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Jeffrey Rose

7801 Bush Lake Rd E Suite 200
Bloomington, MN 55439 763-561-2823

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Very personable & direct. Clearly working in my best interest. Knowledgable... - Jan 13, 2016

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Oberle Financial Service

7900 Xerxes Ave S #1100
Bloomington, MN 55431 952-921-2323

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Robert C Klein

8900 Penn Ave S #101
Minneapolis, MN 55431 952-881-3000

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Have been using Klein and Associates for many years now and would not take... - Jul 17, 2017

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All Star Financial

3800 American Blvd W #620
Bloomington, MN 55431 952-896-3820

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Berc & Fox

7900 Xerxes Ave S #2400
Bloomington, MN 55431 952-854-1967

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BergenKDV

3800 American Blvd W #1000
Bloomington, MN 55431 952-563-6800

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They aren't the cheapest, but they handle my complex income taxes, and my father's... - Jan 15, 2016

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Capital Management Associates

7900 Xerxes Ave S #500
Bloomington, MN 55431 952-893-1200

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David Senness and Sten Taracks did my taxes. - Jan 31, 2022

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Dykhne, Igor

9001 E Bloomington Fwy #124
Bloomington, MN 55420 612-270-1812

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J & K DeLong Services

9217 17th Ave S #202
Bloomington, MN 55425 952-888-1912

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I trust them with my taxes. - May 11, 2020

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Jack Hughes & Associates

7900 12th Ave S
Bloomington, MN 55425 952-943-1190

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Larson Financial Advisors

7900 Xerxes Ave S
Bloomington, MN 55431 952-345-8005

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Minnesota Society of Cpa's

1650 W 82nd St #600
Bloomington, MN 55431 952-831-2707

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Reiter Tax Service

8609 Lyndale Ave S
Bloomington, MN 55420 952-884-1151

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Ritz & Associates PA

3601 Minnesota Dr #510
Bloomington, MN 55435 952-897-1477

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Worked with Jason Price. He always responded promptly to my inquiries and work... - Sep 22, 2022

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Roy E Wutz

8300 Norman Center Dr
Bloomington, MN 55437 952-942-9090

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.