Find a Financial Advisor in Mendota Heights, MN

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

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We Only Work With The Best Mendota Heights Financial Advisors


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

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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 Mendota Heights, MN


  • Financial Advisor Close to Mendota Heights, 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 Mendota Heights, 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 Mendota Heights, MN

We evaluated over 13,000 RIA firms to bring you the best of the best Mendota Heights financial advisors.
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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.)



The Top 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: 11 years

PRIVATE ADVISOR GROUP, LLC

Website

(651) 435-4300

1295 Northland Drive, Suite 215

Mendota Heights, MN 55120

SEC#: 801-72060
Years in Business: 11 years

PRIVATE ADVISOR GROUP, LLC

Website

(651) 435-4300

1295 Northland Drive, Suite 215

Mendota Heights, MN 55120

SEC#: 801-72060
Years in Business: 11 years

FINANCIAL DIMENSIONS GROUP, INC.

Website

(651) 224-3200

1055 Douglas Road

Mendota Heights, MN 55118

SEC#: 801-77285
Years in Business: 9 years

FINANCIAL DIMENSIONS GROUP, INC.

Website

(651) 293-1376

664 Callahan Place

Mendota Heights, MN 55118

SEC#: 801-77285
Years in Business: 9 years

FINANCIAL DIMENSIONS GROUP, INC.

Website

(651) 224-3200

1055 Douglas Road

Mendota Heights, MN 55118

SEC#: 801-77285
Years in Business: 9 years

FINANCIAL DIMENSIONS GROUP, INC.

Website

(651) 293-1376

664 Callahan Place

Mendota Heights, MN 55118

SEC#: 801-77285
Years in Business: 9 years

PRIVATE ADVISOR GROUP, LLC

Website

(651) 435-4300

1295 Northland Drive, Suite 215

Mendota Heights, MN 55120

SEC#: 801-72060
Years in Business: 11 years

 


Mendota Heights, MN Financial Advisor FAQs

Mendota Heights is a Minnesota city located within Dakota County. It's a southern suburb of the Twin Cities' first ring. Four major highways pass through the town: Interstate 35E, Interstate 494, and Minnesota Highways 55 and 62. Cities near Mendota Heights West Saint Paul, Inver Grove Heights, Saint Paul, and South Saint Paul. Sun Country Airlines, based in Mendota Heights, Minnesota, is a major player in the transportation industry, with annual sales of $94.0 million. It employs 1,500 people and is the area's largest employer. Mendota Heights, Minnesota is best known for its scenic views, its quaint charm, and its convenient location near the Twin Cities. It is home to a variety of shops and restaurants, as well as a number of parks and recreation facilities. Financial advisory services are within reach in Mendota Heights, a Minnesota city located within Dakota County. It is best known for its scenic views, its quaint charm, and its convenient location near the Twin Cities. It is home to a variety of shops and restaurants, as well as a number of parks and recreation facilities. Moreover, the area's largest employer is Sun Country Airlines, a major player in the transportation industry, with annual sales of $94.0 million that employs 1,500 people. There are also many financial advisors close by, and the list below should help you find one that is right for your needs.

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?

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.