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Best Financial Advisors in Rochester

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Rochester, MNRochester, 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.

Rochester, MNRochester, 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: --

2770 Commerce Drive Northwest, Rochester, MN 55901
Rochester, MN 55901
  • Finance Planning
  • Financial Planning

Advanced Financial is an advisory and consulting firm in Rochester. It offers asset planning, investment management and acquisition, retirement planning, and insurance products and services. It aims to provide an optimized experience to clients through platforms like Albridge, NetX Investor, Financial Profiles, MoneyGuide Pro, and OneView. Jeffrey Bigler, a managing partner, has been a Million Dollar Round Table member since 1995, an international affiliation achieved by less than 1% of the financial advisors community.

2770 Commerce Drive Northwest, Rochester, MN 55901
Rochester, MN 55901

Website(507) 288-4248

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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)

2007 5th Ave Sw, Rochester, MN Rochester
Rochester, MN Rochester
  • Financial Planning

Bob Helland is a financial advisor serving Rochester and the surrounding areas. He offers financial guidance to help individuals and families navigate various transitions in life. He helps clients with health and life insurance plans, mutual funds, retirement savings accounts, annuities, and investments. He also offers disability income insurance plans, charitable giving solutions, and assistance with traditional and Roth IRAs. Bob works for Thrivent, a financial services organization that has been operating since 1902.

2007 5th Ave Sw, Rochester, MN Rochester
Rochester, MN Rochester

Website(507) 282-3897

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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+

307 Dakota Street, Red Wing, MN 55066
Red Wing, MN 55066
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Retirement Planning
  • Financial Planning

Discovery Financial is a firm that helps clients in Rochester create solutions for their finance and wealth management. Its professionals work collaboratively in formulating various strategies, such as plans for retirement, income, cash flow, education, and estates. They also devise a portfolio that produces a variety of investment options tailored to the needs and risk tolerance of their clients. Douglas L. Ritter, the firm's president and CEO, has been in the financial industry for four decades. He also holds CFP and PFS designations.

307 Dakota Street, Red Wing, MN 55066
Red Wing, MN 55066

Website(651) 388-9594

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:

29 (Best)

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+

421 1st Ave SW, Suite 303, Rochester, MN 55902
Rochester, MN 55902
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Falcon Financial Group provides financial advice to individuals, families, and small businesses in Rochester and the surrounding areas. When creating a financial plan, the firm's team of financial advisors models out a client's situation and suggests improvements and investment strategies to help them achieve their financial goals. The team holds several professional designations. Tom Starkey and Amy Burg, the firm's co-founders and partners, have the Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter designations.

421 1st Ave SW, Suite 303, Rochester, MN 55902
Rochester, MN 55902

Website(507) 289-4045

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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+

1741 2nd St SW, Rochester, MN 55902
Rochester, MN 55902
  • Certified Financial Planner (CFP)

Full Circle Financial is a full-service financial advisory company that serves clients in Rochester and nearby areas. The firm offers a wide range of financial management services for both individuals and businesses. These include wealth and investment management, life-responsive budgeting, debt management, tax planning, and insurance management. Its financial advisors also guide clients in retirement planning, estate planning, long-term care strategy, and charitable donations. Szablis Klee, the firm's founder, has been in the financial services industry for over 19 years.

1741 2nd St SW, Rochester, MN 55902
Rochester, MN 55902

Website(507) 923-5542

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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)

221 1st Avenue SW Suite 202, Rochester, MN 55902
Rochester, MN 55902
Instagram

Fyooz Financial Planning serves the couples of Rochester, providing them with a platform for conversations that design a financial plan for their future. Married couple and founding partners, Natalie and Dan, help their clients determine what to do with surplus savings and cash flow, create future allocations for individual and combined investments, review insurance policies for adequate coverage, and implement tax strategies. The firm was established in 2019 and its work has been featured in Huffpost and The New York Times.

221 1st Avenue SW Suite 202, Rochester, MN 55902
Rochester, MN 55902

InstagramWebsite(507) 564-2298

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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:

12 (Better)

Score Consistency:

Consistent (Best)

3428 Lakeridge Place NW, Suite 120, Rochester, MN 55901
Rochester, MN 55901
  • Retirement Planning

Inspired Retirement Planning is an independent financial firm that has been serving pre-retirees, individuals, and retirees throughout Rochester for more than 60 years. It provides a wide range of services, such as Social Security strategies, retirement income planning, personal budgeting, long-term care considerations, estate planning, and tax reduction ideas. One of its financial advisors, Dana P. Basballe, is a Certified Financial Planner who has been working in the field since 1995. He is a former combat medic sergeant in the Minnesota Army National Guard.

3428 Lakeridge Place NW, Suite 120, Rochester, MN 55901
Rochester, MN 55901

Website(507) 286-9130

Show Number

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+

959 34th Ave NW, Rochester, MN 55901
Rochester, MN 55901
  • Finance Planning
  • Investment Management

NorthStar Financial Partners is an independent advisory office that offers financial planning for residents of Rochester. It helps first-time clients and incoming retirees in developing financial goals, such as emergency savings and retirement funds. The office then organizes their income and expenses to prioritize payoffs for existing debts, like student loans and mortgages. It also creates plans for estate savings and legacy donations for a client's passing. The office's financial planner, Andy Lucking, has been featured in Mpls/StPaul Magazine seven times in his wealth management career.

959 34th Ave NW, Rochester, MN 55901
Rochester, MN 55901

Website(507) 281-6650

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+

3428 Lakeridge Place NW, Ste. 120, Rochester, MN 55901
Rochester, MN 55901
  • Certified Financial Planner (CFP)
  • Financial Planning

The Olmsted Financial Group helps clients in Rochester with their financial planning and investment decisions. Its advisors assist in establishing successful retirement and lifetime income plans. They also help clients assess risks in investment strategies and track their plan's progress. Founder Terry D. Nelson is a Certified Financial Planner who has been in the financial industry since 1978. He is also a Chartered Financial Consultant and Certified Advisor for Senior Living and an active member of the Rochester Area Chamber of Commerce.

3428 Lakeridge Place NW, Ste. 120, Rochester, MN 55901
Rochester, MN 55901

Website(507) 281-1262

Show Number

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+

3265 19th Street NW Suite 700, Rochester, MN 55901
Rochester, MN 55901
  • Certified Financial Planner (CFP)

Pulse Financial Planning offers retirement and debt payoff strategies for clients around Rochester. It examines customers' financial records and tax expenses to determine how much money they can save. Afterward, the company helps them establish an emergency fund or allocate savings to pay off student loans and other outstanding debts. It also helps seniors invest in stocks to secure income for stable retirement or family support. The company is operated by Matt Elliott, who previously worked at a brokerage where he managed over $500 million in assets.

3265 19th Street NW Suite 700, Rochester, MN 55901
Rochester, MN 55901

Website(507) 218-7707

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)

4057 28th Street NW, Ste 300, Rochester, MN 55901
Rochester, MN 55901
  • Certified Financial Planner (CFP)

Since 1986, Security Financial Management has been helping people across Rochester. It offers financial planning solutions for a wide range of clients, from business owners and corporate executives to young families and retirees. The company designs a custom plan that incorporates goals involving areas like tax and insurance. It uses Riskalyze, a financial technology software, to calculate its client's true risk tolerance. One of the company's founding partners, David Allen, serves as a member of the Financial Services Institute.

4057 28th Street NW, Ste 300, Rochester, MN 55901
Rochester, MN 55901

Website(507) 216-6089

Show Number

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+

3428 Lakeridge Place NW, Ste. 115, Rochester, MN 55901
Rochester, MN 55901
  • Estate Planning

Based in Rochester, Superior Financial is an independent firm that assists clients with their investment matters and other financial planning needs. Since 2008, it has been guiding clients through each aspect of the financial planning process, from wealth management to financial review. It also assists clients in identifying their financial goals and providing sound advice that can help them manage their finances. Superior Financial was established by Peter Melsness, a Certified Financial Planner affiliated with the National Association of Personal Financial Advisors.

3428 Lakeridge Place NW, Ste. 115, Rochester, MN 55901
Rochester, MN 55901

Website(507) 316-0160

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)

221 1st Ave SW STE 202-29, Rochester, MN 55902
Rochester, MN 55902

UAK Diversified & Runestone Wealth Advisors is a firm serving Rochester and surrounding communities. It helps individuals in achieving their financial goals through retirement planning, investment management, and insurance planning. Its team works with professionals from different industries to establish or execute a wealth management strategy, like lawyers, accountants, or insurance brokers. One of the firm's advisors, Sarah Kang, is a Certified Financial Planner and a member of the Financial Planning Association of Minnesota.

221 1st Ave SW STE 202-29, Rochester, MN 55902
Rochester, MN 55902

Website(763) 355-2337

Show Number

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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