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Minneapolis, MN
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Best Financial Advisors in Minneapolis, MN

The highest-rated Financial Planning & Wealth Management companies out of 119 vetted & reviewed in the Minneapolis area.

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Boyum Barenscheer

Boyum Barenscheer

(23)
  • Money
  • Company
  • Questions
“As a business owner, questions and issues arise daily and the whole team is always avalaible to answer any questions or take care of complex accouting and tax issues that arise.”
Offers Financing Options
Family Business
In Business Since 2017
3050 Metro Dr Suite 200, Minneapolis, MN
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Prosperlink Tax Group

Prosperlink Tax Group

(49)
Tax Audits, Tax Preparation, Trust Fund Penalty
“Using their remote app I was able to upload all my documents, review the draft tax filing and able to electronically sign and file it without stepping into their office.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2007
2817 Anthony Ln S #311, Minneapolis, MN
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Croft Enterprises

Croft Enterprises

(22)
  • Tax
  • Savings
  • Job
“In addition to his financial advice, as another reviewer has pointed out, Paul is like very few people I've met, with his ability to connect people together for their mutual business interests.”
Licensed, BBB Rating: A+
In Business Since 2012
333 N Washington Ave #401, Minneapolis, MN
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Dane Tax Solutions

Dane Tax Solutions

(29)
  • Charge
  • Questions
  • Knowledge
“I opened a small business before the pandemic hit and as someone who has never run my own company, Alice has been there for me every time I have questions and saved me SO much in taxes this year!”
Accepts All Major Credit Cards
In Business Since 2012
3701 Winnetka Ave N, Minneapolis, MN
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Eisneramper

Eisneramper

(2)
Advisory
“The staff was really nice & answered all our questions & was available to answer them when they came up.”
Licensed, BBB Rating: A+
Accepts Cash
In Business Since 1946
2501 S Wayzata Blvd, Minneapolis, MN
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Income Planning Group

Income Planning Group

(1)
Disclosures & Privacy Policies, Blog
“Mike provided excellent assistance significantly even though my transaction had finished a while ago.”
Licensed, BBB Rating: A+
Accepts Cash
In Business Since 2006
15600 36th Ave N, Minneapolis, MN
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Guardian Wealth Strategies Fiduciary & Financial Planning

Guardian Wealth Strategies Fiduciary & Financial Planning

(11)
Nonprofits, Tax Planning, Individuals
“I've met with quite a few different financial advisors and the system of integrity Guardian Wealth Strategies utilizes really works in everyone's best interest.”
Remote Consultations Available
In Business Since 2002
6465 Wayzata Blvd Suite 230, Minneapolis, MN
Featured

Employer Benefit Plan Review A fiduciary advisor can review your current employer sponsored plan (i.e. 401(k), 403(b), ESPP, ESOP, etc.) and help you take full advantage of your benefits and keep it coordinated with your other accounts and your long-term plan. Education Funding Knowing the pros and cons of 529 Plans and other education savings tools can give you the confidence you need to succeed. Let us teach you about your best options. Guardian Wealth Strategies Fiduciary & Financial Planning 6465 W Wayzata Blvd, Suite 230 Minneapolis, MN 55426...

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Smith Schafer

Smith Schafer

(12)
Private Client, Wealth Management, Technology Consulting
“Smith Schafer publishes frequent e-mail blasts as the rules change that keeps me up to date and has the added benefit of helping me keep my clients up to date.”
Accepts All Major Credit Cards
In Business Since 1974
7500 Hwy 55 Suite 350, Minneapolis, MN
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FFP Wealth Management

FFP Wealth Management

(3)
Inheritance, Tax Planning, 401(K) Rollovers & Iras
“Tony has treated us and our finances very well!”
Licensed, BBB Rating: A+
In Business Since 2010
11375 Robinson Dr, Minneapolis, MN
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Diana Peppe

Diana Peppe

(3)
“Hard to select a town I wanted to buy a home in and she really did research on the all the communities and provided excellent feedback.”
Emergency Services
In Business Since 2020
4353 Upton Ave S, Minneapolis, MN
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Owl Bookkeeping and CFO Services

Owl Bookkeeping and CFO Services

(13)
Accounting Services, CFO Services, Bookkeeping Services
“We are new with Owl Bookkeeping, but so far they have been extremely accommodating and worked to make sure that our needs were met and we were happy with the service.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2007
323 N Washington Ave Ste 200, Minneapolis, MN
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Old National Bank

Old National Bank

(4)
Cash Management, Banking by Phone, Boat Loans
“Helped me out with credit needs explained everything in detail and helped me learn more about credit great service”
Transparent Fees & Pricing
In Business Since 1996
5920 Brooklyn Blvd, Minneapolis, MN
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Baker Meinz & Associates

Baker Meinz & Associates

“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'...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 2002
1000 Shelard Pkwy Unit 110, Minneapolis, MN
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Kowalski Financial

Kowalski Financial

(8)
  • Team
“The Kowalski Financial team has always exceeded our expectations on every front, and the advice they have given us over the years has always been individualized and unique to our lifestyle and financial situation.”
In Business Since 2018
600 US-169 Suite 655, Minneapolis, MN
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Doreen E Schmidt Investments & Insurance

Doreen E Schmidt Investments & Insurance

(3)
“Doreen has consistently provided us with top-notch service, going above and beyond to help my family.”
Accepts All Major Credit Cards
Free Initial Consultation
In Business Since 1999
7362 University Ave NE #115, Minneapolis, MN
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Box Financial Advisors

Box Financial Advisors

(2)
Helpful Links, Client Resources
“Everyone involved displays high integrity and exemplary care.”
In Business Since 2005
901 S Marquette Ave Suite 2800, Minneapolis, MN
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Mti Financial Advisors

Mti Financial Advisors

(2)
Investments, Retirement Accounts, Tax Deferred Investments
“I am retiring early thanks to MTI!”
In Business Since 2000
7300 Metro Blvd # 200, Minneapolis, MN
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Gifford Financial, the MD & DDS Specialists

Gifford Financial, the MD & DDS Specialists

(1)
Service Relationships, Resources, Financial Health Plan Process™
“They are always friendly and helpful, even walking into the office is a treat.”
Licensed
In Business Since 2016
2701 University Ave SE, Minneapolis, MN
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Watersedge Wealth Management

Watersedge Wealth Management

(1)
“I know she cares about me and my long-term financial goals and I know she puts clients needs first before what she would make off the portfolio.”
Transparent Fees & Pricing
In Business Since 2018
400 S 4th St #401-117, Minneapolis, MN
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EXP Financial

EXP Financial

(1)
Bookkeeping, Business Consulting, Audit / Review Compilation
“Very professional and timely”
In Business Since 2023
2722 Park Ave Suite 100, Minneapolis, MN
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Abens Financial Services

Abens Financial Services

(1)
   business Consulting,    employee Benefit Consulting,    financial Planning
“It took me three years to grasp the depth of the wisdom that Mr.”
In Business Since 1996
4926 Lincoln Dr, Minneapolis, MN
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Riverfront Group - Focus Financial

Riverfront Group - Focus Financial

(1)
“Lynn Dally is our long time trusted financial adviser who is wonderful to wonderful to work with.”
Transparent Fees & Pricing
In Business Since 2020
43 SE Main St #223, Minneapolis, MN
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Integrity 1st Professional Services

Integrity 1st Professional Services

(4)
  • Team
“They take the time to educate you on the important considerations with your personal and business accounting practices-Great resource for business owners!”
In Business Since 2016
3251 Nicollet Ave, Minneapolis, MN
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M & E Catalyst Group

M & E Catalyst Group

Corporate Client Services, Private Client Services
“Through our unique operating model, we deliver expertise and personalized advice, which comes from highly qualified financial planners, working alongside our experienced staff, serving clients from the heartland to the big city.”
Remote Consultations Available
In Business Since 2014
100 S 5th St Suite 2450, Minneapolis, MN
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Retirement Planning and Investment Management Services in Minneapolis, MN Cost Estimates

Minimum cost
$1237
Maximum cost
$10515
National Average
$3711
Avg Per Hour Rates
$372
$2474
$6804
Average price range is based on 546 cost profiles
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Average Cost $3711
Minimum cost $1237
Maximum cost $10515
Avg Per Hour Rates $372

Average range $2474 to $6804 is based on 546 cost profiles.

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