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Charles Schwab

401 Robert St N #215
St Paul, MN 55101 651-325-4188

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I use Schwab for my personal investments, my retirement accounts, and also... - May 04, 2020

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Wings Financial Federal

1804 7th St W #100
St Paul, MN 55116 952-997-8000

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No raters have left a written comment.

Wells Fargo Advisors

430 Wabasha St N #300
St Paul, MN 55101 651-205-7583

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The team in Downtown St Paul are very responsive & have saved me a ton... - May 04, 2020

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Affinity Plus Federal Credit Union

175 W Lafayette Frontage Rd
St Paul, MN 55107 651-291-3700

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Hanson Financial

1044 Centerville Cir #101
St Paul, MN 55127 651-426-3122

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Harmon Hartman Financial Group

1360 Energy Ln #100
St Paul, MN 55108 651-332-5555

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Harmon and Hartman go above and beyond to make sure that they are giving you... - Jul 17, 2022

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Hiway Credit Union

111 Empire Dr
St Paul, MN 55103 651-291-1515

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We trust Scott Ekholm with financial help. - Jul 03, 2022

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RBC Wealth Managment

400 Robert St N #1400
St Paul, MN 55101 651-228-6900

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UBS Financial Services

444 Cedar St #2200
St Paul, MN 55101 651-298-1616

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Woodbury Financial Service

7755 3rd St N
St Paul, MN 55128 651-702-1500

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Edward Jones

2165 Woodlane Dr #103
St Paul, MN 55125 651-739-6008

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Edward Jones

249 Snelling Ave S
St Paul, MN 55105 651-699-5261

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Would be nice to get some suggestions for when the markets are down - Jun 25, 2022

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Focus Financial

350 W Burnsville Pkwy #575
Burnsville, MN 55337 952-953-4300

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Walt Pickup is the best! Everyone in the office is helpful. I am so happy... - Apr 19, 2020

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Pratt Wealth Management

2315 Waters Dr
St Paul, MN 55120 651-389-1153

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Andy Lucking is great! - Jul 17, 2017

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Sullivan Financial Advisors

1935 County Rd B2 W #310
St Paul, MN 55113 651-494-3902

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No raters have left a written comment.

Winter & Associates

333 Grand Ave #102
St Paul, MN 55102 651-414-5000

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Understands both the emotional and practical side of retirement and finances. - May 25, 2020

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Allegiance Financial Group

2935 Country Dr #102
Little Canada, MN 55117 651-294-4550

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No raters have left a written comment.

Ameriprise Financial

3900 Northwoods Dr #150
Arden Hills, MN 55112 651-765-7025

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Bremer Bank

4600 White Bear Pkwy
White Bear Lake, MN 55110 651-762-2400

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No raters have left a written comment.

Bridge & Branch Wealth Partners

1060 Dakota Dr #204
St Paul, MN 55120 651-643-8402

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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.