You Won't Find Anything Else Like Checkbook

  • Nonprofit and independent
  • Takes no advertising or referral fees
  • Ratings and reviews by surveyed Consumers' Checkbook and Consumer Reports local subscribers
  • Undercover price comparisons
  • Complaint counts from local consumer agencies and attorney general offices
  • Advice to help you get the best service and value

Subscribe and see 454 Twin Cities area financial advisors


Page 1 of 234 results
BusinessDistanceRatingsMost Recent Comment

Waddell & Reed

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

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

See all comments

UBS Financial Services

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

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

See all comments

Wells Fargo Advisors

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

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

See all comments

JNBA Financial Advisors

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

Ratings:
?
?%    
?
They are the BEST in the financial advisor business! - Jul 14, 2017

See all comments

Merrill Lynch Wealth Management

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

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

See all comments

Morgan Stanley Wealth Management

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

Ratings:
?
?%    
?
Brian does a great job, they are not inexpensive. - Mar 07, 2023

See all comments

Cedar Cove Wealth Partners

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

Ratings:
?
?%    
?
No raters have left a written comment.

Wells Fargo Advisors

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

Ratings:
?
?%    
?
No raters have left a written comment.

Access Financial Services

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

Ratings:
?
?%    
?
No raters have left a written comment.

O'Donnell & Associates

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

Ratings:
?
?%    
?
No raters have left a written comment.

Ameriprise Financial

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

Ratings:
?
?%    
?
Helpful and responsive when needed. - Jun 27, 2022

See all comments

Creative Planning

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

Ratings:
?
?%    
?
No raters have left a written comment.

Edward Jones

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

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

See all comments

LPL Financial

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

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

See all comments

Mutual of Omaha Insurance

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

Ratings:
?
?%    
?
No raters have left a written comment.

Stonebridge Of Bloomington

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

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

See all comments

All Star Financial

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

Ratings:
?
?%    
?
No raters have left a written comment.

Capital Management Associates

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

Ratings:
?
?%    
?
No raters have left a written comment.

Hanson Andersen & Sward Wealth

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

Ratings:
?
?%    
?
No raters have left a written comment.

LGM Wealth Management/LPL Financial

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

Ratings:
?
?%    
?
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.