Handpicked from 126 vetted & reviewed Financial Planning & Wealth Management firms in the Maple Grove area, explore the top 5 standout choices among the selected group of 24 finalists.
Learn how we score.
Top-rated companies A-Z in Maple Grove
Lifestyle Financial and Tax Advisors
Manifest Wealth Management
North Point Accounting and Tax
Taylor Ripka
Underdog Wealth Management
Prominent finalists A-Z in Maple Grove
7th Street Financial
Adriano Batista Financial Advisor
Amy R. Holewa, Cfp, Cdfa
Coach Craig Financial
Current Financial
Dorval & Chorne Financial
Evolution Accounting & Consulting
Financial Dimensions Group
First Financial Security
J Alan Financial
J.M. Knoll
Mc Fee Financial Group
Paradigm
Priebe Wealth
SAT CPA
Splitrock Financial Group
Twin Cities Retirement Group
Twin Cities Wealth Strategies
Zigler & Associates
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Underdog Wealth Management
(3)
“I am now 25, out of college with zero student loans left and was able to buy a house at the age of 24.”
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Manifest Wealth Management
GWP Investment Management, Services For Your Business, Services For Individuals
“Welcome to Manifest Wealth Management, a team of independent Financial Advisors with LPL Financial offering private wealth management services in Minnesota. We understand that individuals face unique challenges as they pursue their financial goals. W...”
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Taylor Ripka
(2)
“Always courteous, educational and ethical.”
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North Point Accounting and Tax
(3)
“Always willing to offer insights and collaborate with other professionals.”
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Lifestyle Financial and Tax Advisors
(2)
“I've done my own taxes for years but had a more complicated filing this year so enlisted her help.”
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Best of 2024
Qualification Criteria for best of Winners
Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
“I did my quarterly review with one of this team members Heather and she did a great job of helping me understand what reports to be looking at and wasn't afraid to tell me she didn't know the answer and had to check with Eric.”
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Dorval & Chorne Financial
(3)
MNA Members, Group Sponsored Financial Advisory Programs, Quality of Life Planning®
“I have quite a few nursing friends who also have gone to Dorval & Chorne and were so impressed with their professionalism, expertise and approachability they dropped their other financial planners.”
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Zigler & Associates
(6)
“From the beginning when our account was assigned to Mike Zigler, we have been treated with professionalism both as a financial advisor and socially during our meetings.”
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Financial Dimensions Group
(2)
Tell A Friend, Featured Links, Social Media Disclosures
“Our financial advisor”
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7th Street Financial
(4)
“Jeff Burke - is great is understanding your needs and providing the plan that is right for you.”
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J Alan Financial
(3)
“He puts together tax strategies and plans to help those retiring have the peace of mind that they will be able to kick back and relax during their golden years.”
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Amy R. Holewa, Cfp, Cdfa
(1)
“Amy is AWESOME when it comes to talking finances in terms "normal" people can understand.”
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Paradigm
“OUR MISSION is to provide the expertise and support to help build and maintain the financial foundation enabling you to fulfill the life of your dreams, to help you create the financial wherewithal to pursue the exploration of this immense, improbabl...”
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SAT CPA
(3)
“Cheaper than H&R Block rates, plus I get the peace of mind knowing that a real tax professional, a genuine Certified Public Accountant, is the one doing my taxes, and not someone who just took a 1-day course and makes $9/hr.”
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Splitrock Financial Group
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First Financial Security
(6)
“The people involved are very helpful with educating anyone or any business, about their options in any concern involving them, their family, or any business possible financial needs..”
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J.M. Knoll
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”
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Twin Cities Wealth Strategies
“That's where we can help. We abide by the highest standard in the industry with the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and have signed a fiduciary oath promising to always put our client's interests ahead of our own. We do this by utiliz...”
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Coach Craig Financial
“This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.”
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Adriano Batista Financial Advisor
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Mc Fee Financial Group
“"All that can be required of a trustee to invest is that he shall conduct himself faithfully and exercise a sound discretion. He is to observe how men of prudence, discretion, and intelligence manage their own affairs, not in regard to speculation, b...”
“Securities offered through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Magnetic North Advisors, a registered investment advisor. Magnetic North Advisors and Priebe Wealth are separate entities from LPL Financial.”
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Twin Cities Retirement Group
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Current Financial
“My first priority is helping you take care of yourself and your family. Iwant to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest ...”
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Retirement Planning and Investment Management Services in Maple Grove, MN Cost Estimates