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

(50)
Business Services, Services For Individuals, Industries
“Had some unpleasant experiences in the past so I asked questions about forms they were filing for us, where he was getting the estimates for our tax outcome, etc.”
Transparent Fees & Pricing
In Business Since 2021
Free Initial Consultation
4254 Dahlberg Dr, Golden Valley, MN
i
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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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 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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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 2005
Serving Apple Valley Area
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Eagle Valley Financial Services

Eagle Valley Financial Services

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“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...”
Transparent Fees & Pricing
In Business Since 2017
Offers Financing Options
5708 Upper 147th St W # 103, Apple Valley, 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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Prairieview Partners

Prairieview Partners

(49)
  • Portfolio
  • Goals
  • Estate Planning
“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 2014
2250 Town Square Tower, 445 Minnesota St, St Paul, MN
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Credilife Inspiring Financial Wellness

Credilife Inspiring Financial Wellness

(45)
  • Home
  • Mortgage
  • Letters
“I watch all the lives now in their free Facebook advice group and I'm just so excited that I'm learning and now able to help other friends from what I've learned.”
Free Initial Consultation
In Business Since 2005
12751 Co Rd 5 Suite 160, Burnsville, MN
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Tonsager Tax & Accounting Services

Tonsager Tax & Accounting Services

(30)
  • Questions
  • Team
  • Small Business
“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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Clerestory Advisors

Clerestory Advisors

(15)
Getting Started, Who We Work With, What's Next?
“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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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)
  • Educational
  • Happy
  • Understand
“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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Burns Brothers Financial Group

Burns Brothers Financial Group

(18)
“2019 - 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 1953
9555 James Ave S #200, Bloomington, 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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401k Plan Professionals

401k Plan Professionals

(13)
  • Work
  • Investment
  • Questions
“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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Kusske Financial

Kusske Financial

(11)
  • Team
  • 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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Boyum Barenscheer

Boyum Barenscheer

(23)
  • Company
  • Team
  • Emails
“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.”
Family Business
In Business Since 2017
3050 Metro Dr Suite 200, Minneapolis, 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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Tradition Wealth Management

Tradition Wealth Management

(2)
Cash Flow, Tax Strategies, Education Planning
“Brad Johnson has provided top rate professional advice dring this entire period.”
Licensed, BBB Rating: A+
In Business Since 2008
Accepts All Major Credit Cards
7601 France Ave S STE 100, Edina, MN
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Webb Financial Group - Wealth Management

Webb Financial Group - Wealth Management

(29)
  • Financial Adviser
  • Retirement
  • Expertise
“As a young professional just coming out of school and knowing that I needed to invest, but not being sure exactly how I should start, Webb Financial Group has done a great deal to help me build a path towards my financial goals.”
In Business Since 1984
8120 Penn Ave S #177, Bloomington, 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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