Heimdal Tax & Financial Services
“She made me feel welcome & had no qualms about doing all my taxes!”
Best Financial Advisors in Lakeville, MN
15 firms listed · 7 in Lakeville · 1 open weekends · 8 rated 4.5+ · 3 show a license
Data verified October 21, 2026
Manifest
Midwest Money Management
“I've been using them for twenty years and wouldn't use anybody else.”
Discovery Financial - Steven Lorenz
“Steve Lorenz has helped us achieve a level of security as we edge into retirement.”
Jim Christian
Balanced Wealth Management
The 15 firms listed for Lakeville, 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: Lakeville, MN
Of the 15 firms we list here, 7 are in Lakeville itself and 8 come from towns including Bloomington (3, 11 mi), Burnsville (2, 6 mi) and Prior Lake (2, 8 mi). 11 of the firms on this page have a rating, from 4.3 to 5.0 across 134 reviews; 8 are rated 4.5 or higher. 1 is open on Saturdays. 3 show a license on their websites and 8 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 74 years. 2 offer payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 14 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.
Do firms listed for Lakeville take financial planning bookings online?
4 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Michael Rebischke Financial Advisor
Burns Brothers Financial Group
“They have a great document for assuring you have all of the information that they need to complete your taxes.”
Book onlineBook
Kusske Financial
“They have been very helpful in helping me make good decisions for long term benefits for the last 3 years.”
Steven H. Mangan, CPA
“Friendly, competent and helpful staff, excellent service, Steven is a treat to work with.”
Webb Financial Group - Wealth Management
“They have put us in a position to retire comfortably and we are able to do things that would have not been attainable without their goal setting with our investments.”
Nepsis
“Jason Strough is your guy to see in Bloomington & Farmer City Illinois if you want to invest with clarity!”
Innovate Financial
Family Financial & Tax Services
“I have been a client with Jeff for a few years now after having bad experiences with some tax preparers and I could not be more satisfied.”
Paul Hofslien - Raymond James
“Paul Hofslein has been our trusted financial adviser since our company implemented a SEP_IRA retirement plan.”
Why these companies made our list
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