Best Financial Advisors in Buffalo, MN

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Buffalo, MN Fiduciary Financial Advisors

Dougherty & Associates Financial Advisors
SEC File# 801-93169
CRD# 165145
5 out of 5
Location 103 Marty Dr, Buffalo, MN 55313, USA
Phone (763) 682-4014
Time Monday: 7:30 AM – 4:30 PM Tuesday: 7:30 AM – 4:30 PM Wednesday: 7:30 AM – 4:30 PM Thursday: 7:30 AM – 4:30 PM Friday: 7:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
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Kerry J. Schmitz, CFP® at Dougherty & Associates Financial Advisors
Location 103 Marty Dr #101, Buffalo, MN 55313, USA
Phone (651) 400-1667
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Riverstone Financial Group
Location 1200 MN-25 #100, Buffalo, MN 55313, USA
Phone (763) 682-0011
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Terry Neuwirth - COUNTRY Financial representative
5 out of 5
Location 215 Hwy 55 Ste 200, Buffalo, MN 55313, USA
Phone (763) 684-4126
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Edward Jones - Financial Advisor: Mark D Rethman, CFP®|ChFC®|CLU®
5 out of 5
Location 215 Hwy 55 Suite 302, Buffalo, MN 55313, USA
Phone (763) 682-2298
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Financial Advisors in Buffalo, MN

Where Certified Financial Advisors in Buffalo, MN Serve

Buffalo, MN is a vibrant city located in Wright County, Minnesota, known for its rich history and diverse culture. The city boasts of several landmarks, including the Buffalo Rock Winery, the Buffalo Community Center, and the Buffalo Civic Center. These landmarks provide a glimpse of the city's past and present. The top employers in Buffalo, MN include the Buffalo-Hanover-Montrose School District, Wright County Government Center, and Walmart. These companies provide employment opportunities to the residents of Buffalo, MN and contribute to the city's economy. Buffalo, MN is also well-connected to major highways and streets, including Highway 55, Highway 25, and County Road 35. These highways and streets make it easy for residents and visitors to navigate the city and access neighboring cities. The neighborhoods in Buffalo, MN are diverse and offer a range 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 Buffalo, MN could benefit greatly from the services of a financial advisor. With the town's growing population and diverse economy, a financial advisor could assist with a variety of financial needs. For example, with Buffalo being located in Wright County, a financial advisor could help residents navigate the unique tax laws and regulations of the county. Additionally, with the town's close proximity to the Twin Cities, a financial advisor could help residents plan for retirement and invest wisely in order to maintain a comfortable lifestyle in their later years. Overall, a financial advisor could provide personalized guidance to help residents of Buffalo, MN achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Buffalo, MN can benefit greatly from the services of an insurance broker. One of the most common ways they can be helped is by finding the right insurance coverage for their specific needs. Buffalo, MN is known for its extreme weather conditions, with harsh winters and occasional tornadoes. An insurance broker can help residents find coverage for their homes and vehicles that will protect them from these natural disasters. Additionally, an insurance broker can help residents navigate the complex world of health insurance, finding the right coverage that fits their budget and provides the necessary medical care. With the help of an insurance broker, residents of Buffalo, MN can have peace of mind knowing that they are properly protected in case of any unforeseen events.

Retirement Planning

Residents of Buffalo, MN can benefit greatly from the services of a retirement planner. One of the most common ways that a retirement planner can help is by providing guidance on how to save for retirement. This is especially important in Buffalo, MN, where the cost of living is relatively high. A retirement planner can help residents determine how much they need to save to maintain their current lifestyle in retirement. Additionally, a retirement planner can help residents navigate the complex world of retirement accounts, such as 401(k)s and IRAs, and make sure they are taking advantage of all available tax benefits. By working with a retirement planner, residents of Buffalo, MN can feel confident that they are on the right track towards a secure and comfortable retirement.

Wealth Management

Residents of Buffalo, MN could benefit from the services of a wealth manager in several ways. One of the most common ways is by helping individuals and families create a personalized financial plan that aligns with their goals and values. A wealth manager can also provide guidance on investments, retirement planning, tax strategies, and estate planning. For residents of Buffalo, MN, who may be dealing with the financial impact of severe weather events such as tornadoes and floods, a wealth manager can offer assistance in navigating insurance claims and rebuilding efforts. Additionally, a wealth manager can provide support for small business owners in Buffalo, MN, by helping them manage cash flow, plan for growth, and navigate the challenges of succession planning.

Mortgage Loan Officer

Residents of Buffalo, MN can benefit greatly from the services of a mortgage loan officer. They can assist with the home buying process by providing guidance on the best loan options available and helping residents navigate through the complex paperwork and application process. A mortgage loan officer can also help residents refinance their existing mortgages, potentially lowering their monthly payments and saving them money in the long run. Specifically in Buffalo, MN, a mortgage loan officer can provide insight on the local housing market and trends, allowing residents to make informed decisions about their home buying or refinancing options. With the help of a mortgage loan officer, residents of Buffalo, MN can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Buffalo, MN could benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help Buffalo residents is by providing guidance on how to navigate the complex tax laws in the state of Minnesota. Specifically, a tax advisor can assist with tax planning strategies to minimize tax liability, help with tax preparation, and ensure compliance with state and federal tax laws. With Buffalo being a small town of just over 16,000 people, many residents may not have the resources or knowledge to navigate the intricacies of tax law on their own. A tax advisor can provide much-needed support to ensure that residents are not overpaying on their taxes and are taking advantage of all available deductions and credits.

Estate Planning Lawyer

Residents of Buffalo, MN can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is by creating a will or trust to ensure that their assets are distributed according to their wishes after their death. This is especially important in Buffalo, MN, where many residents own farms or other types of property that they want to pass down to their children or other family members. An estate planning lawyer can also help residents with healthcare directives, powers of attorney, and other legal documents that can protect their interests and ensure that their wishes are honored in the event of incapacity or death. By working with an estate planning lawyer, residents of Buffalo, MN can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of according to their wishes.

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