The highest-rated Financial Planning & Wealth Management companies out of 106 vetted & reviewed in the Mankato area.
Learn how we score.
Prominent finalists A-Z in Mankato
Abdo
Ascent Financial
Boulay
Clausen, Schoenbauer, Seurer & Webb
Corbett & Caperoon Wealth Management of Trujourney Advisors
Davis Wealth Managment
Discipline Advisors
Estate and Financial Services
Gretchen Rehm Financial
Iwealth
KMF Advisors
Kevin Atnip – Frandsen Bank & Trust Wealth Management & Trust
Kitchenmaster, Klooster & Begalka Cpas
Kubat CPA
Lifeplan Financial
Mapvest Wealth Management
Meyer & Norland Financial Group
Pratt Wealth Management
Salient Financial
Schoeppner & Associates
SouthPoint Investment Services
Swanson Hinsch & Co., Chtd Cpa’s
United Prairie Financial Network
West & Mager Insurance and Financial Services
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Swanson Hinsch & Co., Chtd Cpa's
(6)
“Great company, very helpful with tax preparation, staff is wonderful, been going there for eight years and I will continue to drive the 45 minutes from my home to go there!”
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Salient Financial
(4)
Nevada, Wisconsin, Minnesota
“Chris is great to work with!”
i
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Begalka + Swanson, Certified Public Accountants
(5)
Planning Services, Quickbooks & Bookkeeping, Business Consulting
“Professional and friendly”
i
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Davis Wealth Managment
(2)
Socially Responsible Investing, Investment Companies, Tell A Friend
Account Rollovers and Transfers, Tax and Estate Planning, Second Opinion Service
“An 8 step process designed and developed by iWealth to help determine and track your financial goals. Throughout the process, we will provide a well-defined road map for working toward all of your financial goals. You can expect to receive ongoing ad...”
“LifePlan Financial, LLC is an Investment Adviser registered with the State of Minnesota. Investment Adviser Representatives of LifePlan Financial, LLC may transact advisory business in a particular state only if first registered, excluded or exempted...”
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Boulay
“As the leader of a small business, adaptability is a key factor in your success. With market landscapes evolving, economic conditions fluctuating and technological advancements reshaping industries, businesses must remain agile to thrive. An outsourc...”
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Gretchen Rehm Financial
“Many people aren't confident about their financial future. Gretchen Rehm Financial is made up of a team of approachable financial professionals that help you create a comprehensive financial plan, helping you achieve confidence that you and your love...”
i
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Ascent Financial
“At Ascent Financial, we are stubborn on vision and flexible on details. Our team of uniquely talented planners and advisors have come together to provide financial services that are tailored to your individual needs for a lifetime and beyond. Ascent ...”
i
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Abdo
“In 2024, we were named one of the Fastest Growing Firms by Inside Public Accounting and are honored to be recognized for this accelerated period of development for our firm, our employees, and our clients. We are looking forward to another big year o...”
i
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Meyer & Norland Financial Group
“Meyer & Norland Financial Group, LLC, is an independently owned and privately managed comprehensive financial services company. Our wealth advisors and associates are experienced, credentialed and well respected within our community. Our goal is to s...”
“At Pratt Wealth Management, we take care of planning your financial future so that you can spend less time worrying and more time doing what you love. For over three decades, we have been helping clients manage their finances and achieve their retire...”
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United Prairie Financial Network - Adam Dwyer
“At United Prairie Bank, we'll help you get there. We provide personalized service and top of line products and services for personal, agribusiness and business banking. Contact us today at one of our 15 locations.”
i
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Discipline Advisors
Family Office, Investments, Trusts & Estate
“DAI offers personalized, integrated investment strategies and management to individuals and families of significant wealth. We understand that our clients face unique challenges and situations as they continue to build their wealth and form their leg...”
i
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Corbett & Caperoon Wealth Management of Trujourney Advisors
“Whether you're starting your first growth account, selling a small business, or sustaining wealth in retirement—we're here to help you on your way. Retirement Planning → Estate Planning → College Savings Plans → IRAs → Stocks, Bonds, & Investment Pro...”
i
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Mapvest Wealth Management
(3)
“Integrity, grit and hard work are not just words, it's deeply engrained in who he is as person.”
i
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West & Mager Insurance and Financial Services
Access My Accounts, Just For Fun, Featured Links
“Insurance issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, the companies available through the Preferred Product Network, Inc and/or many fine carriers. Securities and advisory products offer...”
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Kubat CPA
(3)
“There always there to help me”
i
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Iwealth
(2)
Account Rollovers and Transfers, Tax and Estate Planning, Second Opinion Service
“I have worked with multiple different financial advisers and financial advising firms, but i Wealth is the first one that i can confidently say i trust completely in all areas of my investments and insurance.”
i
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KMF Advisors
“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.”
i
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Schoeppner & Associates
(2)
“Great service, knowledgeable accounting, timely, easy to work with.”
i
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Kevin Atnip - Frandsen Bank & Trust Wealth Management & Trust
“The site you have selected is an external one located on another server. Frandsen Bank has no responsibility for any external website. It neither endorses the information, content, presentation, or accuracy, nor makes any warranties, express or impli...”
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Southpoint Investment Services
“Everyone is so professional and friendly - they do all the work, I only had to answer questions. I have now worked online & in person with SouthPoint. I always walk away feeling good. — SouthPoint Member”
i
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Clausen, Schoenbauer, Seurer & Webb
(1)
Services For Quickbooks, Tax Services, Business Services
“Have been working with Kevin over there and he has been so awesome walking me through everything and teaching me how to use my Quickbooks properly.”
i
Retirement Planning and Investment Management Services in Mankato, MN Cost Estimates