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Best Financial Advisors in Saint Paul

2024

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SmartAdvisor by SmartAsset

Saint Paul, MN
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Saint Paul, MN

Why choose this provider?

Need help contacting a Financial Advisor in Saint Paul? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
Saint Paul, MN 55102

Why choose this provider?

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.

Reputation:

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.
3.0
Facebook
5.0 / 5 (1)
Yelp
1.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Saint Paul, MN 55105

Why choose this provider?

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

Reputation:

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.
5.0
Yelp
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Mendota Heights, MN 55120

Why choose this provider?

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.

Reputation:

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.
4.0
Google
4.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Yelp
5.0 / 5 (22)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the advantages of choosing an independent wealth management firm over large financial institutions in Saint Paul?

    Residents of Saint Paul can derive significant advantages from engaging independent wealth management firms, given their ability to deliver personalized wealth management advice. These firms excel at providing customized planning strategies and constructing unique portfolios that align with individual client needs. Additionally, the autonomy enjoyed by these firms empowers them to implement investment plans without being influenced by specific products or investment vehicles.

  • How much money does a Saint Paul resident need to work with a financial advisor?

    There is no specific income level that a Saint Paul resident needs in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors will not manage a client's money unless he or she has $100,000 or more to invest. However, this is not the case with financial coaches or robo-advisors, which are much cheaper than a human financial advisor.

  • How do Saint Paul residents benefit from wealth management services?

    The residents of Saint Paul benefit from wealth management services, which offer a comprehensive approach that extends beyond conventional financial planning. These services cover investment management, financial advisory services, and retirement planning. Moreover, wealth managers play a crucial role in providing clients with guidance, advice, and the effective implementation of tailored financial plans. These services enable clients to successfully accomplish their financial goals and navigate the intricacies of today's complex financial environment.

  • Should Saint Paul residents seek the services of a financial coach or a financial advisor?

    It is highly recommended for residents of Saint Paul to enlist the assistance of financial advisors due to their ability to provide a range of financial services and expert guidance pertaining to investments, comprehensive wealth management, and strategic planning. On the other hand, financial coaches primarily focus on offering coaching, guidance, and behavioral modifications aimed at enhancing individuals' financial habits.

  • What are the advantages of comprehensive financial planning for the residents of Saint Paul?

    The residents of Saint Paul benefit from comprehensive financial planning services, as this approach caters to multiple aspects of their financial well-being. Such services encompass vital areas such as risk management, retirement planning, and effective management of cash flow and budgets. Moreover, a comprehensive financial plan takes into account strategic methods to structure clients' financial arrangements, minimizing their tax obligations during their retirement years.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.