Top Professionals
Affiance Financial
Affiance Financial is an independent financial planning firm based in the Minneapolis area with a mission to improve lives through personalized financial services typically reserved for the ultra-wealthy. The company serves clients of various ages, backgrounds, and locations, using a comprehensive f...Read More
Capital Street Financial Services
Capital Street Financial Services is a St. Paul, Minnesota–based financial services firm that provides customized wealth management and financial planning solutions to individuals, professionals, business owners, educators, and public employees. The company delivers services including wealth managem...Read More
Greater Midwest Financial Group
Greater Midwest Financial Group, LLC is an SEC-registered investment adviser based in St. Paul, Minnesota that provides holistic, client-centered financial planning and wealth management services. The company delivers retirement planning, benefit planning, educational planning, estate and tax planni...Read More
Guardian Wealth Strategies Fiduciary & Financial Planning
Guardian Wealth Strategies, LLC is an independent, fiduciary investment firm based in Minneapolis, Minnesota, committed to providing fiduciary advice that is always in the best interest of its clients. The firm offers integrated financial planning services that coordinate investments, taxes, estate ...Read More
Merrill Lynch Financial Advisor Nneka Constantino
Merrill (Merrill Lynch), a wealth management affiliate of Bank of America, provides personalized investment advice and financial planning through a large network of financial advisors and advisor-matching tools. The company connects clients with advisors who deliver brokerage and advisory service...Read More
Merrill Lynch Wealth Management
Merrill is the wealth management and brokerage arm of Bank of America that provides personalized financial advice and investment solutions focused on clients' goals. Merrill helps clients through one-on-one relationships with financial advisors who develop tailored strategies spanning investments, r...Read More
Oracle Financial Planners
Oracle Financial Planners LLC is a St. Paul, Minnesota–based financial planning firm serving the Twin Cities region since 2003. Oracle Financial Planners creates tailored financial strategies for individuals and families—covering retirement planning, college savings, investment guidance, tax-aware p...Read More
Quarry Hill Advisors
Quarry Hill Advisors is a Minnesota-based investment advisory firm registered with the SEC, specializing in systematic financial planning and investment management. The company serves corporate executives, retirees, and business owners, helping them make proactive financial decisions to optimize the...Read More
RBC Wealth Management Branch - St. Paul
RBC Wealth Management is the wealth-management division of RBC Capital Markets, LLC that provides personalized investment advice, financial planning, and wealth and trust solutions for individuals, families, business owners, corporations, and institutions. The company connects clients with a nationw...Read More
Savant Wealth Management
Savant Wealth Management is a fee-only, fiduciary wealth management firm that provides comprehensive financial services including investment management, financial planning, tax advisory and preparation, accounting and consulting, trust and family office services, company retirement plan services, an...Read More