Best Financial Advisors in Rochester, MN

UAK Diversified & Runestone Wealth Advisors is a firm serving Rochester and surrounding communities. It helps individuals in achieving their financial goals through retirement planning, investment management, and insurance planning. Its team works with professionals from different industries to establish or execute a wealth management strategy, like lawyers, accountants, or insurance brokers. One of the firm's advisors, Sarah Kang, is a Certified Financial Planner and a member of the Financial Planning Association of Minnesota.

NorthStar Financial Partners is an independent advisory office that offers financial planning for residents of Rochester. It helps first-time clients and incoming retirees in developing financial goals, such as emergency savings and retirement funds. The office then organizes their income and expenses to prioritize payoffs for existing debts, like student loans and mortgages. It also creates plans for estate savings and legacy donations for a client's passing. The office's financial planner, Andy Lucking, has been featured in Mpls/StPaul Magazine seven times in his wealth management career.

Inspired Retirement Planning is an independent financial firm that has been serving pre-retirees, individuals, and retirees throughout Rochester for more than 60 years. It provides a wide range of services, such as Social Security strategies, retirement income planning, personal budgeting, long-term care considerations, estate planning, and tax reduction ideas. One of its financial advisors, Dana P. Basballe, is a Certified Financial Planner who has been working in the field since 1995. He is a former combat medic sergeant in the Minnesota Army National Guard.

The Olmsted Financial Group helps clients in Rochester with their financial planning and investment decisions. Its advisors assist in establishing successful retirement and lifetime income plans. They also help clients assess risks in investment strategies and track their plan's progress. Founder Terry D. Nelson is a Certified Financial Planner who has been in the financial industry since 1978. He is also a Chartered Financial Consultant and Certified Advisor for Senior Living and an active member of the Rochester Area Chamber of Commerce.

Full Circle Financial is a full-service financial advisory company that serves clients in Rochester and nearby areas. The firm offers a wide range of financial management services for both individuals and businesses. These include wealth and investment management, life-responsive budgeting, debt management, tax planning, and insurance management. Its financial advisors also guide clients in retirement planning, estate planning, long-term care strategy, and charitable donations. Szablis Klee, the firm's founder, has been in the financial services industry for over 19 years.

Discovery Financial is a firm that helps clients in Rochester create solutions for their finance and wealth management. Its professionals work collaboratively in formulating various strategies, such as plans for retirement, income, cash flow, education, and estates. They also devise a portfolio that produces a variety of investment options tailored to the needs and risk tolerance of their clients. Douglas L. Ritter, the firm's president and CEO, has been in the financial industry for four decades. He also holds CFP and PFS designations.

Since 1986, Security Financial Management has been helping people across Rochester. It offers financial planning solutions for a wide range of clients, from business owners and corporate executives to young families and retirees. The company designs a custom plan that incorporates goals involving areas like tax and insurance. It uses Riskalyze, a financial technology software, to calculate its client's true risk tolerance. One of the company's founding partners, David Allen, serves as a member of the Financial Services Institute.

Fyooz Financial Planning serves the couples of Rochester, providing them with a platform for conversations that design a financial plan for their future. Married couple and founding partners, Natalie and Dan, help their clients determine what to do with surplus savings and cash flow, create future allocations for individual and combined investments, review insurance policies for adequate coverage, and implement tax strategies. The firm was established in 2019 and its work has been featured in Huffpost and The New York Times.

Based in Rochester, Superior Financial is an independent firm that assists clients with their investment matters and other financial planning needs. Since 2008, it has been guiding clients through each aspect of the financial planning process, from wealth management to financial review. It also assists clients in identifying their financial goals and providing sound advice that can help them manage their finances. Superior Financial was established by Peter Melsness, a Certified Financial Planner affiliated with the National Association of Personal Financial Advisors.

Advanced Financial is an advisory and consulting firm in Rochester. It offers asset planning, investment management and acquisition, retirement planning, and insurance products and services. It aims to provide an optimized experience to clients through platforms like Albridge, NetX Investor, Financial Profiles, MoneyGuide Pro, and OneView. Jeffrey Bigler, a managing partner, has been a Million Dollar Round Table member since 1995, an international affiliation achieved by less than 1% of the financial advisors community.

Pulse Financial Planning offers retirement and debt payoff strategies for clients around Rochester. It examines customers' financial records and tax expenses to determine how much money they can save. Afterward, the company helps them establish an emergency fund or allocate savings to pay off student loans and other outstanding debts. It also helps seniors invest in stocks to secure income for stable retirement or family support. The company is operated by Matt Elliott, who previously worked at a brokerage where he managed over $500 million in assets.

Bob Helland is a financial advisor serving Rochester and the surrounding areas. He offers financial guidance to help individuals and families navigate various transitions in life. He helps clients with health and life insurance plans, mutual funds, retirement savings accounts, annuities, and investments. He also offers disability income insurance plans, charitable giving solutions, and assistance with traditional and Roth IRAs. Bob works for Thrivent, a financial services organization that has been operating since 1902.