Wealth Management in Eden Prairie, MN

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List of Firms

Eden Prairie, MN Wealth Management Firms

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Brown Wealth Management, LLC
SEC File# 801-112699
CRD# 121072
5 out of 5
Location 12100 Singletree Ln Suite 175, Eden Prairie, MN 55344, USA
Phone (952) 303-6715
Directions
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WEALTH Financial Consultants, Inc. Caroline E. Emswiler, CFP
Location 15830 Venture Ln, Eden Prairie, MN 55344, USA
Phone (952) 294-4921
Directions
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Integrated, Inc. - Wealth Advisors
Location 11095 Viking Dr Suite 205, Eden Prairie, MN 55344, USA
Phone (952) 920-5946
Directions
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Thrivent Financial-Lutherans
Location 7525 Mitchell Rd, Eden Prairie, MN 55344, USA
Phone (952) 400-0540
Directions
SEC File# 801-117454
CRD# 305107
5 out of 5
Location 775 Prairie Center Dr, Eden Prairie, MN 55344, USA
Phone (952) 224-7272
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 – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Scott Wardell - Thrivent
5 out of 5
Location 6542 Regency Ln Ste 105, Eden Prairie, MN 55344, USA
Phone (952) 400-0545
Directions
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Running Wealth Management, is now Strategic Wealth Group
Location 7820 Terrey Pine Ct, Eden Prairie, MN 55347, USA
Phone (952) 843-4944
Directions
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Paul Bennett - Raymond James
Location 14850 Scenic Heights Rd, Eden Prairie, MN 55344, USA
Phone (952) 937-9423
Directions
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Retirement & 401(k) Plan Advisors, LLC
5 out of 5
Location 7500 Flying Cloud Dr. #760, Eden Prairie, MN 55344, USA
Phone (952) 544-3614
Directions
Wealth Management in Eden Prairie, MN

Where Wealth Management Advisors in Eden Prairie, MN Serve

Eden Prairie, MN is a bustling city filled with diverse neighborhoods, top-notch employers, and major highways. One of the most notable landmarks in the area is the Eden Prairie Center, a popular shopping destination that boasts over 100 stores and restaurants. The city is also home to Purgatory Creek Park, a beautiful natural area that offers hiking trails and scenic views. When it comes to employment, Eden Prairie is home to several major corporations, including Optum, C.H. Robinson, and SuperValu. These companies offer a wide range of job opportunities, from healthcare and logistics to retail and grocery. Navigating the city is a breeze thanks to its well-connected highways and streets. Some of the major roads in the area include Interstate 494, Highway 212, and Flying Cloud Drive. These routes make it easy to get around town and connect to other nearby cities. As for neighborhoods, Eden Prairie has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Eden Prairie, MN is a vibrant community with a growing population, and as such, its residents require a reliable financial institution to help them manage their finances. A bank can offer a range of services that can benefit the residents of this city, such as providing loans for home purchases or business ventures. Additionally, a bank can help residents with their day-to-day financial needs, such as opening a checking account, setting up automatic bill payments, or obtaining a credit card. Furthermore, with the increasing number of small businesses in Eden Prairie, a bank can provide essential financial support to entrepreneurs, such as business loans and lines of credit. Overall, a bank is an essential partner to the residents of Eden Prairie, MN, helping them achieve their financial goals and providing a sense of stability in an ever-changing economy.

Insurance Broker

Residents of Eden Prairie, MN can benefit from the services of an insurance broker in numerous ways. Firstly, an insurance broker can provide personalized advice and guidance on the most suitable insurance policies for the specific needs of the residents of Eden Prairie. Eden Prairie is a city with a population of over 60,000 people, and an insurance broker can help residents navigate the complex insurance market and find the right insurance policies that meet their unique needs. Secondly, an insurance broker can help residents of Eden Prairie save money on their insurance premiums by comparing policies and finding the best deals. With the rising cost of living in Eden Prairie, this can be a significant benefit for many residents. Lastly, an insurance broker can provide peace of mind by ensuring that residents have adequate insurance coverage in the event of unforeseen circumstances such as accidents, natural disasters, or health issues. In summary, an insurance broker can be a valuable resource for residents of Eden Prairie, MN, providing personalized advice, cost savings, and peace of mind.

Retirement Planning

Residents of Eden Prairie, MN can benefit immensely from the services of a retirement planner. With a population of over 64,000 people, Eden Prairie is one of the most affluent and fastest-growing cities in Minnesota. A retirement planner can help residents navigate the complex and often overwhelming world of retirement planning, from understanding Social Security benefits to creating a personalized investment strategy. Additionally, a retirement planner can help residents in Eden Prairie take advantage of the unique tax laws and financial opportunities available in Minnesota, such as the state's generous tax deductions for retirement savings contributions. With the help of a retirement planner, residents of Eden Prairie can feel confident that they are taking the necessary steps to secure their financial future and enjoy a comfortable retirement.

Financial Advisor

Residents of Eden Prairie, MN could greatly benefit from the expertise of a financial advisor in a variety of ways. For example, given that Eden Prairie is a wealthy community with a median household income of over $100,000, a financial advisor could help residents navigate complex tax laws and investment strategies to maximize their wealth. Additionally, with a high percentage of residents employed in the healthcare industry, a financial advisor could provide guidance on planning for retirement and managing healthcare costs. Furthermore, as a suburb of Minneapolis, Eden Prairie residents may face unique challenges related to the cost of living, such as high housing prices and transportation expenses. A financial advisor could assist residents in creating a budget and developing a long-term financial plan to ensure their financial stability in the face of these challenges.

Mortgage Loan Officer

Residents of Eden Prairie, MN would benefit greatly from the assistance of a mortgage loan officer. With the city's median home value of $452,000, many potential homebuyers may struggle to secure a loan without the guidance of a knowledgeable professional. A loan officer can help residents navigate the complex process of obtaining a mortgage, including explaining the various types of loans available, helping them find the best interest rates, and assisting with the application process. Additionally, with the city's population of over 64,000 people, a loan officer can provide personalized attention to each individual's unique financial situation, ensuring that they are able to secure a loan that fits their needs and budget. Overall, the expertise of a mortgage loan officer can make the dream of homeownership a reality for many residents of Eden Prairie, MN.

Tax Services

Eden Prairie, MN residents could benefit greatly from the expertise of a tax advisor. With a population of over 64,000, there are many individuals and families who could use assistance navigating the complex tax laws and regulations. Specifically, Eden Prairie is home to several large corporations, such as UnitedHealth Group and Supervalu, which can create unique tax situations for employees and small business owners. Additionally, the city has a relatively high median household income, which can lead to more complicated tax returns and potential audits. A skilled tax advisor can provide guidance on deductions, credits, and strategies for minimizing tax liability, as well as help with tax planning for the future. In a community as vibrant and diverse as Eden Prairie, a tax advisor can be an invaluable resource for financial stability and success.

Estate Planning Lawyer

Residents of Eden Prairie, MN can benefit from the expertise of an estate planning lawyer in several ways. Firstly, the lawyer can assist in drafting wills and trusts that accurately reflect the individual's wishes regarding the distribution of their assets upon death. This is particularly important in Eden Prairie, which has a diverse population with varying cultural and religious beliefs. An estate planning lawyer can help navigate the complexities of these beliefs and ensure that the client's wishes are respected. Additionally, the lawyer can provide guidance on tax planning, which is especially relevant in Eden Prairie, where the median household income is higher than the national average. The lawyer can help clients minimize tax liabilities and maximize their assets. Finally, the lawyer can assist with healthcare planning, including the creation of advanced directives and powers of attorney, which are crucial in a community with a growing elderly population. Overall, an estate planning lawyer can provide invaluable assistance to residents of Eden Prairie, ensuring that their wishes are respected and their assets are protected.

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