New Brighton, MN Financial Advisors and Resources



Financial Advisor Firms in New Brighton, MN


VALTINSON BRUNER FINANCIAL PLANNING

Website

(651) 628-9832

388 Cleveland Ave Sw

New Brighton, MN 55112

SEC#: 801-113830
Years in Business: 3 years

FINANCIAL DIMENSIONS GROUP, INC.

Website

(651) 294-7900

708 Cleveland Avenue Sw
Suite 200
New Brighton, MN 55112

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

THRIVENT INVESTMENT MANAGEMENT INC.

Website

(763) 754-2670

939 Old Hwy 8 Nw

New Brighton, MN 55112

SEC#: 801-29618
Years in Business: 34 years

CG ADVISORY SERVICES

Website

(763) 559-9213

850 Patton Road

New Brighton, MN 55112

SEC#: 801-67082
Years in Business: 15 years

CAPITAL ASSET ADVISORY SEERVICES, LLC

Website

(763) 559-9213

850 Patton Road

New Brighton, MN 55112

SEC#: 801-67082
Years in Business: 15 years

CAPITAL ASSET ADVISORY SERVICES, LLC.

Website

(763) 559-9213

850 Patton Road

New Brighton, MN 55112

SEC#: 801-67082
Years in Business: 15 years

FINANCIAL DIMENSIONS GROUP, INC.

Website

(651) 294-7900

708 Cleveland Avenue Sw
Suite 200
New Brighton, MN 55112

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


How Retirement-Friendly is New Brighton, MN?

  • Population: 22,556
  • % of Population 62 Years and Over: 21.2%
  • Average Home Value: $258,200
  • Average Monthly Housing Cost: $1,129
  • Average Household Income: $95,460
  • 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.)


New Brighton, MN Financial Advisor FAQs

Ideally, it should be someone whose philosophy and priorities align with your own – because if they don't, the chances of your fully listening to their advice is slim to none.
A financial advisor is an individual who advises their clients on what investments they will be the best suited for. They can also help provide information on personal finances, including taxes and banking. The general practice of a financial advisor is to earn fees based off of the product that they distribute to their clients. It is important for any investor to discern between saving and investing intelligently in order to protect themselves from risk.
The most important thing before you hire an advisor is to make sure that they are a fiduciary with the requisite life or death decision making authority over investments, not only in the US, but wherever you live. To find out if your prospective adviser meets these qualifications, ask them what percentage of clients he has already satisfactorily provided with advice on retirement planning issues. If they cannot provide the answer immediately then this may be a red flag.
If you don't have anyone to help give you guidance on your investments or financial goals like retirement or saving for college, it may be time for an appointment with a financial advisor. Financial advisors are experienced professionals who will analyze where you're now and where you want to be down the road, then suggest plans tailored just for you.