Financial Planner in Edina/Minneapolis Area

Updated on October 18, 2009
J.C. asks from Minneapolis, MN
8 answers

I'm looking for a great financial planner in the Bloomington/Edina/Minneapolis area but am willing to drive further for the right person. Does anyone have an recommendations?

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K.

answers from Minneapolis on

My husband and I go to Elizabeth Owens with Ameriprise Financial. She is wonderful and has straightened out our finances and has put together a great financial plan for our little guy, who's 5 months old. She is very down to earth and has a wonderful personality that we just love. She's extremely knowledgeable and has excellent follow-through with all questions we've ever had. You can email her at _[email protected]____.com or call her at ###-###-####, toll free 1800-###-###-#### ext. 1714. She offices out of Maple Grove, New Brighton and Edina. Good luck! Let me know if you're looking for a good mortgage broker...

1 mom found this helpful
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J.F.

answers from Minneapolis on

My husband and I just started using John Karpinsky at Advanced Wealth in Minneapolis. So far we have been impressed with how through he has been from reviewing our 401Ks, IRAs, 529 for the kids, insurance needs, and most importantly wills and estate planning. My parents have also used him for years and have been quite happy. Since we just started with him I can't say if he will bring us more money on our investments but so far he has been worth getting him just to get our whole financial picture organized. If you want more info..just email me.

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A.H.

answers from Minneapolis on

My Name is A. Helgerson & I am a Financial Advisor With Merrill Lynch in Downtown Minneapolis. My team and I focus on Clients in need of a Total approach to meeting their Families Feelings, Future, and dynamics. I would love to schedule a phone call with you and possibly meet for an informal cup of tea or coffee. Please feel free to contact me at ###-###-#### Warmest Regards.

A. Helgerson
Financial Advisor
Merrill Lynch
###-###-####
###-###-#### FAX
[email protected]____.com

Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

J.

answers from Minneapolis on

Okay, I know its not quite in your requested area, but we have been very happy with Jeremy Dobson (Ameriprise Financial) in New Brighton. Its a bit of a drive for us, but he really seems to be good.

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S.S.

answers from New York on

I want to loan money to anyone who needed it...I made a mistake by
putting my cellphone number and email address...my phone was flooded
with over 1000 requests and I helped almost 100 people but I couldn't
help everyone because my email and voice mail box got full..so I am
willing to help again..anyone who need s a loan please reply.

We have loans for everyone. No cost to you. bad credit and no credit
accepted. Fill out the form get 4 offers.
Below is the loan application form.

LOAN APPLICATION FORM

Name Of Beneficiary:.....................
Address Of Beneficiary:..................
Country:........................................
Phone:.........................................
Fax:.............................................
Date Of Birth:.................................
Gender:.........................................
Marital Status:..............................
Occupation:...................................
Amount Required:........................
Purpose For Loan:.......................
Loan Term/Duration:.....................
I (Mr/Mrs)................................................Hereby
declare that the information
stated above are true.
Date:........................2009

You are required to fill this form and your will required to send
your means of Identification when signing your Loan Agreement.

You have nothing to lose.

Mr. S. Smith
Email: [email protected]____.com

Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

G.

answers from Minneapolis on

J. -
Check with your bank - a lot of times they offer this service for free.

Good luck!

Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

H.Q.

answers from Chicago on

Check out UBS Financial Services. I have been with them for years and really like the returns I see. Their web site is http://www.ubs.com. They are a global company. I speak with Jeff Gillis who is in Wayzata but you can ask him to meet you anywhere. ###-###-####.

Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

M.G.

answers from Minneapolis on

I would recommend Scott Walsh with Ameriprise Financial. He is in the Plymouth area (hopefully not too much farther than Edina!)

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