Best Financial Advisors in Coon Rapids, MN

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

“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...”

“Where Personal Data is processed for a public interest, in the exercise of an official authority vested in the Owner or for the purposes of the legitimate interests pursued by the Owner, Users may object to such processing by providin...”

“"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."”

“I am now 25, out of college with zero student loans left and was able to buy a house at the age of 24.”

“Atticus Capital is putting a modern twist on the traditional financial advisor, with the goal of bringing investing/financial planning to college students and young adults.”

“I had some questions to ask him about my current situation and he was able to answer all my questions as well as doing a great job with educating me about the many different types of annuities.”

“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.”

“Great service and they managed to save us money too!”

“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.”

“I contacted them regarding small business tax services and even though their focus is individual and family services they were able to point me in the right direction.”

“Mike provided excellent assistance significantly even though my transaction had finished a while ago.”

“Great financial advice with integrity!”

“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...”

“Taylor truly makes decisions in the best interest of his clients, you can rest assured that he will take care of your money.”

“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.”

“Great listeners, very thorough in building a plan we are comfortable with.”

“Although I am not in a position right now to fully utilize their services, it is clear to me that Ben and the team at Guardian, truly care about their clients and are excellent at what they do.”

“Been with them for over a decade.”

“They run a great business, very nice and trustworthy working with your confidential information.”