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

SmartAdvisor by SmartAsset FEATURED Expertise.com

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.

Saint Paul, MN

Website

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

St. Croix Advisors

  • 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.

724 Bielenberg Drive
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

Wrong city? Here are some nearby places: