You Won't Find Anything Else Like Checkbook

  • Nonprofit and independent
  • Takes no advertising or referral fees
  • Ratings and reviews by surveyed Consumers' Checkbook and Consumer Reports local subscribers
  • Undercover price comparisons
  • Complaint histories from consumer agencies
  • Advice to help you get the best service and value

Subscribe and see 459 Twin Cities area financial planners


Page 2 of 2 — 25 results
BusinessDistanceRatingsMost Recent Comment

More Advisory Group

7760 France Ave S Fl11
Edina, MN 55435 800-349-8027

Ratings:
?
?%    
?
No raters have left a written comment.

New York Life

3600 Minnesota Dr #100
Edina, MN 55435 952-897-5000

Ratings:
?
?%    
?
No raters have left a written comment.

SFI Group

5201 Eden Ave
Edina, MN 55436 952-545-8044

Ratings:
?
?%    
?
No raters have left a written comment.

TailorMade Wealth Management

7301 Ohms Ln #460
Edina, MN 55439 612-429-0160

Ratings:
?
?%    
?
No raters have left a written comment.

Terry Leiendecker

3600 Minnesota Dr #550
Edina, MN 55435 952-563-1215

Ratings:
?
?%    
?
No raters have left a written comment.

Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.