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
15 firms listed · 4 in Coon Rapids · 1 open weekends · 13 rated 4.5+
Data verified October 18, 2026
Nicholas Bednarczyk - Raymond James
Kinney Financial Services
Lea Financial Group
Prosperlink Tax Group
“They are well verse in all the new tax laws and are great people to work with!”
Dorval & Chorne Financial
“As a very recently retired nurse, I am still navigating my new life, but I have been so pleased with the advice and guidance offered by Dorval and Chrone.”
The 15 firms listed for Coon Rapids, MN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Coon Rapids, MN
Of the 15 firms we list here, 4 are in Coon Rapids itself and 11 come from towns including Maple Grove (4, 9 mi), Roseville (2, 12 mi) and Minneapolis (2, 15 mi). 13 of the firms on this page have a rating, from 4.6 to 5.0 across 407 reviews; 5 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (91%), responsiveness (84%) and quality (75%). 1 is open on weekends. 1 lists staff certifications (CFP) and 5 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 9 publish a contact page; 13 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Coon Rapids listed here?
4 of the 15 firms are located in Coon Rapids. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Van Winkle & Co. CPA Advisors
“Robert Van Winkle has been preparing my taxes for several years and has always done an excellent job.”
All Things Annuity
“Plus they have the most comprehensive selection of annuities and the most competative rates of any company I've worked with.”
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Valtinson Bruner Financial Planning
“My husband and I have worked with the team at Valtinson for many years, for both financial planning and taxes, and we are pleased with their services.”
Abundo Wealth
“Their advice-only approach has empowered us to make informed decisions, and every dollar saved goes directly back into our pockets.”
Income Planning Group
“Mike provided excellent assistance significantly even though my transaction had finished a while ago.”
Underdog Wealth Management
“Met with the owner of Under Dog Wealth Management and had a great discussion about my financial health and my concerns.”
Thomas L Sullivan Financial Advisors
“I would recommend Sullivan Financial to anyone looking to plan for their retirement, a trip, or future peace of mind.”
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Summit Investment Advisors
“Great investment choices and great customer service.”
Financial Dimensions Group
“Paul Lyon has been our financial planner since the beginning, and he has become a trusted advisor and friend.”
Why these companies made our list
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