Best Financial Advisors in Chanhassen, MN

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List of Firms

Chanhassen, MN Fiduciary Financial Advisors

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Colleen Weber CPA, CFP
Location 470 W 78th St Suite 200, Chanhassen, MN 55317, USA
Phone (952) 470-0750
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Jolene Breyer - Financial Advisor, Ameriprise Financial Services, LLC
Location 500 W 79th St Ste 100, Chanhassen, MN 55317, USA
Phone (952) 444-5291
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Ted Vickerman - Thrivent
Location 480 W 78th St Ste 110, Chanhassen, MN 55317, USA
Phone (952) 500-8825
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Edward Jones - Financial Advisor: Tammy J Laurent, AAMS™|CRPC™
Location 100 Fuller St S Ste 145, Shakopee, MN 55379, USA
Phone (952) 445-8205
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Shorewood Wealth Advisors, LLC
Location 434 Lake St, Excelsior, MN 55331, USA
Phone (952) 484-6777
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Edward Jones - Financial Advisor: Devon J Roehrich, CFP®|ABFP™
Location 14525 MN-7 Suite 190, Minnetonka, MN 55345, USA
Phone (952) 238-8140
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Stephen Soderstrom - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 500 W 79th St Ste 100, Chanhassen, MN 55317, USA
Phone (952) 388-6550
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Michael Schall - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 16180 MN-7, Minnetonka, MN 55345, USA
Phone (952) 835-8191
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Western Lakes Financial
Location 7945 Stone Creek Dr Suite #40, Chanhassen, MN 55317, USA
Phone (952) 856-1214
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Edward Jones - Financial Advisor: Andy Sherwin
Location 2679 W 78th St, Chanhassen, MN 55317, USA
Phone (952) 470-1177
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Tony Mason - Thrivent
Location 2212 Manuela Dr, Chaska, MN 55318, USA
Phone (518) 453-3500
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Financial Advisors | U.S. Bancorp Investments
Location 17800 MN-7, Minnetonka, MN 55345, USA
Phone (952) 380-2029
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Financial Advisors in Chanhassen, MN

Where Certified Financial Advisors in Chanhassen, MN Serve

Chanhassen, MN is a vibrant city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Chanhassen Dinner Theatres to the sprawling Minnesota Landscape Arboretum, this city is full of cultural and natural wonders. Top employers in the area include Life Time Fitness, IWCO Direct, and the City of Chanhassen itself. Major highways such as Highway 5 and 212, as well as streets like Galpin Boulevard and Lyman Boulevard, provide easy access to surrounding areas. Neighborhoods like the Highlands and the Preserve offer a variety of housing options for residents. With so much to see and do, Chanhassen is a city that truly has it all.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Chanhassen, MN can benefit from the expertise of a financial advisor in a variety of ways. With the city's median household income being higher than the national average, a financial advisor can help residents make the most of their income, whether it's through investing, budgeting, or planning for retirement. Additionally, Chanhassen's thriving business community offers opportunities for entrepreneurs and small business owners to seek guidance on financial planning and strategies for growth. A financial advisor can also assist residents in navigating the unique tax laws and regulations in Minnesota, ensuring that they are taking advantage of all available deductions and credits. Overall, a financial advisor can provide valuable insights and personalized advice to help Chanhassen residents achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Chanhassen, MN can benefit from the services of an insurance broker in a variety of ways. One specific example is helping them navigate the unique weather conditions of the area. Chanhassen experiences harsh winters with heavy snowfall and freezing temperatures, which can cause damage to homes and vehicles. An insurance broker can help residents find policies that provide adequate coverage for these types of weather-related risks. Additionally, Chanhassen is home to many small businesses, and an insurance broker can assist these entrepreneurs in finding the right insurance policies to protect their investments and assets. Overall, an insurance broker can provide valuable guidance and support to residents of Chanhassen in protecting themselves and their belongings from unexpected events.

Retirement Planning

Residents of Chanhassen, MN can benefit greatly from the expertise of a retirement planner. With a population of over 25,000, Chanhassen is a growing community that is home to many retirees and soon-to-be retirees. A retirement planner can help individuals in Chanhassen navigate the complexities of retirement planning, such as planning for healthcare costs, managing investments, and creating a sustainable income stream. Additionally, a retirement planner can help Chanhassen residents take advantage of any unique opportunities available to them, such as the Minnesota Homestead Credit, which can provide property tax relief for seniors. With the help of a retirement planner, residents of Chanhassen can feel confident in their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of Chanhassen, MN can benefit greatly from the services of a wealth manager. With a growing population and an abundance of successful businesses, Chanhassen residents often find themselves with complex financial situations that require expert guidance. A wealth manager can help residents with a range of financial needs, including retirement planning, investment management, and tax planning. They can also assist with estate planning, ensuring that residents' assets are protected and distributed according to their wishes. With its picturesque lakes and parks, Chanhassen is a popular destination for outdoor enthusiasts, and a wealth manager can help residents make the most of their leisure time by creating a financial plan that allows for travel and other recreational activities. Overall, a wealth manager can provide Chanhassen residents with the peace of mind that comes with knowing their finances are in good hands.

Mortgage Loan Officer

Residents of Chanhassen, MN can benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, a mortgage loan officer can help residents secure a mortgage loan to purchase their dream home in Chanhassen, a city known for its beautiful parks and lakes. Additionally, a mortgage loan officer can help residents refinance their current mortgage to take advantage of lower interest rates, which could save them thousands of dollars in the long run. In a city where the median home value is higher than the national average, having a mortgage loan officer to guide residents through the home buying or refinancing process can be incredibly valuable.

Tax Services

Residents of Chanhassen, MN can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. Chanhassen is a growing community with a mix of both residential and commercial properties, so a tax advisor can help residents navigate the complexities of the tax code as it pertains to owning a home or running a business. Additionally, with the recent changes to the tax laws, a tax advisor can help residents stay up-to-date with any new regulations that may affect their tax liabilities. By working with a tax advisor, residents of Chanhassen can ensure that they are taking advantage of all available tax benefits and minimizing their tax burden.

Estate Planning Lawyer

Residents of Chanhassen, MN can greatly benefit from the services of an estate planning lawyer. With the city's growing population and thriving economy, it's important for individuals and families to have a plan in place for their assets and property. An estate planning lawyer can help residents create wills, trusts, and other legal documents to ensure their wishes are carried out after their passing. They can also help with probate and estate administration, which can be a complex and overwhelming process. Additionally, with Chanhassen's proximity to the Twin Cities and its status as a popular tourist destination, an estate planning lawyer can assist with issues related to vacation homes and rental properties. Overall, an estate planning lawyer can provide peace of mind and security for Chanhassen residents and their loved ones.

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