Best Financial Advisors in Burnsville, MN

Castle Rock Financial Planning caters to individuals and families in the Burnsville metro and the surrounding areas. It helps clients achieve their wealth goals by offering financial planning services. These include education, estate, retirement and tax planning and risk management. It also provides investment management and addresses the customers' cash flow needs and tolerance to volatility. Lauri Salverda, the financial advisor, holds various designations, including Accredited Investment Fiduciary, Certified Financial Planner, and Chartered Financial Analyst.

Quarry Hill Advisors provides a number of services to assist Burnsville residents in achieving financial independence. The firm creates financial plans that are tailored to its clients' resources and goals. It offers expert advice on long-term investments and retirement transitions. It also employs broad market mutual funds, index funds, and exchange-traded funds to build evidence-based and diverse portfolios. Quarry Hill Advisors has been covered by MarketWatch and The Wall Street Journal. Kyle Moore, the firm's founder, is a certified financial planner.

Dunncreek Advisors LLC has been serving clients in Burnsville and the surrounding areas since 2013. It helps clients prepare for the future by offering a wide range of financial planning services involving retirement savings, taxes, retirement income, life insurance, and estates. It also assists clients in managing investments and provides long-term healthcare strategies. The firm is led by Richard F. Dunn, a Certified Financial Planner who has been working in the industry for more than 20 years.

Family Financial Services has been catering to clients in Burnsville since 1992. It offers a wide range of wealth management solutions, from investment and retirement planning to tax preparation and mortgage analysis. It has partnered with organizations like Avantax Wealth Management and eMoney Advisor. The firm was founded by Jeff Robinson, a Certified Financial Planner and a Certified Kingdom Advisor, which means he also provides biblical financial advice to clients.

Kusske Financial is a non-affiliated firm. It helps Burnsville clients who want to build wealth by investing, fund their children's college education, have a comfortable retirement, or safeguard their estates. The firm's services include retirement, education, investment, tax, and estate planning services. It also provides long-term care and life insurance. Kusske Financial has been assisting clients achieve financial independence for three decades. Company president Brett Kusske is a Certified Financial Planner. He also has Series 7 and 66 securities registrations.

Achievement Financial provides services to clients in Burnsville and the surrounding areas. It assists individuals in achieving their short and long-term financial goals by offering advising services. It also serves clients needing financial planning solutions for retirement, estate, profit sharing, money purchase, and college funds. The company also helps clients apply for life, long-term care, and disability income insurance policies. Its president, Leif Hagen, has been in the financial industry since 1972. He also speaks Japanese, Swedish, and French.

Box Financial Advisors has been providing risk management solutions in Burnsville and nearby locations for over three decades. It offers a wide selection of financial services including retirement and estate planning and preservation. The full-service company also helps families and individuals achieve financial security through its asset protection and investment planning and management solutions. CEO Douglas Box has been a CFP since 2000. He is also a ChFC and a BFA who is a member of the FPA.

Guardian Wealth Strategies caters to individuals, families, and institutions in the Burnsville metro and the surrounding communities. It helps clients reach their short and long-term financial goals by offering various services. These include estate and retirement income planning, insurance and wealth protection, investment management, gifting and tax strategies, and wealth transfer. It also handles employer benefit plan review and education funding. Gregory J. Gassert, a managing partner, brings more than 20 years of industry experience. He holds the Certified Financial Planner designation.

Since 2015, Echo Wealth Management has been providing comprehensive solutions that address the financial lives of Burnsville residents. Its clients range from families looking to preserve their assets for future generations to executives planning a secure retirement and business owners seeking investment advice. Its team of independent financial advisors synthesizes cash flow, asset allocation, insurance, and other financial aspects together into a personalized strategic financial plan. Founder Echo Huang holds professional designations like CFP and CFA.

Haven Financial Group caters to customers in the Burnsville metro and the surrounding communities. It helps clients achieve their financial goals and protect their futures by offering various financial planning solutions. These include estate and retirement planning, insurance review, income strategies, money management, and Social Security optimization. The company also provides annuities and employee benefits. Haven Financial Group comprises accountants, financial advisors, and retirement planning strategists with more than 20 years of combined experience in the industry.

Sandvold Financial Group provides financial advisory services to residents and businesses in Burnsville and the surrounding communities. Wealth management, retirement planning, and insurance design are among the firm's offered solutions. Its advisors take an individualized and proactive approach to planning by adjusting strategies as the client's financial objectives change. Sandvold Financial Group has been in the industry for over three decades. The firm's founder and CEO, Terry C. Sandvold, hosts "Money Talks," a weekly radio show tackling wealth, retirement, and insurance topics.

Financial Empowerment is a team of fiduciaries serving clients in Burnsville. It provides comprehensive services involving retirement, investment, and estate planning as well as withdrawal strategies and risk management. Its team also handles asset allocation development and quarterly performance reporting. The firm's founder, Janet Stanzak, is a Certified Financial Planner. She is also a former national president of the Financial Planning Association. The firm is a member of the National Association of Personal Financial Advisors.

Pickup & Associates is part of financial advisory firm, Focus Financial, serving clients in Burnsville. It develops comprehensive plans to help businesses, families, and individuals meet their financial needs, including college education funding, investment management, and retirement preparation. Its advisors provide strategies to maximize income and reduce tax liabilities. The firm offers insurance solutions to minimize potential financial risks. Executive owner and CFP Walter E. Pickup has been in the industry for over 25 years, starting his career at an investment firm.