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 7 of 23459 results
BusinessDistanceRatingsMost Recent Comment

Mertz Wealth Strategies

8100 Penn Ave S #175
Bloomington, MN 55431 952-831-5660

Ratings:
?
?%    
?
Jim does an incomparable job. - Feb 24, 2025

See all comments

Michael Coughlin

14525 Hwy 7 #358
Minnetonka, MN 55345 952-500-8824

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

Morgan Stanley

270 Main St N #100
Stillwater, MN 55082 651-472-8100

Ratings:
?
?%    
?
Very through and upfront. Listens well and engages in conversation to understand... - Feb 19, 2023

See all comments

Morgan Stanley Wealth Management

445 Lake St E #320
Wayzata, MN 55391 952-475-4100

Ratings:
?
?%    
?
I have used them for decades and they do a great job. - May 15, 2020

See all comments

Mutual of Omaha Advisors

1700 W 82nd St #160
Bloomington, MN 55431 952-888-2772

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

Preferred Resource Group

7224 Forestview Ln N
Maple Grove, MN 55369 763-390-8300

Ratings:
?
?%    
?
Extremely knowledgeable and flexible to tailor retirement plans to unique needs.... - Jan 17, 2020

See all comments

Prudential Financial

600 Hwy 169 #1000
St Louis Park, MN 55426 952-544-9533

Ratings:
?
?%    
?
My financial advisor passed away, however others in the office took over and... - Aug 10, 2023

See all comments

Raymond James

3340 Northdale Blvd NW #110
Coon Rapids, MN 55448 763-432-2061

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

RBC Wealth Management

601 Carlson Pkwy #500
Minnetonka, MN 55305 952-476-3700

Ratings:
?
?%    
?
Our financial planner at RBC Wealth Management is Joe Lambrecht. We've... - Dec 02, 2022

See all comments

Securian Financial Group

400 Robert St N
St Paul, MN 55101 651-665-3500

Ratings:
?
?%    
?
Tom Brown has helped us plan for a financially sound retirement - May 04, 2016

See all comments

Thrivent Financial

100 Village Center Dr #250
North Oaks, MN 55127 651-219-5838

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

Thrivent Financial

11990 Aberdeen St NE #4
Blaine, MN 55449 763-862-2885

Ratings:
?
?%    
?
not very helpful and hard to set meetings - Jul 24, 2022

See all comments

UBS Financial Services

444 Cedar St #2200
St Paul, MN 55101 651-298-1616

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

Wells Fargo Advisors

12120 Aberdeen St NE
Blaine, MN 55449 612-316-3965

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

AdvisorNet Financial

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

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

All Star Financial

3800 American Blvd W #620
Bloomington, MN 55431 952-896-3820

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

Ameriprise Financial

15600 Wayzata Blvd #104
Wayzata, MN 55391 952-222-9746

Ratings:
?
?%    
?
Reese Lang is as goodas it gets. - Aug 10, 2023

See all comments

Ameriprise Financial

17305 Cedar Ave #220
Lakeville, MN 55044 651-256-6006

Ratings:
?
?%    
?
Randy Elhringer is the Best as well as his staff. - Feb 02, 2018

See all comments

Ameriprise Financial

2918 Upper 55th St E
Inver Grove Heights, MN 55076 651-219-5050

Ratings:
?
?%    
?
We were referred here by other clients. It's a high-touch fee-for-service... - Apr 05, 2020

See all comments

Ameriprise Financial

3900 Northwoods Dr #150
Arden Hills, MN 55112 651-765-7025

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