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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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AdvisorNet Financial

110 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 952-820-2060

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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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Innovate Financial

8120 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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Jim Quant

10261 Yellow Pine St NW
Minneapolis, MN 55433 952-908-2500

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Lifelong Wealth Advisors

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

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Lottsa Financial Service

400 19th Ave S
Minneapolis, MN 55454 612-338-7487

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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
Minneapolis, MN 55402 612-349-7800

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RBC Global Asset Management US

250 Nicollet Mall #1550
Minneapolis, MN 55401 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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Thrivent Investment Management

600 Portland Ave
Minneapolis, MN 55415 612-340-4030

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Vantage Point Wealth Management

505 Hwy 169 N #260
Minneapolis, MN 55441 763-587-7120

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Vector Wealth Management

43 Main St SE #236
Minneapolis, MN 55414 612-378-7560

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particularly helpful during crash of 2008 and when transferring assets. Solid... - Jan 22, 2018

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Voyage Wealth Architects

225 S 6th St #4500
Minneapolis, MN 55402 952-234-4520

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Advanced Capital Group

50 S 6th St #975
Minneapolis, MN 55402 612-230-3000

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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.