Find a Financial Advisor in Cambridge, MN

 

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We did the hard work of finding trustworthy partners in Cambridge, MN.

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We Only Work With The Best Cambridge Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Cambridge, MN


  • Financial Advisor Close to Cambridge, MN

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Cambridge, MN


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Cambridge, MN

We evaluated over 13,000 RIA firms to bring you the best of the best Cambridge financial advisors.
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How Retirement-Friendly is Cambridge, MN?

  • Population: 8,774
  • % of Population 62 Years and Over: 22.2%
  • Average Home Value: $164,200
  • Average Monthly Housing Cost: $1,036
  • Average Household Income: $67,016
  • Minnesota Total Tax Burden: 9.99% (6th Highest in U.S.)
  • Minnesota Property Tax: 2.86% (23rd Highest in U.S.)
  • Minnesota Individual Income Tax: 3.68% (5th Highest in U.S.)
  • Minnesota Sales and Excise Tax: 3.45% (20th Highest in U.S.)



The Top Financial Advisor Firms in Cambridge, MN

 

ADVANCED ADVISOR GROUP, LLC

Website

(763) 689-9023

1995 East Rum River Drive S

Cambridge, MN 55008

SEC#: 801-118465
Years in Business: 1 years

EFS ADVISORS

Website

(763) 689-9023

1995 East Rum River Drive S

Cambridge, MN 55008

SEC#: 801-62857
Years in Business: 17 years

EDUCATOR'S FINANCIAL SERVICES, INC.

Website

(763) 689-4901

600 Rum River Drive

Cambridge, MN 55008

SEC#: 801-62857
Years in Business: 17 years

EDUCATOR'S FINANCIAL SERVICES, INC.

Website

(763) 689-9023

1995 East Rum River Drive S.

Cambridge, MN 55008

SEC#: 801-62857
Years in Business: 17 years

 


Cambridge, MN Financial Advisor FAQs

Financial advisors typically get paid with a combination of fees, commissions, and advisory fees.
A good way to find a financial advisor is to look for someone who has qualifications in multiple areas of expertise.
A financial advisor aids people in managing their money, investments, taxes, retirement planning, etc.
One of the most important questions a prospective client can ask is, How do I know that you understand my needs? It might seem self-explanatory at first glance, but this is a serious question. Yes, it's a business transaction - and as such involves trust on both sides.