Financial Planners in Nearby Cities

See All Cities See All Nearby Zip Codes

Access to trusted reviews, the best Financial Planners and exclusive discounts!

  • Memberships allow Angie’s List to certify that all reviews are real reviews from real members—no fake, bogus, or anonymous reviews here!
  • Angie’s List is a Community that you’ll use time after time. Research who to hire, learn tips and tricks, and consult with your neighbors
  • Members can choose from tons of deals and discounts for projects they need to do, like 30% off exterior home painting!
  • If a project goes badly, Angie’s List has a complaint resolution team standing by to help you.

Minneapolis Financial Advising Articles

Money saving tips from the Depression era

With Americans drowning in debt, it is time for frugality. Borrow from your wise elders by checking out these Depression era money saving tips.

Take swift action to rebuild your credit after identity theft

When identity thieves strike, take swift action to rebuild your credit by filing a police report and disputing fraudulent items on your credit report.

How to freeze your credit

Protect your credit and prevent identity theft by placing a security freeze on your credit file with all three major reporting bureaus.

Pete the Planner: Improve your financial health without math

Financial expert Pete “the Planner” Dunn gives financial advice to avoid bad behaviors and habits that lead to bad spending.

Angie's List In The Press

Minneapolis Financial Planners Reviews

A
"
Minneapolis Financial Planners Provider Name Locked
is a friendly guy who is easy to work with and very prompt in returning emails and phone calls. He has been patient with me as it has taken me several months to gather all the materials necessary for his analysis, which undoubtedly will create extra work for him due to the piecemeal fashion in which I have supplied him with everything. The advice he has provided so far has been very helpful and even though I may not implement all of his recommendations, I believe I will get my money?s worth out of the process."
A
"
Minneapolis Financial Planners Provider Name Locked
was great to work with. He spent a lot of time with us in meetings and put in a great deal of work behind the scenes. He was willing to listen to our questions and gave us great advice. It was expensive but definitely worth it. We feel like we have our financial affairs on track."
A
"
Minneapolis Financial Planners Provider Name Locked
is very personable and easy to work with. My wife and I met with
Minneapolis Financial Planners Provider Name Locked
at his office quite a few times in the initial planning in order to fully cover the details of our plan.
Minneapolis Financial Planners Provider Name Locked
was even willing to meet with us on Saturdays to accommodate our work schedules. In an industry like Financial Planning, it is very difficult to find a trustworthy source so we were very happy to find
Minneapolis Financial Planners Provider Name Locked
different than most in that regard. He is knowledgeable and follows up on all questions very quickly. We found him easy to reach via phone and email too.
Minneapolis Financial Planners Provider Name Locked
definitely listened to us and helped us make decisions that are in our best interest.
"
A
"
Minneapolis Financial Planners Provider Name Locked
is very easy to work with. He never offered a "one size fits all" solution to our particular situation, appreciating the position we are presently in and the challenges we may have in the future. He has a way of asking relevant questions and painting "what if" scenarios which are very helpful in seeing the big picture. He has an excellent software that displays our data in a visual way. This makes the heavier financial concepts very easy to understand.
Minneapolis Financial Planners Provider Name Locked
is very thorough, but is engaging and fun to work with. I also appreciate his manner. He never comes across as judgemental, and has become an objective and trusted friend who is looking out for our financial health. It is a pleasure working with
Minneapolis Financial Planners Provider Name Locked
!
"
A
"The experience has been a very positive one. We feel reassured regarding our ongoing financial situation and plan to continue to work with
Minneapolis Financial Planners Provider Name Locked
. He's got a great personality - energetic with a good sense of humor and lots of patience with indecisive clients. For some time we had been looking for a competent fee-for-service financial planner whom we could trust. We found what were looking for in
Minneapolis Financial Planners Provider Name Locked
.
"
A
"This process was very user friendly and helpful to understanding the sensitivity of long term results for various alternative financial decisions in a variety of potential economic climates.
Minneapolis Financial Planners Provider Name Locked
is knowledgeable, flexible and customer focused. He was willing to try a variety of alternatives and answer questions.
Minneapolis Financial Planners Provider Name Locked
uses an innovative software based approach to building a diversified investment portfolio across all our accounts. We intend to use
Minneapolis Financial Planners Provider Name Locked
for further investment advice and portfolio management.
"
A
"My husband and I met
Minneapolis Financial Planners Provider Name Locked
at a professional business meeting. He was also highly recommended by many of our colleagues.
Minneapolis Financial Planners Provider Name Locked
patiently walked us through our current portfolio (which wasn't big) and helped us make sound investment decisions to grow our portfolio to what it is today. He also has helped us successfully diversify our portfolio and 401K plans. My husband and I highly recommend
Minneapolis Financial Planners Provider Name Locked
to help create a diversified profitable portfolio and sound retirement plan.
"
A
"It's been a pleasure working with
Minneapolis Financial Planners Provider Name Locked
.
Minneapolis Financial Planners Provider Name Locked
is an independent financial advisor and does not push the agenda of any one investment firm. We pay
Minneapolis Financial Planners Provider Name Locked
a yearly retainer, plus a fraction of a percentage of the return on investments he manages. We meet twice a year with
Minneapolis Financial Planners Provider Name Locked
. During one of those meetings he presents us with a complete update of our retirement plan.
Minneapolis Financial Planners Provider Name Locked
also advised us to get our will created as well as a plan for our kids, just in case(which we did). We're by no means rich, but without question feel
Minneapolis Financial Planners Provider Name Locked
earns his pay.
"
A
"Our advisor,
Minneapolis Financial Planners Provider Name Locked
, came recommended to us by a friend. We have been working with her for the past three years now. She is always very thorough in determining our financial needs and goals. We have life and disability policies to make sure we will be taken care of should anything happen to us. She has set up
Minneapolis Financial Planners Provider Name Locked
accounts for us, and handled our 401k rollers from two prior jobs. We also recommended her to a friend of ours whose father was dealing with terminal cancer. She met with them pro-
Minneapolis Financial Planners Provider Name Locked
and discussed what could be done with their assets to best help them. She is a caring and dedicated financial planner.
"
A
"
Minneapolis Financial Planners Provider Name Locked
's unique approach to financial planning is just right for us. He looks at the whole picture in a way that nobody else seems able to.
Minneapolis Financial Planners Provider Name Locked
was patient and made certain we had the best products and services available to fit our needs. He referred us to other professionals and ensured we had basics like wills and strong property and casualty insurance before he ever sold us a thing. He finds ways for you to save money and build a better future.
Minneapolis Financial Planners Provider Name Locked
is extremely thorough and totally trustworthy. Make an appointment to meet him, tell him what he needs to know, and listen to what he says!
"

All Financial Planners in Minneapolis, MN

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings Join Angie's List Now!
List View
Map View

360 Financial

11100 Wayzata Boulevard, Suite 360
Minnetonka, MN

A G EDWARDS & SONS INC

1625 RADIO DR
Saint Paul, MN

A G EDWARDS & SONS INC

601 CARLSON PKWY
Hopkins, MN

A G EDWARDS & SONS INC

333 S 7TH ST
Minneapolis, MN

A G EDWARDS & SONS INC

3600 MINNESOTA DR
Minneapolis, MN

AAA Discount Bail Bonds

12 Northeast 2nd Street
Buffalo, MN

AAM CONVERTIBLES INC

821 RAYMOND AVE
Saint Paul, MN

AB&B Insurance

14198 Commerce Ave NE Ste 700
Prior Lake, MN

ACCREDITED INVESTORS INC

5200 W 73RD ST
Minneapolis, MN

Accurate Tax Debt Lawyers

1101 W River Pkwy
Minneapolis, MN

AEGON FINANCIAL GROUP

600 HIGHWAY 169 S
Minneapolis, MN

AFFIANCE FINANCIAL

600 HIGHWAY 169 SOUTH
Hopkins, MN

Affiniti Plus Federal Credit Union

175 W Lafayette Rd
Saint Paul, MN

AGENCY TRADING GROUP INC

235 LAKE ST E
Wayzata, MN

AIG FINANCIAL ADVISORS

1906 LIVINGSTON AVE
Saint Paul, MN

AIG FINANCIAL ADVISORS

1390 HIGHWAY 15 S
Hutchinson, MN

AIG ROYAL ALLIANCE

3468 RICE ST
Saint Paul, MN

AIG ROYAL ALLIANCE

3260 COUNTY ROAD 10
Minneapolis, MN

AIG-VALIC

302 CENTRAL AVE N
Faribault, MN

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI