Best Financial Advisors in Plymouth, MN

24 firms listed · all 24 in Plymouth · 16 rated 4.5+ · 2 show a license

Data verified October 18, 2026

All Things Annuity

All Things Annuity

(48)
  • Retirement
  • Company
  • Transaction
“If you are looking for a fair fixed return for a portion of your investible cash without exposure to the ups and downs of the stock market , in my opinion, they are a good option.”
In Business Since 2007
Transparent Fees & Pricing
15600 36th Ave N #200, Plymouth, MN
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Bear Market Financial Services

Bear Market Financial Services

(28)
  • Goals
  • Meeting
  • Annuity
“I find Curtis very knowledgeable about his product and am confident of the information provided and the professionalism and pleasantries displayed by he and his staff.”
In Business Since 2022
2 Carlson Pkwy N Suite 220, Plymouth, MN
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GEN Financial Management

GEN Financial Management

(5)
“They look into items such as, if you have adequate life insurance to tax help and trying to plan for larger purchases that could be coming up that one should take into account.”
In Business Since 2001
BBB Rating: A+
10810 Old County Rd 15 Ste 200, Plymouth, MN
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Echo Wealth Management

Echo Wealth Management

(6)
“Additionally, she has made recommendations regarding my will, life insurance and other areas so when I leave this world, the process will be easier for my children.”
In Business Since 2014
3033 Campus Dr n145, Plymouth, MN
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Cavanaugh Financial Group

Cavanaugh Financial Group

(9)
“I have found John to be extremely knowledgeable and helpful in helping me navigate different financial challenges, to ensure the best outcome possible.”
In Business Since 2006
3545 Plymouth Blvd STE 213, Plymouth, MN
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Integra Shield Financial Group

Integra Shield Financial Group

(3)
“I would recommend him to anyone, he was really great to work with!”
In Business Since 1999
Accepts All Major Credit Cards
3181 Fernbrook Ln N, Plymouth, MN
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The 24 firms listed for Plymouth, MN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Plymouth, MN

All 24 firms we list here are in Plymouth itself. We have 25 firms in Plymouth on file; this page shows the highest-rated 24. 17 of the firms on this page have a rating, from 4.0 to 5.0 across 145 reviews; 1 has 50 or more reviews and 16 are rated 4.5 or higher. 2 show a license on their websites and 1 has a BBB rating of A or A+. 16 have ten or more years of experience, the longest 27 years. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 19 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Plymouth take financial planning bookings online?

3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Salt Financial

Salt Financial

(6)
  • People
  • Knowledge
“They are great people!”
In Business Since 2020
Two Carlson Pkwy N Suite 155, Plymouth, MN
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Piller Financial Group

Piller Financial Group

(1)
“Great people and services.”
In Business Since 2014
2 Carlson Pkwy N #320, Plymouth, MN
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PJF Tax

PJF Tax

(5)
“From doing my taxes, to giving advice about student loan repayments and helping me set up a plan for retirement savings, these guys have always been personable and extremely helpful.”
In Business Since 2015
Accepts All Major Credit Cards, Check, Debit
3675 Plymouth Blvd STE 101, Plymouth, MN
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Turnkey Financial Mgmt

Turnkey Financial Mgmt

In Business Since 2015
3030 Harbor Ln N #222, Plymouth, MN
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Butorac Johnson & Associates

Butorac Johnson & Associates

(2)
“Whenever I've had a request for information, Tyler responds quickly, goes the extra mile to attach forms I might need or simplify things, and is just incredibly proficient at his job.”
In Business Since 2022
18200 45th Ave N #104a, Plymouth, MN
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Overson Financial

Overson Financial

(1)
“So kind,and knows all the facts on how to get you the best return on your hard earned income.”
In Business Since 2011
3140 Harbor Ln N STE 210, Plymouth, MN
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Next Century Growth Investors

Next Century Growth Investors

In Business Since 1999
Two Carlson Pkwy N # 125, Plymouth, MN
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GPS Wealth Management

GPS Wealth Management

In Business Since 2016
3340 Annapolis Ln N STE B, Plymouth, MN
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Ascend Financial Group

Ascend Financial Group

(2)
“Detailed oriented, passionate and fantastic vision.”
In Business Since 2018
Licensed
2 Carlson Pkwy N #320, Plymouth, MN
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Side-by-Side Financial Planning

Side-by-Side Financial Planning

In Business Since 2008
3235 Fernbrook Ln N, Plymouth, MN
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Sieg Wealth Management

Sieg Wealth Management

In Business Since 2017
3030 Harbor Ln N STE 222, Plymouth, MN
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APD Wealth Management

APD Wealth Management

In Business Since 2010
11140 Hwy 55 Suite D, Plymouth, MN
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Gallagher Tax and Investment

Gallagher Tax and Investment

In Business Since 2017
Transparent Fees & Pricing
3350-A Annapolis Ln N, Plymouth, MN
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LPL Financial C/O Investors Financial

LPL Financial C/O Investors Financial

9800 Shelard Pkwy, Plymouth, MN
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Superior Wealth Management Group

Superior Wealth Management Group

In Business Since 2010
Accepts All Major Credit Cards
605 US-169 Suite 200, Plymouth, MN
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Solidarity Financial

Solidarity Financial

In Business Since 2002
CRD# 107684
14216 23rd Ave N, Plymouth, MN
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Midwest Financial Group

Midwest Financial Group

In Business Since 2021
3020 Harbor Ln N, Plymouth, MN
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Twin Cities Retirement Group

Twin Cities Retirement Group

In Business Since 2016
15600 36th Ave N #240, Plymouth, MN
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HomeWealth Management AdvisorsMinnesotaPlymouth, MN

Why these companies made our list

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