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 451 Twin Cities area financial advisors


Page 1 of 15 results
BusinessDistanceRatingsMost Recent Comment

Pine Grove Financial Planning

635 Bielenberg Dr #210
Woodbury, MN 55125 651-714-0323

Ratings:
?
?%    
?
Incompetent and uncaring when I brought there mistakes to their attention.... - May 23, 2023

See all comments

Wealth Enhancement Group

576 Bielenberg Dr #120
Woodbury, MN 55125 651-209-1000

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

Ballast Advisors

683 Bielenberg Dr #208
Woodbury, MN 55125 651-478-4644

Ratings:
?
?%    
?
My advisor listens to me and understands my requirements (moderately conservative... - Jun 27, 2021

See all comments

Ameriprise Financial

683 Bielenberg Dr #206
Woodbury, MN 55125 651-578-1272

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

Raymond James

10040 City Walk Dr
Woodbury, MN 55129 651-702-7227

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.