Best Financial Advisors in Saint Paul

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Ballast logo

Ballast

683 Bielenberg Drive, Woodbury, MN 55125
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Preparation

Ballast is a financial planning firm serving families, individuals, and businesses in Saint Paul. It offers a range of services, including personal financial planning solutions and investment management with a focus on active and passive investment strategies and tax-efficient portfolios. It also provides tax, retirement, and estate planning services. One of its founding partners, Paul L. Parnell, has more than 23 years of experience in the financial services industry. He is an Accredited Portfolio Management Advisor and a Chartered Retirement Planning Counselor.

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Castle Rock Financial Planning, Inc. logo

Castle Rock Financial Planning, Inc.

Mendota Heights, MN 55120
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Castle Rock Financial Planning leverages founder Lauri Salverda's 15 years of financial planning experience. Operating in St. Paul, the Castle Rock team provides trusted expertise to help you make significant financial choices. Because the company is a fee-only and fiduciary financial planner, the services are based on an unbiased evaluation of your needs. Each client is asked meaningful questions to determine how best to reach their long-term life goals. Castle Rock offers a range of financial planning services including retirement, estate, college, and tax planning, and can help with investment management.

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Daly & Associates Inc. logo

Daly & Associates Inc.

Woodbury, MN 55125
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Daly & Associates provides detailed financial planning services to people in the Woodbury, MO area. The company's areas of expertise include asset management, help with retirement timing, advice for stock options, and income strategies. Founded in 2001, the company's experienced team guides each client through a comprehensive six-step process to evaluate their goals and needs. After a plan is implemented, the team provides the client with ongoing reviews of how their plan is going.

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Dawn Dahlby-Jurkovich logo

Dawn Dahlby-Jurkovich

724 Bielenberg Drive, Woodbury, MN 55125
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  • Certified Financial Planner (CFP)

Dawn Dahlby-Jurkovich is a financial advisor with Relevé that offers her services in Saint Paul and nearby locations. She provides wealth management and guidance tailored to clients' financial situations. Additionally, she analyzes her customers' investable net worth, including stock options, trust accounts, executive benefits, and retirement plans. The consultant assists with tax planning, estate planning, asset management, and asset protection. Dahlby-Jurkovich's company, Relevé, is a Registered Investment Advisor and has over 20 years of experience.

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GHJ Financial Group logo

GHJ Financial Group

7845 3rd Street North, Oakdale, MN 55128
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  • Estate Planning
  • Retirement Planning

GHJ Financial Group brings over 100 years of combined industry experience to help clients in Saint Paul and the neighboring metro areas achieve their financial goals in life. The firm offers investment analysis and advisory services and retirement, tax, and estate planning. Co-founder John Nicholson has been in the industry for more than 30 years, managing life insurance, annuities, and mutual funds. He also spent 16 of those years as a financial consultant and investment advisory representative.

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Hammer Advisory Services Inc. logo

Hammer Advisory Services Inc.

Woodbury, MN 55125
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  • Finance Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Hammer Advisory Services provides fee-only financial planning to Woodbury residents. The company owner, David Hammer, became a Certified Financial Planner Practitioner in 1999 and is also fiduciary and Chartered Financial Consultant. Hammer Advisory focuses on retirement planning services including will and estate planning, social security benefits, and insurance needs. His goal is to provide clients with concrete answers to common questions about retirement. David Hammer also offers investment management services to help build and manage your portfolio.

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Heritage Financial Advisors logo

Heritage Financial Advisors

928 Inwood Avenue, Oakdale, MN 55128
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Heritage Financial Advisors serves the Saint Paul metro and nearby communities. Its team of financial advisors offers retirement income planning, financial planning, and portfolio management. The company's financial planning services include college and estate planning and business succession. Its expertise also covers investments such as bonds, stocks, and mutual funds. The president of the company, Lawrence Donna, has close to 30 years of experience as a financial advisor and is an Accredited Wealth Management Advisor.

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PrairieView Partners logo

PrairieView Partners

445 Minnesota Street, Saint Paul, MN 55101
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

PrairieView Partners is a locally owned wealth management firm that has offered financial planning services to Saint Paul residents for more than 20 years. It provides trust administration, estate planning, tax planning, retirement planning, and charitable planning. Additionally, it handles portfolio management, risk management, and stock-based compensation. Its team is comprised of Certified Public Accountants, Certified Financial Planners, and Chartered Financial Analysts. Furthermore, PrairieView Partners serves individuals with a net worth ranging from $2 million to $15 million.

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Principal Preservation Services logo

Principal Preservation Services

Woodbury, MN 55125
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Principal Preservation Services lives up to the company name by helping clients preserve their principal in retirement. The company provides free tools like reports, calculators, and articles to help people make proactive financial decisions. For clients, a team of skilled professionals evaluates the existing finances to help create a retirement plan that reflects the client's goals. The president, Mike Kojonen, has been in the financial industry since 2002, and Principal Preservation Services currently operates offices in Woodbury, MN and Hudson, WI.

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Quarry Hill Advisors logo

Quarry Hill Advisors

Saint Paul, MN 55102
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Quarry Hill Advisors is a St. Paul fiduciary financial planning firm. The fee-only firm offers a range of services including estate, retirement, tax, and college planning as well as investment advice. To get started at Quarry Hill Advisors, they offer an introductory phone call and two complimentary meetings to learn about your goals and financial situation as well as analyze where they can be of most help. Their typical clients include executives wanting to delegate their financial management and people looking to maximize their retirement.

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St. Croix Advisors logo

St. Croix Advisors

724 Bielenberg Drive, Woodbury, MN 55125
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  • Certified Financial Planner (CFP)

St. Croix Advisors is an independent investment firm that provides various financial planning solutions for clients in Saint Paul. The team gives advice on saving money, helps clients manage wealth, and assists in preparing for the future financially. The company also offers financial planning services for people who are terminally ill, getting a divorce, or those who lost a loved one. Brett Anderson, president of St. Croix Advisors, is a Certified Financial Planner.

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UAK Diversified Fiduciary Financial Advisors logo

UAK Diversified Fiduciary Financial Advisors

Saint Paul, MN 55105
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Along with health, harmonious relationships, and hope, financial well-being is the foundation of one’s happiness. UAK Diversified offers institutional quality investment management services that suit clients' specific needs and desires. UAK Diversified is a Fiduciary, independent,Fee only financial advisors. You can expect Objectivity, Open Communication, Accountability, Discipline, and Compassion

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Wenzel Financial Services logo

Wenzel Financial Services

Oakdale, MN 55128
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Wenzel Financial Services is a family-owned firm that has provided financial solutions since 1964. The firm works with small businesses, government agencies, and individual clients to help meet their financial goals. This Oakdale-based team of professionals help with individual wealth management, retirement plans, income protection, and independent private consultations regarding pensions.

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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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