Wealth Management in Maple Grove, MN

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List of Firms

Maple Grove, MN Wealth Management Firms

UnderDog Wealth Management, LLC
5 out of 5
Location 13762 Reimer Dr N, Maple Grove, MN 55311, USA
Phone (763) 497-3000
Wixon Advisors Inc
3 out of 5
Location 6439 Sycamore Ct N, Maple Grove, MN 55369, USA
Phone (763) 543-1819
Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location 11671 Fountains Dr, Maple Grove, MN 55369, USA
Phone (612) 328-9163
Time Monday: 10:00 AM – 4:30 PM Tuesday: 10:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Tony Kieffer, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 7384 Kirkwood Ct Suite 300, Maple Grove, MN 55369, USA
Phone (763) 205-1790
LifeStyle Financial and Tax Advisors
5 out of 5
Location 7213 Forestview Ln N, Maple Grove, MN 55369, USA
Phone (763) 496-1232
New Generation Wealth Management, LLC
Location 11148 Zealand Ave N, Champlin, MN 55316, USA
Phone (612) 741-1650
Farm Bureau Financial Services
4 out of 5
Location 7038 E Fish Lake Rd, Maple Grove, MN 55311, USA
Phone (763) 657-0956
Adriano Batista Financial Advisor
Location 11300 86th Ave N, Maple Grove, MN 55369, USA
Phone (763) 971-9239
SEC File# 801-79270
CRD# 110372
Location 11324 86th Ave N, Maple Grove, MN 55369, USA
Phone (763) 201-1025
Jeffrey A. Drayton Financial Group, Inc.
Location 11670 Fountains Dr, Maple Grove, MN 55369, USA
Phone (612) 354-4430
APD Wealth Management
Location 11140 Hwy 55, Minneapolis, MN 55441, USA
Phone (952) 541-0020
Wealth Management in Maple Grove, MN

Where Wealth Management Advisors in Maple Grove, MN Serve

Maple Grove, MN is a bustling city located in Hennepin County, known for its picturesque neighborhoods and vibrant community. The city boasts a number of landmarks, including the iconic Maple Grove Town Green, a popular gathering spot for residents and visitors alike. Other notable landmarks include the Maple Grove Arboretum, a stunning 15-acre park filled with beautiful gardens and walking trails, and the Shoppes at Arbor Lakes, a premier shopping destination with over 65 stores and restaurants. In terms of employment, Maple Grove is home to a number of top employers, including Boston Scientific, Target, and Great River Energy. These companies offer a wide range of job opportunities, from entry-level positions to executive roles, making Maple Grove an attractive destination for job seekers. Major highways and streets in Maple Grove include Interstate 94, which runs east-west through the city, and County Road 30, which provides easy access to neighboring cities and towns.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Maple Grove, MN can benefit from a bank in various ways. Firstly, a bank can provide financial assistance to individuals looking to purchase a home in the area. Maple Grove is a rapidly growing city, with a population of over 70,000 people. As such, the cost of living in the city can be quite high, and many residents may require a mortgage to purchase a home. A bank can provide various mortgage options, such as fixed-rate or adjustable-rate mortgages, to help residents finance their home purchase. Additionally, a bank can help residents manage their finances by offering checking and savings accounts, credit cards, and personal loans. These services can help residents budget their money and achieve their financial goals. Finally, a bank can provide small business loans to entrepreneurs looking to start or expand their business in Maple Grove. The city has a thriving business community, and a bank can help support this growth by providing funding for new ventures.

Insurance Broker

Residents of Maple Grove, MN can greatly benefit from the services of an insurance broker. With its rapidly growing population and thriving economy, Maple Grove is a bustling city that requires comprehensive insurance coverage to protect its residents from unforeseen events. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options for their unique needs. Whether it's finding affordable health insurance for families, protecting homes and properties from natural disasters, or securing liability coverage for local businesses, an insurance broker can provide invaluable guidance and support. With so many options available, an insurance broker can help residents of Maple Grove, MN make informed decisions that will protect their assets and provide peace of mind.

Retirement Planning

Residents of Maple Grove, MN can benefit from the expertise of a retirement planner in a multitude of ways. One specific area of concern for Maple Grove residents is the high cost of healthcare. A retirement planner can assist in creating a comprehensive plan for healthcare expenses, taking into account the rising costs of medical care and the potential need for long-term care. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring they receive the maximum benefits available to them. With the average life expectancy in Maple Grove being higher than the national average, planning for a longer retirement is essential. A retirement planner can help residents create a personalized plan that takes into account their unique financial situation and goals, ensuring a comfortable and secure retirement.

Financial Advisor

Residents of Maple Grove, MN could greatly benefit from the guidance of a financial advisor in a multitude of ways. With an abundance of affluent neighborhoods and a thriving business community, Maple Grove presents a unique set of financial challenges and opportunities. A skilled advisor could help residents navigate the complexities of investing in the local economy, such as identifying promising startups and assessing the risks of real estate ventures. Additionally, they could provide guidance on retirement planning, estate planning, and tax strategies tailored to the unique needs of Maple Grove residents. With the constantly changing economic landscape, a financial advisor could help residents stay ahead of the curve and maximize their financial potential.

Mortgage Loan Officer

Residents of Maple Grove, MN can benefit from the services of a mortgage loan officer in several ways. Firstly, with the city's growing population, a mortgage loan officer can assist residents in finding the best mortgage rates and loan options that suit their financial situation. Secondly, with the city's thriving economy, residents may need a mortgage loan officer to provide guidance on refinancing their homes or obtaining a second mortgage. Additionally, with the city's vast selection of homes, a mortgage loan officer can help residents navigate the home-buying process and secure a loan that fits their budget. Moreover, with the city's harsh winters, a mortgage loan officer can provide advice on how to save money on energy-efficient home improvements, such as insulation and window replacements. Overall, the knowledge and expertise of a mortgage loan officer can greatly benefit residents of Maple Grove, MN in achieving their homeownership goals and improving their quality of life.

Tax Services

Residents of Maple Grove, MN could benefit from the expertise of a tax advisor in a variety of ways. One specific issue that may arise in this area is the taxation of rental income. With the city's growing population and thriving economy, many individuals may choose to invest in rental properties as a source of additional income. However, navigating the complex tax laws surrounding rental income can be daunting. A tax advisor can provide guidance on deductions and credits that may be available, as well as help ensure that all income is properly reported to the IRS. Additionally, a tax advisor can assist with planning for the tax implications of selling a rental property, which can be particularly important given the fluctuating real estate market in Maple Grove. By working with a tax advisor, residents can ensure that they are maximizing their tax savings and minimizing their risk of audits or penalties.

Estate Planning Lawyer

Residents of Maple Grove, MN can benefit from the services of an estate planning lawyer in several ways. Firstly, the lawyer can assist in drafting a will or trust that outlines how a person's assets will be distributed after their passing. This is particularly important in Maple Grove, where the median household income is higher than the state average, and residents may have more complex estates to manage. Additionally, an estate planning lawyer can help with healthcare directives and powers of attorney, which are crucial documents that allow individuals to make decisions about their medical care and finances if they become incapacitated. Finally, the lawyer can advise on tax planning strategies to minimize the tax burden on an estate. With the help of an estate planning lawyer, residents of Maple Grove can ensure that their assets are protected and their wishes are carried out after they pass away.


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