Find a Financial Advisor in Jordan, MN

 

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

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We Only Work With The Best Jordan 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 Jordan, MN

  • Financial Advisor Close to Jordan, 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 Jordan, 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 Jordan, MN

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

  • Population: 6,230
  • % of Population 62 Years and Over: 9.5%
  • Average Home Value: $257,500
  • Average Monthly Housing Cost: $1,356
  • Average Household Income: $87,606
  • 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 Jordan, MN

 

NORTH AMERICAN WEALTH ADVISORS INC.

Website

(952) 492-3500

224 Water Street

Jordan, MN 55352

SEC#: 801-113619
Years in Business: 3 years

 


Jordan, MN Financial Advisor FAQs

Financial advisors come with different expertise, experiece, and styles. Finding someone who you feel is a good fit for you is surely a gem.
A good financial advisor will make sure that a person is not saddled with investment products that are too risky while providing more stable returns from their investments. Additionally, they also take care of handling liabilities, savings, and taxes.
With so many financial advisors on the market, it's hard to select a suitable one. The first thing you should do is research their credentials and potential conflicts of interest before signing any contracts or making payments.
Always make sure to assess first your own needs and goals in terms of financial management. Then throw questions that are relevant to your needs.


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