Laurels

Best Financial Advisors in Saint Paul
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Saint Paul Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 80 54 16

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Daly & Associates Inc.

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.

Woodbury, MN 55125

Website

Pitzl Financial

Pitzl Financial is a St. Paul and Minneapolis fee-only company providing wealth management and financial planning services. The company creates objective financial plans and helps clients invest wisely to ensure that every client’s assets are protected throughout their lives. As an independent firm, Pitzl Financial provides clients with the information in their best interests, using an evidence-based investing approach to help grow client assets. Joe Pitzl, the company's Managing Partner, has more than 10 years of experience in the financial planning industry.

Arden Hills, MN 55112

Website

St Croix Advisors LLC - Woodbury MN

St. Croix Advisors is independent company that has been providing flexible financial planning solutions for over 13 years. With offices in Hudson, WI and Woodbury, MO, St. Croix Advisors offers wealth management, life and family legacy planning, and retirement preparation services to businesses and individuals alike. Both the president, Brett Anderson, and senior portfolio manager, Brad Lewis, are certified financial planners with over twenty years of combined experienced.

Woodbury, MN 55125

Website

Wegge Financial Group

Wegge Financial Group is a financial planning company based in Woodbury. The founder, Jeff Wegge, is a certified financial planner and Chartered Retirement Planning Counselor with nearly 30 years of industry experience. Wegge Financial Group offers retirement and estate planning, tax management, education funding, risk management and investment services. Additionally they provide free financial planning resources like calculators and articles through their website.

Woodbury, MN 55129

Website

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