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Page 5 of 23454 results
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Lift Bridge Wealth Management Group

350 Main St N #106
Stillwater, MN 55082 651-430-5500

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Patrick Tinucci is a top notch financial professional. He offers expert guidance... - Jan 27, 2018

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Merrill Lynch Wealth Management

308 Walker Ave S
Wayzata, MN 55391 952-476-5600

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Best for long term investments and pursuing thoughtful goals e.g. retirement,... - Nov 15, 2017

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Merrill Lynch Wealth Management

315 Lake St E #200
Wayzata, MN 55391 952-404-5900

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Good service with experienced team that handles a lot of business - Jun 20, 2022

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Munkeby Financial

6 10th Ave N
Hopkins, MN 55343 952-474-6933

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Long-time ongoing advise on all financial aspects as we transitioned into retirement - Jan 13, 2016

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Nicollet Investment Management

800 Washington Ave N #150
Minneapolis, MN 55401 952-915-3033

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Nicollet did not get back to me for several months on a key portion of my financial... - Oct 03, 2023

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North Star Resource Group

2701 University Ave SE #100
Minneapolis, MN 55414 612-617-6000

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No raters have left a written comment.

O'Donnell & Associates

7760 France Ave S #1100
Bloomington, MN 55435 952-475-1200

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No raters have left a written comment.

Paladin Financial

4105 Lexington Ave N #230
Arden Hills, MN 55126 651-842-8406

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excellent personal attention really feel that Jeff cares about our... - Jun 04, 2021

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Parable Wealth Partners

7760 France Ave S #710
Edina, MN 55435 952-475-9700

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No raters have left a written comment.

Prudential Insurance

600 Hwy 169 S
St Louis Park, MN 55426 952-544-9533

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My financial advisor passed away, however others in the office took over and... - Aug 10, 2023

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RBC Wealth Management

60 S 6th St
Minneapolis, MN 55402 612-371-2811

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Really unimpressive experience. Generic advice, computer-generated plan, and... - Mar 27, 2021

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Stifel Nicolaus & Company

5500 Wayzata Blvd #1400
Minneapolis, MN 55416 763-542-3700

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We are long-time clients of Stifel Financial, and work with Mike Lavine and... - Oct 26, 2023

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Summit Investment Advisors

3065 Centre Pointe Dr #2
St Paul, MN 55113 651-490-2939

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Solid advice, good options. Helped with retirement planning and all is well!... - Jul 24, 2017

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Thrivent Financial-Lutherans

16154 Main Ave SE #101-C
Prior Lake, MN 55372 952-447-1090

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very friendly and helpful! - Aug 24, 2023

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UBS Financial Services

681 Lake St E #354
Wayzata, MN 55391 952-475-9440

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The Best! - Mar 13, 2018

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Voyageur Financial

14093 Commerce Ave NE #100
Prior Lake, MN 55372 952-447-5626

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Does good work - Jul 24, 2017

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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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Abens Financial Service

4926 Lincoln Dr
Minneapolis, MN 55436 952-933-9650

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No raters have left a written comment.

Affinity Plus Federal Credit Union

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

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No raters have left a written comment.

Ameriprise Financial

18200 45th Ave N #B
Plymouth, MN 55446 612-940-6945

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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.

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