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Best Financial Advisors in Duluth

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Duluth, MNDuluth, MN

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.

Duluth, MNDuluth, MN

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1225 Tower Avenue, Suite 305, Superior, WI 54880
Superior, WI 54880
Instagram
  • Retirement Planning
  • Investment Management

JMR Financial Group is a firm that serves clients in Duluth and the surrounding areas. It offers a variety of individual financial services such as comprehensive financial planning, investment and advisory, income tax planning and preparation, annual investment review, and legacy planning. The company also handles outsourced accounting services, payroll and sales tax compliance, and employee benefit plan administration for businesses. Nathan A. Madill, its president and secretary, is a licensed Uniform Investment Advisor and Certified Financial Planner.

1225 Tower Avenue, Suite 305, Superior, WI 54880
Superior, WI 54880

InstagramWebsite(715) 392-0202

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

324 W Superior Street Suite 200, Duluth, MN 55802
Duluth, MN 55802
  • Certified Financial Planner (CFP)

JNBA Financial Advisors is a wealth management firm serving Duluth and surrounding communities. For more than 40 years, it has been guiding individuals and families through the aspects of career-building, balancing abundance through investments, and establishing financial independence. Its team of professionals also assists businesses through executive financial planning services, nonprofits in investing for endowments and foundations, and family offices in governance support and gift-giving. The firm's chairman, Richard Brown, has extensive experience in handling domestic and international industry negotiations.

324 W Superior Street Suite 200, Duluth, MN 55802
Duluth, MN 55802

Website(218) 249-0044

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2230 London Rd, Duluth, MN 55812
Duluth, MN 55812
  • Certified Financial Planner (CFP)
  • Financial Planning

Liberty Wealth Management of Raymond James designs plans for managing wealth and finances in Duluth. Its clientele includes individuals, families, and retirees from a broad range of industries, like health care and sports. Its advisors consider short- and long-term goals when creating financial plans. They also provide guidance in selecting investment options, such as mutual funds, equities, annuities, and alternative investments. First vice president of investments, Brian Liberty, holds series 7, 31, 63, and 65 licenses.

2230 London Rd, Duluth, MN 55812
Duluth, MN 55812

Website(218) 722-9000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

4815 West Arrowhead Road Suite 230, Duluth, MN 55811
Duluth, MN 55811
  • Retirement Planning

Signature Wealth Management is a financial advisory firm with offices in Duluth, Elk River, and St. Louis Park. It offers a broad range of services, including asset, investment, and cash flow management in addition to retirement, estate, tax, and education planning. Its team of financial planners also assists business owners with matters concerning succession, taxes, employee benefits plans, and deferred compensation. Company CEO Thomas Endersbe is a CFP with nearly 30 years of industry experience.

4815 West Arrowhead Road Suite 230, Duluth, MN 55811
Duluth, MN 55811

Website(218) 525-9001

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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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