Best Financial Advisors In Minneapolis Near Me

Twin Cities Wealth Advisors Quarry Hill Advisors Phillip James Financial Webb Financial Group - Wealth Management Guardian Wealth Strategies Fiduciary & Financial Planning Echo Wealth Management, LLC Northwestern Mutual Kyle Krusenstjerna - Northwestern Mutual Edward Jones - Financial Advisor: Steve Doody, CFP®|AAMS® Edward Jones - Financial Advisor: Tony Kieffer, CFP®|AAMS® Kowalski Financial Fidelity Investments North Star Resource Group

1. Twin Cities Wealth Advisors - Centennial Lakes

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· 10 reviews

3600 Minnesota Dr #550, Edina, MN 55435, United States

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2. Quarry Hill Advisors - St. Paul

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· 29 reviews

370 Selby Ave Suite 226, St Paul, MN 55102, United States

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3. Phillip James Financial - Plymouth

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· 8 reviews

3675 Plymouth Blvd suite 224 suite 110, Plymouth, MN 55446, United States

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4. Webb Financial Group - Wealth Management - Bloomington

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· 32 reviews

8120 Penn Ave S #177, Bloomington, MN 55431, United States

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5. Guardian Wealth Strategies Fiduciary & Financial Planning - Saint Louis Park

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· 18 reviews

6465 Wayzata Blvd Suite 230, Minneapolis, MN 55426, United States

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Guardian Wealth Strategies Fiduciary & Financial Planning: what do users think?

sofia canning: Engaging Guardian Wealth Strategies for wealth management in Minneapolis was one of the wisest decisions I've ever made. Their insightful guidance and expert strategies have helped grow my wealth beyond my expectations. I'm pleased with their services and highly recommend them to others.

tamie stasky: I'm from Golden Valley, just a stone's throw from Guardian Wealth Strategies Fiduciary & Financial Planning's office. I’ve had a superb experience with them. Their financial planners provided clear, practical advice tailored to my unique needs and goals. They've been pivotal in shaping my financial future in Minneapolis, making me confident about navigating potential uncertainties. I am thoroughly satisfied with their services and wholeheartedly recommend them to anyone seeking a reliable Minneapolis financial planner.

Jae Walters: I spoke with Ben Olson this morning, and I would recommend Guardian Wealth to anyone who is looking for financial guidance. Although I am not in a position right now to fully utilize their services, it is clear to me that Ben and the team at Guardian, truly care about their clients and are excellent at what they do. Ben was willing to meet with me for an hour to explore some of my goals and it was very valuable for me. If you are interested in any kind of financial guidance, don’t hesitate to reach out to Ben and Guardian. The experience was great and I hope to work with Ben in the future!

Kaytee&David Crawford: Positive:Professionalism

JLH: Brent Hoppe and the team are terrific. My husband and I completely trust them for objective, professional advice on not only our investments, but everything related to our investments. Over the past 20 years, he has also coordinated our taxes, insurance, cash flow needs and estate planning. We love that they not only give advice but complete the next steps for us.

Shawn Thompson: Ben Olson and his team are clear, transparent, and understanding of our goals. We have so much more confidence in our plan and can truly enjoy our retirement. A+

Abby Casey: Guardian Wealth has a group of knowledgeable, professional, caring and experienced advisors. They offer sound advice in a friendly, yet professional atmosphere. Great Job Guardian Wealth Strategies!

Kathleen Perez: The advice I have gotten from Ben and his team has made all the difference! We were very impressed with how they coordinated our investments and our taxes and gave us a clear plan for our retirement income. We have never experienced that attention to detail with any other firm we have worked with. We will continue working with Guardian Wealth Strategies for a very long time.

Megan Morris: I have worked with Ben Olson for many years. He has a great reputation in the industry. His professionalism and honesty have always made him a reliable referral partner. I have great confidence referring to Ben and his team at Guardian Wealth Strategies whenever my clients have investment or retirement questions.

Sunny Hsiung: 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. It stems from quality professionals like Ben Olson who commit hard to the relationships they make with their clients will last a lifetime. No one can beat the quality and care these guys can give to your finances and your life. Thanks guys!!

RJ Larson: Ben is so kind. He has helped more people than I can count. He is knowledgeable and looks out for you, not just your investments. I would recommend him and his firm to all of my family and friends.

Alyssa Johnson: Ben Olson is top-notch. He is one of the most honest, trustworthy, and personable people I know. Highly recommended!

6. Cavanaugh Financial Group - Plymouth

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· 10 reviews

3545 Plymouth Blvd STE 213, Plymouth, MN 55447, United States

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7. Box Financial Advisors Inc - Minneapolis

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· 2 reviews

701 S 4th Ave UNIT 1710, Minneapolis, MN 55415, United States

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8. Minneapolis Wealth Advisors - Ameriprise Financial Services, LLC - Minneapolis

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· 1 reviews

555 Nicollet Mall Ste 200, Minneapolis, MN 55402

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9. Echo Wealth Management, LLC - Plymouth

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· 5 reviews

3033 Campus Dr n145, Plymouth, MN 55441, United States

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10. Pitzl Financial - Arden Hills

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· 3 reviews

8 Pine Tree Dr #125, Arden Hills, MN 55112, United States

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11. Northwestern Mutual - Minneapolis

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· 2 reviews

225 South 6th St #2900, Minneapolis, MN 55402

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12. One Life Financial Group - Hugo

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· 28 reviews

6922 125th St N, White Bear Lake, MN 55110, United States

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One Life Financial Group: what do users think?

Moneer Rana: I have known and conducted business with Brian Lahr for over 10 years. I have developed complete trust with Brian and the One Life Financial team. They exemplify integrity and client service with every interaction I have with them. At every instance, they act on my best interest without compromise.Brian and his team have listened and provided as much time as I need to discuss any matter. I consider Brian as a friend and objective consultant. I have introduced my family to conduct business with Brian and his team. Without hesitation and reservations, I would recommend One Life Financial Group to anyone who needs financial planning advice.

Samantha Plante: As a younger couple, my husband and I were looking for someone that could help educate us on how to make our money work harder for us without sacrificing the lifestyle we want to live. We scheduled a consultation with Brian to learn about One Life's offerings. Brian was very welcoming and shows a true interest in his clients' lives. It was not intimidating and we learned a lot about our options and what One Life Financial Group has to offer.

Brenda Jarmoluk: After handling my own financial portfolio into my 50s, I decided to hire A financial planner to help simplify investments and lessen the personal burden of time and $ concerns. Despite what I felt might be hard for me to ‘pay someone’, that concern was quickly squelched in hiring OneLife. Even when the market turned, my loss was mitigated and the team outperformed most of those I knew with other firms. When I hit an extremely difficult time of juggling life/parent death/kids college etc concerns, knowing OneLife was handling my finances with care removed a huge weight off my shoulders. My recent review with a team member solidified hiring OneLife was the right decision for me. I know my finances will not be a factor in keeping me awake at night. I interviewed 4 large firms and am far better off within the flat fee structure One Life offers most firms may not. IMHO, it’s well worth your time to interview OneLife. They only take as many clients as they know they can service WELL.

Scott Carlson: We've been working with One Life Financial Group for many years. As former business coaches, we were attracted to their coaching approach. Through deep probing questions, they helped us to understand where we were financially and as a family, where we wanted to go based on our life goals, and helped establish a strategic plan to get there. When we started working together, I was stressed and worried about our financial future. Knowledge and a solid plan changed that. We are now confident that our family future is secure. Brian and his team have worked well with our tax accountant and trust attorney over the years. Having everyone working together to help move us forward has been powerful.

margaret coyne: My husband and I starting working with Brian and his team at One Life Financial this past year. We are approaching retirement and decided it would be best to have the professionals help guide us in our investment strategies, social security disbursement timing, insurance needs and more. We are so happy we did! They have worked through different scenarios and how it impacts us financially in the future; How to make sure we will be attaining a future that supports our Core Values. They are all brilliant. Best part is that they explain everything so that we understand. Brain and the entire team are all very pleasant and easy to work with. You feel as though you are the most important client they have. The only complaint I have is on us and that we did not start with Brian and One Life a long time ago. Highly recommend this wonderful company!!

Mariette Donovan: Everyone at One Life has been so kind and helpful and wonderful to work with. Since my husband passed away I have many questions about what is best for me to do since HE was our financial planner. I feel like everyone is working in my best interest, and they are always willing to simplify and explain things so I can understand better. I totally trust them and feel so good having them in my corner!

Jill M: We’ve been working with Brian for a quite a few years, and to say it’s been life changing is an understatement. I am not a fan of detailed financial planning, to say the least, so to have a team that bears that weight for us is a tremendous relief. We are in an entirely different part of the country, yet we’ve never ceased to feel like cherished, important clients. We looked back on our progress since we started and are blown at how much more financially secure and comfortable we are today than a few years ago. That would not have been the case without Brian and team. A+++ company!

Eric Schneider: My partner and I have been working with Brian for almost 15 years. I was a physician trainee when we started and he has been ever so deftly guiding us over time. I am now in a busy practice and trust my money, my financial planning and future retirement completely to Brian and his team. It is to the point where I don't think about it anymore and simply get to meet a couple of times a year to watch my investments and retirement grow. If you ever need a financial advisor, especially as a physician, Brian and his team are your go to team!! I'd give more than 5 stars if possible!

Mark DeVine: The entire team at One Life have been fantastic to work with! Their knowledge and expertise are second to none, my wife and I could not be more pleased with the plan that they helped us develop to meet our goals. We're super happy that we found them! Mark

James Norton: I will be recommending them to all my friends and coworkers at Ecolab!

Jill Adrian: . The Oracle benefits can be confusing so it really helped to have someone help us navigate and pull together a comprehensive financial plan that helps us achieve our goals.

Mary Uhlhorn: I am very pleased with the service Brian and his staff have provided. Brian seems to specialize in giving concerned individual care. He is very thorough in his explanation of my account and is willing to supply the resources that are necessary to make me comfortable.

Phil Grgurich: I've worked with Brian and his team for the past 13 years. He's been incredibly helpful in creating a financial plan, ensuring all the pieces are in place, and maintaining our plan over time. He and his team are very responsive, client focused, and innovative. They take the time to understand our needs and perspectives. Because of him and his team, we know we're on track toward our financial goals.

Valerie Olson: We have been working with Brian and the One Life Financial Group for several years and feel we are in great hands. They are so knowledgeable about our company benefits with both Target and Ecolab which makes it so easy! We also love the holistic approach they take to our financial planning to ensure we are not only covered for retirement, but make the most out of our money today and living the life we want to live right now. We couldn’t say more about how great they are to work with.

Kristopher Olson: Brian and the One Life Financial Group team have been supporting my family’s financial and life goals for a number of years. They are innovative in the technology that is available to support our needs and have helped keep things on track as we explore ways to get the most out of life with our finances.

John Vaughn: that we don't like or don't know how to do and bring all of our finances into order. While we have been working with Brian for years, I think the most significant benefit has been within the past 12-18 months. Brian sat down with us and helped us map out our family values and identify what was truly important to us. While we "knew" what our values were, we never had written them out and really thought through them regarding how our finances either advanced our values or took away from our values. By doing this exercise we now know that each dollar we spend or each dollar we invest will either align or not align to what is important to us. This helps us to put a value focus on our finances and always gives us a place to go back to and make sure we're not making a stupid decision. It's hard to explain all of this in a review, but we're truly thankful to have found such a personable and value centered financial advisor who isn't just out to make a buck off of us. We highly recommend him whether you're just starting out

Paul Schwichtenberg: Brian and his great staff are a huge asset for our busy lives in the healthcare profession as a CRNA and my wife as a RN. We don't have a ton of extra time to dedicate to our finances so we trust One Life with it. This has been such a wonderful blessing for my family and I. We all have enough stress in our lives and to have someone like Brian in our financial corner we feel fortunate. I would highly recommend them!!!!

JJ Sandvig: Working with the One Life Financial Group team has been a wonderful experience. Brian spent the time to understand our family and its goals before making any financial recommendations. With his help we created a vision and strategy to meet our financial needs for the long-term. Highly recommended!

Suzi Smith: Over the past 12 years, Brian has been my advisor, and I'm forever grateful to him and the One Life Financial Group! Brian has helped my husband and I align our Core Values with our short and long term financial goals in order for us to get the BEST return on life. He does an amazing job explaining complex topics in easy-to-understand language and allows us to feel confident with our financial decisions. Brian and his team are delightful to work with, highly responsive, extremely knowledgeable and innovative in their approach to providing holistic financial services that encompass our family values and financial desires. I would highly recommend Brian and the OLFG!

rhett smith: Brian is the first financial advisor that really listens to YOU. The last couple advisors that i have had, in my opinion, did not listen to what I wanted to accomplish. He really takes the extra time to figure out a plan that works best for you and your family. I am very happy with his services and would highly recommend him!

13. RBC Wealth Management Branch - Minneapolis - Minneapolis

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· 6 reviews

60 South 6th St, Minneapolis, MN 55402

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14. Kyle Krusenstjerna - Northwestern Mutual - Centennial Lakes

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· 21 reviews

3600 Minnesota Dr Suite 600, Edina, MN 55435, United States

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15. Edward Jones - Financial Advisor: Steve Doody, CFP®|AAMS® - South St. Paul

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· 3 reviews

100 Bridgepoint Dr STE 130, South St Paul, MN 55075, United States

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16. Edward Jones - Financial Advisor: Tony Kieffer, CFP®|AAMS® - Maple Grove

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· 9 reviews

7384 Kirkwood Ct N Suite 300, Maple Grove, MN 55369, United States

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17. AdvisorNet Financial | Insurance Agency | Wealth Management - Minneapolis

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· 5 reviews

701 S 4th Ave, Minneapolis, MN 55415

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18. Kowalski Financial - Saint Louis Park

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· 8 reviews

600 Highway 169 South, Suite 655, Minneapolis, MN 55426, United States

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19. Fidelity Investments - Pentagon Park

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· 19 reviews

7740 France Ave S, Edina, MN 55435, United States

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Fidelity Investments: what do users think?

Matt Christensen: I do most paperwork online, but this branch is very efficient and friendly when an office visit is needed.

Charles Zee: Megan Buss was very helpful in answering our questions.

Adam T. Shaw: Best in class investment strategists. I’ve been core banking with them for over twenty years and will continue to. Great job building my portfolio!

Matt Foley: Positive:Professionalism,Quality,Responsiveness,Value

Keith Nelson: Retired broker and very happy with their professionalism

Terry Cook: Helpful and honest. Talked to a few on the phone, and TJ I person. Highly recommend him.

Sarah Barbouche: Appreciate the patience of the staff experience, knowledge goes a long way

2004mntitan: Worked with TJ today. Great experience all around. If there was a complaint, the coffee machine needs directions or need to be replaced with something "normal."

20. North Star Resource Group - Prospect Park - East River Road

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· 12 reviews

2701 University Ave SE, Minneapolis, MN 55414

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North Star Resource Group: what do users think?

Nik ‘s: I work with North Star and found everyone to be great, supportive, and driven to add growth to our clients and financial advisors to the business. They train throughout the country. You own your brand, practice and clients. I would definitely check them out. Great training program, great support team of those who have been in the industry for several years. It isn't just about one person, it is about everyone helping everyone. People's History, People's Trust, and North Star is in the People Forever Business.

Brian Nicholson: Positive:ProfessionalismI have been with North Star for over 20 years using a variety of their services and couldn't be any more satisifed. I was given fantastic advice then and every year since then. Such a great organization with FANTASTIC people. I HIGHLY recommend.

pointlake: Thank you Anne for great service, information and a smooth registration process for a Medicare supplement. Highly recommended.

Jan Shaw-Flamm: Anne Pierce did a great job of explaining Medicare and in answering my many, many questions. She was exquisitely patient and always pleasant, even though it was a crazy time for enrolling in Medicare due to 300,000+ Minnesotans having to change from Cost Plans effective the same date as I became eligible. I would definitely recommend her to my friends.

R&H Pennie: Spent the time to understand our situation, needs and wants, reviewed options with us, provided recommendations and their reasoning for each, then helped us select insurance we are comfortable with.

Sunny Floum: You're the best!

Judy Twedt-Jensen: Referred to Anne Pierce by friends. I had a medical "Cost Plan" that went away in 2018. I attended an information meeting put on by her Northstar Resource Group that explained my options. Anne came to my home & later we met again in her office. She is extremely knowledgeable about medical insurance, & benefits, is personable & accessible. She tries to tailor your needs with the right plan. I would DEFINiTELY refer her toothers.

Cindy G: We were starting to feel overwhelmed after attending several different Medicare information sessions. We happened to talk to Chris after one of his sessions and found out he could help us with any of the plans available to us. It was nice to have Chris’ expertise to assist with our supplemental choices.

Carol Ahlquist: My husband and I turned 65 within one month of each other this past Fall, and we were completely clueless with what we should do. We attended a few free information sessions offered by various companies throughout the summer. The session we attended that Jeremiah Wente hosted for North Star Resource Group was by far the best. Jeremiah gave us the pertinent information we needed to get started, which gave us a sense of confidence. His info session was understandable and not overwhelming. We knew he was the person we wanted to help us wade through these murky waters! Jeremiah met with us and gave us valuable assistance in getting set up. We left his office with a huge sense of relief! Also, every phone call or email we have sent to him has been answered promptly, along with our questions or concerns. We are grateful for having found North Star Resource Group, and specifically Jeremiah. We have recommended them to our friends and will continue to do so. Many thanks to this company, Jeremiah, and the valuable service they provide.

Nancy Cooley: Jeremiah Wente has been helpful to us in the past as we navigated the Medicare supplement options. We appreciate his calm approach, listening to our needs and concerns, and promptly responding to questions.

David Korte: As I have gotten older, I realize how important it is that I have the best health insurance for me. Working with Jeremiah to make this very important decision is like working with you best friend who happens to be an insurance expert.

Larry Frann: Excellent customer service! I was referred to these folks by a friend who has worked with them for several years. I was completely in the dark when it came to navigating my Medicare decisions. They are a free resource and made the entire process extremely comfortable and enjoyable. North Star - you have a client for life! and I will be referring all of my friends and co-workers that will be retiring in the coming months you way. Thanks, Larry.

Angela Norris: I love working here. It's a great work environment.

Mary Nieting: Very helpful and friendly staff. Everyone I've interacted with was very knowledgeable and had my best interests in mind.

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