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 11 of 23459 results
BusinessDistanceRatingsMost Recent Comment

Northwestern Mutual

8530 Eagle Point Blvd #200
Lake Elmo, MN 55042 651-714-6800

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

Northwestern Mutual

PO Box 21309
Eagan, MN 55121 651-905-6449

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

Oak Leaf Financial Group

4640 Nicols Rd #205
Eagan, MN 55122 651-452-8050

Ratings:
?
?%    
?
Tom Brand is the best...highly recommended... - May 10, 2026

See all comments

Overson Financial

3300 Fernbrook Ln N #130
Plymouth, MN 55447 763-577-9085

Ratings:
?
?%    
?
John is very thorough and looks out for your best interests. - Jun 15, 2022

See all comments

Pratt Wealth Management

2315 Waters Dr
St Paul, MN 55120 651-389-1153

Ratings:
?
?%    
?
Andy Lucking is great! - Jul 17, 2017

See all comments

Principal Financial Group

11102 57th St NE
Albertville, MN 55301 612-844-0326

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

Principal Financial Group

8530 Eagle Point Blvd #125
Lake Elmo, MN 55042 651-227-7717

Ratings:
?
?%    
?
Great service and people who understand you and work with you! - Jul 12, 2022

See all comments

Prosperwell

4300 Baker Rd
Minnetonka, MN 55343 763-231-9510

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

Raymond James

7493 147th St W #205A
Apple Valley, MN 55124 952-953-3663

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

RBC Capital Markets

250 Nicollet Mall
Minneapolis, MN 55401 763-710-7684

Ratings:
?
?%    
?
John Walsh does an excellent job - Jul 17, 2017

See all comments

RBC Global Asset Management US

250 Nicollet Mall #1550
Minneapolis, MN 55401 612-376-7000

Ratings:
?
?%    
?
Highly recommend Tom Swan - Nov 08, 2017

See all comments

Retirement Consultants

1125 S Frontage Rd #5
Hastings, MN 55033 651-437-7245

Ratings:
?
?%    
?
In 20 years haven't had any complaints about these people. We are very satisfied... - Apr 26, 2016

See all comments

Richard G Gerczak Ballast Financial

2550 University Ave W #314N
St Paul, MN 55114 651-200-3110

Ratings:
?
?%    
?
I transferred my investments to Ballast from Ameriprise. I felt that I would... - Nov 07, 2017

See all comments

RoseChase Financial

7900 Xerxes Ave S #910
Bloomington, MN 55431 952-896-3400

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

Royal Alliance

10 Exchange Pl #1410
Jersey City, NJ 07302 866-849-7673

Ratings:
?
?%    
?
I have recently invested some cash into CD's. My advisor was very quick to... - Jul 21, 2022

See all comments

Salo

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

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

Schwarz Dygos Wheeler

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

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

See all comments

Sequoia Financial Group

118 4th St E
Hastings, MN 55033 651-437-2360

Ratings:
?
?%    
?
They have been bought out by Sequoia out of Ohio. - Apr 24, 2026

See all comments

Shawn Murphy

332 Minnesota St #W2350
St Paul, MN 55101 651-698-0428

Ratings:
?
?%    
?
Shawn manages my investments and does my taxes. He is exceptionally well organized,... - Nov 05, 2024

See all comments

State Farm Insurance

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

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.

MN