Best Financial Advisors in Edina, MN

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Edina, MN Fiduciary Financial Advisors

Birchwood Financial Partners
SEC File# 801-79443
CRD# 169962
Location 3300 Edinborough Way #610, Edina, MN 55435, USA
Phone (952) 885-9088
Cornerstone Wealth Advisors, Inc.
SEC File# 801-61799
CRD# 124947
Location 5201 Eden Ave #135, Edina, MN 55436, USA
Phone (952) 920-3900
David Olson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 7650 Edinborough Way Ste 225, Edina, MN 55435, USA
Phone (763) 543-5172
Cahill Financial Advisors
SEC File# 801-18388
CRD# 109890

5 out of 5

Location 7261 Ohms Ln, Edina, MN 55439, USA
Phone (952) 926-1659
Summit Private Wealth Group
Location 7650 Edinborough Way UNIT 225, Edina, MN 55435, USA
Phone (952) 893-7968
Financial Strategies Group
Location 7400 Metro Blvd Suite 140, Edina, MN 55439, USA
Phone (952) 893-2922
Integrate Wealth Management - Ameriprise Financial Services, LLC
Location 7701 France Ave S Ste 675, Edina, MN 55435, USA
Phone (952) 255-6229
Merrill Lynch Wealth Management Advisor K. Peter Smith
Location 6868 France Ave S, Edina, MN 55435, USA
Phone (612) 285-9504
Brittany Granata - Financial Advisor, Ameriprise Financial Services, LLC
Location 200 Southdale Ctr, Edina, MN 55435, USA
Phone (612) 416-7450
Andrew Shermoen - RBC Wealth Management Financial Advisor
Location 7650 Edinborough Way Suite 800, Edina, MN 55435, USA
Phone (952) 838-7007
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About Edina, MN

Edina, MN is a city located in Hennepin County, Minnesota. Some of the major landmarks in Edina include the City Hall, the Edina Library, and the Braemar Golf Course. The top employers in Edina include UnitedHealth Group, Fairview Health Services, and Wells Fargo. The major highways and streets in Edina include Interstate 494 and Minnesota State Highway 62. The neighborhoods in Edina include Braemar, Covington, Crosstown, Eden Prairie Road, France Avenue South, and Golden Valley Road.

Where Certified Financial Advisors in Edina, MN Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Edina, MN residents have a number of banking options to choose from. Each bank offers different services, and it can be difficult to decide which one is the best for you. Your best bet is to do some research on each bank and their services, then compare them to find the one that fits your needs the best.

Insurance Broker

If you live in Edina, MN and are looking for insurance, you may want to consider working with a broker. Brokers can help residents compare rates and find the best coverage options for their needs. They can also help residents file claims and understand their policies.

Retirement Planning

Most Edina, MN residents probably think about their retirement planning once or twice a year. That's usually when they get a reminder from their employer about how much money needs to be saved in order to have a comfortable retirement.But what if there was another way? What if you could have someone else manage your finances so that you don't have to worry about it?That's where financial advisors come in. Financial advisors can help Edina, MN residents plan for their retirement by creating a budget and investment plan that meets the resident's specific needs.

Wealth Management

Edina, MN residents can benefit from wealth management services in order to help them save money and make the most of their finances. Wealth management can help people stay on track with their spending, make wise investments, and plan for the future. By working with a wealth manager, Edina residents can ensure that they are making the most of their money and using it in the smartest way possible.

Estate Planning Lawyer

Estate planning lawyers in Edina, MN can help residents protect their assets and plan for the future. While many people put off estate planning until it is too late, there are a number of benefits to getting started early. Working with an experienced lawyer can ensure that your estate plan is tailored to your specific needs and that all the necessary paperwork is completed correctly.

Mortgage Loan Officer

Mortgage loan officers in Edina, MN can help residents by providing them with the best options for their mortgage. They can also provide advice on how to get the best mortgage rate, and they can help residents understand the terms of their mortgage. In addition, mortgage loan officers can help residents find the right lender, and they can even help them refinance their mortgage.

Tax Services

Edina, MN residents can benefit from the help of tax accountants in order to ensure that they are taking all of the deductions and credits to which they are entitled. Tax accountants can also help residents plan for their future tax liability, ensuring that they are not caught off guard when it comes time to pay taxes.


FAQs About Personal Financial Advisors in Edina, MN