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Best Financial Advisors in Plymouth

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2 Carlson Parkway Suite 320, Plymouth, MN 55447
Plymouth, MN 55447
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Ascend Financial Group serves individuals and businesses throughout Plymouth. It offers a full range of financial planning services, including retirement planning, tax planning, money management, and profit-sharing planning. It also assists clients with investments and insurance. Kyler Harder, the firm's owner, has earned the CFBS designation and serves as an ambassador for Guild, Inc., a non-profit organization that supports individuals struggling with mental health issues. Ascend Financial Group creates a financial website for its clients where they can access their financial records 24/7.

2 Carlson Parkway Suite 320, Plymouth, MN 55447
Plymouth, MN 55447

Website(612) 330-4680

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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:

1 (Good)

Score Consistency:

Consistent (Best)

1695 State Highway 169, Plymouth, MN 55441
Plymouth, MN 55441
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Berger Financial Group has been in the industry for four decades, serving individuals, groups, and families in and around the Plymouth metro. The company deals with financial and retirement planning, portfolio management, and income tax services. Its financial advisors provide generational wealth planning for financial security, which may involve multi-generational legacy plans, investment maximization, and insurance and estate tax considerations. The firm also helps its clients invest in socially and environmentally responsible companies while maintaining a diversified portfolio.

1695 State Highway 169, Plymouth, MN 55441
Plymouth, MN 55441

Website(763) 746-2666

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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:

2 (Better)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

701 4th Avenue South Suite 1710, Minneapolis, MN 55415
Minneapolis, MN 55415
  • Estate Planning
  • Financial Planning

Box Financial is an independent advisory firm serving individuals and businesses in Plymouth and the neighboring areas. It has been in the industry since 1989 and has overseen over $750 million in assets. The firm offers financial insights in retirement, investment, tax, insurance, and estate. Its investment advisory services include helping individuals put together portfolios that reflect their goals, time horizons, and risk tolerance, helping them avoid pitfalls. The firm maintains an affiliation with AdvisorNet Financial and Cetera Advisor Network.

701 4th Avenue South Suite 1710, Minneapolis, MN 55415
Minneapolis, MN 55415

Website(612) 347-7809

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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:

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: A+

11 Bridge Square, Northfield, MN 55057
Northfield, MN 55057
  • Certified Financial Planner (CFP)

Carlson Capital Management offers integrated wealth management services and assists clients in achieving their financial goals. Through its integrated wealth management, the firm helps clients develop investment strategies, reduce their tax exposure, prepare for their retirement, and plan their estates. It also aids parents in preparing for their children's college education. For young professionals just starting to invest, it offers Carlson Portfolios as an option. The firm has been guiding Plymouth-based clients in financial planning for more than three decades.

11 Bridge Square, Northfield, MN 55057
Northfield, MN 55057

Website(507) 645-8887

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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:

4 / 5 ( Best)

Total Reviews:

4 (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+

3545 Plymouth Blvd, Suite 213, Plymouth, MN 55447
Plymouth, MN 55447
  • Estate Planning
  • Retirement Planning
  • Wealth Management

Cavanaugh Financial Group has been serving individuals and families in the Plymouth metro and the neighboring communities since 1966. It provides a wide range of personalized financial services, such as investment management; retirement, insurance, and tax planning; and estate planning. It assists clients with various aspects of the process, from consulting and planning to monitoring. John Cavanaugh, who took over the business in 2012, is a Certified Financial Planner and a Chartered Retirement Planning Counselor.

3545 Plymouth Blvd, Suite 213, Plymouth, MN 55447
Plymouth, MN 55447

Website(763) 553-0256

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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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

2 Carlson Parkway N, Suite 320, Plymouth, MN 55447
Plymouth, MN 55447
  • Estate Planning

Charterpoint Wealth Strategies is a locally owned and managed financial advisory firm in Plymouth. Its team of financial services representatives offers succession and retirement planning solutions. It also provides long-term investment strategies to help individuals and business owners achieve financial security. In addition to financial coaching and management, the firm assists clients in making decisions related to their mutual funds, investments, life insurance, and annuities. Charterpoint Wealth Strategies is licensed in more than 30 U.S. states.

2 Carlson Parkway N, Suite 320, Plymouth, MN 55447
Plymouth, MN 55447

Website(952) 854-7568

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: A+

15600 Wayzata Blvd. Suite 108, Wayzata, MN 55391
Wayzata, MN 55391
  • Retirement Planning
  • Investment Management
  • Financial Planning

ClearPath Wealth Advisors serves Plymouth and surrounding communities. It helps individuals in navigating through the processes of retirement planning, investment management, asset placement, and income planning. The financial planning process includes understanding the client's current financial situation, identifying both the positives and negatives for future security, aligning their goals with the customized strategy, and an ongoing review of their portfolios. The firm's managing partner, Taylor Sundeen, is a Certified Financial Planner with extensive experience in handling investments, taxes, and insurance.

15600 Wayzata Blvd. Suite 108, Wayzata, MN 55391
Wayzata, MN 55391

Website(952) 406-8011

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

11 (Better)

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+

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

Echo Wealth Management serves communities around the Plymouth metro. It provides financial planning and investment management solutions. Service, objectivity, efficiency, and effectiveness are central to its process. With its role as a fiduciary, the firm helps clients identify their financial goals and take action to achieve positive outcomes. The company was established in 2015 by Echo Huang, after 15 years of working for financial firms in Minnesota. She is a CPA, CFP, and CFA charterholder who uses a holistic approach to financial planning.

3033 Campus Drive, Suite N145, Plymouth, MN 55441
Plymouth, MN 55441

Website(763) 432-7875

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:

4.3 / 5 ( Best)

Total Reviews:

6 (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+

3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447
Minneapolis, MN 55447

Financial Perspectives is a full-service wealth management firm that handles the needs of clients in Plymouth and neighboring locations. Formed in 1985, it specializes in investments, retirement, taxes, and insurance. It also offers financial services in the areas of estate planning and philanthropy. Dan Dugan, the president of the company, joined the firm in 1994 and took over it in 2004 after his older brother, Michael T. Dugan, became terminally ill with an auto-immune disease.

3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447
Minneapolis, MN 55447

Website(877) 553-7780

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:

3 (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+

10810 Old County Rd 15, Plymouth, MN 55441
Plymouth, MN 55441

GEN Financial Management, Inc., is an independent advisory firm that serves Plymouth. It provides services such as investment management, financial planning, and retirement planning. Serving business owners, entrepreneurs, and retirees, GEN customizes its plans to cater to its clients' individual goals and needs. It also provides flexibility by monitoring and reevaluating their existing plans to keep up with changes in their lives. Company president Eric Moleski is a Certified Financial Planner with over 25 years of experience.

10810 Old County Rd 15, Plymouth, MN 55441
Plymouth, MN 55441

Website(952) 513-1466

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:

4.3 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

15600 36th Avenue North Suite 200, Plymouth, MN 55446
Plymouth, MN 55446
  • Certified Financial Planner (CFP)

With over 100 years of combined experience, Income Planning Group, LLC, helps the residents of Plymouth financially take care of themselves and their loved ones. The firm assists clients in making their assets last through wealth management. It also provides retirement income and college savings planning. In addition, Income Planning Group provides investment services, including mutual funds, common stock, treasury bills, and annuities. One of the firm’s professionals, Michael Granbois, is a Certified Financial Planner and Retirement Income Certified Professional.

15600 36th Avenue North Suite 200, Plymouth, MN 55446
Plymouth, MN 55446

Website(763) 559-9213

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+

3181 Fernbrook Ln N, Plymouth, MN 55447
Plymouth, MN 55447
  • Retirement Planning

Integra Shield Financial Group creates tailored financial solutions for clients in Plymouth. Catering to professionals, business owners, retirees, and divorcees, it offers planning services to help them proactively plan for life transitions. Its retirement services include planning for taxes, health care, retirement income, estate, insurance, and risk management. It also offers investment management and consulting for present and future financial security. The agency's divorce planning service guides clients before, during, and after a divorce in order to help them plan for their financial future.

3181 Fernbrook Ln N, Plymouth, MN 55447
Plymouth, MN 55447

Website(763) 201-1390

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:

3 (Good)

Score Consistency:

Consistent (Best)

8100 Penn Avenue South Suite 175, Bloomington, MN 55431
Bloomington, MN 55431
  • Certified Financial Planner (CFP)

Mertz Wealth Strategies, Inc., has financial professionals who give advice to individuals in Plymouth. They help clients understand investment principles and offer strategies for retirement investing, estate conservation, and risk management. It guides them in determining the right time to retire, getting enough return from their investments, saving properly, and obtaining adequate insurance. Wealth advisor Jon Jandro joined the firm in March 2020. He has 10 years of experience in the investment field.

8100 Penn Avenue South Suite 175, Bloomington, MN 55431
Bloomington, MN 55431

Website(952) 831-5660

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: A+

7300 Metro Boulevard Suite 200, Edina, MN 55439
Edina, MN 55439
  • Financial Planning

MTI Financial Advisors has been serving Plymouth residents since 1988. The company offers financial and insurance planning services that take into account clients' net worth, taxes, life insurance requirements, retirement plans, and estate plans. It also provides financial services to corporations, offering retirement and group plans. Douglas Morey, the firm's president, is a Registered Investment Advisor Associate by the State of Minnesota and holds a bachelor of arts degree with concentrations in finance and management.

7300 Metro Boulevard Suite 200, Edina, MN 55439
Edina, MN 55439

Website(952) 835-7445

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:

2 (Better)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

5 (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+

3675 Plymouth Boulevard Suite 110, Plymouth, MN 55446
Plymouth, MN 55446
Instagram
  • Financial Planning

Phillip James Financial is a wealth management company in Plymouth that caters to local residents. The independent practice provides clients with various services, including financial planning, tax planning and preparation, investment management, and retirement income planning. It also handles risk management, spending analysis, compensation planning, and 401(k) services. Phillip James Financial was established by Phillip R. Christenson and James L. Sexton, who were grade school friends who developed an interest in finance and investing at a young age.

3675 Plymouth Boulevard Suite 110, Plymouth, MN 55446
Plymouth, MN 55446

InstagramWebsite(763) 432-0852

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: A

2 Carlson Parkway, Suite 320, Plymouth, MN 55447
Plymouth, MN 55447
  • Wealth Management

Piller Financial Group is a full-service wealth management firm that serves clients in Plymouth. It focuses on offering financial solutions to individuals, families, and businesses. The firm's financial advisors are trained to assist clients with designing their retirement, insurance, investment, and income plans tailored to their unique objectives and needs. They also provide business succession advisory, estate planning, tax preparation, and risk management services. The firm's owner, Grant E. Piller, is a board member for a non-profit organization called Tubman.

2 Carlson Parkway, Suite 320, Plymouth, MN 55447
Plymouth, MN 55447

Website(952) 258-5157

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:

4 / 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: A+

3065 Centre Pointe Drive Suite 2, Roseville, MN 55113
Roseville, MN 55113

Summit Investment Advisors has been in the business of serving clients in Plymouth and the surrounding communities for over two decades. The agency handles service areas such as investment management, as well as retirement income, forward tax, estate, and financial planning. Summit Investment Advisors offers master classes that focus on helping individuals with retirement planning. Sean McDermott, the president, has been a Certified Financial Planner for over three decades and is a registered investment advisor representative.

3065 Centre Pointe Drive Suite 2, Roseville, MN 55113
Roseville, MN 55113

Website(866) 314-1993

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:

4.2 / 5 ( Best)

Total Reviews:

5 (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+

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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