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 341 results
BusinessDistanceRatingsMost Recent Comment

Charles Schwab

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

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

See all comments

Wings Financial Federal

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

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

Wells Fargo Advisors

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

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

See all comments

Affinity Plus Federal Credit Union

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

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

Hanson Financial

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

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

Harmon Hartman Financial Group

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

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

See all comments

Hiway Credit Union

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

Ratings:
?
?%    
?
We trust Scott Ekholm with financial help. - Jul 03, 2022

See all comments

RBC Wealth Managment

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

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

UBS Financial Services

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

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

Woodbury Financial Service

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

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

Edelman Financial Engines

539 Bielenberg Dr #220
Woodbury, MN 55125 651-714-9505

Ratings:
?
?%    
?
My money has grown in value at about 8% since I've been with them. - Dec 30, 2014

See all comments

Edward Jones

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

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

Edward Jones

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

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

See all comments

Focus Financial

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

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

See all comments

Pratt Wealth Management

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

Ratings:
?
?%    
?
Andy Lucking is great! - Jul 17, 2017

See all comments

Sullivan Financial Advisors

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

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

Winter & Associates

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

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

See all comments

Allegiance Financial Group

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

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

Ameriprise Financial

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

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

Bremer Bank

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

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.