Wealth Management in Olmsted County, MN

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List of Firms

Olmsted County, MN Wealth Management Firms

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Continuum Financial Group A private wealth advisory practice of Ameriprise Financial Services, LLC.
SEC File# 801-28543
CRD# 6363
Location 1530 Greenview Dr SW Ste 111, Rochester, MN 55902, USA
Phone (507) 289-0737
Directions
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Pulse Financial Planning
5 out of 5
Location 3265 19th St NW Suite 700, Rochester, MN 55901, USA
Phone (507) 218-7707
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Heartland Money Management, LLC
Location 616 18th St SW, Rochester, MN 55902, USA
Phone (507) 288-5006
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UAK Diversified Wealth Management
Location 221 1st Ave SW STE 202-29, Rochester, MN 55902, USA
Phone (763) 355-2337
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Merrill Lynch Wealth Management Advisor Anthony J Bushman
Location 4041 28th St NW Suite 100, Rochester, MN 55901, USA
Phone (507) 281-6716
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Merrill Lynch Wealth Management Advisor Ginger R Carson
Location 4041 28th St NW Suite 100, Rochester, MN 55901, USA
Phone (507) 281-6710
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Olmsted Financial Group
Location 3428 Lakeridge Pl NW, Rochester, MN 55901, USA
Phone (507) 281-1262
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Lawrence Denny - RBC Wealth Management Financial Advisor
Location 2064 Superior Dr NW, Rochester, MN 55901, USA
Phone (507) 536-2007
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Kathleen M. Allison - Morgan Stanley
Location 14 2nd St SW Suite 201, Rochester, MN 55902, USA
Phone (507) 529-4412
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SEC File# 801-10746
CRD# 793
5 out of 5
Location 102 Broadway Ave S #300, Rochester, MN 55904, USA
Phone (507) 288-9622
Directions
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Multiple Financial Services Inc
3 out of 5
Location 607 E Center St, Rochester, MN 55904, USA
Phone (507) 281-4668
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Merrill Lynch Wealth Management
3 out of 5
Location 4041 28th St NW Suite 100, Rochester, MN 55901, USA
Phone (507) 281-6700
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Thrivent Financial-Lutherans
Location 1530 US-52, Rochester, MN 55901, USA
Phone (507) 935-6002
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 3003 43rd St NW Suite 104, Rochester, MN 55901, USA
Phone (507) 288-5472
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 505 Frontage Rd NE Suite 105, Byron, MN 55920, USA
Phone (507) 775-6422
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Wealth Management in Olmsted County, MN

Where Wealth Management Advisors in Olmsted County, MN Serve

Olmsted County, located in southeastern Minnesota, boasts a plethora of landmarks and attractions that would delight any tourist. From the world-renowned Mayo Clinic to the historic Mayowood Mansion, there is no shortage of things to see and do. The county is also home to the Quarry Hill Nature Center, where visitors can explore the great outdoors and learn about the local flora and fauna. When it comes to employment, Olmsted County has a diverse mix of top employers, including the aforementioned Mayo Clinic, IBM, and the Rochester Public School District. These companies provide jobs in a variety of fields, from healthcare to technology to education. Navigating Olmsted County is a breeze thanks to its well-maintained highways and streets. The county is intersected by several major highways, including Interstate 90 and U.S. Route 52, which make travel to nearby cities like Minneapolis and Des Moines a breeze.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Olmsted County, MN can be helped by a bank in numerous ways. Firstly, a bank can provide loans to residents who want to start or expand their businesses. This is particularly important in Olmsted County, which is home to the world-renowned Mayo Clinic. Many residents may want to start healthcare-related businesses or invest in the growing healthcare industry. Secondly, a bank can provide mortgages to residents who want to buy homes in the county. Olmsted County has a diverse housing market, with everything from historic homes in Rochester to modern apartments in smaller towns. Lastly, a bank can help residents save money and plan for their future through various savings accounts and investment options. This is important in a county where the cost of living can be high, and residents may need to plan carefully for their financial future.

Insurance Broker

Residents of Olmsted County, MN can benefit from the expertise of an insurance broker in several ways. With the county being home to the world-renowned Mayo Clinic, health insurance is a crucial aspect of life for many residents. An insurance broker can assist in navigating the complex healthcare system and finding the best coverage options for individuals and families. Additionally, Olmsted County experiences harsh winters with heavy snowfall, making auto insurance a necessity. An insurance broker can help residents find comprehensive coverage that includes protection against weather-related damages. They can also assist in finding policies that offer discounts for safe driving habits, which can be particularly helpful in a county with many rural roads and highways. With the help of an insurance broker, residents of Olmsted County can ensure that they have the coverage they need to protect themselves and their families in any situation.

Retirement Planning

Residents of Olmsted County, MN could greatly benefit from the expertise of a retirement planner. With a population of over 150,000 people, there are many individuals who may be unsure of how to navigate the complexities of retirement planning. Specifically, Olmsted County is home to the world-renowned Mayo Clinic, which employs thousands of individuals who may have unique retirement needs. A retirement planner could assist these individuals in creating a personalized plan that takes into account their specific financial situation, retirement goals, and any benefits offered by the Mayo Clinic. Additionally, with the county's diverse population, a retirement planner could offer guidance on how cultural differences may impact retirement planning. Overall, a retirement planner could provide invaluable assistance to residents of Olmsted County, ensuring they are well-prepared for their golden years.

Financial Advisor

Residents of Olmsted County, MN can benefit from the guidance of a financial advisor in many ways. One specific area where they could benefit is in planning for retirement. With a growing aging population in Olmsted County, many residents may not have saved enough for retirement and could benefit from the expertise of a financial advisor to help them create a plan that will ensure they have enough money to live comfortably in their golden years. Additionally, with the diverse economy in Olmsted County, a financial advisor could assist residents in navigating the complexities of investing in various industries, such as healthcare, education, and technology, which are all prominent in the region. A financial advisor could also help residents manage debt and create a budget that takes into account the high cost of living in the area. With so many factors to consider, a financial advisor can provide invaluable support and guidance to help residents of Olmsted County, MN achieve their financial goals.

Mortgage Loan Officer

Residents of Olmsted County, MN can greatly benefit from the expertise of a mortgage loan officer. With the county being home to the renowned Mayo Clinic, many residents work in the healthcare industry and may require specialized loan options. A mortgage loan officer can assist residents in navigating the complex process of obtaining a mortgage, ensuring that they secure the best possible rates and terms. Additionally, with the county's growing population and thriving economy, there is a high demand for affordable housing options. A mortgage loan officer can help residents find the right loan program for their unique financial situation, whether they are first-time homebuyers or looking to refinance an existing mortgage. By working with a mortgage loan officer, residents of Olmsted County can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Olmsted County, MN can benefit from the expertise of a tax advisor in several ways. Firstly, the county is home to a diverse range of businesses, from healthcare to education, which can make navigating tax laws and regulations a complex and confusing task. A tax advisor can help these businesses understand their tax obligations, identify deductions and credits, and ensure compliance with state and federal tax laws. Additionally, Olmsted County has a large aging population, many of whom may have complex tax situations related to retirement income, social security benefits, and estate planning. A tax advisor can provide guidance on these issues, helping seniors maximize their retirement income and minimize their tax burden. Finally, Olmsted County is home to a significant number of agricultural businesses, which may have unique tax considerations related to farm income, depreciation, and conservation programs. A tax advisor can help these businesses navigate the complex tax landscape, ensuring compliance with state and federal regulations while maximizing their tax savings.

Estate Planning Lawyer

Residents of Olmsted County, MN can benefit from the services of an estate planning lawyer in a multitude of ways. Firstly, the lawyer can help individuals create a comprehensive plan for the distribution of their assets after their death, taking into account the specific laws and regulations of Olmsted County, MN. This can ensure that the individual's wishes are carried out and that their loved ones are provided for in the most efficient and effective way possible. Additionally, an estate planning lawyer can help with the creation of trusts, which can be particularly useful in Olmsted County, MN due to its high median household income and the potential for significant assets to be passed down through generations. Trusts can provide tax benefits, asset protection, and can help ensure that assets are distributed according to the wishes of the individual. Overall, an estate planning lawyer can provide invaluable assistance to residents of Olmsted County, MN in ensuring that their assets are protected and distributed in the most effective way possible.

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