Mendota Heights, MN Financial Advisors and Resources



Financial Advisor Firms in Mendota Heights, MN


PLANNERS FINANCIAL SERVICES, INC.

Website

(651) 405-9000

1210 Northland Drive
Suite 190
Mendota Heights, MN 55120

SEC#: 801-11036
Years in Business: 46 years

PRIVATE ADVISOR GROUP, LLC

Website

(651) 435-4300

1295 Northland Drive, Suite 215

Mendota Heights, MN 55120

SEC#: 801-72060
Years in Business: 10 years

PRIVATE ADVISOR GROUP, LLC

Website

(651) 435-4300

1295 Northland Drive, Suite 215

Mendota Heights, MN 55120

SEC#: 801-72060
Years in Business: 10 years

PRIVATE ADVISOR GROUP, LLC

Website

(651) 435-4300

1295 Northland Drive, Suite 215

Mendota Heights, MN 55120

SEC#: 801-72060
Years in Business: 10 years

FINANCIAL DIMENSIONS GROUP, INC.

Website

(651) 224-3200

1055 Douglas Road

Mendota Heights, MN 55118

SEC#: 801-77285
Years in Business: 8 years

FINANCIAL DIMENSIONS GROUP, INC.

Website

(651) 293-1376

664 Callahan Place

Mendota Heights, MN 55118

SEC#: 801-77285
Years in Business: 8 years

FINANCIAL DIMENSIONS GROUP, INC.

Website

(651) 224-3200

1055 Douglas Road

Mendota Heights, MN 55118

SEC#: 801-77285
Years in Business: 8 years

FINANCIAL DIMENSIONS GROUP, INC.

Website

(651) 293-1376

664 Callahan Place

Mendota Heights, MN 55118

SEC#: 801-77285
Years in Business: 8 years

PRIVATE ADVISOR GROUP, LLC

Website

(651) 435-4300

1295 Northland Drive, Suite 215

Mendota Heights, MN 55120

SEC#: 801-72060
Years in Business: 10 years


How Retirement-Friendly is Mendota Heights, MN?

  • Population: 11,289
  • % of Population 62 Years and Over: 30.7%
  • Average Home Value: $413,800
  • Average Monthly Housing Cost: $1,403
  • Average Household Income: $154,186
  • 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.)


Mendota Heights, MN Financial Advisor FAQs

Your best option is to ask friends and colleagues for recommendations. The regulatory environment around who can call themselves a financial advisor has become increasingly complex over the past few years, so this is one area where word of mouth really does lead you to somebody reputable.
If you're looking for someone to provide off-the-wall advice, make speculative trades with your hard earned cash, or tell you how to invest your money, then no doubt a Financial Advisor is for you.
The specific type of payment an advisor takes out of your investment will depend on the arrangement you have made with them, as it might differ from client to client. Depending upon what their services are worth to you, agreeing to pay them for those services in some way is always fairer than depending upon their exclusively taking commission-based compensation from your investments.
Some financial experts recommend asking the following questions, but caution on how open-ended some of these may sound and to be ready for a canned answer. What assets do you specialize in? Are you a salesperson or a financial advisor? How long have you been with the firm?