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Boulay Financial Advisors

11095 Viking Dr #500
Eden Prairie, MN 55344 952-893-9320

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EFS Advisors

12301 Whitewater Dr #145
Minnetonka, MN 55343 952-941-9140

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Dean Ingvalson - May 02, 2021

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Ameriprise Financial

6500 City W Pkwy #400
Eden Prairie, MN 55344 952-746-9440

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James Bates is excellent. - Oct 20, 2016

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Ameriprise Financial

7650 Edinborough Way #225
Edina, MN 55435 952-646-1610

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I changed the team because me earlier advisor retired. I've only had 2meetings... - Mar 08, 2018

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Brown Wealth Management

12100 Singletree Ln #175
Eden Prairie, MN 55344 952-303-6715

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Chaska Investment

9531 W 78th St #130
Eden Prairie, MN 55344 952-835-4111

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No raters have left a written comment.

Raymond James

14850 Scenic Heights Rd #100
Eden Prairie, MN 55344 952-937-9423

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Retirement Advisory Group

6200 Baker Rd #100
Eden Prairie, MN 55346 952-975-9770

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River Valley Wealth Management/LPL Financial

5242 Frost Point Cir SE
Prior Lake, MN 55372 952-943-0231

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Unbelievable what they've done for our investment folder in the past 5 years! - Mar 15, 2018

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Wealth Financial Consultants

15830 Venture Ln
Eden Prairie, MN 55344 952-294-4921

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Our representative does a wonderful job of keeping us updated on the financial... - Feb 09, 2024

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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.