Wealth Management in Minnetonka, MN

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List of Firms

Minnetonka, MN Wealth Management Firms

SEC File# 801-69685
CRD# 148679
Location 4350 Baker Rd #245, Minnetonka, MN 55343, USA
Phone (952) 582-6100
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 3:30 PM Saturday: Closed Sunday: Closed
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Northwestern Mutual Wealth Management Company :Brian R Kelly
Location 601 Carlson Pkwy Suite 1200, Minnetonka, MN 55305, USA
Phone (952) 224-7956
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LifeStage Wealth Management
3 out of 5
Location 11100 Wayzata Blvd, Minnetonka, MN 55305, USA
Phone (763) 542-8884
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Mark Cheeley - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 10159 Wayzata Blvd Ste 200, Minnetonka, MN 55305, USA
Phone (952) 449-6693
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Hemingway Wealth Management, LLC
Location 14550 Excelsior Blvd, Minnetonka, MN 55345, USA
Phone (952) 232-0230
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Joe Kuehn - RBC Wealth Management Financial Advisor
Location 601 Carlson Pkwy Suite 500, Minnetonka, MN 55305, USA
Phone (952) 476-3735
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Chad D. Shilson - RBC Wealth Management Financial Advisor
Location 601 Carlson Pkwy Suite 500, Minnetonka, MN 55305, USA
Phone (952) 476-3737
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Tondryk Wealth Management
5 out of 5
Location 17601 MN-7 #100, Minnetonka, MN 55345, USA
Phone (952) 401-1671
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Wealth Management in Minnetonka, MN

Where Wealth Management Advisors in Minnetonka, MN Serve

Minnetonka, MN is a bustling city in the heart of Minnesota, boasting a diverse array of landmarks, top employers, major highways and streets, and neighborhoods that make it a top destination for residents and tourists alike. From the iconic Minnehaha Creek to the sprawling Ridgedale Center shopping mall, there's no shortage of things to see and do in this vibrant community. When it comes to top employers, Minnetonka is home to some of the biggest names in business, including UnitedHealth Group, Cargill, and Target. These companies provide jobs for thousands of residents, helping to keep the local economy strong and vibrant. In terms of major highways and streets, Minnetonka is well-connected to the rest of the state and beyond, with easy access to I-494, I-394, and US-169. This makes it a popular destination for commuters and travelers alike, who can easily get to and from the city with ease.

Services Provided by Wealth Management Companies

Banks and Credit Unions

As a suburban city located in Hennepin County, Minnesota, Minnetonka is home to a diverse population that relies heavily on the services of banks. One of the most common ways that residents of Minnetonka can be helped by a bank is through the provision of home loans. With a median home value of $447,000, Minnetonka is an expensive place to live, and many residents require financial assistance to purchase a home. Banks in Minnetonka offer a variety of home loan options, including fixed-rate mortgages, adjustable-rate mortgages, and jumbo loans, to help residents secure the funding they need to buy a home. Additionally, banks in Minnetonka offer a range of other financial services, such as checking and savings accounts, credit cards, and investment accounts, to help residents manage their finances and plan for the future.

Insurance Broker

Residents of Minnetonka, MN can benefit greatly from the services of an insurance broker. With its thriving economy and growing population, Minnetonka is an ideal place to live and work. However, with this growth comes increased risks and uncertainties, making it essential for residents to have adequate insurance coverage. An experienced insurance broker can help residents navigate the complex world of insurance, providing tailored solutions to meet their needs. From home and auto insurance to health and life insurance, an insurance broker can help residents find the best policies at the most competitive rates. With a deep understanding of the local market and the unique risks faced by residents of Minnetonka, an insurance broker can provide invaluable guidance and support, ensuring that residents are protected against the unexpected.

Retirement Planning

Residents of Minnetonka, MN could greatly benefit from the services of a retirement planner. Specifically, a retirement planner could assist with navigating the unique tax laws and regulations in Minnesota, which can be complex and overwhelming for many individuals. Additionally, a retirement planner could provide guidance on how to maximize Social Security benefits, which is especially important for those living in Minnetonka where the cost of living is higher than the national average. Furthermore, a retirement planner could help residents create a comprehensive financial plan that takes into account their specific goals and needs, such as saving for healthcare expenses or leaving a legacy for their loved ones. With the help of a retirement planner, residents of Minnetonka can feel confident and secure in their financial future.

Financial Advisor

Residents of Minnetonka, MN could greatly benefit from the expertise of a financial advisor in several ways. With its high median household income and affluent population, Minnetonka offers a unique set of financial challenges and opportunities. A financial advisor can assist in developing a personalized investment strategy that takes into account the specific needs and goals of the client. Additionally, with the city's proximity to the Twin Cities and its thriving business community, a financial advisor can provide guidance on navigating the intricacies of corporate finance and tax planning. Furthermore, with the cost of living in Minnetonka being higher than the national average, a financial advisor can help residents manage their expenses and plan for long-term financial stability. In short, a financial advisor can provide invaluable assistance to residents of Minnetonka in navigating the complexities of personal and corporate finance, and help them achieve their financial goals.

Mortgage Loan Officer

Residents of Minnetonka, MN can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex world of home financing, ensuring that they secure the best possible loan for their unique needs and circumstances. With the high cost of living in Minnetonka, it can be challenging for residents to afford a home without assistance. A mortgage loan officer can help residents understand the various loan options available to them, including government-backed loans and conventional mortgages. They can also assist with the application process, helping residents gather the necessary documentation and ensuring that they meet all eligibility requirements. Additionally, mortgage loan officers can provide guidance on managing debt and improving credit scores, which can be particularly helpful for residents in Minnetonka, where the cost of living is higher than the national average. Overall, working with a mortgage loan officer can be a valuable investment for any resident of Minnetonka looking to purchase a home.

Tax Services

Residents of Minnetonka, MN can benefit greatly from the services of a tax advisor. With a population of over 54,000, Minnetonka is a thriving community with a diverse range of taxpayers. A tax advisor can help residents navigate the complex tax laws and regulations specific to Minnesota, including state and local income taxes, property taxes, and sales taxes. Additionally, Minnetonka is home to many small business owners who may require assistance with tax planning, bookkeeping, and payroll services. A tax advisor can also provide guidance on tax-saving strategies, such as deductions and credits, that can help residents keep more of their hard-earned money. With the recent changes to federal tax laws, a tax advisor can help Minnetonka residents stay up-to-date on the latest tax regulations and ensure compliance with all tax requirements. Overall, a tax advisor can provide invaluable support to Minnetonka residents in navigating the complex world of taxes and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Minnetonka, MN can benefit from the services of an estate planning lawyer in a number of ways. One of the most common ways is through the creation of a will or trust. This is particularly important in Minnetonka, where the median home value is over $400,000, and many residents have significant assets that they want to pass on to their heirs. An estate planning lawyer can help ensure that these assets are distributed according to the individual's wishes, and can also provide guidance on minimizing taxes and other expenses. Additionally, an estate planning lawyer can assist with healthcare directives and powers of attorney, which are important documents that can help ensure that an individual's medical and financial affairs are managed in the event of incapacity. Overall, an estate planning lawyer can provide peace of mind and help protect the interests of Minnetonka residents and their families.

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