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
Dunncreek Advisors LLC
Dunncreek Advisors LLC is a fiduciary, fee-for-service financial planning firm based in St. Paul, Minnesota, founded by Richard Dunn in 2013. Dunncreek Advisors helps individuals and families transition from working life into retirement by providing personalized, advice-first services including reti...Read More
G T Financial Advisors, LLC
GT Financial Advisors, LLC is a Woodbury, Minnesota–based wealth management and financial planning firm serving clients in Greater Minnesota and Fort Myers, Florida. GT Financial Advisors focuses on building long-term, trust-based relationships to help clients define goals and implement tailored inv...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