Best Financial Advisors in Eagan 2022
We scored 33 Financial Advisors in Eagan and Picked the Top 18
Here are the Picks:
Achievement Financial
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Cahill Financial Advisors
Castle Rock Financial Planning
Clerestory Advisors
Dunncreek Advisors
Farley Financial Partners
Financial Solutions Wealth Management
Haukedahl Financial Services, LLC
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Innovate Financial, Inc.
Integrated Equity Management
Kusske Financial
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Laurel Wealth Planning
Mindful Asset Planning
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Pitzl Financial
Pratt Wealth Management
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Sandvold Financial Group
Stevens Foster Financial Advisors
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Woodbury Wealth Management
Achievement Financial
Achieve Financial caters to clients throughout Eagan and the surrounding communities. It offers financial advising and planning services to help individuals protect the future of their wealth and families. Its financial planning services focus on retirement, money purchase, estate, profit sharing, and college funding. It also assists clients in handling or managing their investments involving common stock, bonds, variable and fixed annuities, brokerage accounts, and simple IRA. The company's president, Leif Hagen, is licensed to practice in Illinois, Texas, New York, Colorado, Florida, and Arizona.
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Cahill Financial Advisors
Cahill Financial Advisors is an independent wealth management firm that has been providing its services to families, individuals, and small businesses in Eagan and the surrounding areas since 1980. It employs a client-centered approach in providing financial planning services such as cash flow modeling, education planning, investment and risk management, and insurance planning. In addition, it offers asset management, with services varying depending on the client's circumstances and needs as assessed during an initial meeting.
Castle Rock Financial Planning
Castle Rock Financial Planning addresses the concerns of clients around Eagan. Its team, which is led by CFP and CFA Laura Salverda, offers comprehensive consultations for financial, estate, and retirement planning, as well as investment and asset management. Salverda is also an Accredited Investment Fiduciary who structures a client's portfolio around factors such as risk minimization, volatility tolerance, and cash flow needs. In addition, she contributes to the community through her pro bono financial planning work for the families of fallen law enforcement officers.
Clerestory Advisors
Clerestory Advisors has been serving clients in Eagan and surrounding areas for more than 10 years. It offers a wide range of services, from managing and summarizing current financial information into a financial plan and monitoring the progress of savings objectives and asset accumulation on an annual basis. It also determines the value of life insurance and disability coverage that the client needs. Its team of certified financial planners includes Tom Alf and Liz Alf, who both hold the CFP designation.
Dunncreek Advisors
Dunncreek Advisors caters to customers in the Eagan metro and the surrounding areas. It helps clients maximize and manage their wealth by offering financial planning services. It addresses estate conservation issues, investing principles, retirement income and savings strategies, and risk management analysis. Its process involves identifying objectives, gathering and analyzing information, proposing recommendations, and implementing the plan. Richard Dunn, the owner, has been working in the financial industry since 2002. He is a member of the Financial Planning Association.
Farley Financial Partners
Farley Financial Partners works with Eagan residents who need wealth management advice. The office delivers investment advice calibrated towards clients' life goals and designed with diversification and safety in mind. The team devises income tax and cash flow plans with an eye toward protecting one's assets from government-mandated depletion. It also formulates risk management strategies. Farley Financial Partners has been a family venture since 1961. Planner Brian Farley has a law degree and became a CFP in 1999.
Financial Solutions Wealth Management
Financial Solutions Wealth Management offers advice regarding money matters to residents of Eagan. It is led by Gregg Burrell, a Chartered Financial Consultant who has been in the industry since 1987. His firm gives counsel to minimize the taxation impact of clients' monetary choices and maximize the accumulation of assets for the education of children and for giving donations to charities. The firm also arranges employer-backed retirement plans and teaches individuals about the finer points of life insurance.
Haukedahl Financial Services, LLC
Haukedahl Financial Services, LLC, assists families, individuals, and businesses in Eagan and nearby locations. Its team develops retirement plans that consider clients' financial standing and long-term goals. The process involves crafting accumulation strategies and utilizing an approach that aligns with clients' risk tolerance and investment preferences. The financial advisors also offer business and estate planning services. Company CEO Mark Haukedahl is a Chartered Financial Consultant and Certified Life Underwriter whose financial career started in the insurance industry.
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Innovate Financial, Inc.
Innovate Financial, Inc., is a fiduciary firm that provides services to clients in Eagan and the neighboring areas. Its financial advisory solutions focus on retirement planning for federal employees, such as investment management, pension calculations, social security timing, retirement income, and calculating benefits for Federal Employees Retirement System. The firm's president, Michael Nakashima, is a Certified Financial Planner and a Chartered Federal Employee Benefits Consultant. He brings over 16 years of experience in the financial services field.
Integrated Equity Management
Integrated Equity Management is a financial advisory firm serving the Eagan area. Whether clients are looking to grow wealth for themselves or others, its team develops financial plans for generations of families. The professionals help clients navigate issues concerning retirement income, charitable giving, taxation, and wealth accumulation. They conduct semi-annual and annual strategy sessions to monitor the results of financial plan implementations. Firm founder Ted Smith, who has four decades of experience, is a Chartered Financial Consultant and Chartered Life Underwriter.
Kusske Financial
Kusske Financial has been serving clients in Eagan and neighboring communities for more than three decades. It customizes financial programs, including retirement, tax, and estate plans. Its team reviews clients' long-term care and life insurance policies and recommends strategies to accumulate education funds. It also provides investment planning and income tax preparation and filing services. Company president Brett Kusske is a Certified Financial Planner who holds a degree in business management focusing on finance.
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Laurel Wealth Planning
Laurel Wealth Planning is an independent firm that has been catering to customers in the Eagan metro and the surrounding areas for over 20 years. It helps clients manage their wealth and make knowledgeable financial decisions by offering various services. These include college accumulation, estate, and tax planning, investment management, tax reduction strategies, and value alignment. It also provides pre- and post-divorce planning. Anne M. Ward, a senior wealth manager at the firm, holds the Accredited Investment Fiduciary, Certified Financial Planner, and Master Planner Advanced Studies designations.
Mindful Asset Planning
Mindful Asset Planning provides a broad range of financial advisory solutions to help clients throughout Eagan attain financial security. Its financial advisors organize clients' financial information to be able to build roadmaps that cover tax strategies, retirement planning, insurance or risk analysis, family legacy and gifting, and debt analysis. The firm was co-founded by Steven D. Zimmerman, who has been recognized as a FiveStar Best Personal Wealth Manager for several years by Twin Cities Magazine. The company has been serving individuals and families since 1988.
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Pitzl Financial
Pitzl Financial serves the Eagan area. It provides coordinated wealth planning and investment management services to help individuals and families achieve financial stability. Its “Design, Build, Protect” plan entails a three-step process designed to assist clients in creating financial decisions and achieving their goals through life’s transitions. It recommends strategies to help preserve their assets and grow their wealth over time and performs monitoring to track their plans. Pitzl Financial was founded in 2014.
Pratt Wealth Management
Pratt Wealth Management is an independent firm that serves individuals, families, and businesses in Eagan and nearby communities. It helps clients achieve financial freedom by providing them with various services, including financial planning, investment management, and retirement planning. Its team members carry more than 100 years of combined experience in the industry. Bryan Pratt, one of the company's partners, holds the CFP and AIF designations and is a member of the Financial Planning Association and the Financial Services Institute.
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Sandvold Financial Group
Sandvold Financial Group provides a variety of solutions to help Eagan clients organize their wealth. Its team members create financial plans that address customers' current life stages in order to provide personalized services. They can help organize finances for retirement, college, or home ownership. The team also assists with the acquisition of life, long-term care, and disability insurance policies. It updates financial plans to account for changes in client objectives through continuous monitoring. The firm's chief investment officer, Blake Sandvold, is a CFP and CAP.
Stevens Foster Financial Advisors
Stevens Foster Financial Advisors has been assisting clients in Eagan with developing, implementing, and monitoring their wealth management plans since 1988. Its team members advise and assist in the creation of blueprints for retirement, investment, children's education, and asset protection. They provide executive benefit plans such as deferred compensation, restricted shares, and stock options. The advisors also help clients in tax management, estate planning, charitable giving, and business succession. Founder and CEO William H. Stevens holds ChFC and CLU designations.
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Woodbury Wealth Management
Woodbury Wealth Management caters to individuals, families, and small businesses in the Eagan metro and the surrounding areas. It provides financial planning and wealth management services. Its team of financial advisors assists in formulating estate and inheritance plans and acquiring insurance policies, which aim to protect clients' beneficiaries and mitigate risks. It also advises clients on the different tax-efficient investment strategies. The firm's president, Mark Hargism, and vice president, Jeff Wunsch, are Certified Financial Planners.