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 counts from local consumer agencies and attorney general offices
  • Advice to help you get the best service and value

Subscribe and see 448 Twin Cities area financial advisors


Page 3 of 23448 results
BusinessDistanceRatingsMost Recent Comment

Ameriprise Financial

11671 Fountains Dr #215
Maple Grove, MN 55369 763-416-1211

Ratings:
?
?%    
?
John Crosland is very knowledgeable and makes sure you understand where your... - Jun 30, 2021

See all comments

Ameriprise Financial

12280 Nicollet Ave #101
Burnsville, MN 55337 952-808-5425

Ratings:
?
?%    
?
Been with them for years. Always friendly and helpful. - May 25, 2020

See all comments

Box Financial Advisors

901 Marquette Ave #2800
Minneapolis, MN 55402 612-347-7809

Ratings:
?
?%    
?
They are efficient and I believe they truly care about there customers. - May 09, 2020

See all comments

Capital Street Financial Services

85 7th Pl E #275
St Paul, MN 55101 651-665-4300

Ratings:
?
?%    
?
I'd easily recommend them to anyone. - Jun 22, 2022

See all comments

Five Star Financial Resources

25 Lake St N #310
Forest Lake, MN 55025 651-464-1198

Ratings:
?
?%    
?
Good advice, professional, honest. Great staff - Jun 19, 2021

See all comments

Morgan Stanley Wealth Management

8300 Norman Center Dr #1150
Bloomington, MN 55437 952-921-1900

Ratings:
?
?%    
?
Brian does a great job, they are not inexpensive. - Mar 07, 2023

See all comments

RBC Wealth Management

641 Lake St E #230
Wayzata, MN 55391 952-476-0555

Ratings:
?
?%    
?
They have done a fantastic job for our short and longer term financial goals. - Jul 20, 2022

See all comments

Thrivent

200 Village Center Dr #200
North Oaks, MN 55127 651-635-0500

Ratings:
?
?%    
?
Can't complain about the service we're getting but unfortunately... - Jul 22, 2022

See all comments

Ameriprise Financial

420 Summit Ave #303 & #304
St Paul, MN 55102 651-221-0720

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

Ameriprise Financial

4570 Churchill St #210
Shoreview, MN 55126 651-403-8907

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

Ameriprise Financial

715 Old Highway 8 NW
New Brighton, MN 55112 651-635-1768

Ratings:
?
?%    
?
we have todd as our guy,knows a lot,very helpful,conservative - Aug 12, 2015

See all comments

Ballast Advisors

683 Bielenberg Dr #208
Woodbury, MN 55125 651-478-4644

Ratings:
?
?%    
?
My advisor listens to me and understands my requirements (moderately conservative... - Jun 27, 2021

See all comments

Berger Financial Group

1695 Hwy 169 N
Plymouth, MN 55441 763-746-2666

Ratings:
?
?%    
?
They are top notch when it comes to financial services - Jul 21, 2022

See all comments

Cedar Cove Wealth Partners

7900 Xerxes Ave S #1750
Bloomington, MN 55431 952-358-3456

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

Charles Schwab

800 Nicollet Mall #2925
Minneapolis, MN 55402 612-375-0556

Ratings:
?
?%    
?
They are very helpful and seem to genuinely care about your finances and financial... - Jul 20, 2022

See all comments

Edward Jones

1725 Tower Dr W #120
Stillwater, MN 55082 651-603-6945

Ratings:
?
?%    
?
The financial advisor does not work on Friday?? - May 11, 2023

See all comments

Edward Jones

5116 Gateway St SE #203
Prior Lake, MN 55372 952-447-1330

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

Farley Financial Partners

880 Blue Gentian Rd #180
St Paul, MN 55121 651-681-0777

Ratings:
?
?%    
?
High integrity. Knowledgeable. Top notch customer service. Highly recommend! - Oct 04, 2018

See all comments

Fortune Financial

10261 Yellow Circle Dr
Hopkins, MN 55343 952-908-2500

Ratings:
?
?%    
?
In my past, I had a very bad experience with a financial advisor. This group... - Feb 09, 2024

See all comments

FPS Financial

919 Old Hwy 8 NW #400
New Brighton, MN 55112 651-633-2689

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