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Page 12 of 23459 results
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Thrivent Financial

3001 Broadway St NE #610
Minneapolis, MN 55413 651-262-9635

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Thrivent Investment Management

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

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Tondryk Wealth Management

17601 MN-7 #100
Minnetonka, MN 55345 952-401-1671

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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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Wealth Financial Consultants

15830 Venture Ln
Eden Prairie, MN 55344 952-294-4921

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Wealth Enhancement is top notch. We entrust them with most of our life savings. - Feb 25, 2025

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Wells Fargo Advisors

670 McKnight Rd N
Maplewood, MN 55119 651-205-7200

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Has been a super advisor with our finances. - Mar 08, 2025

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Wells Fargo Advisors

W180N9440 Premier Ln
Menomonee Falls, WI 53051 262-502-3555

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They have been my Financial and Investment managers for years. I trust my personal... - Jun 06, 2021

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Winter & Associates

964 Grand Ave
St Paul, MN 55105 651-414-5000

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Understands both the emotional and practical side of retirement and finances. - May 25, 2020

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WorkOptional

3360 Annapolis Ln N #B
Plymouth, MN 55447 952-475-7000

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I have the highest regard for their service, integrity, and fairness. I have... - Sep 18, 2021

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Ameriprise Financial

4115 26th St NW #100
Rochester, MN 55901 507-281-4341

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Highly recommended! - Apr 27, 2026

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Acumen Financial Group

3601 W 76th St #475
Edina, MN 55435 952-897-5777

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Life changing planning without much risk. Very personable! - Jul 25, 2022

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Adams Consulting Group

1295 Northland Dr #200
Mendota Heights, MN 55120 952-857-2550

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Wonderful, caring man that really helped us go in the right direction. - Aug 31, 2023

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Advanced Capital Group

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

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Advanced Retirement Resources

1300 Godward St NE #4100
Minneapolis, MN 55413 612-347-8630

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Advent Partners

214 Senate Ave #100
Camp Hill, PA 17011 717-525-9535

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Jamie French has been my financial advisor for over 15 years and even though... - Jun 13, 2021

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Advocate Group

601 Carlson Pkwy #1100
Minnetonka, MN 55305 952-693-2630

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AJW Financial

7650 Edinborough Way #100
Edina, MN 55435 952-405-2000

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All Terrain Financial Advisors

551 Coon Rapids Blvd NW
Minneapolis, MN 55433 612-216-3501

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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.

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