One Life Financial Group

(29)

Financial Planning, One Life Coaching, Tax Planning

“It has helped us see where our money is going, eliminated 95% of financial arguments between my wife and I, and given us the peace of mind knowing that our retirement is back on track!”

i

(612) 440-1882 View Profile

Apex Legacy Consultants

(8)

Team
Plan
Family

“The questions they asked prompted us to have important conversations and explanations they gave regarding our options were clear and extremely helpful.”

Featured

We believe that normal people—in partnership with the organizations they love—can make an incredible difference in the world. We take a thoughtful, comprehensive approach to legacy planning, helping people celebrate their values and give generously to the people and causes they care about. If you’re asking what legacy planning really is, great question! Put simply, legacy planning is considering and maximizing one’s long-term impact on the world. “How do you want to be remembered?” is something we ask our clients often. Our work is similar to estate planning, but with a stronger focus on values, family dynamics, succession planning, and charitable giving.

i

(763) 213-1000 View Profile

Trott Brook Financial

(3)

Tax Planning, Investment Management, Social Security Timing

“Always a positive experience at Trott Brook Financial.”

i

(651) 204-0655 View Profile

Todd Kockelman

(1)

Retirement Planning, Risk Management, Investment Management

“He is very personable and will always do his best to help you find and do what you are looking for.”

i

(651) 464-1198 View Profile

Five Star Financial Resources

(6)

Insurance, Tax, Legal, Mortgage, Investment

“Wow the staff is so amazing i got annes number and she helped me complete a doll house project and wanted to build a hospital because she loves to play doctor”

i

(651) 371-6517 View Profile

Northern Prairie Financial

(1)

“I am very familiar with the rest of the financial planning industry, so much so that I wouldn't recommend anyone hire another firm until they sit down for a free consultation with Northern Prairie Financial.”

i

(763) 767-0556 View Profile

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!”

i

(763) 241-5572 View Profile

Edward Jones

(1)

Investment Managers, Stocks & Bonds

“I've found Matt to be a very fair and honest person to deal with.”

i

(651) 343-1130 View Profile

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 .”

i

(763) 753-6614 View Profile

Highland Money Management

(4)

Compatibility Consultation, Fees, Investment Policy Statement

“I worked with Greg very nice guy he set me and my wife up with a very good portfolio in investments 3 months ago and every thing is doing good he's easy to talk too and very knowledgeable about the stockmarket you can call him anytime if you any ques...”

i

(763) 746-6215 View Profile

Remund Financial

(1)

“What sets Tony apart is that he proactively reaches out to his clients to check in and review your accounts.”

i

(612) 987-9112 View Profile

Summit Wealth Advocates

(1)

Faqs, Investment Management, Financial Planning

“Good service”

i

Average Cost	$3272
Minimum cost	$1091
Maximum cost	$9268
Avg Per Hour Rates	$328

Best Financial Advisors in Blaine, MN

The highest-rated Financial Planning & Wealth Management firms out of 250 vetted & reviewed in the Blaine area.