Explore Financial Advisors Serving Saint Paul, MN

Review the services and client experiences of 10 financial advisors serving Saint Paul, MN. Whether you need retirement planning, investment guidance or broader financial advice, identify relevant professionals and ask about consultations and fees.
Quarry Hill Advisors provides comprehensive financial planning and investment management services for executives and retirees. Our systematic approach combines tax efficiency, retirement modeling, and evidence-based investing to maximize wealth longevity. Recognized nationally for expertise and client-centric practices, we operate as fiduciaries committed to transparent, conflict-free advice.
Tax Planning Withdrawal Strategy Retirement Planning
Transparent and trustworthy Significant peace of mind Tactical approach to goals
Valtinson Bruner Financial Planning offers holistic financial advisory services including retirement planning, tax optimization, investment management, and estate planning. Our fiduciary approach ensures clients receive unbiased advice tailored to their specific needs. We specialize in creating comprehensive strategies that address both immediate financial concerns and long-term goals.
Financial Planning Tax Services Retirement Planning
Not rated yet
Lee Stoerzinger
33 Years
Not rated yet
Lee Stoerzinger provides values-based wealth management services that align financial goals with personal priorities. Our comprehensive approach integrates financial planning, asset management, and legacy strategies to optimize wealth for individuals and families. With over 30 years of experience, we deliver personalized solutions focused on long-term financial security and intergenerational planning.
Financial Planning Asset Management Tax Efficiency Strategies
Mindful Asset Planning provides comprehensive, fiduciary financial planning services that integrate technical expertise with behavioral insights. Our client-centered approach prioritizes personalized strategies for retirement, investments, taxes, and estate planning while addressing emotional and psychological factors affecting financial decisions. We deliver unbiased, fee-only advice to help clients achieve long-term financial security aligned with their values.
Financial Planning Retirement Planning Investment Strategies
Stonebridge Capital Advisors provides customized investment and wealth management solutions for individuals, families, and institutions. Our services include portfolio management, holistic financial planning, and institutional advisory support. We emphasize client-focused strategies, community engagement, and educational resources to deliver sustainable financial success.
Investment Management Wealth Management Institutional Advisory
Shamrock Wealth Management provides personalized financial planning and wealth management services tailored to individual client needs. Our team of certified advisors creates customized strategies for asset accumulation, retirement planning, estate management, and tax efficiency. We prioritize client relationships through transparent communication and a fiduciary commitment to act in clients' best interests.
Asset Accumulation Business Planning College Funding
Summit Investment Advisors offers holistic financial planning and investment management services, specializing in retirement income planning, tax-efficient strategies, and estate planning. Our mission is to empower clients with knowledge and tools to make confident financial decisions. Backed by decades of experience and a client-first philosophy, we provide personalized guidance to help individuals and businesses achieve long-term financial security.
Financial Planning Retirement Income Planning Investment Management
Pratt Kutzke & Associates is an independent financial advisory firm specializing in retirement planning and investment management. We help clients transition into and through retirement with personalized strategies that align with their values and goals. Our fiduciary-driven approach combines comprehensive financial planning, tax-efficient investing, and institutional research to deliver lasting client outcomes.
Financial Planning Investment Management Retirement Plans
Personalized approach Expert guidance Trustworthy advisors
Galligan Financial Advisors specializes in comprehensive financial planning, tax advisory, and investment management services. We provide personalized strategies for retirement, estate, and wealth preservation, emphasizing tax efficiency and long-term security. Our fee-only model ensures unbiased guidance tailored to individual client needs.
Financial Planning Investment Advisory Tax Preparation
Gallagher Financial Services provides expert financial planning, retirement strategies, estate planning, insurance solutions, and tax optimization services. Founded in 1985, we partner with clients to develop personalized strategies that address wealth management, business planning, and charitable giving. Our commitment to excellence ensures clients receive tailored guidance to achieve long-term financial security.
Retirement Planning Estate Planning Insurance Solutions
Minneapolis (8.7 mi) Eden Prairie (19.8 mi) Excelsior (23.5 mi) Hopkins (15.5 mi) Burnsville (15.8 mi) Hastings (18.6 mi) Maple Grove (19.6 mi) Wayzata (20.4 mi) Lakeville (22.3 mi) Forest Lake (23.0 mi)