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Best Financial Advisors in Eagan

2024

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SmartAdvisor by SmartAsset

Eagan, MN
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Eagan, MN

Why choose this provider?

Need help contacting a Financial Advisor in Eagan? 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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
3300 Edinborough Way Suite 790, Edina, MN 55435
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

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.

License Verified:

License: 122035

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 174507

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.0
Google
4.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
904 Delaware Avenue, West St Paul, MN 55118
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Tax Planning

Why choose this provider?

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.

License Verified:

License: 4504691

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Website
8009 34th Avenue South Suite 1550, Bloomington, MN 55425
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2315 Waters Drive, Mendota Heights, MN 55120
  • Private Wealth Advisor

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
11980 Portland Ave S, Burnsville, MN 55337
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2165 Woodlane Drive, Suite 104, Woodbury, MN 55125
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
7261 Ohms Lane, Edina, MN 55439
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
14530 Pennock Ave, Apple Valley, MN 55124
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
8 Pine Tree Drive Suite 125, Arden Hills, MN 55112
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

License Verified:

License: 2206272

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
7901 Xerxes Avenue South Suite 325, Bloomington, MN 55431
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
9801 Dupont Avenue South, Suite 395, Bloomington, MN 55431
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
14985 Glazier Avenue Suite 522, Apple Valley, MN 55124
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
8120 Penn Avenue South Suite 565, Bloomington, MN 55431
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
880 Blue Gentian Road Suite 180, Eagan, MN 55121
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
10900 Wayzata Boulevard Suite 100, Minnetonka, MN 55305
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

License Verified:

License: 1571926

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.5
Google
4.5 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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.

  • Is it easy to leave a financial advisor in Eagan?

    Although legally switching financial advisors can be straightforward, there may be some financial implications. It is generally advisable to check your old advisor's contract and see if there is a termination fee. If you are moving assets from funds managed by your old advisor's company, you may incur additional costs or tax ramifications.

  • Is it advisable to meet with a financial advisor in Eagan?

    It can be a smart move to meet with a financial advisor in Eagan. However, this may depend on your financial situation. Most people start to look for a financial advisor when they have liquid assets ranging from $50,000 to $500,000 to invest. Additionally, it can be a good move to find a financial advisor if you need help with life events affecting your finances, such as buying a house and saving for your children's college education.

  • How much money can a financial advisor in Eagan save you?

    The average amount of money financial advisors in Eagan can help you save is around $2,000. However, this amount may vary depending on the value of your portfolio and the financial advisor's expertise. Financial advisors can help you save extra money through careful financial planning while considering your financial situation.

  • Do you need a financial advisor in Eagan for your 401(k)?

    Although a financial advisor in Eagan may not be necessary when choosing a 401(k) investment, asking a financial advisor for retirement advice may be advantageous. Fiduciary advisors can help protect the 401(k) plan from liabilities or risks while enhancing investment options. Additionally, they can help you understand the different types of investments like 401(k) and IRA.

  • What should you prepare for your first meeting with a financial advisor in Eagan?

    Before your first meeting with a financial advisor in Eagan, you should have an idea of your current financial situation and goals. Prepare questions you want to ask the financial advisor and discuss current and long-term priorities that could affect your finances. You may also look into the financial advisor's FINRA record and social media profiles. Additionally, you should clarify what you need help with and why.

  • 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.