Sherburne County, MN Financial Advisors and Resources

Financial Advisor Firms in Sherburne County, MN



(612) 636-6393

9040 Quaday Ave Ne
Suite 205
Elk River, MN 55330

SEC#: 801-77918
Years in Business: 8 years

How Retirement-Friendly is Sherburne County, MN?

  • Population: 94,463
  • % of Population 62 Years and Over: 13.9%
  • Average Home Value: $230,900
  • Average Monthly Housing Cost: $1,335
  • Average Household Income: $101,255
  • 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.)

Sherburne County, MN Financial Advisor FAQs

Financial advisors are paid in one of three ways. The first is that the advisor charges a fee for their service on an hourly or flat-fee basis. The second option is that the advisor works with clients on setting up portfolio plans but does not charge for this service out of pocket. The third option is commission-based advice.
The foremost responsibility of a financial advisor is to explore and analyze client needs, asset objectives, and portfolio diversification, in order to find the optimal investment approach for their client.
Yes. The sooner you start to take control of your financial life, the better off you'll be. Seeking help from a qualified financial advisor can give you back much more than time and energy, but also peace of mind and greater confidence in your finances and future well-being.
Ask about his/her qualifications, trainings, experience, and certifications/licenses.