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Remund Financial
“What sets Tony apart is that he proactively reaches out to his clients to check in and review your accounts.”
Best Financial Advisors in Coon Rapids, MN
The highest-rated Financial Planning & Wealth Management companies out of 146 vetted & reviewed in the Coon Rapids area.
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Nicholas Bednarczyk - Raymond James
“Nick has over 20 years of experience in the financial services industry and focuses on providing a client-centered process of working together to understand each client's needs and to educate them on their financial options. He prides himself on work...”
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Kinney Financial Services
“"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."”
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Lea Financial Group
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Epic Tax Prep
Services For Quickbooks, Business Services, Tax Services
“I've used larger companies as well as other small business for tax prep - Jeff and Epic Tax Prep not only has been the easiest to work with, but timely and an absolute pleasure to communicate and correspond with.”
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Prosperlink Tax Group
Tax Preparation, IRS Audit Representation, Trust Fund Penalty
“I have been negligent in getting them the necessary forms promptly many times and they have still managed to get my return done and keep me out of trouble with the IRS.”
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Dorval & Chorne Financial
MNA Members, Quality of Life Planning®, Quality of Life Nurse Award
“I feel empowered, as if a huge weight has been lifted off my shoulders since I now have a comprehensive and actionable plan on how to improve my finances in the immediate future.”
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Van Winkle & Co. CPA Advisors
Consulting & Advising, Tax Services, Bookkeeping & Payroll
“Robert has been especially helpful with my small business over the last two years, and I wouldn't hesitate to recommend him for personal and small business tax preparation.”
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All Things Annuity
- Sales
- Annuities
- Company
“With my short time window to make a critical decision, this site provided the orientation we needed to be ready to stay in control of a contentious decision making process with our money manager.”
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Twin Cities Accounting and Tax
Services For Quickbooks, Business Services, Tax Services
“He handled my personal and business taxes incredibly efficiently, answering any question I had with lightning speed and followed up to clarify when needed.”
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Valtinson Bruner Financial Planning
Investment Planning, Cash Flow, Business 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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Croft Enterprises
- Savings
- Individual
- Job
“Paul Croft is honest, respectful and provides personalized service with skill and integrity to all his clients for their personal and business financial needs.”
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Accounting Resource Group
Tax Services, Services For Individuals, Elder Care
“Great service and they managed to save us money too!”
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Dane Tax Solutions
- Knowledge
- Team
- Expert
“As a new small business owner, there was so much I needed to learn about legalities, and Dennis has always been willing to answer questions, no matter how many I have!”
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Bear Market Financial Services
- Team
- Questions
- Meeting
“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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Riley Martin CPA
Tax Services, Services For Individuals, Business Services
“Expensive....”
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Abundo Wealth
- Questions
- Team
- Flat Fee
“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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Eisneramper
Advisory
“They handle my personal and business tax returns and are levels above other accounting firms I have used when it comes to tax strategy.”
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Siddiqui & Basnet
Tax Services, Services For Individuals, Quickbooks Services
“Today, they provide financial and tax guidance to our business as well as continuing to ensure annual and quarterly tax filing is easy, error-free, and affordable.”
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Income Planning Group
Blog, Disclosures & Privacy Policies
“Mike provided excellent assistance significantly even though my transaction had finished a while ago.”
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Quarry Hill Advisors
- Decision
- Questions
- Meeting
“I was nervous before my first meeting, worried I would be judged for my spending habits or past debts, but instead I have found that I always leave meetings feeling empowered and well-informed.”
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Underdog Wealth Management
“I am now 25, out of college with zero student loans left and was able to buy a house at the age of 24.”
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Integrity Financial Group
- Financial Advisor
“Great financial advice with integrity!”
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Thomas L Sullivan Financial Advisors
Monthly Journey, Introductory Meeting, Annual Retainer
“I would recommend Sullivan Financial to anyone looking to plan for their retirement, a trip, or future peace of mind.”
Retirement Planning and Investment Management Services in Coon Rapids, MN Cost Estimates
Minimum cost
$1082
Maximum cost
$9194
National Average
$3245
Avg Per Hour Rates
$325
$2164
$5949
Typical price range is based on
411 cost profiles
Why these companies made our list
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