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Page 5 of 596 results
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Piper Jaffray

800 Nicollet Mall #900
Minneapolis, MN 55402 612-303-6000

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Raymond James

60 S 6th St #3510
Minneapolis, MN 55402 612-332-3494

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Riverbridge Partners

80 S 8th St
Minneapolis, MN 55402 612-904-6200

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Excellent, ethical group! - Jan 25, 2022

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Robert W Baird & Company

7650 Edinborough Way #300
Minneapolis, MN 55435 952-857-5500

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Ross Johnson & Associates

3380 Annapolis Ln N #B-100
Minneapolis, MN 55447 763-560-2127

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Sightline Partners

7801 E Bush Lake Rd #210
Bloomington, MN 55439 612-465-0600

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SilverOak Wealth Management

3600 Minnesota Dr #860
Edina, MN 55435 952-896-5700

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T Rose & Associates

419 River St
Minneapolis, MN 55401 612-314-5629

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Tartan Investment

80 S 8th St #4542
Minneapolis, MN 55402 612-341-3500

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Thrivent Investment Management

600 Portland Ave
Minneapolis, MN 55415 800-847-4836

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Tradition Wealth Management

7601 France Ave S #100
Minneapolis, MN 55435 952-563-6500

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Trust Point

43 Main St SE #214
Minneapolis, MN 55414 612-339-2343

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Us Trust

3500 Ids Ctr
Minneapolis, MN 55402 612-656-0350

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Wade Financial Group

5500 Wayzata Blvd #190
Minneapolis, MN 55416 763-797-9577

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Wells Fargo Bank

601 Carlson Pkwy Fl 1
Minnetonka, MN 55305 612-316-4510

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White Oaks Wealth Advisors

5500 Wayzata Blvd #1035
Minneapolis, MN 55416 612-455-6900

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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.