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 458 Twin Cities area financial advisors


Page 2 of 341 results
BusinessDistanceRatingsMost Recent Comment

Bremer Bank

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

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

Bridge & Branch Wealth Partners

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

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

Capitol Brokerage

1321 White Bear Ave N
St Paul, MN 55106 651-774-2620

Ratings:
?
?%    
?
I did OK for me but I do not recommend financial places - Aug 24, 2023

See all comments

Edward Jones

1575 7th St W #103
St Paul, MN 55102 651-699-7005

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

Edward Jones

2050 St Clair Ave
St Paul, MN 55105 651-917-7063

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

Edward Jones

8360 City Centre Dr #105
St Paul, MN 55125 651-578-6932

Ratings:
?
?%    
?
Eric Rislove is an outstanding Financial Advisor - Nov 07, 2017

See all comments

Fiduciary Counseling

30 E 7th St #2000
St Paul, MN 55101 651-228-0935

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

First Resource Group

1987 Old Hwy 8 NW
St Paul, MN 55112 651-636-3353

Ratings:
?
?%    
?
Dean Mashka is who my family sees. He's done well for us. - May 21, 2020

See all comments

Focal Point Financial

2214 5th St #1
St Paul, MN 55110 651-426-7375

Ratings:
?
?%    
?
I have been with these folks for 30 years - Dec 18, 2014

See all comments

Focus Financial

539 Bielenberg Dr #135
St Paul, MN 55125 651-233-2111

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

Focus Financial

563 Bielenberg Dr #245
St Paul, MN 55125 651-379-4801

Ratings:
?
?%    
?
This group has a great mix of younger and older advisors with prompt responses... - Jun 25, 2022

See all comments

G T Financial Advisors

539 Bielenberg Dr #210
St Paul, MN 55125 651-633-9131

Ratings:
?
?%    
?
Very satisfied with the service I get from Doug! - Apr 10, 2017

See all comments

Great Northern Capital

332 Minnesota St #W-2900
St Paul, MN 55101 651-222-6130

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

H T Investments

823 Cook Ave E
St Paul, MN 55106 651-207-5517

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

Holtzclaw Planning

2251 Doswell Ave
St Paul, MN 55108 651-646-9806

Ratings:
?
?%    
?
good advice - Jul 15, 2017

See all comments

Maclay Swanson Ameriprise Financial

3900 Northwoods Dr #150
Arden Hills, MN 55112 651-765-7031

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

North Oaks Financial Service

4524 Hwy 61 N
White Bear Lake, MN 55110 651-998-9822

Ratings:
?
?%    
?
Mark Miller is consistently rated in the top 10 of MN financial advisors -... - Jan 02, 2017

See all comments

Russell Bertsch

3503 High Point Dr N #152
Oakdale, MN 55128 651-917-7187

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

Shamrock Wealth Management

991 Sibley Memorial Hwy # 201
St Paul, MN 55118 651-317-4330

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

Unbank Company

1098 University Ave W
St Paul, MN 55104 612-843-5202

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.