Best Financial Advisors in Rapid City

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1136 Jackson Boulevard Suite 2, Rapid City, SD 57702
Rapid City, SD 57702
  • Certified Financial Planner (CFP)

Partridge Financial offers a broad range of advisory solutions to clients throughout Rapid City and the nearby areas. This local company helps individuals and businesses with the accumulation, conservation, and transfer of wealth to help them reach their short-term and long-term financial goals. Services include comprehensive financial planning, investment management, tax planning, retirement planning, and insurance review and analysis. Partridge Financial is an affiliate of LPL Financial, a provider of investment and business solutions for independent financial advisors across the nation.

1136 Jackson Boulevard Suite 2, Rapid City, SD 57702
Rapid City, SD 57702

Website(605) 791-7278

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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:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

2001 West Omaha, Rapid City, SD 57702
Rapid City, SD 57702
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Pioneer Wealth Management helps Rapid City-based clients grow lifetime income through long-term asset management. It uses various strategies, including investment, insurance, estate, and income tax planning. The firm is an independent financial advisor, designing and implementing plans that are based solely on the client's personal interests. Director Taylor Thompson is a Certified Financial Planner and an Accredited Asset Management Specialist. He has over 20 years of wealth management experience. Thompson holds licenses in health and life insurance, and Series 7, 24, 63, and 65 securities.

2001 West Omaha, Rapid City, SD 57702
Rapid City, SD 57702

Website(605) 718-8358

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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+

Suite 214 628 1/2 6th Street, Rapid City, SD 57701
Rapid City, SD 57701
  • Estate Planning
  • Retirement Planning

Tobin Mason is a managing partner and financial advisor of Modern Woodmen who serves families, retirees, professionals approaching retirement, and small-business owners throughout Rapid City. He has been a Certified Financial Planner since 2012 and aims to help clients overcome financial concerns and obstacles using a variety of tools, including life insurance, annuities, mutual funds, and variable annuities. His affiliate company, Modern Woodmen of America, was established in 1883 and has more than 1,000 representatives in 49 regions throughout 46 states.

Suite 214 628 1/2 6th Street, Rapid City, SD 57701
Rapid City, SD 57701

Website(605) 716-3177

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:

1 (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+

817 9th Street, Rapid City, SD 57701
Rapid City, SD 57701
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Whitesell Financial Group, LLP, has been catering to individuals and businesses in Rapid City and the surrounding communities since 2007. It offers financial planning services, helping clients accumulate and manage wealth. Its plans cover asset allocation and the suitability of securities such as bonds, mutual funds, and stocks. It also provides estate, retirement, succession, and tax planning and risk management solutions. Kurt W. Whitesell, the firm's president, has been working as a financial consultant since 1987.

817 9th Street, Rapid City, SD 57701
Rapid City, SD 57701

Website(605) 348-1152

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)

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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