of upcoming due dates or other events that require my attention.”
Transparent Fees & Pricing
In Business Since 2014
Offers Financing Options
Family Business
Serving Apple Valley Area
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Credilife ... A Financial Wellness Company

Credilife ... A Financial Wellness Company

(24)
  • Mortgage
  • 2020
  • Goal
“We ended up getting our deposit back from the bankruptcy lawyer who was not happy with our decision to give Credilife a try, he said well when this credit repair company falls back on their promises, feel free to come back.”
Free Initial Consultation
In Business Since 2005
12751 Co Rd 5 Suite 100, Burnsville, MN
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G T Financial Advisors

G T Financial Advisors

(3)
Investment Management, Financial & Retirement Planning, Wealth Management & Estate Planning
“Had been referred to them by fellow 3 Mer and I can see why he utilized the services.”
Licensed, BBB Rating: A+
In Business Since 1996
Accepts All Major Credit Cards
539 Bielenberg Dr #210, St Paul, MN
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Steven H. Mangan, CPA

Steven H. Mangan, CPA

(16)
Strategic Business Planning, Small Business Accounting, Bank Financing
“His fees are extremely reasonable and my wife and I got to make better use of our time as opposed to banging our heads against the wall trying to do our own taxes.”
Transparent Fees & Pricing
In Business Since 2008
Offers Financing Options
Free Initial Consultation
Serving Apple Valley Area
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Integrity Wealth

Integrity Wealth

(1)
Investment Allocation, Education Planning, Financial Planning
“Very knowledgeable and clearly explains things.”
Licensed, BBB Rating: A+
In Business Since 2021
Accepts All Major Credit Cards
11985 Technology Dr. #100, Eden Prairie, MN
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Accredited Investors Wealth Management

Accredited Investors Wealth Management

(1)
“It was great”
Licensed, BBB Rating: A+
In Business Since 1993
Remote Consultations Available
5200 W 73rd St, Minneapolis, MN
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DA Financial Advisors

DA Financial Advisors

Your Accounts, Home, Resources
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
Licensed, BBB Rating: A+
In Business Since 2006
Accepts All Major Credit Cards
3300 Edinborough Way # 490, Edina, MN
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Webb Financial Group - Wealth Management

Webb Financial Group - Wealth Management

(28)
  • Happy
  • Team
  • Decisions
“They were a huge help getting our finances started off right, and will check in with us to see how we're doing, telling us how current events may or may not affect us, and checking to see if we have any questions of our own.”
In Business Since 1984
8120 Penn Ave S #177, Bloomington, MN
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Quarry Hill Advisors

Quarry Hill Advisors

(22)
  • Meeting
  • Strategy
  • Understand
“As customers since 2017, we have enjoyed personal attention and sound financial advice--areas of strong concern to us as we manage our transition through early retirement (and the steps beyond).”
In Business Since 2017
550 Vandalia St Suite 311, St Paul, MN
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Capital Street Financial Services

Capital Street Financial Services

(1)
“Dan Rickett and his associates are amazing to work with!!”
Licensed, BBB Rating: A+
In Business Since 2014
Accepts All Major Credit Cards
85 7th Pl E # 275, St Paul, MN
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Nepsis

Nepsis

(3)
Tax Solutions, Legal Services, Business Owner Solutions
“Jason Strough is your guy to see in Bloomington & Farmer City Illinois if you want to invest with clarity!”
Licensed, BBB Rating: A+
In Business Since 1999
Serving Apple Valley Area
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Neyens Law

Neyens Law

(30)
  • Family
  • Trust
  • Future
“The attorney and assistant were very friendly, concise in answering questions, and put me at ease during the entire process of preparing a living trust.”
In Business Since 2014
600 Inwood Ave N #150, St Paul, MN
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Retirement Planning and Investment Management Services in Apple Valley, MN Cost Estimates

Minimum cost
$1049
Maximum cost
$8915
National Average
$3147
Avg Per Hour Rates
$315
$2098
$5769
Average price range is based on 277 cost profiles
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Average Cost $3147
Minimum cost $1049
Maximum cost $8915
Avg Per Hour Rates $315

Average range $2098 to $5769 is based on 277 cost profiles.

Why these companies made our list

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