The highest-rated Financial Planning & Wealth Management companies out of 153 vetted & reviewed in the Blaine area.
Learn how we score.
Prominent finalists A-Z in Blaine
Abundo Wealth
Accounting Resource Group
All Things Annuity
Atticus Capital
Bear Market Financial Services
Croft Enterprises
Dorval & Chorne Financial
EisnerAmper
Epic Tax Prep
Greater Midwest Financial Group
Haga Kommer CPAs
Income Planning Group
Jenson & Co. CPA Advisors
Manifest Wealth Management
Metro North Financial Services
Neyens Law
One Life Financial Group
Phillip James Financial
Prosperlink
Ramsay & Associates
Siddiqui & Basnet
Underdog Wealth Management
Valtinson Bruner Financial Planning
Willis PSC
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Willis PSC
(1)
“He corrected my mistakes using IRS regulations and actually helped me to find more refund for me due to my wrong calculation!”
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Metro North Financial Services
“If you're a current client, you'll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we ...”
i
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Eisneramper
(2)
Advisory
“The staff was really nice & answered all our questions & was available to answer them when they came up.”
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Prosperlink Tax Group
(50)
Tax Problems, Trust Fund Penalty, Tax Preparation
“Prosperlink staff answered my many questions patiently and thoroughly and I even got confirmation from the IRS just days after I submitted them(prosperlink staff) my W-2's.”
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Dorval & Chorne Financial
(50)
MNA Members, Hbff Employees, Group Sponsored Financial Advisory Programs
“I would highly recommend if you're looking for good people to guide you in your financial goals and will protect your assets as if they were their own.”
“Tax time is always stressful, but Robert and his team always help the process go smoothly so I can focus on running the day to day details of my own business.”
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Epic Tax Prep
(30)
Services For Quickbooks, Industries, Tax Services
“We started a small business in 2021 and we needed someone to help us not just to file our taxes but to explain and guide us through the prosses in a way that we will understand .”
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Atticus Capital
(5)
“The team at Atticus is professional and responsive, and they offer a wide variety of portfolios to choose from based on your personal needs and interests.”
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All Things Annuity
(42)
Rates
Decision
Company
“If you are looking for a fair fixed return for a portion of your investible cash without exposure to the ups and downs of the stock market , in my opinion, they are a good option.”
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Ramsay & Associates
(50)
Accounts Receivable, Bank and Credit Card Reconciliation, Accounting Software Support
“I rely on Ramsay & Associates to aggressively pursue the most they can on my behalf by leveraging their years of experience to know all tax strategies, codes, depreciation, expenses, etc.”
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Valtinson Bruner Financial Planning
(17)
Estate Planning and Charitable Giving, Business Planning, Investment Planning
“My family and I have been coming here for financial assistance / tax help for several years and they have delivered quality service each and every time.”
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Neyens Law
(50)
Understand
Documents
Educational
“After attending an educational event presented by Elizabeth, that I found very informative, we were able to set up an appointment which was convenient for us.”
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Croft Enterprises
(22)
Goals
Savings
Investment
“Paul took the time to get to know me and my now husband; he accepted us for where we were, and challenged us to think about what we wanted for our future.”
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Accounting Resource Group
(3)
Tax Services, Quickbooks Services, Business Services
“Great service and they managed to save us money too!”
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Phillip James Financial
(6)
Risk Management, College Planning, Retirement Planning
“For someone who doesn't understand a ton about the market, I really appreciate the way they break it down and talk it through so you understand what's happening.”
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Haga Kommer Cpas
(7)
Payroll Services, Wealth Management, Business Advisory
“I was looking for a new CPA to save me some money by stepping into the 21century with more modern techniques in accounting these guys stepped up they saved me a bundle Thank you so much”
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One Life Financial Group
(30)
Financial Planning, One Life Coaching, Tax Minimization
“It's hard to explain all of this in a review, but we're truly thankful to have found such a personable and value centered financial advisor who isn't just out to make a buck off of us.”
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Greater Midwest Financial Group
(2)
Retirement Planning, Executive Benefit Strategies, Long-Term Care and Elder Care Planning
“Joseph Jay is very knowledgeable and responsive, willing to work with me toward my financial goals, and even took the time to help educate me so I can make better financial plans for my future.”
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Income Planning Group
(1)
Disclosures & Privacy Policies, Blog
“Mike provided excellent assistance significantly even though my transaction had finished a while ago.”
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Abundo Wealth
(45)
Understanding
Tools
Meetings
“The folks at Abundo have found the secret solution for a mixed marriage of an investment DI Yer with someone who wants an ongoing financial planning resource.”
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Underdog Wealth Management
(4)
“Took the time to help me understand my options for investments and got me back on track with my savings.”
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Bear Market Financial Services
(24)
Understand
Retirement
Products
“Most of the products are not yet available for us but luckily I had one former employee 401K account that Curtis was able to convert to an FDIC insured index fund with a bonus.”
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Manifest Wealth Management
GWP Investment Management, Services For Your Business, Services For Individuals
“Welcome to Manifest Wealth Management, a team of independent Financial Advisors with LPL Financial offering private wealth management services in Minnesota. We understand that individuals face unique challenges as they pursue their financial goals. W...”
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Siddiqui & Basnet
(8)
Tax Services, Foreign Tax Reporting, Business Services
“They are highly professional, knowledgeable, and attentive to detail, making it easy for me to navigate tax regulations and streamline bookkeeping processes.”
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Retirement Planning and Investment Management Services in Blaine, MN Cost Estimates