Retirement Planning in Edina, MN

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List of Firms

Top Retirement Planners in Edina, MN

Generations Wealth Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 7601 France Ave S Ste 600, Edina, MN 55435, USA
Phone (952) 857-1280
Language https://www.ameripriseadvisors.com/team/generations-wealth-group/?cid=IP_local_google
Directions
Sagemark Consulting
Location 7701 France Ave S STE 100, Edina, MN 55435, USA
Phone (952) 933-8000
Directions
Christopher Smith - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3600 Minnesota Dr Ste 550, Edina, MN 55435, USA
Phone (952) 300-2334
Language https://www.ameripriseadvisors.com/Christopher.Smith/?cid=IP_local_google
Directions
Tradition Wealth Management
SEC File# 801-62666
CRD# 128314
4 out of 5
Location 7601 France Ave S STE 100, Edina, MN 55435, USA
Phone (952) 563-6500
Language http://www.traditionwealthmanagement.com/
Directions
Thurin, Thurin and Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3601 W 76th St Ste 160, Edina, MN 55435, USA
Phone (952) 841-8123
Language https://www.ameripriseadvisors.com/team/thurin-thurin-and-associates/?cid=IP_local_google
Directions
Amie Burnett - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7101 York Ave S Ste 330, Edina, MN 55435, USA
Phone (952) 921-3371
Language https://www.ameripriseadvisors.com/marie.a.burnett/?cid=IP_local_google
Directions
Business Owner Succession Strategies
Location 8000 W 78th St Suite 415-A, Edina, MN 55439, USA
Phone (952) 236-1755
Language http://www.businessownersuccessionstrategies.com/
Directions
iluma Financial Partners
Location 7701 France Ave S #325, Edina, MN 55435, USA
Phone (612) 758-0829
Language http://www.ilumafinancial.com/
Directions
Northwestern Mutual
5 out of 5
Location 3600 Minnesota Dr Ste 300 Suite 300, Edina, MN 55435, USA
Phone (952) 806-9600
Language https://www.northwesternmutual.com/financial-professional-locator?address=3600%20Minnesota%20Dr%20Ste%20300%20,75069?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
Legacy Private Wealth Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7212 Metro Blvd, Edina, MN 55439, USA
Phone (952) 446-7800
Language https://www.ameripriseadvisors.com/team/legacy-private-wealth-group/?cid=IP_local_google
Directions
Benjamin Auckenthaler - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7650 Edinborough Way Ste 225, Edina, MN 55435, USA
Phone (952) 746-9456
Language https://www.ameripriseadvisors.com/team/summit-private-wealth-group/financial-advice-team/benjamin.w.auckenthaler/?cid=IP_local_google
Directions
Stratosphere Financial Services - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7101 York Ave S Ste 320, Edina, MN 55435, USA
Phone (952) 466-1239
Language https://www.ameripriseadvisors.com/team/stratosphere-financial-services/?cid=IP_local_google
Directions
Waterfront Financial Group
5 out of 5
Location 8000 W 78th St Suite 415, Edina, MN 55439, USA
Phone (952) 236-1755
Language http://www.waterfrontfinancialgroup.com/
Directions
Birchwood Financial Partners
SEC File# 801-79443
CRD# 169962
Location 3300 Edinborough Way #610, Edina, MN 55435, USA
Phone (952) 885-9088
Language http://www.birchwoodfp.com/
Directions
Laurel Wealth Planning
SEC File# 801-79116
CRD# 122035
5 out of 5
Location 3300 Edinborough Way Suite 790, Edina, MN 55435, USA
Phone (952) 854-6250
Language https://laurelwealthplanning.com/
Directions
Northwestern Mutual
3 out of 5
Location 5201 Eden Ave #200, Edina, MN 55436, USA
Phone (952) 698-7000
Language https://www.northwesternmutual.com/financial-professional-locator?address=5201%20Eden%20Ave%20Ste%20200,55436?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
Josh Arnold Investment Management
SEC File# 801-120651
CRD# 163088
Location 6800 France Ave S # 325, Edina, MN 55435, USA
Phone (952) 925-5608
Language http://www.josharnoldinvestmentconsultant.com/
Directions
Sue Nauss - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7101 York Ave S Ste 330, Edina, MN 55435, USA
Phone (612) 325-6590
Language https://www.ameripriseadvisors.com/sue.e.nauss/?cid=IP_local_google
Directions
Chris Davis - Northwestern Mutual
5 out of 5
Location 3600 Minnesota Dr Suite 600, Edina, MN 55435, USA
Phone (952) 806-9683
Language http://www.chrisrdavis.nm.com/
Directions
Capstone Advisory Group
Location 7701 France Ave S #625, Edina, MN 55435, USA
Phone (952) 562-2440
Language http://www.capstoneadvgroup.com/
Directions
Cardinal Wealth Advisors LLC
Location 7201 Ohms Ln Suite 175, Edina, MN 55439, USA
Phone (952) 746-4700
Language http://www.cardinalwealthadvisors.com/
Directions
Mulcare and Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 3600 Minnesota Dr Ste 550, Edina, MN 55435, USA
Phone (952) 300-2310
Language https://www.ameripriseadvisors.com/team/mulcare-and-associates/?cid=IP_local_google
Directions
Confetti Wealth - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7601 France Ave S Ste 600, Edina, MN 55435, USA
Phone (952) 857-1487
Language https://www.ameripriseadvisors.com/team/confetti-wealth/?cid=IP_local_google
Directions
Baird Fixed Income Capital Markets
SEC File# 801-7571
CRD# 8158
Location 7650 Edinborough Way STE 300, Edina, MN 55435, USA
Phone (800) 955-9093
Language http://www.rwbaird.com/fixed-income/?utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=261
Directions
Paul Harris - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7601 France Ave S Ste 300, Edina, MN 55435, USA
Phone (952) 914-5442
Language https://www.ameripriseadvisors.com/Paul.R.Harris/?cid=IP_local_google
Directions
Stiles Financial
SEC File# 801-110176
CRD# 117023
Location 7505 Metro Blvd Suite 510, Edina, MN 55439, USA
Phone (952) 988-0452
Language http://www.stilesfinancial.com/
Directions
Cathy Prose - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7701 France Ave S Ste 475, Edina, MN 55435, USA
Phone (952) 857-1225
Language http://www.ameripriseadvisors.com/cathy.m.prose/?cid=IP_local_google
Directions
Grandview Square Financial
4 out of 5
Location 5201 Eden Ave Ste 200, Edina, MN 55436, USA
Phone (952) 698-7007
Language http://grandviewsquarefinancial.com/?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
Financial Strategies Group
SEC File# 801-110898
CRD# 289054
Location 7400 Metro Blvd Suite 140, Edina, MN 55439, USA
Phone (952) 893-2922
Language http://www.financialstrategiesgroup.com/
Directions
Summit Private Wealth Group
Location 7650 Edinborough Way UNIT 225, Edina, MN 55435, USA
Phone (952) 893-7968
Language http://www.ameripriseadvisors.com/team/summit-private-wealth-group/
Directions
CFG Retirement
Location 4550 W 77th St #380, Edina, MN 55435, USA
Phone (612) 448-3243
Language http://www.cfgretirement.com/
Directions
John Hancock Retirement Plan
Location 6800 France Ave S, Edina, MN 55435, USA
Phone (952) 925-8661
Directions
Promus Financial Group LLC
Location 3600 Minnesota Dr STE 100, Edina, MN 55435, USA
Phone (952) 897-5016
Language http://www.promusfinancialgroup.com/
Directions
Leslie Cadle - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7601 France Ave S Ste 600, Edina, MN 55435, USA
Phone (952) 374-5501
Language https://www.ameripriseadvisors.com/leslie.g.cadle/?cid=IP_local_google
Directions
Ameriprise Financial
5 out of 5
Location 7300 France Ave S, Edina, MN 55435, USA
Phone (952) 881-5343
Language https://www.ameripriseadvisors.com/michelle.a.young/
Directions
Tufford-Hughes and Associates
Location 4536 France Ave S, Edina, MN 55410, USA
Phone (612) 347-7810
Directions
Jason Heath - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7212 Metro Blvd, Edina, MN 55439, USA
Phone (952) 446-7800
Language https://www.ameripriseadvisors.com/jason.a.heath/?cid=IP_local_google
Directions
Clerestory Financial Planning
Location 3300 Edinborough Way, Edina, MN 55435, USA
Phone (952) 405-2070
Directions
Gregory J Thurin - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 3601 W 76th St Ste 160, Edina, MN 55435, USA
Phone (952) 841-8125
Language https://www.ameripriseadvisors.com/gregory.j.thurin/?cid=IP_local_google
Directions
Retirement Planning in Edina, MN

About Edina, MN for Those Planning to Retire

Edina, MN is a thriving city located in Hennepin County, home to several landmarks, top employers, major highways and streets, and neighborhoods. The city boasts a diverse range of attractions, from the upscale Galleria shopping center to the historic Edina Country Club. Top employers in the area include Best Buy, Target, and Fairview Health Services, providing ample job opportunities for residents. Major highways and streets such as Highway 100 and France Avenue make transportation easy and convenient, while neighborhoods like the Parkwood Knolls and Morningside offer a range of housing options for families and individuals alike. With its bustling economy, beautiful parks, and vibrant community, Edina is a great place to live and work.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Edina, MN can benefit from a bank in numerous ways. Firstly, with the city's high median household income, a bank can provide a range of investment options that cater to the community's financial goals. Secondly, Edina is home to several small businesses, and a bank can offer services such as business loans to help them grow and expand. Additionally, with the city's proximity to the Twin Cities, residents may need access to international banking services, and a bank can provide those options. Furthermore, with the city's commitment to sustainability, a bank can offer eco-friendly banking options, such as paperless statements and green loans. Lastly, with the city's large senior population, a bank can provide financial planning services and resources to help them navigate their retirement years. Overall, a bank can offer a range of services that cater to the unique needs of the Edina community.

Insurance Broker

Residents of Edina, MN can greatly benefit from the services of an insurance broker. With the city's high median household income and expensive real estate market, an insurance broker can help residents navigate the complexities of finding affordable and comprehensive insurance coverage for their homes, vehicles, and personal property. Additionally, with Edina's close proximity to the Twin Cities, an insurance broker can assist residents in finding insurance policies that cover the unique risks associated with living in a metropolitan area, such as car accidents, theft, and liability claims. Furthermore, an insurance broker can provide valuable advice on how to protect assets from natural disasters, such as floods and tornadoes, which are common occurrences in the state of Minnesota. Overall, an insurance broker can help Edina residents ensure that they have the right insurance coverage to protect their assets and provide peace of mind.

Wealth Management

Residents of Edina, MN can benefit from the services of a wealth manager in numerous ways. One of the most common ways is through financial planning and investment management. Given that Edina is a city with a high median household income, a wealth manager can help residents create a personalized financial plan that aligns with their financial goals. Furthermore, a wealth manager can provide investment advice that is tailored to the unique needs of Edina residents. For instance, Edina is home to numerous small businesses, and a wealth manager can help business owners navigate the complexities of investing in their companies while also ensuring their personal finances are in order. Additionally, with Edina being a city that places a high value on education, a wealth manager can help parents save for their children's college education through strategies such as 529 plans. Overall, a wealth manager can provide Edina residents with the expertise and guidance needed to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Edina, MN could greatly benefit from the services of a financial advisor. With a median household income of $104,000, Edina is known for its affluent population. However, this does not mean that its residents are immune to financial challenges. A financial advisor can assist with a variety of issues, such as retirement planning, tax strategies, and investment management. For example, with the cost of living in Edina being 47% higher than the national average, residents may need assistance in creating a budget that allows them to maintain their lifestyle while also saving for the future. Additionally, with the city being home to numerous small businesses and entrepreneurs, a financial advisor can provide guidance on business planning and financial management. Overall, a financial advisor can help residents of Edina navigate the complexities of their finances and achieve their financial goals.

Mortgage Loan Officer

Residents of Edina, MN could benefit from the assistance of a mortgage loan officer in a variety of ways. One specific way is by navigating the unique housing market of the city. Edina is known for its high-end homes and luxury real estate, which can make finding the right mortgage lender and loan program challenging. A mortgage loan officer can help residents understand the different options available to them and identify the best fit for their specific financial situation and housing needs. Additionally, Edina is home to many affluent families and individuals, which can lead to more complex financial situations and loan requirements. A skilled mortgage loan officer can help navigate these complexities and ensure that residents are able to secure the financing they need to purchase their dream home in Edina.

Tax Services

Edina, MN is a city known for its high-income residents and thriving business community. As such, tax advisors play a crucial role in assisting residents with their finances. One specific area where tax advisors can help is in navigating the complex tax laws surrounding real estate. Edina has a robust real estate market, with many residents owning multiple properties. A tax advisor can provide guidance on how to maximize deductions and minimize taxes when buying or selling property. Additionally, with Edina's proximity to the Twin Cities, tax advisors can help residents who work in both Minnesota and Wisconsin navigate the tax laws of both states. With so many intricacies to the tax code, having a knowledgeable tax advisor can make a significant difference in the financial well-being of Edina residents.

Estate Planning Lawyer

Residents of Edina, MN can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents of Edina is by creating a comprehensive estate plan that takes into account the unique characteristics of the city. Edina is a wealthy suburb of Minneapolis, with a median household income of over $100,000. As a result, many residents of Edina have complex financial situations, including investments, multiple properties, and business interests. An estate planning lawyer can help these residents create a plan that ensures their assets are protected and distributed according to their wishes. Additionally, an estate planning lawyer can help Edina residents navigate the complex tax laws that apply to their wealth, ensuring that they minimize their tax liability and maximize their legacy. Overall, an estate planning lawyer can provide invaluable assistance to residents of Edina who want to ensure that their assets are protected and their legacy is secure.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Edina, MN can help individuals secure a comfortable and stress-free retirement. These services may include developing a personalized retirement plan, assessing retirement income needs, creating a comprehensive investment strategy, and managing retirement accounts. The retirement planner can also provide guidance on Social Security benefits, Medicare, and long-term care insurance. Edina, MN is known for its upscale neighborhoods, flourishing business community, and exceptional healthcare facilities. The retirement planner can leverage these local resources to provide clients with tailored retirement solutions that meet their unique needs and goals. With the complexity of retirement planning, it is crucial to work with a knowledgeable and experienced retirement planner who can help navigate the intricacies of retirement planning and ensure a successful retirement.

Edina, MN is the ideal place to seek out a retirement planner. The city's affluent and well-educated population makes it an excellent location for finding top-notch financial advisors. With its highly educated workforce, Edina is home to a wealth of financial professionals who specialize in retirement planning. Additionally, the city boasts a wide range of financial institutions, from large national banks to smaller, community-based credit unions. These institutions offer a variety of financial products and services that can help retirees achieve their financial goals. Furthermore, Edina's proximity to the Twin Cities gives retirees access to a wide range of cultural and recreational activities, making it an ideal place to retire. With its vibrant community and wealth of financial resources, Edina is the perfect place to start planning for your retirement.