Best Financial Advisors in Golden Valley, MN

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List of Firms

Golden Valley, MN Fiduciary Financial Advisors

SEC File# 801-118923
CRD# 308174
5 out of 5
Location 1695 US-169, Plymouth, MN 55441, USA
Phone (763) 746-2666
Time Monday: 8:00 AM – 3:00 PM Tuesday: 8:00 AM – 3:00 PM Wednesday: 8:00 AM – 3:00 PM Thursday: 8:00 AM – 3:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
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SEC File# 801-69045
CRD# 116958
Location 7500 Hwy 55, Minneapolis, MN 55427, USA
Phone (952) 405-6000
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Strategic Financial Concepts
SEC File# 801-67243
CRD# 141849
5 out of 5
Location 6465 Wayzata Blvd, St Louis Park, MN 55426, USA
Phone (952) 905-2210
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Bernstein Financial Advisory
Location 501 Theodore Wirth Pkwy, Minneapolis, MN 55422, USA
Phone (612) 315-9950
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Isaac Bolger - Thrivent
Location 701 Xenia Ave S Suite 550, Golden Valley, MN 55416, USA
Phone (612) 601-3730
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Keith Johnson - Thrivent
SEC File# 801-29618
CRD# 18387
Location 701 Xenia Ave S Ste 550, Golden Valley, MN 55416, USA
Phone (763) 746-3121
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Derek More - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8325 Wayzata Blvd Ste 100, Golden Valley, MN 55426, USA
Phone (651) 635-1719
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Robert Monson - Thrivent
Location 701 Xenia Ave S Suite 550, Golden Valley, MN 55416, USA
Phone (763) 746-3150
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Mark Morton - Thrivent
Location 701 Xenia Ave S Suite 550, Golden Valley, MN 55416, USA
Phone (763) 746-3170
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Wade Financial Group, Inc.
Location 5500 Wayzata Blvd, Golden Valley, MN 55416, USA
Phone (800) 797-9577
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Everest Financial Group
SEC File# 801-67635
CRD# 137260
5 out of 5
Location 701 Xenia Ave S # 250, Minneapolis, MN 55416, USA
Phone (763) 923-7525
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Sensibaugh Financial
Location 5701 Golden Hills Dr, Minneapolis, MN 55416, USA
Phone (763) 765-7149
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Stein Financial Group, LLC
SEC File# 801-111055
CRD# 158043
Location 1600 Utica Ave S Floor 9, St Louis Park, MN 55416, USA
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Fox, Rampetsreiter & Associates - Ameriprise Financial Services, LLC
Location 8325 Wayzata Blvd Ste 100, Golden Valley, MN 55426, USA
Phone (763) 543-5160
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Jerry Sunde - Thrivent
Location 701 Xenia Ave S Suite 550, Golden Valley, MN 55416, USA
Phone (763) 294-7717
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Financial Executive Women Network
Location 5500 Wayzata Blvd #910, Golden Valley, MN 55416, USA
Phone (952) 345-3436
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Lager & Co Inc
Location 6306 Golden Valley Rd #4613, Golden Valley, MN 55427, USA
Phone (763) 377-2006
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Mark W Vanden Einde & Associates
Location 7575 Golden Valley Rd # 140, Minneapolis, MN 55427, USA
Phone (763) 557-6080
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Edward Jones - Financial Advisor: Robert Seymour
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4800 Olson Memorial Hwy Suite 204, Golden Valley, MN 55422, USA
Phone (763) 544-0900
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Fish Creek Ventures
Location 1710 Douglas Dr N # 255, Golden Valley, MN 55422, USA
Phone (763) 746-2575
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TruCairn Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8325 Wayzata Blvd Ste 100, Golden Valley, MN 55426, USA
Phone (763) 543-5176
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Hornquist Financial
Location 6046 Golden Valley Rd, Golden Valley, MN 55422, USA
Phone (952) 856-4896
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AJ Hoffman - Thrivent
Location 701 Xenia Ave S Suite 550, Golden Valley, MN 55416, USA
Phone (763) 746-3117
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White Pine Capital
Location 8421 Wayzata Blvd Ste 302, Golden Valley, MN 55426, USA
Phone (612) 376-9765
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Steven Kumagai - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8325 Wayzata Blvd Ste 100, Golden Valley, MN 55426, USA
Phone (763) 543-5180
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Wells Fargo Advisors
1 out of 5
Location 8200 Golden Valley Rd N9386 011, Golden Valley, MN 55427, USA
Phone (612) 316-4495
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Guardian Wealth Strategies Fiduciary & Financial Planning
5 out of 5
Location 6465 Wayzata Blvd Suite 230, Minneapolis, MN 55426, USA
Phone (952) 746-1746
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Eden West Group
Location 701 Xenia Ave S, Golden Valley, MN 55416, USA
Phone (952) 400-0554
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PRG Financial - Golden Valley
Location 4959 Olson Memorial Hwy suite a, Minneapolis, MN 55422, USA
Phone (763) 545-3501
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Core Income Advisors
5 out of 5
Location 5940 Golden Hills Dr, Golden Valley, MN 55416, USA
Phone (800) 541-7713
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Sheri Deutz - Thrivent
Location 701 Xenia Ave S Suite 550, Golden Valley, MN 55416, USA
Phone (612) 418-9630
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Doug Mock Tax Advisors
5 out of 5
Location 701 Xenia Ave S #250, Golden Valley, MN 55416, USA
Phone (763) 923-7543
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Solid Rock Financial Group / Minnesota Office
Location 8421 Wayzata Blvd Suite 180, Golden Valley, MN 55426, USA
Phone (612) 202-4741
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Veritec Inc.
5 out of 5
Location 2445 Winnetka Ave N STE 201, Golden Valley, MN 55427, USA
Phone (763) 253-2670
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Brad Hubbard - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 8325 Wayzata Blvd Ste 100, Golden Valley, MN 55426, USA
Phone (763) 233-0302
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Great River Financial
SEC File# 801-121581
CRD# 314172
Location 7500 Hwy 55 Suite 225, Golden Valley, MN 55427, USA
Phone (763) 231-7581
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Jeff Schuur - Financial Advisor
SEC File# 801-120259
CRD# 112399
5 out of 5
Location 8421 Wayzata Blvd #350, Golden Valley, MN 55426, USA
Phone (952) 935-2229
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Stifel
4 out of 5
Location 5500 Wayzata Blvd STE 400, Golden Valley, MN 55416, USA
Phone (763) 542-3700
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Oakwood Capital Advisors, LLC
SEC File# 801-111055
CRD# 158043
Location 8421 Wayzata Blvd Suite 340, Golden Valley, MN 55426, USA
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Craig Hanson - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5353 Wayzata Blvd UNIT 201, St Louis Park, MN 55416, USA
Phone (608) 783-2639
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Bradlee W Sorenson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8325 Wayzata Blvd Ste 100, Golden Valley, MN 55426, USA
Phone (763) 543-5164
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Lingate Financial Group
Location 7575 Golden Valley Rd #100, Minneapolis, MN 55427, USA
Phone (763) 546-8201
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Superior Wealth Management Group LLC
Location 605 US-169 N, Suite 200, Plymouth, MN 55441, USA
Phone (952) 885-5605
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Financial Advisors in Golden Valley, MN

Where Certified Financial Advisors in Golden Valley, MN Serve

Golden Valley, MN is a vibrant city located in Hennepin County. The city is home to a variety of landmarks, including the Brookview Golf Course, which offers stunning views of the city's lush greenery, and the Golden Valley Commons, a popular shopping destination. The city is also home to several top employers, including General Mills, Honeywell, and Optum. Golden Valley is conveniently located near several major highways, including I-394, I-494, and Highway 55, making it easy for residents to commute to neighboring cities. The city is also home to several major streets, including Golden Valley Road, which runs through the heart of the city and offers easy access to local businesses and attractions. Golden Valley is made up of several unique neighborhoods, each with its own distinct character and charm. Residents can choose from a variety of housing options, including single-family homes, townhouses, and apartments.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Golden Valley, MN could benefit from the expertise of a financial advisor in a number of ways. For example, with the cost of living in Golden Valley being higher than the national average, a financial advisor could help residents create a budget and investment plan that takes into account their unique financial situation and goals. Additionally, Golden Valley is home to many retirees, and a financial advisor could assist them in managing their retirement accounts and ensuring they have enough savings to support their lifestyle. Furthermore, with the economy constantly changing, a financial advisor could help residents navigate market fluctuations and make informed decisions about their investments. Overall, a financial advisor could provide valuable guidance and support to residents of Golden Valley, MN in achieving their financial goals and securing their future.

Insurance Broker

Residents of Golden Valley, MN can greatly benefit from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized and unbiased guidance on insurance policies. Golden Valley is a suburban city located in Hennepin County, Minnesota, and with its growing population, residents need a broker who understands the unique insurance needs of the community. An insurance broker can help residents find the best coverage options for their homes, cars, and businesses, while also providing advice on how to save money on premiums. With the help of a broker, residents can have peace of mind knowing that they have the right insurance coverage for their specific needs.

Retirement Planning

Residents of Golden Valley, MN can benefit greatly from the services of a retirement planner. With an aging population and a median age of 45 years, many residents are approaching retirement age and need guidance on how to plan for their future. A retirement planner can help residents of Golden Valley assess their financial situation, create a retirement plan that aligns with their goals and objectives, and develop strategies to maximize their retirement income. Specifically, Golden Valley is known for its high cost of living, and a retirement planner can help residents navigate this challenge by identifying ways to reduce expenses and increase income in retirement. Additionally, many residents of Golden Valley work in high-stress jobs and may not have the time or energy to devote to retirement planning. A retirement planner can take the burden off their shoulders and provide peace of mind that their retirement is on track.

Wealth Management

Residents of Golden Valley, MN could benefit from a wealth manager in a variety of ways. A wealth manager can help individuals and families create a financial plan that aligns with their goals and values. They can assist with retirement planning, investment management, estate planning, and tax strategies. Golden Valley is a thriving community with a mix of residential and commercial areas, and a wealth manager can help residents navigate the unique financial challenges that come with owning a home or running a business in the area. For example, Golden Valley has a higher median home value than the state average, which means that homeowners may need specialized financial advice to manage their mortgages and property taxes. A wealth manager can provide personalized guidance to help Golden Valley residents achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Golden Valley, MN can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, investment properties, or even refinance existing mortgages. With the median home value in Golden Valley being around $340,000, many residents may need help navigating the complex mortgage process. A loan officer can provide personalized guidance and support, helping residents find the best loan options and rates available. Additionally, with Golden Valley being a highly sought-after location due to its proximity to Minneapolis and its excellent schools, a loan officer can help residents take advantage of the booming real estate market and make their homeownership dreams a reality.

Tax Services

Residents of Golden Valley, MN can benefit greatly from the guidance of a tax advisor. With a population of over 20,000 people, many individuals in Golden Valley are likely to have complex tax situations that require expert advice. For example, Golden Valley is home to a significant number of small business owners who may need help navigating the tax implications of running a business. Additionally, many residents of Golden Valley work in neighboring cities like Minneapolis and may need assistance with filing taxes in multiple states. A tax advisor can also help residents take advantage of tax deductions and credits that they may not be aware of, ultimately saving them money in the long run. Overall, a tax advisor can provide invaluable support to Golden Valley residents as they navigate the often confusing and overwhelming world of taxes.

Estate Planning Lawyer

Residents of Golden Valley, MN can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after their death. This is especially important for residents of Golden Valley, MN, as the city has a higher-than-average median household income and property values. An estate planning lawyer can help residents protect their assets and minimize estate taxes. They can also assist in drafting important legal documents such as wills, trusts, and powers of attorney, which can provide peace of mind and ensure that their wishes are carried out in the event of incapacity or death. Additionally, an estate planning lawyer can help residents plan for long-term care and nursing home expenses, which can be a significant concern for the elderly population in Golden Valley, MN.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Golden Valley, MN