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Best Financial Advisors in Burnsville

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Achievement Financial logo

Achievement Financial

4640 Nicols Road Suite 203, Eagan, MN 55122
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  • Private Wealth Advisor

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.

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Box Financial Advisors logo

Box Financial Advisors

701 4th Avenue South Suite 1710, Minneapolis, MN 55415
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Castle Rock Financial Planning logo

Castle Rock Financial Planning

2267 Waters Drive, Mendota Heights, MN 55120
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

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.

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Dunncreek Advisors logo

Dunncreek Advisors

904 Delaware Avenue, West St Paul, MN 55118
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  • Retirement Planning

Dunncreek Advisors has been serving clients in Burnsville and its surrounding areas since 2013. It offers a wide range of financial planning services, which includes estate planning, advanced tax planning, elder law matters, and probate. It also provides long-term healthcare strategies, individual and group benefits, and property and casualty insurance. The firm is led by Richard F. Dunn, a Certified Financial Planner who has been working in the industry for more than 20 years now.

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Echo Wealth Management logo

Echo Wealth Management

3033 Campus Drive, Suite N145, Plymouth, MN 55441
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  • Certified Financial Planner (CFP)

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.

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Family Financial Services logo

Family Financial Services

1500 McAndrews Rd. W. Suite 219, Burnsville, MN 55337
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

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.

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Financial Empowerment logo

Financial Empowerment

11995 County Road 11, Suite #130, ​Burnsville, MN 55337​
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  • Estate Planning
  • Retirement Planning

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.

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Guardian Wealth Strategies logo

Guardian Wealth Strategies

14300 Nicollet Ct. Suite 110, Burnsville, MN 55306
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

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.

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Haven Financial Group logo

Haven Financial Group

12940 Harriet Ave S #102, Burnsville, MN 55337
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  • Estate Planning
  • Medicare Specialist
  • Retirement Planning
  • Tax Planning

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.

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Kusske Financial logo

Kusske Financial

11980 Portland Ave S, Burnsville, MN 55337
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  • Certified Financial Planner (CFP)

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.

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Pickup & Associates logo

Pickup & Associates

350 W. Burnsville Pkwy, Suite 575, Burnsville, MN 55337
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

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.

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Quarry Hill Advisors logo

Quarry Hill Advisors

370 Selby Ave Suite 226, Saint Paul, MN 55102
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  • Certified Financial Planner (CFP)

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.

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Sandvold Financial Group logo

Sandvold Financial Group

10900 Wayzata Boulevard Suite 100, Minnetonka, MN 55305
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  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning
  • Tax Planning

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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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