Expertise.com

2024

Last updated:

Best Financial Advisors in Burnsville

Our Recommended Top 15

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Burnsville Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

29Reviewed

23Curated

15Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Burnsville, MN
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Burnsville, MN

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Why choose this provider?

Need help contacting a Financial Advisor in Burnsville? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

370 Selby Ave Suite 226, Saint Paul, MN 55102
WebsiteLicense: 288334

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Review Sources

Google
4.9 (29)
Yelp
3.5 (3)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

2267 Waters Drive, Mendota Heights, MN 55120
WebsiteLicense: 174507

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Review Sources

Google
4.0 (2)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

904 Delaware Avenue, West St Paul, MN 55118
WebsiteLicense: 113074

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Review Sources

Google
5.0 (6)
Yelp
5.0 (1)

Why choose this provider?

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.

  • Retirement Planning

12940 Harriet Ave S #102, Burnsville, MN 55337
WebsiteLicense: 6731578

Expertise.com Rating

Review Sources

Google
4.8 (12)

Why choose this provider?

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.

  • Estate Planning
  • Medicare Specialist
  • Retirement Planning

14300 Nicollet Ct. Suite 110, Burnsville, MN 55306
WebsiteLicense: 167485

Expertise.com Rating

Review Sources

Facebook
5.0 (15)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

1500 McAndrews Rd. W. Suite 219, Burnsville, MN 55337
WebsiteLicense: 2507229

Expertise.com Rating

Review Sources

Google
4.3 (6)
Facebook
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation

701 4th Avenue South Suite 1710, Minneapolis, MN 55415
WebsiteLicense: 113074

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

3033 Campus Drive, Suite N145, Plymouth, MN 55441
WebsiteLicense: 174136

Expertise.com Rating

Review Sources

Google
5.0 (6)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

10900 Wayzata Boulevard Suite 100, Minnetonka, MN 55305
WebsiteLicense: 1571926

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

11980 Portland Ave S, Burnsville, MN 55337
WebsiteLicense: 299967

Expertise.com Rating

Review Sources

Google
5.0 (11)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

350 W. Burnsville Pkwy, Suite 575, Burnsville, MN 55337
WebsiteLicense: 2226150

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

11995 County Road 11, Suite #130, ​Burnsville, MN 55337​

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning

4640 Nicols Road Suite 203, Eagan, MN 55122
WebsiteLicense: 2206272

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

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.

  • Private Wealth Advisor

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How residents of Burnsville minimize the risk of loss from bank runs?

    Residents of Burnsville could minimize the risk of loss from bank runs by using federal deposit insurance. The Federal Deposit Insurance Corporation protects up to $250,000 per individual and $500,000 per joint bank account. Depositors who have more than these may deposit with another insured bank and obtain another $250,000-$500,000 worth of assurance.

  • Should an investor in Burnsville hold on to stocks or convert to cash during economic recessions?

    An investor in Burnsville should generally stay with stocks during a recession because it is a better long-term option. In the 12 months following an economic downturn, the market usually recovers stronger than before. Markets are usually bullish right after downtime and the sole exception has been the year 2001 where it took more than a year to grow back.

  • How could residents of Burnsville use credit cards to improve their finances?

    Residents of Burnsville could use credit cards to improve their finances by sticking only to essentials like phone bills, groceries, and utilities such as power. The balance has to be paid off each month to prevent interest from stacking up. The rewards and sign-up bonuses offered by these instruments further ease daily expenses.

  • How long does an investor in Burnsville have to wait to avail of the lower capital gains tax rate on the sale of assets?

    An investor in Burnsville has to wait for more than twelve months before selling off a capital asset in order to qualify for the lower tax rate on the sale. Otherwise the transaction will be taxed like one involving an ordinary asset and subjected to the higher ordinary income tax rate.

  • Should investors in Burnsville who have families consider a life insurance policy?

    Yes, investors in Burnsville who have families must consider a life insurance policy. Owning a policy provides an alternative source of funds usable by family members for probate and funeral expenses when the insured dies. The proceeds pass in ownership without having to go to court first, saving on time and costs.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.