Wealth Management in Hennepin County, MN

We did the hard work of finding trustworthy partners in Hennepin County, MN. Fill out the form to get connected.

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Hennepin County, MN Wealth Management Firms

generic_business-71
Major Close Watkins Wealth Management Group - UBS Financial Services Inc.
Location 80 S 8th St Suite 2900, Minneapolis, MN 55402, USA
Phone (612) 303-5962
Directions
generic_business-71
Dan Brooks - RBC Wealth Management Financial Advisor
5 out of 5
Location 250 Nicollet Mall Suite 2000, Minneapolis, MN 55401, USA
Phone (612) 371-2396
Directions
generic_business-71
Brunker Wealth Management - UBS Financial Services Inc.
Location 80 S 8th St Suite 2900, Minneapolis, MN 55402, USA
Phone (612) 303-5822
Directions
generic_business-71
Vantage Point Wealth Management
SEC File# 801-99343
CRD# 167886
3 out of 5
Location 505 US-169 Suite 260, Plymouth, MN 55441, USA
Phone (763) 587-7120
Directions
generic_business-71
Jason Bowles - RBC Wealth Management Financial Advisor
Location 601 Carlson Pkwy Suite 500, Minnetonka, MN 55305, USA
Phone (952) 476-3709
Directions
generic_business-71
Logan Park Wealth Management
SEC File# 801-114689
CRD# 299007
Location 121 S 8th St UNIT 1110, Minneapolis, MN 55402, USA
Phone (612) 315-2105
Directions
generic_business-71
Klane Wealth Management
Location 2501 S Wayzata Blvd, Minneapolis, MN 55405, USA
Phone (612) 381-8886
Directions
generic_business-71
Advanced Wealth Management Group
5 out of 5
Location 701 S 4th Ave, Minneapolis, MN 55415, USA
Phone (612) 347-8669
Directions
generic_business-71
North Country Wealth Management
5 out of 5
Location 200 Southdale Center, Edina, MN 55435, USA
Phone (952) 544-1171
Directions
generic_business-71
LifeStage Wealth Management
SEC File# 801-69773
CRD# 148674
3 out of 5
Location 11100 Wayzata Blvd, Minnetonka, MN 55305, USA
Phone (763) 542-8884
Directions
generic_business-71
APD Wealth Management
Location 11140 Hwy 55, Minneapolis, MN 55441, USA
Phone (952) 541-0020
Directions
generic_business-71
Mullin Wealth Management | Financial Guidance in Maple Grove, MN
5 out of 5
Location 6469 Sycamore Ct N, Maple Grove, MN 55369, USA
Phone (763) 777-8171
Directions
generic_business-71
RBC Wealth Management Branch - Minneapolis
SEC File# 801-13059
CRD# 31194
4 out of 5
Location 250 Nicollet Mall Suite 2000, Minneapolis, MN 55401, USA
Phone (612) 371-2811
Directions
generic_business-71
Twin Cities Wealth Management - UBS Financial Services Inc.
Location 80 S 8th St Suite 2900, Minneapolis, MN 55402, USA
Phone (612) 371-4018
Directions
generic_business-71
Tom Dahlquist - RBC Wealth Management Financial Advisor
Location 641 E Lake St E Suite 230, Wayzata, MN 55391, USA
Phone (952) 476-3551
Directions
generic_business-71
Joseph M. Piché - RBC Wealth Management Financial Advisor
Location 641 Lake St E Suite 230, Wayzata, MN 55391, USA
Phone (952) 476-3553
Directions
generic_business-71
Erpelding Wealth Management
Location 5201 Eden Ave #200, Edina, MN 55436, USA
Phone (952) 698-7000
Directions
generic_business-71
Anne Kiefer - RBC Wealth Management Financial Advisor
Location 641 Lake St E Suite 230, Wayzata, MN 55391, USA
Phone (952) 476-3542
Directions
generic_business-71
Paul D. King - RBC Wealth Management Financial Advisor
Location 601 Carlson Pkwy Suite 500, Minnetonka, MN 55305, USA
Phone (952) 476-3748
Directions
generic_business-71
Moline Mercer Wealth Management Group of Raymond James
Location 60 South 6th St Ste 3510, Minneapolis, MN 55402, USA
Phone (612) 332-3494
Directions
Wealth Management in Hennepin County, MN

Where Wealth Management Advisors in Hennepin County, MN Serve

Hennepin County, located in the heart of Minnesota, is a bustling metropolitan area with a rich history and diverse culture. Home to several landmarks, including the iconic Minnehaha Falls and the historic Stone Arch Bridge, the county boasts a vibrant arts scene and a plethora of recreational opportunities. Top employers in the area include Target Corporation, Best Buy, and UnitedHealth Group, providing thousands of jobs to residents and contributing to the county's thriving economy. Major highways and streets such as I-94, I-35W, and Hennepin Avenue connect the county to neighboring cities and make commuting a breeze. Hennepin County is comprised of several distinct neighborhoods, each with its own unique character and charm. From the trendy Uptown neighborhood to the family-friendly suburb of Edina, there is something for everyone in this dynamic county. With its bustling city life, stunning natural beauty, and thriving business community, Hennepin County is truly a gem of the Midwest.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Hennepin County, MN can benefit from a bank in a multitude of ways. Firstly, banks offer financial services such as checking and savings accounts, loans, and credit cards that can help residents manage their money more efficiently. Additionally, banks provide access to ATMs, online banking, and mobile banking, which can save residents time and effort. Moreover, banks offer financial education and resources that can help residents make informed decisions about their finances. For instance, Hennepin County residents can benefit from a bank's financial literacy programs, which can teach them how to manage their money, invest wisely, and plan for the future. Furthermore, banks can support local businesses in Hennepin County, which can lead to economic growth and job creation. Overall, a bank can be a valuable resource for residents of Hennepin County, MN, providing them with the tools and resources they need to achieve financial stability and success.

Insurance Broker

Residents of Hennepin County, MN can benefit greatly from the services of an insurance broker. With the county being the most populous in Minnesota, it can be overwhelming for individuals to navigate the complex and ever-changing insurance landscape on their own. An insurance broker can assist residents in finding the right insurance policies that fit their unique needs, including auto, home, and health insurance. Additionally, Hennepin County is home to a diverse population, including many immigrants and refugees, who may face language barriers and cultural differences when it comes to insurance. An insurance broker can provide personalized assistance and guidance to these individuals, ensuring they have access to the coverage they need. Overall, an insurance broker can be an invaluable resource for Hennepin County residents, helping them navigate the complexities of insurance and providing peace of mind for themselves and their families.

Retirement Planning

Residents of Hennepin County, MN can greatly benefit from the services of a retirement planner. With a population of over 1.2 million people, Hennepin County is the largest county in Minnesota and is home to a diverse range of individuals and families. A retirement planner can assist residents in creating a personalized plan for their retirement years, taking into account their unique financial situation, goals, and lifestyle. This may include strategies for maximizing retirement savings, managing debt, and creating a sustainable income stream during retirement. Additionally, Hennepin County residents may face specific challenges related to the region's high cost of living and rapidly changing economy, making the guidance of a retirement planner even more valuable. With their burstiness and complexity, retirement planners can help residents navigate these challenges and achieve financial security in their golden years.

Financial Advisor

Residents of Hennepin County, MN can benefit from the guidance of a financial advisor in a multitude of ways. With Minneapolis being the largest city in the county and home to several Fortune 500 companies, many residents may have complex financial situations that require expert advice. A financial advisor can help residents navigate the intricacies of retirement planning, investment strategies, and tax planning. Additionally, with the county's diverse population, a financial advisor can provide culturally sensitive advice to individuals from different backgrounds. For example, a financial advisor can help Somali immigrants navigate the American financial system and assist in setting up a business or purchasing a home. Furthermore, with the high cost of living in Hennepin County, a financial advisor can help residents create a budget and manage debt, ensuring they are on track to achieve their financial goals. Overall, the expertise of a financial advisor can provide invaluable assistance to residents of Hennepin County in achieving financial stability and security.

Mortgage Loan Officer

Residents of Hennepin County, MN can greatly benefit from the expertise of a mortgage loan officer. With the county being home to the city of Minneapolis, which has a booming real estate market, a mortgage loan officer can assist residents in navigating the complexities of purchasing a home in this competitive market. Additionally, Hennepin County has a diverse population, and a mortgage loan officer can provide tailored solutions to meet the unique needs of each individual. Whether it's offering advice on down payment assistance programs or helping residents with less-than-perfect credit scores secure a loan, a mortgage loan officer can be a valuable resource for Hennepin County residents looking to make their dream of homeownership a reality.

Tax Services

Residents of Hennepin County, MN can greatly benefit from the services of a tax advisor. With a population of over 1.2 million people, Hennepin County is the most populous county in Minnesota and is home to a diverse range of individuals and businesses. A tax advisor can help residents navigate the complex tax laws and regulations specific to Hennepin County, such as the county's property tax system, which is based on the value of the property and the location within the county. Additionally, a tax advisor can assist residents in understanding the tax implications of various life events, such as buying or selling a home, starting a business, or receiving an inheritance. They can also provide guidance on tax planning strategies to minimize tax liabilities and maximize financial benefits. Overall, a tax advisor can be an invaluable resource for residents of Hennepin County, MN, helping them to navigate the often-confusing world of taxes with ease and confidence.

Estate Planning Lawyer

Residents of Hennepin County, MN can benefit from the services of an estate planning lawyer in a variety of ways. These legal professionals specialize in helping individuals plan for the distribution of their assets after they pass away. In Hennepin County, MN, where the population is over 1.2 million people, estate planning can be especially complex due to the diverse range of assets and financial situations. An estate planning lawyer can help residents navigate the intricacies of Minnesota probate law and create a comprehensive plan that ensures their assets are distributed according to their wishes. This may include creating a will, setting up trusts, and establishing powers of attorney. Additionally, an estate planning lawyer can help residents minimize estate taxes and protect their assets from creditors. With the help of an estate planning lawyer, residents of Hennepin County, MN can have peace of mind knowing that their assets will be distributed in accordance with their wishes.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs