Fortress Financial Group
“I highly recommend contacting Dan and his staff at Fortress Financial to anyone who plans to retire some day, or who has already retired.”
Best Financial Advisors in Rochester, MN
13 firms listed · all 13 in Rochester · 8 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Prinvest Advisors
“He takes care of me and I don't worry about how he manages my portfolio.”
Ramer Retirement Resources
“Friendly, courteous knowledgeable, concerned about our situation.”
Full Circle Financial
Hegland Mainz Financial
Northstar Financial Partners
The 13 firms listed for Rochester, 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: Rochester, MN
All 13 firms we list here are in Rochester itself. We have 14 firms in Rochester on file; this page shows the highest-rated 13. 8 of the firms on this page have a rating, and all of them are rated 5.0, across 77 reviews. 1 shows a license on its website. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 2005. 1 offers payment plans. We have a website on file for 12 of the firms on this page; 12 publish a contact page; 9 list a public email and 4 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 Rochester take financial planning bookings online?
4 of the 13 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.
Book onlineBook
Smartvestor Pro - Evin W. Lantz
“Evin does an awesome job, super knowledgeable about not just investment, but many other aspects of life and things most people don't consider when doing their financial planning.”
Olmsted Financial Group
Inspired Retirement Planning
De Werd Financial Group
LPL Financial
Roundtable Wealth Partners
Superior Financial
Why these companies made our list
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