Best Financial Advisors in Washington County, MN

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List of Firms

Washington County, MN Fiduciary Financial Advisors

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Scott Stensrud - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8935 33rd St N Ste 1, Lake Elmo, MN 55042, USA
Phone (651) 447-2430
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Pete Lewis - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
1 out of 5
Location 683 Bielenberg Dr STE 206, Woodbury, MN 55125, USA
Phone (651) 330-4517
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
Directions
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Kurt Peterson - Wells Fargo Advisors
Location 1625 Radio Dr #110, Woodbury, MN 55125, USA
Phone (651) 229-7019
Directions
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Matt Harrington - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8530 Eagle Point Blvd Ste 225, Lake Elmo, MN 55042, USA
Phone (651) 702-0197
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
Directions
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Edward Jones - Financial Advisor: Craig J Pedersen, AAMS™
SEC File# 801-3297
CRD# 250
Location 8619 W Point Douglas Rd S Suite 120, Cottage Grove, MN 55016, USA
Phone (651) 769-0099
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Ameriprise Financial
Location 8951 Highway 5, Lake Elmo, MN 55042, USA
Phone (651) 747-8200
Directions
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Edward Jones - Financial Advisor: Heidi R Gemuenden, AAMS™
SEC File# 801-3297
CRD# 250
Location 41 Judd St, Marine on St Croix, MN 55047, USA
Phone (651) 433-1776
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Rick Nilsen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 683 Bielenberg Dr STE 206, Woodbury, MN 55125, USA
Phone (651) 578-1272
Directions
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Edward Gwiazdon - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 12425 55th St N STE C, Lake Elmo, MN 55042, USA
Phone (651) 689-2004
Directions
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Dan Myers - Thrivent
SEC File# 801-29618
CRD# 18387
5 out of 5
Location 8750 90th St S, Cottage Grove, MN 55016, USA
Phone (651) 458-5392
Directions
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Horizon Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 12435 55th St N Ste A, Lake Elmo, MN 55042, USA
Phone (651) 689-2000
Directions
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David J Drolson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 179 Lake St S Ste 120, Forest Lake, MN 55025, USA
Phone (651) 464-6713
Directions
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Hammer Advisory Services, Inc.
5 out of 5
Location 2042 Wooddale Dr #250, Woodbury, MN 55125, USA
Phone (651) 357-5536
Directions
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Jeff Mars - RBC Wealth Management Financial Advisor
Location 350 Main St N Suite 106, Stillwater, MN 55082, USA
Phone (651) 430-5533
Directions
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Dennis Betz - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8530 Eagle Point Blvd Ste 225, Lake Elmo, MN 55042, USA
Phone (651) 735-9247
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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VIP Financial Associates LLC
Location 563 Bielenberg Dr # 105, St Paul, MN 55125, USA
Phone (651) 777-9335
Directions
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Edward Jones - Financial Advisor: Mike Rosin
SEC File# 801-3297
CRD# 250
Location 7420 80th St S Suite 202, Cottage Grove, MN 55016, USA
Phone (651) 459-1513
Directions
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True Vision Financial Advisors
SEC File# 801-101532
CRD# 250787
Location 7616 Currell Blvd Suite 220, Woodbury, MN 55125, USA
Phone (612) 256-2208
Directions
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D S & B Financial Services LLC
Location 2165 Woodlane Dr, Woodbury, MN 55125, USA
Phone (651) 735-9002
Directions
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Birkinbine Financial
3 out of 5
Location 3020 Woodbury Dr, Woodbury, MN 55129, USA
Phone (651) 578-0134
Directions
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St Croix Advisors, LLC - Woodbury MN
Location 724 Bielenberg Dr #4, Woodbury, MN 55125, USA
Phone (651) 337-1919
Directions
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Catherine Jenson - Thrivent
SEC File# 801-117013
CRD# 304569
Location 8665 Hudson Blvd N Suite 100, Lake Elmo, MN 55042, USA
Phone (651) 779-9720
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
Directions
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Caleb Barrett - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8621 Eagle Point Blvd, Lake Elmo, MN 55042, USA
Phone (651) 578-1019
Directions
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Robb Clasen - Thrivent
Location 8700 90th St S, Cottage Grove, MN 55016, USA
Phone (612) 247-4984
Directions
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Edward Jones - Financial Advisor: Doran W O'Brien, AAMS™
SEC File# 801-3297
CRD# 250
Location 21084 Olinda Trail N, Scandia, MN 55073, USA
Phone (651) 433-3735
Directions
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M & I Financial Advisors
Location 9935 Hudson Pl, Woodbury, MN 55125, USA
Phone (651) 702-7329
Directions
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Hatteras Capital Advisors
Location 751 Linden Cir S, Maplewood, MN 55119, USA
Phone (612) 802-8462
Directions
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Paul Knooihuizen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8530 Eagle Point Blvd Ste 225, Lake Elmo, MN 55042, USA
Phone (651) 702-0197
Directions
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Klasse & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8935 33rd St N Ste 2, Lake Elmo, MN 55042, USA
Phone (651) 747-8202
Directions
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Chad Rediske - Thrivent
Location 8750 90th St S Ste 204, Cottage Grove, MN 55016, USA
Phone (651) 343-4092
Directions
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Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
3 out of 5
Location 1960 Donegal Dr Suite 40, Woodbury, MN 55125, USA
Phone (833) 752-6333
Directions
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Sabrina Fay - Thrivent
Location 1077 Helmo Ave N Suite 120, Oakdale, MN 55128, USA
Phone (763) 999-4059
Directions
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Edward Jones - Financial Advisor: Jodi L Hassing, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
2 out of 5
Location 2165 Woodlane Dr # 103, Woodbury, MN 55125, USA
Phone (651) 739-6008
Directions
Financial Advisors in Washington County, MN

Where Certified Financial Advisors in Washington County, MN Serve

Washington County, located in the southeastern part of Minnesota, boasts a plethora of historic landmarks, including the Stillwater Lift Bridge, the Afton State Park, and the Washington County Historic Courthouse. The county also has a thriving economy, with top employers such as Andersen Corporation, 3M, and Target. Major highways and streets that run through Washington County include Interstate 94, Highway 36, and Highway 61, providing easy access to neighboring cities and towns. The county is home to a variety of neighborhoods, each with its own unique charm and character, such as the quaint town of Marine on St. Croix and the bustling city of Woodbury. With its rich history, thriving economy, and diverse communities, Washington County is a vibrant and dynamic place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Washington County, MN can greatly benefit from the guidance of a financial advisor in a variety of ways. One specific area where a financial advisor can be particularly helpful is in navigating the local real estate market. With a median home value of over $300,000, Washington County is known for its competitive housing market. A financial advisor can help residents understand their options for buying or selling a home, as well as provide advice on how to manage their finances in order to afford the high cost of living in the area. Additionally, a financial advisor can assist with retirement planning, investment strategies, and debt management, all of which can greatly improve the financial health and stability of residents in Washington County.

Insurance Broker

Residents of Washington County, MN can benefit greatly from the services of an insurance broker. With the county's growing population and diverse demographics, it can be challenging for individuals and families to navigate the complex world of insurance. An insurance broker can provide personalized guidance and support in selecting the right policies to meet their unique needs, whether it be health, life, home, or auto insurance. For example, with the county's proximity to the Twin Cities, residents may require additional coverage for their vehicles due to increased traffic and potential accidents. An insurance broker can help residents understand their options and find the best coverage at the most affordable price. Overall, an insurance broker can save residents time, money, and stress by simplifying the insurance process and providing expert advice.

Retirement Planning

Residents of Washington County, MN can greatly benefit from the services of a retirement planner. One of the most common ways that a retirement planner can help is by creating a personalized retirement plan that takes into account the unique financial landscape of the county. Washington County, MN is known for its high cost of living, which can make saving for retirement a challenge. A retirement planner can help residents navigate this challenge by providing guidance on how to save effectively and make the most of their retirement savings. Additionally, a retirement planner can help residents understand the various retirement options available to them, such as 401(k)s, IRAs, and pension plans, and determine which options are best suited to their needs and goals. With the help of a retirement planner, residents of Washington County, MN can feel confident that they are on the right track to a secure and comfortable retirement.

Wealth Management

Residents of Washington County, MN can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by assisting with retirement planning. With a large population of baby boomers in Washington County, many residents are approaching retirement age and need help navigating the complexities of retirement planning. A wealth manager can provide guidance on maximizing retirement savings, creating a sustainable income stream, and navigating tax implications. Additionally, with the strong presence of small businesses in the area, a wealth manager can provide valuable advice on business succession planning and estate planning. Overall, a wealth manager can help residents of Washington County, MN achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Washington County, MN can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex world of home financing, providing guidance on everything from credit scores to down payments. Specifically, mortgage loan officers in Washington County can help residents take advantage of the area's booming housing market. With a median home value of $312,000, Washington County is an attractive destination for families and young professionals alike. A mortgage loan officer can help residents secure the financing they need to purchase their dream home in this thriving community. Whether you're a first-time homebuyer or a seasoned real estate investor, a mortgage loan officer can provide the support and guidance you need to make informed decisions about your financial future.

Tax Services

Residents of Washington County, MN can greatly benefit 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 minimize tax liability. Specifically, residents of Washington County, MN can benefit from the knowledge of a tax advisor regarding the state and local tax laws unique to the area. For example, Washington County has a sales tax rate of 7.375%, which is higher than the state average. A tax advisor can help residents navigate these tax laws and find ways to reduce their tax burden. Additionally, a tax advisor can provide assistance with tax planning, preparation, and filing, ensuring that residents are in compliance with all tax regulations and maximizing their deductions and credits. Overall, a tax advisor can provide invaluable support to residents of Washington County, MN in navigating the complex world of taxes.

Estate Planning Lawyer

Residents of Washington County, MN can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by ensuring that a person's assets are distributed according to their wishes after they pass away. This is especially important in Washington County, MN, where there is a growing population of retirees and elderly individuals who may have complex estate planning needs. Additionally, an estate planning lawyer can help residents of Washington County, MN with issues such as healthcare directives, power of attorney, and guardianship for minor children. By working with an estate planning lawyer, residents of Washington County, MN can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the event of their passing.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Washington County, MN