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Waddell & Reed

130 W Superior St #750
Bloomington, MN 55802 218-723-3005

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I have been a steady and loyal customer for 40 years. The "Irish Group"... - Apr 13, 2022

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UBS Financial Services

8500 Normandale Lake Blvd #210
Bloomington, MN 55437 952-921-7900

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We have loved utilizing UBS’s financial services and advice! I always... - Jul 22, 2022

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Wells Fargo Advisors

8500 Normandale Lake Bl #1710
Bloomington, MN 55437 952-835-3111

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Excellent advice that is given in a timely manner. They are proactive in giving... - Aug 27, 2023

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JNBA Financial Advisors

8500 Normandale Lake Blvd #450
Bloomington, MN 55437 952-844-0995

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They are the BEST in the financial advisor business! - Jul 14, 2017

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Merrill Lynch Wealth Management

8300 Norman Center Dr
Bloomington, MN 55437 952-820-1900

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Like the team I work with. Knowledgeable & totally trustworthy. - Jun 04, 2021

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Morgan Stanley Wealth Management

8300 Norman Center Dr #1150
Bloomington, MN 55437 952-921-1900

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Brian does a great job, they are not inexpensive. - Mar 07, 2023

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Cedar Cove Wealth Partners

7900 Xerxes Ave S #1750
Bloomington, MN 55431 952-358-3456

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No raters have left a written comment.

Wells Fargo Advisors

7900 Xerxes Ave S #1000
Bloomington, MN 55431 612-316-3869

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No raters have left a written comment.

Access Financial Services

1650 W 82nd St #850
Minneapolis, MN 55431 952-885-2736

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No raters have left a written comment.

O'Donnell & Associates

7760 France Ave S #1100
Bloomington, MN 55435 952-475-1200

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No raters have left a written comment.

Ameriprise Financial

3800 American Blvd W #900
Bloomington, MN 55431 952-835-8190

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Helpful and responsive when needed. - Jun 27, 2022

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Creative Planning

8500 Normandale Lake Blvd #1070
Bloomington, MN 55437 866-909-5148

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No raters have left a written comment.

Edward Jones

5204 W 84th St #1-B
Bloomington, MN 55437 952-835-5189

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Talked into buying loaded funds and were never given clear explanations about... - Apr 08, 2017

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LPL Financial

1550 American Blvd E #640
Bloomington, MN 55425 952-853-1213

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I am very happy with my financial advisor at lpl! - Jun 15, 2021

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Mutual of Omaha Insurance

1700 W 82nd St #160
Bloomington, MN 55431 952-888-2772

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No raters have left a written comment.

Stonebridge Of Bloomington

7801 E Bush Lake Rd #460
Bloomington, MN 55439 952-358-3450

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They don't push products. They listen. They know their stuff! - Jun 14, 2020

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All Star Financial

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

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No raters have left a written comment.

Capital Management Associates

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

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No raters have left a written comment.

Hanson Andersen & Sward Wealth

8500 Normandale Lake Blvd
Bloomington, MN 55437 952-830-9258

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No raters have left a written comment.

LGM Wealth Management/LPL Financial

1650 W 82nd St #650
Bloomington, MN 55431 952-853-2234

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No raters have left a written comment.

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.