Best Financial Advisors in Excelsior, MN

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List of Firms

Excelsior, MN Fiduciary Financial Advisors

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Cookson Financial LLC
Location 500 Lake St # 205F, Excelsior, MN 55331, USA
Phone (952) 401-7697
Directions
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WaterRock Financial
5 out of 5
Location 7935 Stone Creek Dr #110, Chanhassen, MN 55317, USA
Phone (612) 568-2880
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John D Pitz - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 854 W 78th St Ste 200, Chanhassen, MN 55317, USA
Phone (952) 949-6630
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Craig Shaver - RBC Wealth Management Financial Advisor
Location 641 Lake St E Suite 230, Wayzata, MN 55391, USA
Phone (952) 261-3571
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Justin Baker - RBC Wealth Management Financial Advisor
Location 641 Lake St E Suite 230, Wayzata, MN 55391, USA
Phone (952) 261-3565
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Edward Jones - Financial Advisor: Corby Serk
Location 18285 Minnetonka Blvd E, Wayzata, MN 55391, USA
Phone (952) 855-4353
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Ted Vickerman - Thrivent
Location 480 W 78th St Ste 110, Chanhassen, MN 55317, USA
Phone (952) 500-8825
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Jacob Sterling - RBC Wealth Management Financial Advisor
Location 641 Lake St E Suite 230, Wayzata, MN 55391, USA
Phone (952) 261-3569
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Excelsior Investors
Location 34 Water St, Excelsior, MN 55331, USA
Phone (952) 941-2795
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Excelsior Bay Group
Location 25 Center St, Excelsior, MN 55331, USA
Phone (952) 451-9293
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Cetera Advisors
Location Chanhassen, MN 55317, USA
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Edward Jones - Financial Advisor: Devon J Roehrich, CFP®|ABFP™
Location 14525 MN-7 Suite 190, Minnetonka, MN 55345, USA
Phone (952) 238-8140
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Pitz & Associates - Ameriprise Financial Services, LLC
Location 854 W 78th St Ste 200, Chanhassen, MN 55317, USA
Phone (952) 949-6630
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Strategic Wealth Group Registered Investment Advisor
Location 16192 MN-7, Minnetonka, MN 55345, USA
Phone (952) 955-7865
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Jason Holt - Financial Advisor, Ameriprise Financial Services, LLC
Location 701 Lake St E Ste 290, Wayzata, MN 55391, USA
Phone (952) 857-1226
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Secured Retirement
3 out of 5
Location 6121 Excelsior Blvd, St Louis Park, MN 55416, USA
Phone (952) 460-3260
Directions
Financial Advisors in Excelsior, MN

Where Certified Financial Advisors in Excelsior, MN Serve

Excelsior, MN is a charming city located in Hennepin County, Minnesota, boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Excelsior Amusement Park to the iconic Excelsior Bay, this city is full of character and charm. When it comes to top employers, Excelsior is home to a variety of businesses, including The Marsh, a wellness center, and Kowalski's Markets, a popular grocery store chain. Additionally, major highways and streets such as Highway 7 and Water Street provide easy access to neighboring cities and attractions. Excelsior is also home to several unique neighborhoods, including the quaint and picturesque Water Street district and the upscale Lakeview neighborhood. Whether you're looking for a small-town feel or a more luxurious lifestyle, Excelsior has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Excelsior, MN could benefit greatly from the guidance of a financial advisor. With its proximity to Lake Minnetonka and its thriving tourist industry, many Excelsior residents are small business owners or work in the hospitality industry. A financial advisor could assist these individuals in creating a financial plan that takes into account the seasonal fluctuations of their income and helps them save for retirement. Additionally, Excelsior is known for its picturesque homes and affluent population, so a financial advisor could provide guidance on investment opportunities and estate planning. Overall, a financial advisor could provide valuable support to Excelsior residents in achieving their financial goals and securing their financial future.

Insurance Broker

Residents of Excelsior, MN can benefit from the expertise of an insurance broker in a number of ways. For example, an insurance broker can help residents navigate the complex world of health insurance, ensuring they have access to the coverage they need at a price they can afford. Additionally, an insurance broker can help residents protect their homes and assets with the right insurance policies, such as homeowners insurance and auto insurance. In a town like Excelsior, which is known for its beautiful lakefront properties and scenic views, having adequate insurance coverage is especially important. An insurance broker can also help residents plan for their future by offering advice on life insurance and retirement planning. Overall, an insurance broker can provide valuable guidance and support to residents of Excelsior, helping them protect their families, homes, and financial futures.

Retirement Planning

Residents of Excelsior, MN could benefit greatly from the services of a retirement planner. One specific way they could be helped is by creating a personalized retirement plan that takes into account the unique aspects of living in Excelsior. For example, many residents of Excelsior enjoy spending time on Lake Minnetonka, which is a popular boating and fishing destination. A retirement planner could help them plan for the cost of maintaining a boat or purchasing fishing gear in retirement. Additionally, Excelsior is known for its vibrant downtown area, which includes many small businesses and restaurants. A retirement planner could help residents plan for the cost of continuing to support these local businesses in retirement. Overall, a retirement planner could help residents of Excelsior plan for a comfortable and fulfilling retirement that takes into account the specific aspects of living in this unique community.

Wealth Management

Residents of Excelsior, MN can benefit greatly from the guidance of a wealth manager. One of the most common ways that a wealth manager can help is by creating a personalized financial plan that takes into account the unique financial needs and goals of each individual. In a town like Excelsior, which is known for its beautiful lakes and outdoor recreational activities, a wealth manager can help residents plan for their retirement, save for a vacation home, or invest in a boat or other recreational equipment. Additionally, a wealth manager can provide valuable advice on tax planning, estate planning, and investment strategies that can help residents achieve their financial goals and secure their financial future. With the help of a skilled wealth manager, residents of Excelsior can enjoy the peace of mind that comes with knowing their finances are in good hands.

Mortgage Loan Officer

Residents of Excelsior, MN can benefit from the services of a mortgage loan officer in many ways. For starters, the loan officer can help them navigate the complex mortgage process, whether they are purchasing a new home or refinancing an existing one. They can also help residents find the best interest rates and loan terms that fit their specific financial situation. Additionally, the loan officer can provide valuable advice on the local real estate market in Excelsior, MN, which can be particularly helpful for first-time homebuyers or those new to the area. With its picturesque location on the shores of Lake Minnetonka, Excelsior is a highly desirable place to live, and a mortgage loan officer can help residents make their dream of owning a home in this charming town a reality.

Tax Services

Residents of Excelsior, MN can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits, ultimately reducing tax liability. In addition, Excelsior residents may also benefit from advice on how to navigate the unique tax laws and regulations specific to Minnesota. For example, Minnesota is one of the few states that taxes Social Security income, which can be a surprise to some retirees. A tax advisor can provide guidance on how to minimize this tax burden. Furthermore, Excelsior is a popular tourist destination, and tax advisors can provide guidance on the tax implications of owning and renting out vacation properties. Overall, a tax advisor can provide invaluable assistance to Excelsior residents in navigating the complex and ever-changing tax landscape.

Estate Planning Lawyer

Residents of Excelsior, MN can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals ensure that their assets are properly distributed after they pass away, and that their loved ones are taken care of. In Excelsior, MN, where many residents own lakefront properties, an estate planning lawyer can assist in creating a plan to transfer ownership of these unique assets. Additionally, an estate planning lawyer can help residents minimize tax liabilities and create a plan for managing their assets if they become incapacitated. Overall, an estate planning lawyer can provide peace of mind and security for residents of Excelsior, MN.

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FAQs About Personal Financial Advisors in Excelsior, MN