Best Financial Advisors in Lakeville, MN

The highest-rated Financial Planning & Wealth Management companies out of 175 vetted & reviewed in the Lakeville area.

Morgan Planning Group

Morgan Planning Group

(2)
“He knows how to help you get financial freedom.”
20960 Holyoke Ave, Lakeville, MN
i
Stonebrooke Wealth Management

Stonebrooke Wealth Management

Ira Services, Business Transitions/Succession Planning, Deferred Compensation Arrangements
“Our corporate philosophy is to help you recognize that you were created by God in His image, as a unique individual possessing a wide variety of gifts and talents. There's no one on the entire planet like you. Our role is to help you grow into who Go...”
Licensed, BBB Rating: A+
In Business Since 2014
17850 Kenwood Trail Suite 221, Lakeville, MN
i
Midwest Money Management

Midwest Money Management

“Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.”
In Business Since 2003
17316 Kenyon Ave # 104, Lakeville, MN
i
Jim Christian

Jim Christian

Jim Soucek, Steve Swanson, Jim Christian, Clu®, Chfc®, Ricp®
“Over 30 years of experience in retirement planning and investment services.”
Licensed
Offers Financing Options
In Business Since 2018
Accepts All Major Credit Cards
17595 Kenwood Trail #170, Lakeville, MN
i
Michael Rebischke Financial Advisor

Michael Rebischke Financial Advisor

“As your advisor, I will focus on helping you live your best life possible with the money you have, while still preparing for tomorrow. My process is designed to ensure your finances are aligned with your goals and that you have planned for life's tra...”
Licensed
In Business Since 2020
16265 Hominy Path, Lakeville, MN
i
Tonsager Tax & Accounting Services

Tonsager Tax & Accounting Services

(21)
  • Questions
“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.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2014
Accepts All Major Credit Cards
Serving Lakeville Area
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ASR Consulting Group

ASR Consulting Group

(30)
Business Services, Services For Quickbooks, Services For Individuals
“They also helped me get on track with setting up quarterly payments and helped me set up with a payroll company to help me with hold my taxes so I am not hit with such huge tax bill come tax day.”
Transparent Fees & Pricing
In Business Since 2021
Free Initial Consultation
3800 American Blvd W #1500, Bloomington, MN
i
401k Plan Professionals

401k Plan Professionals

(14)
  • Work
  • Company's
  • Investment
“They provide great support to us in making sure we meet our fiduciary responsibilities and are always willing to advise our employees on their investment choices.”
Licensed, BBB Rating: A+
In Business Since 2009
7400 Metro Blvd UNIT 213, Edina, MN
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Burns Brothers Financial Group

Burns Brothers Financial Group

(16)
  • Professional
“First time there this year and was very pleased with Charles Amevo as a tax person (CPA) He reviewed our previous taxes, asked good questions and was very through.”
Licensed, BBB Rating: A+
In Business Since 1951
9555 James Ave S #200, Bloomington, MN
i
Kusske Financial

Kusske Financial

(11)
  • Team
“I've been doing business with Kusske Financial Management for 25+ years and highly recommend their professional approach to handling the financial needs of Customers.”
Licensed, BBB Rating: A+
In Business Since 1994
Accepts All Major Credit Cards
11980 Portland Ave, Burnsville, MN
i
AAT Accounting & Tax Services

AAT Accounting & Tax Services

(20)
Services For Individuals, Quickbooks Services, Business Services
“The focus on Customer Service has always been their number one priority and there is never a time that I am not informed (or reminded) of upcoming due dates or other events that require my attention.”
Transparent Fees & Pricing
Family Business
In Business Since 2014
Offers Financing Options
Serving Lakeville Area
i
Credilife ... A Financial Wellness Company

Credilife ... A Financial Wellness Company

(24)
  • Information
  • Goal
  • Coaches
“We ended up getting our deposit back from the bankruptcy lawyer who was not happy with our decision to give Credilife a try, he said well when this credit repair company falls back on their promises, feel free to come back.”
Free Initial Consultation
In Business Since 2005
12751 Co Rd 5 Suite 100, Burnsville, MN
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Steven H. Mangan, CPA

Steven H. Mangan, CPA

(16)
Business Services, Small Business Accounting, Cash Flow Management
“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.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2008
Offers Financing Options
Serving Lakeville Area
i
Accredited Investors Wealth Management

Accredited Investors Wealth Management

(1)
“It was great”
Licensed, BBB Rating: A+
In Business Since 1993
Remote Consultations Available
5200 W 73rd St, Minneapolis, MN
i
Integrity Wealth

Integrity Wealth

(1)
Investment Allocation, Tax Planning, Financial Planning
“Very knowledgeable and clearly explains things.”
Licensed, BBB Rating: A+
In Business Since 2019
Accepts All Major Credit Cards
11985 Technology Dr. #100, Eden Prairie, MN
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Webb Financial Group - Wealth Management

Webb Financial Group - Wealth Management

(28)
  • Expertise
  • Team
  • Questions
“They were a huge help getting our finances started off right, and will check in with us to see how we're doing, telling us how current events may or may not affect us, and checking to see if we have any questions of our own.”
In Business Since 1984
8120 Penn Ave S #177, Bloomington, MN
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DA Financial Advisors

DA Financial Advisors

Your Accounts, Home, Resources
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
Licensed, BBB Rating: A+
In Business Since 2006
Accepts All Major Credit Cards
3300 Edinborough Way # 490, Edina, MN
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Nepsis

Nepsis

(3)
Business Owner Solutions, Tax Solutions, Portfolio Management
“Jason Strough is your guy to see in Bloomington & Farmer City Illinois if you want to invest with clarity!”
Licensed, BBB Rating: A+
In Business Since 2001
Serving Lakeville Area
i
Innovate Financial

Innovate Financial

Fee Based Planning, Fers Pension Calculator, Investment Management
“Mike Nakashima established Innovate Financial, Inc. in 2007. Mike is from Iowa where he graduated from of the University of Iowa (Go Hawks) His Father, Jim, was a special education teacher and his mom Dianne, raised him and his two siblings while wor...”
Licensed, BBB Rating: A+
In Business Since 2011
8120 Penn Ave S #565, Bloomington, MN
i
KWG Advisors

KWG Advisors

(2)
Financial Planning, Business and Individual Tax Preparation, Business Services
“Professional and effective.”
Licensed, BBB Rating: A+
In Business Since 2018
Accepts All Major Credit Cards
Serving Lakeville Area
i
Family Financial & Tax Services

Family Financial & Tax Services

(5)
Income Tax Planning, Financial Planning, Professional Money Management
“He has a personal involvement with his clients that allows for him to work with specific situations involving tax complications”
Licensed
In Business Since 1994
Accepts Debit, Check, Cash, All Major Credit Cards
Suite 220 1500, 1500 McAndrews Rd W #219, Burnsville, MN
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Eric R. Nelson, CPA

Eric R. Nelson, CPA

(18)
  • Small Business
  • Team
“They don't take the info I provide as is, as used to with every other accountant I dealt with, they do a thorough examination of all the info I provide and give an a advice”
Accepts All Major Credit Cards
In Business Since 2003
6600 City W Pkwy Suite 200, Eden Prairie, MN
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Paul Hofslien - Raymond James

Paul Hofslien - Raymond James

(3)
“His years of work in the industry provide guidance and expertise in these challenging times for investors.”
Licensed, BBB Rating: A+
In Business Since 2013
Accepts All Major Credit Cards
Serving Lakeville Area
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Fortune Financial

Fortune Financial

(1)
“I'm sure the other partners are as talented and seasoned.”
Licensed, BBB Rating: A+
In Business Since 2002
Serving Lakeville Area
i

Retirement Planning and Investment Management Services in Lakeville, MN Cost Estimates

Minimum cost
$1097
Maximum cost
$9317
National Average
$3289
Avg Per Hour Rates
$329
$2193
$6029
Average price range is based on 485 cost profiles
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Average Cost $3289
Minimum cost $1097
Maximum cost $9317
Avg Per Hour Rates $329

Average range $2193 to $6029 is based on 485 cost profiles.

Why these companies made our list

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