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Innovate Financial Website Image
8120 Penn Avenue South Bloomington, MN

http://www.innovatefinancial.com

We pride ourselves on helping our clients reach their financial goals. Our firm manages over $108 million of clients' assets.

We are able to meet with our clients in our office in Minneapolis, MN or online from anywhere across the country. We provide investment management and financial advice to our clients with a specialization in helping federal employees maximize their retirement benefits and retirement years.

Allstate Personal Financial Representative: Dean Shiff Website Image

When it comes to preparing for your financial future, I understand that each person's needs are unique. That's why when you contact me at my Plymouth office, you'll receive personalized service. As an Allstate Personal Financial Representative, my ongoing priority is to help you create a financial strategy to achieve the peace of mind you deserve.

BGM Wealth Partners Website Image
7900 International Drive Bloomington, MN

https://www.bgmwealth.com

Based in Bloomington, MN, BGM Wealth Partners provides fee-only financial planning and investment management to clients throughout the Minneapolis-St. Paul area.

Julie G. Merrill C.P.A., P.A. Website Image
7300 Metro Boulevard Edina, MN

https://merrillcpa.com

Locally owned and established in 1982, Julie G. Merrill CPA, PA has been assisting the community of Edina, Minnesota, for over 30 years! Our focus is to help you get the most out of your tax returns. Our services include tax returns for individuals, partnerships, corporations, fiduciaries, estates, as well as trust returns, Canadian returns, UK returns, and more!

We are able to set up retirement plans with a profit-sharing component, 401k plans, and show you how much you are saving by taking the proper steps throughout the year.

During tax season, we keep extended hours, and will take scheduled appointments. Appointments outside of normal business hour available by appointment. Contact us today to see how we can help you save!

Luebeck Geisler Hamm Wealth Management Website Image
11800 Singletree Lane Eden Prairie, MN

http://www.lghwealth.com/

With information and finances moving at the speed of light today, we understand the challenges in managing personal and business finances in the ever-changing financial landscape. We also know that your time is one of the most precious assets you have. Our team of Advisers is ready to work with you to build an authentic, personalized, and innovative wealth management strategy that pursues your needs. We are here to counsel and serve. We exist to serve our clients for generations. Whether directing the financial well-being of your home or business, we work tirelessly to give clients the most compelling ideas to enhance their planning. Our core philosophy centers around the importance of education revolved by high moral and ethical standards.

Our Family Encounter Website Image
19150 Deerfield Trail Eden Prairie, MN

http://www.ourfamilyencounter.com/

Our Family Encounter works with you to coordinate an aging plan with your wishes in mind. Whether you are working within your family to create a plan for an aging parent or you want to have the peace of mind that you have made the necessary decisions for successful and independent aging. We work with you through these stages so you have the peace of mind knowing you have experienced, professional, and caring Stewards to guide and support you. Our Family Encounter believes no one should age alone.

Financial Compass Website Image
7510 Market Place Drive Eden Prairie, MN

http://financialcompass.com/

Our mission is to provide timely, unbiased advice to people from all walks of life and become their trusted advisor. Through the advantages of professional, Fee-Only planning, we seek to empower our clients to make the best financial choices possible. As a staunch consumer advocate and Fiduciary, Financial Compass is dedicated to serving our client's best interests. Whether you are just setting out on your financial journey or seeking to protect and enjoy the wealth you've accumulated, we can help you along the way.

360 Financial Website Image
11100 Wayzata Boulevard Minnetonka, MN

https://www.360financial.net/

Advising wealth is serious business, and no one at 360 Financial takes it lightly. Our financial advisors have a minimum 25 years of experience, and are deeply focused on you and your financial goals. As a boutique wealth management firm, we work hard to get to know you and your family so we can better understand what you need now, and in the future. The more we know about what is important to you, the better we are able to tailor a plan that is personalized with your goals in mind.

The first step in the financial advising and wealth planning process is to come in and talk with us. We will listen closely to come up with the plan that pursues your goals. The sooner you meet with us the sooner we can get started. Financial advisors from our firm will be knowledgeable and upfront with you about your current finances, where you want to go, and how best to pursue those goals.

Focus Financial Website Image
1000 Shelard Parkway Minneapolis, MN

http://www.bradmcmurray.com/

As financial advisors in Minneapolis, MN, we understand that retirement planning can be confusing and you may have common fears and concerns such as health care costs, outliving your money or the best time to file for social security benefits. Our Retire Confidently Process helps you simplify and navigate the complexity of retirement planning and make the most of your money now and in retirement.

We believe clients should understand everything that is happening with their money; that as advisors we should be just as good about explaining investments as we are at making them. We offer a free 15 minute introductory call that gives us both a chance to make sure that we can add value to your financial situation.

GTS Financial Website Image
3800 American Boulevard West Bloomington, MN

https://www.gtsfinancial.com/

At GTS Financial we believe in guiding you towards your best life. We don't just "help" you with your money, we assist you in discovering what drives you and then we work together to ensure your financial life is in congruence with your vision for you and your family.

Christopher Dahlquist - Prudential Financial Website Image
600 South Highway 169 St Louis Park, MN

www.prudential.com/us/c.dahlquist?WT.mc_id=Yext

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

David Heine - Prudential Financial Website Image
600 South Highway 169 St Louis Park, MN

www.prudential.com/us/david.heine?WT.mc_id=Yext

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Donald Roden - Prudential Financial Website Image
600 South Highway 169 St Louis Park, MN

www.prudential.com/us/don.roden?WT.mc_id=Yext

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Emmy Mastel - Prudential Financial Website Image
600 South Highway 169 St Louis Park, MN

www.prudential.com/us/e.mastel?WT.mc_id=Yext

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Fred Gellerman - Prudential Financial Website Image
600 South Highway 169 St Louis Park, MN

www.prudential.com/us/f.gellerman?WT.mc_id=Yext

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

James Frazee - Prudential Financial Website Image
600 South Highway 169 St Louis Park, MN

www.prudential.com/us/j.frazee?WT.mc_id=Yext

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Keith Boudreau - Prudential Financial Website Image
6200 Shingle Creek Parkway Brooklyn Center, MN

www.prudential.com/us/keith.boudreau?WT.mc_id=Yext

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Kenneth Reynolds - Prudential Financial Website Image
600 South Highway 169 St Louis Park, MN

www.prudential.com/us/k.reynolds?WT.mc_id=Yext

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Kurt Marple - Prudential Financial Website Image
600 South Highway 169 St Louis Park, MN

www.prudential.com/us/kurt.marple?WT.mc_id=Yext

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Mark Johnson - Prudential Financial Website Image
600 South Highway 169 St Louis Park, MN

www.prudential.com/us/mark.johnson?WT.mc_id=Yext

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

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