Finding the right financial planner can be a daunting task, especially when you want someone who truly understands your needs and goals. To help you navigate through this, we’ve compiled a list of some of the best financial planners in Minnesota. These professionals offer a range of services, from retirement planning to wealth management, ensuring that you can find the right fit for your financial future.
1. Intellicents Investment Solutions
Overview: Intellicents Investment Solutions focuses on helping individuals and employers achieve their financial objectives through a blend of human expertise and cutting-edge technology. They offer services like retirement plan consulting, wealth management, group insurance consulting, and worksite financial planning.
-Contact Information:
- Website: Intellicents Investment Solutions
- Phone Number: 952-582-5200
- Address: 100 S 5th St, Suite 1075, Minneapolis, MN 55402
Services:
- Retirement Plan Consulting
- Wealth Management
- Group Insurance Consulting
- Worksite Financial Planning
2. Empower (Formerly Personal Capital)
Overview: Empower provides a comprehensive financial platform combining data-driven technology with human advice. They offer free tools like the Empower Personal Dashboard and paid advisory services through the Empower Personal Wealth program.
Contact Information:
-- Website: Empower
- Phone Number: 855-855-8005
- Address: Available through their website upon scheduling
Services:
- Personal Wealth Management
- Financial Planning
- Investment Management
3. Calibration Financial
Overview: Calibration Financial offers an objective approach to financial wellness, providing personalized financial portals and value-aligned investment models. They specialize in financial planning, portfolio management, retirement planning, and more.
Contact Information:
- Website: Calibration Financial
- Phone Number: 612-940-3587
- Address: 120 Central Ave N, Suite A, Milaca, MN 56353
Services:
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
4. 360 Financial
Overview: 360 Financial operates with a fiduciary standard, meaning they are required to act in the best interests of their clients. They offer a proprietary LifeWealth Process that considers all pieces of your financial puzzle.
-Contact Information:
- Website: 360 Financial
- Phone Number: 952-542-8900
- Address: 849 Lake Street East, Wayzata, MN 55391
Services:
- Financial Planning
- Wealth Management
- Estate Planning
- Retirement Planning
5. Colleen Weber CPA, LLC
Overview: Colleen Weber CPA, LLC is a fee-only financial advisory firm providing comprehensive financial planning and wealth management. They integrate tax planning and investment strategies to help clients achieve their goals.
-Contact Information:
- Website: Colleen Weber CPA, LLC
- Phone Number: 952-470-0750
- Address: 9600 9th Avenue North, Suite 200, Minneapolis, MN 55427
Services:
- Tax Planning
- Investment Strategies
- Financial Optimization
- Wealth Management
Detailed Comparison Table
| Financial Planner | Contact Information | Key Services | Fee Structure |
|---|---|---|---|
| Intellicents Investment Solutions | Intellicents | Retirement Plan Consulting, Wealth Management, Insurance Consulting | Fee-Based |
| Empower | Empower | Personal Wealth Management, Financial Planning, Investment Management | Fee-Based, Asset Management |
| Calibration Financial | Calibration Financial | Financial Planning, Portfolio Management, Retirement Planning | Fee-Only |
| 360 Financial | 360 Financial | Financial Planning, Wealth Management, Estate Planning | Fee-Based |
| Colleen Weber CPA, LLC | Colleen Weber CPA, LLC | Tax Planning, Investment Strategies, Financial Optimization | Fee-Only |
Conclusion
Choosing the right financial planner is crucial for achieving your financial goals. Each of these firms offers unique strengths, whether you need comprehensive financial planning, wealth management, or specialized retirement services. By considering their services, fee structures, and client approaches, you can find the best fit for your needs.