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Abens Financial Service

4926 Lincoln Dr
Minneapolis, MN 55436 952-933-9650

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Charles Schwab

717 Nicollet Mall #200
Minneapolis, MN 55402 612-204-3776

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Very committed group of advisors that provide as much or as little advice as... - May 11, 2020

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Copouls Financial Group

5151 Edina Industrial Blvd #450
Edina, MN 55439 952-259-0056

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Diversified Wealth Management

4501 Minnetonka Blvd
Minneapolis, MN 55416 612-435-0035

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Legacy Private Wealth Group

7212 Metro Blvd
Edina, MN 55439 952-446-7800

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I see Rob Shinar. He took good care when my mother passed of dealing with the... - Oct 17, 2023

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TD Ameritrade

130 Lake St W FL 1
Wayzata, MN 55391 763-553-4004

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AdvisorNet Financial

10 Cheshire Ln #200
Minnetonka, MN 55305 612-347-8600

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Boulay Financial Advisors

100 S Fifth St #1825
Minneapolis, MN 55402 952-893-9320

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Charles Schwab

3601 Minnesota Dr #430
Minneapolis, MN 55435 952-820-2069

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Jason Halada there is the person I've interacted with, seems knowledgeable... - May 20, 2020

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Edward Jones

5814 Excelsior Blvd
Minneapolis, MN 55416 952-926-0931

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Innovative Financial

6701 Penn Ave S #565
Minneapolis, MN 55423 612-824-1107

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Mike Nakashima is very professional and thoroughly knowledgeable in the federal... - May 07, 2021

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Lifelong Wealth Advisors

1150 County Rd E
Arden Hills , MN 55112 651-444-6500

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Manifest Wealth Management

11290 86th Ave N
Maple Grove, MN 55369 763-593-0649

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Merrill Lynch Wealth Management

80 S 8th St #4000
Minneapolis, MN 55402 612-349-7800

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Norris Waalen

3433 Broadway St NE #180
Minneapolis, MN 55413 612-253-5093

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Quandt James

10261 Yellow Pine St NW
Minneapolis, MN 55433 952-908-2505

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RBC Global Asset Management US

50 S 6th #2350
Minneapolis, MN 55402 612-376-7000

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Highly recommend Tom Swan - Nov 08, 2017

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Salo

701 N Washington Ave #500
Minneapolis, MN 55401 612-230-7256

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Schwarz Dygos Wheeler

50 S 6th St #1405
Minneapolis, MN 55402 612-355-4360

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We have worked with them since they started. Always superb. - Aug 31, 2016

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State Farm Insurance

4316 Upton Ave S
Minneapolis, MN 55410 612-920-2340

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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.