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.

ASR Consulting Group

ASR Consulting Group

(49)
  • Write Off
  • Past
  • Self Employed
“Not only have I trust ASR for my own taxes for the last several years, I have also referred many clients to this team, and they have never disappointed!”
In Business Since 2023
4254 Dahlberg Dr, Golden Valley, MN
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Sageview Advisory Group

Sageview Advisory Group

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 2011
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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Lager & Co

Lager & Co

(1)
“Ric Lager is nothing less than one of the most intelligent financial advisors I have ever worked with (and I've worked with hundreds as part of my job.”
Accepts All Major Credit Cards
In Business Since 2003
Serving Apple Valley Area
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Larry Calhoun - Old National Investments

Larry Calhoun - Old National Investments

(1)
Goals-Based Financial Planning, Comprehensive Wealth Management, Estate Planning & Advice
“He is kind, knowledgeable, has good communication, explains everything on my level and honestly helped me more than anyone else in other organizations when I ran into issues.”
In Business Since 2015
14665 Galaxie Ave Ste 100, 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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Lingate Financial Group

Lingate Financial Group

“We provide a full range of professional advisory services tailored to meet each client's specific needs, whether the company is an emerging business or large, multi-division company. In every case, Lingate provides the highest level of confidentialit...”
In Business Since 1997
7575 Golden Valley Rd #100, Minneapolis, MN
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Sterling Financial

Sterling Financial

7570 147th St W #100, Apple Valley, MN
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Veritec

Veritec

Serving Apple Valley Area
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Cash 4 Business

Cash 4 Business

Serving Apple Valley Area
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White Pine Capital

White Pine Capital

“Registered Investment Advisor (RIA) headquartered in Minneapolis, Minnesota with a regional office in Northern Virginia. White Pine Capital has helped individulas and institutions achieve their financial goals since 1984.”
In Business Since 2005
Serving Apple Valley Area
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Prairieview Partners

Prairieview Partners

(49)
  • Management
  • Goals
  • Money Transfers
“We were very happy to discuss the details of our account and received detailed and interesting feedback and guidance at every step of what could have been a confusing process.”
Transparent Fees & Pricing
In Business Since 2012
2250 Town Square Tower, 445 Minnesota St, St Paul, MN
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Tonsager Tax & Accounting Services

Tonsager Tax & Accounting Services

(31)
  • Small Business
  • Price
  • Team
“I've done our taxes for years and when they got complicated with a small business, rental properties, and donations, I went to Tonsager Tax and Accounting for expert advice.”
Licensed, BBB Rating: A+
In Business Since 2014
Accepts All Major Credit Cards
Transparent Fees & Pricing
Serving Apple Valley Area
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Credilife Financial Wellness and Credit Repair

Credilife Financial Wellness and Credit Repair

(45)
  • 2020
  • Reports
  • Letters
“Chris & his team at Credilife have helped me to increase this tremendously in the last 6 months and I now qualify to purchase a new home for my two girls & I.”
Free Initial Consultation
In Business Since 2005
12751 Co Rd 5 Suite 188, Burnsville, MN
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Clerestory Advisors

Clerestory Advisors

(18)
Getting Started, Who We Work With, Services & Process
“They have analyzed me to a ripe old age and if I obey all the rules and stay within my budgets I will have a nice long and happy retirement, I feel they've invested wisely for me or at least diversified my IRA into funds in my favor.”
Licensed, BBB Rating: A+
In Business Since 2008
Transparent Fees & Pricing
3001 Metro Dr #220, Bloomington, MN
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Burns Brothers Financial Group

Burns Brothers Financial Group

(20)
  • Questions
  • Desk
“After the business responded to this review I called to clarify the situation that happened as it was clear to me based on their comment they may have not received the full story”
Licensed, BBB Rating: A+
In Business Since 1953
9555 James Ave S #200, Bloomington, MN
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Pine Grove Financial Group

Pine Grove Financial Group

(7)
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 2011
Remote Consultations Available
635 Bielenberg Dr #210, Woodbury, MN
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Neyens Law

Neyens Law

(50)
  • Feeling
  • Sense of Humor
  • Preparation
“My husband and I attended one of Elizabeth's free Estate Planning Seminars and were so pleased and impressed that we made an appointment to discuss our estate plan with her.”
In Business Since 2014
600 Inwood Ave N #150, Oakdale, MN
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401k Plan Professionals

401k Plan Professionals

(13)
  • Work
  • Company's
  • 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 2009
7400 Metro Blvd UNIT 213, Edina, MN
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AAT Accounting & Tax Services

AAT Accounting & Tax Services

(23)
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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Boyum Barenscheer

Boyum Barenscheer

(23)
  • Advice
  • Money
  • Company
“As a business owner, questions and issues arise daily and the whole team is always avalaible to answer any questions or take care of complex accouting and tax issues that arise.”
Offers Financing Options
In Business Since 2017
Family Business
3050 Metro Dr Suite 200, Minneapolis, MN
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Kusske Financial

Kusske Financial

(11)
  • Goals
  • Team
  • Financial Advisor
“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 1996
Accepts All Major Credit Cards
11980 Portland Ave, Burnsville, MN
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Steven H. Mangan, CPA

Steven H. Mangan, CPA

(20)
Bank Financing, Cash Flow Management, Payroll Services
“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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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 1998
Accepts All Major Credit Cards
539 Bielenberg Dr #210, 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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