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 23454 results
BusinessDistanceRatingsMost Recent Comment

Fidelity Investments

7740 France Ave S
Edina, MN 55435 800-543-2165

Ratings:
?
?%    
?
We went through my portfolio and made a few changes to get better results - Sep 05, 2023

See all comments

Fidelity Investments

11450 Wayzata Blvd
Minnetonka, MN 55305 800-409-6485

Ratings:
?
?%    
?
Good advice and always helpful. - Aug 24, 2023

See all comments

Wealth Enhancement Group

505 Hwy 169 N #900
Plymouth, MN 55441 763-417-1700

Ratings:
?
?%    
?
Hockert team has excellent results for over the past decade. - Jun 03, 2021

See all comments

Ameriprise Financial

959 Old Hwy 8 NW
New Brighton, MN 55112 651-251-1964

Ratings:
?
?%    
?
They don't really contact me- so I appreciate being left alone unless... - Sep 01, 2023

See all comments

Fidelity Investments

8342 3rd St N
Oakdale, MN 55128 800-381-1892

Ratings:
?
?%    
?
Best in the biz! - Aug 30, 2023

See all comments

Great Waters Financial

4100 Lexington Ave N #100
Shoreview, MN 55126 612-360-2127

Ratings:
?
?%    
?
Been with them since 2016. I feel they take good care of me and my investments.... - Aug 09, 2024

See all comments

Ameriprise Financial

3900 Northwoods Dr #150
Arden Hills, MN 55112 651-765-7041

Ratings:
?
?%    
?
Have used Ameriprise for over 25 years but not the location above. My adviser... - Jun 26, 2022

See all comments

Morgan Stanley Wealth Management

445 Lake St E #320
Wayzata, MN 55391 952-475-4300

Ratings:
?
?%    
?
Bob Bush works closely with his clients to understand their needs/situation... - Apr 12, 2018

See all comments

Advanced Wealth Management Group

7701 France Ave S #120
Edina, MN 55435 612-347-8669

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

Ameriprise Financial

7601 France Ave S #600
Edina, MN 55435 952-857-1279

Ratings:
?
?%    
?
Excellent service and results! - Jan 23, 2020

See all comments

Financial Dimensions Group

6 Pine Tree Dr
Arden Hills, MN 55112 651-481-6280

Ratings:
?
?%    
?
Pete Anderson is an excellent financial advisor. I have no knowledge of other... - Jan 30, 2019

See all comments

Northwestern Mutual

5201 Eden Ave #200
Edina, MN 55436 952-698-7000

Ratings:
?
?%    
?
Fantastic advisors that work so hard for their clients! - Jun 23, 2022

See all comments

Us Bancorp Investments

PO Box 522
Minneapolis, MN 55480 651-466-3000

Ratings:
?
?%    
?
Helpful with solid results. - Jul 14, 2022

See all comments

Northwestern Mutual

225 S 6th St #4500
Minneapolis, MN 55402 612-758-7600

Ratings:
?
?%    
?
Great people To work with! - Jul 17, 2022

See all comments

Wells Fargo Advisors

90 S 7th St Fl 2
Minneapolis, MN 55402 612-667-0654

Ratings:
?
?%    
?
It's a good place that cares about customer service and welfare. - Jul 25, 2022

See all comments

Morgan Stanley Wealth Management

225 S 6th St #5100
Minneapolis, MN 55402 612-340-6700

Ratings:
?
?%    
?
Tom Rishovd does an excellent job! - Jan 28, 2020

See all comments

Waddell & Reed

130 W Superior St #750
Bloomington, MN 55802 218-723-3005

Ratings:
?
?%    
?
I have been a steady and loyal customer for 40 years. The "Irish Group"... - Apr 13, 2022

See all comments

Charles Schwab

130 Lake St W Fl 1
Wayzata, MN 55391 952-404-0398

Ratings:
?
?%    
?
Been with them for over 15 years of exemplary service. - Sep 10, 2021

See all comments

Investors Financial Group

9800 Shelard Pkwy #220
Plymouth, MN 55441 763-525-0001

Ratings:
?
?%    
?
Troy is the best. Customer comes first for him, always, even when something... - Sep 27, 2023

See all comments

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

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.

MN