Find the best local pros
See honest referrals, shared on social networks
I need: logo biz in: logo biz

Financial Planners in Minneapolis, MN

Relevancy Ranking
?
  • 1.

    Tlc Financial

    • 8200 Humboldt Ave S #3101, Bloomington, MN 55431, USA Minneapolis, MN 55431
    • Closed
    9.5
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (952) 948-1105
    Referral from Dec 12, 2014
     
    Business reviewer avatar
    Lynne J.:
    I am looking for a new accountant to help with business and personal tax reporting. Need someone who is familiar with S Corp filing. ...
    Business reviewer avatar
    TLC Financial in Bloomington. Been with them for 15 + years. 952-948-1105. Ask for Sharol Lehnertz. Great people.
  • 2.

    Bond & Devick Financial Network

    • 600 Highway 169 S Ste 875 Minneapolis, MN 55426
    9.2
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (952) 591-0113
    Referral from Nov 07, 2014
     
    Business reviewer avatar
    Erin S.:
    In light of this morning's meeting, I've been thinking about advance planning of all kinds. Do any of you have a great life insurance...
    Business reviewer avatar
    We have a GREAT financial planner that we've used for 10 years: Brittany Metzig. http://www.bondanddevick.com/our-team
  • 3.

    Box Financial Advisors Inc

    • 1221 Nicollet Ave Minneapolis, MN 55403
    • Closed
    9.1
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (612) 347-8621
    Referral from Jan 21, 2015
     
    Business reviewer avatar
    Tyesha M.:
    I am in need of COSt EFFECTIVE or FREE financial services for: Money mentor, financial advisor, financial planning, ect. Someone who...
    Business reviewer avatar
    I may be misunderstanding your need, but financial planners don't charge to advise ...they do charge you to move your investments. I...
  • 4.

    Ror Financial Service Inc

    • 1515 W Lake St Minneapolis, MN 55408
    9.0
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (612) 822-7177
    Referral from Apr 08, 2013
     
    Business reviewer avatar
    Rebecca C.:
    Does anyone I know do taxes or know someone they would recommend? I have too many jobs to file on my own anymore.
    Business reviewer avatar
    These guys are an Angie's List favorite. I used them a few times. http://www.rortax.com/
  • 5.

    Megastar Financial Corp

    • 7601 France Ave S Minneapolis, MN 55435
    8.9
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (952) 230-7777
    Referral from Jul 23, 2014
     
    Business reviewer avatar
    Charity O.:
    I am hoping to get a referral for an air conditioner tuneup company and a mortgage broker (for refinancing). Does anyone have a great...
    Business reviewer avatar
    Mark is great for financing: www.markmerry.com we work with him on a lot of deals and he has never let us down!
  • 6.

    Stan Copouls Service

    • 8053 E Bloomington Fwy Minneapolis, MN 55420
    • Closed
    8.8
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (952) 259-0056
    Referral from Jan 16, 2015
     
    Business reviewer avatar
    Elizabeth G.:
    Any recommendations on local tax advisors?
    Business reviewer avatar
    We have used Jim Copouls of Copouls Financial for 30 years. My parents used to see Jim's father decades ago. Jim has brought his son...
  • 7.

    Lifelong Wealth Inc

    • 1221 Nicollet Mall Ste 705 Minneapolis, MN 55403
    8.7
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (612) 349-6400
    Referral from Dec 30, 2020
     
    Business reviewer avatar
    Southmplsguy:
    Accountant & Financial Advisors for Small Business Owners Looking for recommendations on an accountant and financial advisor. Prefer...
    Business reviewer avatar
    My wife works for Lifelong Wealth Advisors. They're located in Minneapolis and are fiduciary. You can check out their website and...
  • Referral from January 17, 2017
    5.0
    Twitter reviewer avatar
  • Referral from October 27, 2016
    5.0
    Twitter reviewer avatar
  • See all 12 results within 15 miles of Minneapolis, MN
    New Review
    and/or

         
         
         
         
    Loading..
    Please wait....
    Loading...
    Please wait...