The highest-rated Financial Planning & Wealth Management companies out of 114 vetted & reviewed in the Eagan area.
Learn how we score.
Prominent finalists A-Z in Eagan
401k Plan Professionals
AAT Accounting & Tax Services
ASR Consulting Group
Accounting Resource Group
Achievement Financial
Bear Market Financial Services
Boyum Barenscheer
Burns Brothers Financial Group
Clerestory Advisors
Credilife … A Financial Wellness Company
Croft Enterprises
Dane Tax Solutions
Flourish Wealth Management
Kusske Financial
Majeski Jahnke & Co
Mischke Financial Group
Neyens Law
Pine Grove Financial Group
Prairieview Partners
Prosperlink
Sage Beacon Wealth Management
Steven H. Mangan, CPA
Tonsager Tax & Accounting Services
Twin Cities Accounting and Tax
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Achievement Financial
(3)
“Personable, knowledgeable and very helpful, I trust Leif Hagen with my needs.”
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Mischke Financial Group
(1)
“Always there if needed and helps you with your finances.”
i
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Majeski Jahnke & Co
(2)
“They have done a very professional job managing our payroll, retirement set-up, and taxes, as well as advising us on structuring our personal and business finances.”
i
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Sage Beacon Wealth Management
“We know that these can be frightening times, but we want to assure you that one thing you don't need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, o...”
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Boyum Barenscheer
(23)
Advice
Questions
Company
“Boyum allowed us to focus on our business (which we are fully equipped to do) and never made us feel inadequate for not having the knowledge they have around their industry.”
i
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Prosperlink Tax Group
(49)
Trust Fund Penalty, Tax Preparation, Tax Audits
“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.”
i
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Flourish Wealth Management
“In today's uncertain economic climate, planning for a comfortable retirement has become more crucial than ever. While traditional retirement accounts like 401(k)s and IRAs are well-known and beneficial, there's a lesser known, yet valuable, strategy ...”
i
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Prairieview Partners
(49)
Money Transfers
Management
Tax
“Everyone we have dealt with, starting with Kristy and Jonathan and including every employee who has worked with us, have been equally knowledgeable, professional and kind.”
i
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Credilife Financial Wellness and Credit Repair
(45)
Letters
2020
Coaches
“Chris & his team at Credilife have helped me to increase this tremendously in the last 6 months and I now qualify to purchase a new home for my two girls & I.”
i
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Tonsager Tax & Accounting Services
(31)
Questions
Small Business
Team
“Dusty was so helpful at answering my questions, John did an excellent job with helping me find deductions to save me money, and Heidi at the front desk is delightful.”
i
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ASR Consulting Group
(49)
Self Employed
Write Off
Company
“Not only have I trust ASR for my own taxes for the last several years, I have also referred many clients to this team, and they have never disappointed!”
i
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Clerestory Advisors
(18)
Services & Process, Getting Started, Who We Work With
“We have been working with Clerestory Advisors for more than ten years and we greatly appreciate the ways in which they have assisted and educated us in planning for the latter part of our working years and now in retirement.”
i
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Twin Cities Accounting and Tax
(27)
Services For Quickbooks, Tax Services, Business 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.”
i
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Burns Brothers Financial Group
(20)
Questions
Desk
“After the business responded to this review I called to clarify the situation that happened as it was clear to me based on their comment they may have not received the full story”
i
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Pine Grove Financial Group
(7)
Visualize Your Experience With us, Success Stories,
“Linda Sheridan, Dean Allen, Bao Her and especially, our financial planner Jeff Clark have been nothing but supportive, available and enthusiastic about helping us with our needs.”
i
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Neyens Law
(50)
Preparation
Feeling
Team
“Neyens Law handled sensitive material in a very professional way by helping us find answers to special needs trusts while we created a trust for ourselves.”
i
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401k Plan Professionals
(13)
Fiduciary
Work
Investment
“As fiduciaries to the plan, 401k Plan Professionals reviews the plan investments with our committee and benchmarks our plan against other options every 6 months.”
i
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AAT Accounting & Tax Services
(23)
Tax Services, Services For Individuals, Business Services
“A business owner needs exactly this combination to minimize both the time required and the costs, and her excellent service has been greatly appreciated.”
i
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Croft Enterprises
(22)
Job
Savings
Tax
“Paul Croft is honest, respectful and provides personalized service with skill and integrity to all his clients for their personal and business financial needs.”
i
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Accounting Resource Group
(3)
Tax Services, Business Services, Services For Individuals
“Great service and they managed to save us money too!”
i
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Kusske Financial
(11)
Financial Advisor
Goals
Team
“I recently recommended KFM to someone and they were so impressed with the professionalism and approach, they have since recommended KFM to two of their friends.”
i
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Steven H. Mangan, CPA
(20)
Payroll Services, Bank Financing, Tax Problems
“His fees are extremely reasonable and my wife and I got to make better use of our time as opposed to banging our heads against the wall trying to do our own taxes.”
i
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Dane Tax Solutions
(29)
Expert
Knowledge
Questions
“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!”
i
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Bear Market Financial Services
(28)
Annuity
Meeting
Team
“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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Retirement Planning and Investment Management Services in Eagan, MN Cost Estimates