Best Financial Advisors in Dakota County, MN

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Dakota County, MN Fiduciary Financial Advisors

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Castle Rock Financial Planning
4 out of 5
Location 2267 Waters Dr, Mendota Heights, MN 55120, USA
Phone (651) 294-0013
Directions
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Thomas J Asenbrenner - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 12280 Nicollet Ave S Ste 101, Burnsville, MN 55337, USA
Phone (952) 808-5425
Directions
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Steven J Gehrke - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 17305 Cedar Ave S Ste 220, Lakeville, MN 55044, USA
Phone (651) 221-0711
Directions
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Josh Malwitz - Thrivent
5 out of 5
Location 19950 Dodd Blvd Suite 102, Lakeville, MN 55044, USA
Phone (952) 356-3030
Directions
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Focus Financial
SEC File# 801-113955
CRD# 297806
5 out of 5
Location 350 Burnsville Pkwy #575, Burnsville, MN 55337, USA
Phone (952) 953-4300
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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First Capital Management
Location 5886 Blackshire Path, Inver Grove Heights, MN 55076, USA
Phone (651) 731-4941
Directions
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Sean Donnelly - Financial Advisor, Ameriprise Financial Services, LLC
Location 14985 Glazier Ave Ste 501, Apple Valley, MN 55124, USA
Phone (952) 431-6410
Directions
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Richard Lewis - Financial Advisor, Ameriprise Financial Services, LLC
Location 12280 Nicollet Ave S Ste 101, Burnsville, MN 55337, USA
Phone (952) 808-5426
Directions
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Lane C Gans - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 2805 Dodd Rd Ste 195, Eagan, MN 55121, USA
Phone (651) 256-6044
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Financial Advisors in Dakota County, MN

Where Certified Financial Advisors in Dakota County, MN Serve

Dakota County, MN is a vibrant and thriving community located in the heart of the Twin Cities metro area. It is home to several landmarks such as the Minnesota Zoo, which features over 4,000 animals and is a popular destination for families and tourists alike. The county is also known for its beautiful parks and lakes, including Lebanon Hills Regional Park and Lakeville Lake. Top employers in Dakota County include Target Corporation, Thomson Reuters, and Blue Cross Blue Shield of Minnesota. These companies provide thousands of jobs and contribute significantly to the local economy. The county is also home to several major highways, including I-35, I-494, and Highway 52, which make transportation easy and convenient. Dakota County is comprised of several unique neighborhoods, each with its own character and charm. Some of the most popular include Eagan, Apple Valley, and Burnsville. These neighborhoods offer a wide range of housing options, from cozy apartments to spacious single-family homes.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Dakota County, MN can benefit greatly from the guidance of a financial advisor. With a population of over 430,000 people, many individuals and families in the area face unique financial challenges and opportunities. A financial advisor can help residents of Dakota County navigate these challenges, whether it's planning for retirement, investing in the stock market, or saving for a child's education. Additionally, a financial advisor can provide guidance on tax planning, estate planning, and insurance needs. With the cost of living in Dakota County being higher than the national average, a financial advisor can help residents make the most of their money and achieve their financial goals.

Insurance Broker

Residents of Dakota County, MN can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help individuals and families navigate the complex world of insurance policies and find the best coverage for their needs. This is especially important in Dakota County, where the cost of living is relatively high compared to other areas in Minnesota. Additionally, an insurance broker can provide personalized advice and guidance on the types of insurance policies that are most important for residents of Dakota County, such as home insurance to protect against severe weather events or health insurance to cover the high costs of medical care. Overall, an insurance broker can provide valuable support and peace of mind to residents of Dakota County, helping them to make informed decisions about their insurance needs.

Retirement Planning

Residents of Dakota County, MN can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to maximize retirement savings and investments. This is especially important in Dakota County, where the cost of living is higher than the national average. A retirement planner can help residents create a personalized financial plan that takes into account their unique situation and goals. They can also provide advice on how to minimize taxes and manage debt. With the help of a retirement planner, residents of Dakota County can feel more confident and prepared for their future.

Wealth Management

Residents of Dakota 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 providing guidance on retirement planning and investment strategies. With a median age of 38 years old, Dakota County residents are entering their prime earning years and need to make smart decisions about their finances to ensure a comfortable retirement. A wealth manager can help develop a personalized plan based on individual goals and risk tolerance, while also taking into account the unique economic landscape of Dakota County. In addition, a wealth manager can provide advice on tax planning, estate planning, and other financial matters to help residents achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Dakota County, MN can benefit greatly from the expertise of a mortgage loan officer. Whether they are first-time homebuyers or looking to refinance their current mortgage, a loan officer can provide guidance and support throughout the entire process. In Dakota County, where the median home value is $289,000, a loan officer can help residents navigate the local housing market and find a loan that fits their unique financial situation. They can also assist with securing pre-approval, negotiating interest rates, and ensuring that all necessary paperwork is completed accurately and on time. With the help of a mortgage loan officer, residents of Dakota County can achieve their dream of homeownership and secure a stable financial future.

Tax Services

Residents of Dakota County, MN can benefit from the expertise of a tax advisor in a variety of ways. One common way is by receiving guidance on how to maximize deductions and credits on their tax returns. This is especially important in Dakota County, where property taxes are among the highest in the state. A tax advisor can help residents navigate the complex tax laws and regulations to ensure they are taking advantage of all available deductions and credits, such as the Homestead Credit or the Property Tax Refund. Additionally, a tax advisor can provide advice on tax planning strategies, such as contributing to a retirement account or setting up a 529 college savings plan, to help residents minimize their tax liability and plan for their financial future.

Estate Planning Lawyer

Residents of Dakota 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 assisting individuals in creating a will or trust. This is especially important in Dakota County, where the population is rapidly growing and many residents own property or have significant assets. An estate planning lawyer can ensure that these assets are distributed according to the individual's wishes and can also help minimize taxes and avoid probate. Additionally, an estate planning lawyer can help with other important documents such as powers of attorney and healthcare directives, which are crucial in the event of incapacity or illness. Overall, working with an estate planning lawyer can provide peace of mind and ensure that an individual's wishes are carried out after they pass away.

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FAQs About Personal Financial Advisors in Dakota County, MN