Best Financial Advisors in Eagan, MN

The highest-rated Financial Planning & Wealth Management companies out of 114 vetted & reviewed in the Eagan area.

Achievement Financial

Achievement Financial

(3)
“Personable, knowledgeable and very helpful, I trust Leif Hagen with my needs.”
In Business Since 2019
4640 Nicols Rd #203, Eagan, MN
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Mischke Financial Group

Mischke Financial Group

(1)
“Always there if needed and helps you with your finances.”
In Business Since 2020
3459 Washington Dr Suite 205, Eagan, MN
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Majeski Jahnke & Co

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.”
Accepts All Major Credit Cards
In Business Since 2010
3352 Sherman Ct STE 101, Eagan, MN
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Sage Beacon Wealth Management

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...”
In Business Since 2012
2600 Eagan Woods Dr #455, Eagan, MN
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Boyum Barenscheer

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.”
Family Business
Offers Financing Options
In Business Since 2017
3050 Metro Dr Suite 200, Minneapolis, MN
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Prosperlink Tax Group

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.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2007
2817 Anthony Ln S #311, Minneapolis, MN
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Flourish Wealth Management

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 ...”
In Business Since 2020
3300 Edinborough Way UNIT 420, Edina, MN
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Prairieview Partners

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.”
Transparent Fees & Pricing
In Business Since 2012
2250 Town Square Tower, 445 Minnesota St, St Paul, MN
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Credilife Financial Wellness and Credit Repair

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.”
Free Initial Consultation
In Business Since 2005
12751 Co Rd 5 Suite 188, Burnsville, MN
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Tonsager Tax & Accounting Services

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.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2014
Transparent Fees & Pricing
Serving Eagan Area
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ASR Consulting Group

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!”
In Business Since 2023
4254 Dahlberg Dr, Golden Valley, MN
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Clerestory Advisors

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.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2008
3001 Metro Dr #220, Bloomington, MN
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Twin Cities Accounting and Tax

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.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2018
Free Initial Consultation
Serving Eagan Area
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Burns Brothers Financial Group

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”
Licensed, BBB Rating: A+
In Business Since 1951
9555 James Ave S #200, Bloomington, MN
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Pine Grove Financial Group

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.”
Remote Consultations Available
Licensed, BBB Rating: A+
In Business Since 2013
635 Bielenberg Dr #210, Woodbury, MN
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Neyens Law

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.”
In Business Since 2014
600 Inwood Ave N #150, Oakdale, MN
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401k Plan Professionals

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.”
Licensed, BBB Rating: A+
In Business Since 2009
7400 Metro Blvd UNIT 213, Edina, MN
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AAT Accounting & Tax Services

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.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2014
Family Business
Serving Eagan Area
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Croft Enterprises

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.”
Licensed, BBB Rating: A+
In Business Since 2010
333 N Washington Ave #401, Minneapolis, MN
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Accounting Resource Group

Accounting Resource Group

(3)
Tax Services, Business Services, Services For Individuals
“Great service and they managed to save us money too!”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 1989
601 Carlson Pkwy # 1120, Minnetonka, MN
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Kusske Financial

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.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1996
11980 Portland Ave, Burnsville, MN
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Steven H. Mangan, CPA

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.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2008
Free Initial Consultation
Serving Eagan Area
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Dane Tax Solutions

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!”
Accepts All Major Credit Cards
In Business Since 2012
3701 Winnetka Ave N, Minneapolis, MN
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Bear Market Financial Services

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.”
In Business Since 2022
2 Carlson Pkwy N Suite 220, Plymouth, MN
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Retirement Planning and Investment Management Services in Eagan, MN Cost Estimates

Minimum cost
$1094
Maximum cost
$9296
National Average
$3281
Avg Per Hour Rates
$329
$2188
$6015
Typical price range is based on 541 cost profiles
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Average Cost $3281
Minimum cost $1094
Maximum cost $9296
Avg Per Hour Rates $329

Typical range $2188 to $6015 is based on 541 cost profiles.

Why these companies made our list

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