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Accounting Resource Group

(3)

Quickbooks Services, Business Services, Tax Services

“They reviewed our current documents, asked some followup questions that helped make sure everything was accurate and accounted for.”

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J E Kerr Tax Service

(2)

“The best of the best”

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Prosperwell Financial

(12)

For Your Business/Organization, For Sports & Entertainment, For Your Life

“Very smart, educated about the markets, and actually listen to your needs and wants before they give you advice.”

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Tell someone how you feel. Tell someone how they impact your life. nnI received a message on Linked In about how I make someone's day. nnThey didn't have to take the time to write. nnBut they did. nnAnd it made my day. nnYou never know what someone is going thru. nnI received the message on one of those rough days of life that we have. nnI needed it. nnIf you think something say it. nnIf you feel something say it. nnYou never know what someone needs to hear. nnYou never know how life changing your words, your smile, your kindness can be. nnGo for it. Say it. Reach out. You got this. nn#speaker #wealthadvisor #motivation #leadership...

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Lundeen Abrams Advisors

(6)

Retirement
Expertise

“Not only does she take the time to educate young adults like myself about investing, but she also ensures that every decision aligns with my financial goals.”

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Stauber Cpa, PA

(7)

“They gave me the guidance and confidence I needed, so come tax time, I know I have all my ducks in a row, and I don't have to worry about getting a letter from the IRS.”

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Clearpath Wealth Advisors

(1)

“Went to one of their workshops a while back and with I believe his name was Taylor Sundeen who was leading it and I learned a ton about managing my portfolio and growing my retirement fund.”

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Bluestem Wealth Partners

“It's our job to keep an eye on the future; that's why we've intentionally built a continually evolving, constantly learning, multigenerational team. Every client has a primary advisor and the support of more than a dozen professionals who collaborate...”

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Sandvold Financial Group

(6)

Business Services, Retirement Planning, Insurance Design

“Terry is a pleasure to work with, David Cooper (one of Sandvold' s associates) calls me occasionally when they have a suggestion or opportunity to move some funds whether buying or to purchase.”

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Hemingway Wealth Management

“Our team specializes in working with high-net worth individuals and families, small business owners, private corporations, public corporations, pension funds, endowments, non-profits, and large entities with complex needs. We help with tax efficient ...”

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Chaffee & Associates

“Chaffee & Associates is a privately owned, independent company that specializes in helping individuals, business owners, and families preserve their wealth. We are committed to providing”

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High Note Wealth

“highly credentialed advisors, deeply experienced in helping families and business owners, and expert in wealth management.”

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Tondryk Wealth Management

(3)

“I don't even know if I want to post this review, as I want to be Dale my best kept secret, but he has done such an outstanding job since I began working with him 2 years ago!”

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Wealth Planning Group

Investment Management, Financial Planning, Divorce Planning

“Wealth Planning Group is at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, w...”

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Campbell Wealth Advisors

Wealth Transfer Strategies, Fee-Only Wealth Management, Business Succession Planning

“Stuart J. Campbell is President and Founder of Campbell Wealth Advisors (formerly Campbell Financial). Stuart started in the financial services industry back in 1990 with the establishment of Campbell Financial, a boutique independent financial servi...”

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UAK Diversified

Trust Fund, Retirement Planning, Insurance Planning

“We are one of 2% of the financial advisors in the US who recuse themselves from any 3rd party compensations, commissions, and fees to avoid a conflict of interest (member of NAPFA). We don't have a career background in sales. Our background is in tea...”

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Nora Pettinger

Useful Links

“Our first priority is helping you take care of yourself and your family. We want 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 hone...”

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Kristi L. Andersen Financial Partners

Planning and Coaching, Financial Solutions, Where to Start

“The financial services industry is so centered around just "the numbers" and doesn't take into account your unique financial needs, goals and priorities as a woman. Investment jargon and one-size-fits-all solutions make you feel like you are not bein...”

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Cherry Tree Wealth Management

“Cherry Tree & Associates is a Minneapolis-based private investment banking firm with more than four decades of transaction experience. Our primary focus is Sell-Side M&A engagements with middle market companies where ownership wants to either realize...”

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Northwestern Mutual Wealth Management Company :brian R Kelly

“At Refine Wealth Strategies, our mission is to help you achieve clarity about your goals and opportunities so you can confidently attain your best life. We are your go-to financial strategists, here to help you make wise decisions as you grow. When i...”

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Nash Meland - Investment Advisor Representative

“IMPORTANT CONSUMER INFORMATION: Nash Meland may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Fo...”

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Aligned Wealth Planning Group

“Our commitment to best serve our clients runs deep with a focus on building long-term connections where open communication, transparency, confidentiality and superior client service are at the core.”

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Karen Wehner & Associates

“I'm looking forward to sharing some ideas on living abundantly whether you're retired already or not. I firmly believe that life is a collection of choices, and the results are the sum total of those choices! You really can have it all, and enjoy! Fi...”

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Money Health Solutions

“I believe that money need not be stressful. I created Money Health Solutions to help you use money on purpose, with purpose, to support the life that you'd be proud to live.”

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David Klein - Northwestern Mutual

“At Refine Wealth Strategies, our mission is to help you achieve clarity about your goals and opportunities so you can confidently attain your best life. We are your go-to financial strategists, here to help you make wise decisions as you grow. When i...”

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Average Cost	$3131
Minimum cost	$1044
Maximum cost	$8871
Avg Per Hour Rates	$314

Best Financial Advisors in Minnetonka, MN

The highest-rated Financial Planning & Wealth Management companies out of 101 vetted & reviewed in the Minnetonka area.

Accounting Resource Group

J E Kerr Tax Service

Prosperwell Financial

Lundeen Abrams Advisors

Stauber Cpa, PA

Clearpath Wealth Advisors

Bluestem Wealth Partners

Sandvold Financial Group

Hemingway Wealth Management

Chaffee & Associates

High Note Wealth

Tondryk Wealth Management

Wealth Planning Group

Campbell Wealth Advisors

UAK Diversified

Nora Pettinger

Kristi L. Andersen Financial Partners

Cherry Tree Wealth Management

Northwestern Mutual Wealth Management Company :brian R Kelly

Nash Meland - Investment Advisor Representative

Aligned Wealth Planning Group

Karen Wehner & Associates

Money Health Solutions

David Klein - Northwestern Mutual

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

Why these companies made our list

Wealth Management Advisors near Minnetonka

Popular in Minnetonka