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Showing 1 - 12 of 24 results
EHLERS AND ASSOCIATES, INC.
EHLERS AND ASSOCIATES, INC.
Roseville, Minnesota
All Size Average employees
PUBLIC FINANCE ADVISORS Ehlers, a pioneer and leader in municipal advisory services since 1955, helps clients build strong, vibrant and sustainable communities by delivering independent guidance and prudent advice across all areas of public finance. Our services include: Debt Issuance, Management & Compliance Economic Development & Redevelopment Financial Management Planning Investment Advisory We work with more than 1,500 local governments, schools, and public agencies across five states; placing our clients’ needs and best interests at the center of everything we do. ehlers-inc.com
Retirement Benefits Rank
Market Competitive
MAIRS AND POWER, INC.
MAIRS AND POWER, INC.
St. Paul, Minnesota
25-49 employees
Mairs & Power is an SEC registered investment advisor founded in 1931. We offer individually managed accounts, mutual funds and an ETF for investors of all sizes.
Retirement Benefits Rank
Top Benefits
VAN CLEMENS & CO., INC.
VAN CLEMENS & CO., INC.
Minneapolis, Minnesota
1-24 employees
We specialize in custom investment strategies driven by the needs and situation of an individual client with respect to current and expected market conditions.
Retirement Benefits Rank
Market Leading
PRAIRIEVIEW PARTNERS LLC
PRAIRIEVIEW PARTNERS LLC
St Paul, Minnesota
1-24 employees
PrairieView Partners, LLC is a locally owned, independent, fee-only, integrated personal wealth management firm in St. Paul, Minnesota, serving individuals and families in the Twin Cities, across greater Minnesota, and in a number of states. The founding partners established PrairieView Partners to fulfill a purpose that was not, in their view, being adequately met in the marketplace. Individuals with net worths between $2 million and $15 million – their target market – have a multitude of needs related to investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. While there are many qualified professionals able to give expert guidance in one or two of these areas, what is too often lacking is coordination. Providing highly personalized, unbiased, advice that is truly integrated across multiple disciplines is at the core of PrairieView Partner’s business philosophy. Their goal is to serve as the central point of communication for their clients – to thoroughly understand their situation and objectives and to make sure their investment, retirement planning, estate planning, tax, insurance, and other financial needs are being appropriately met.
Retirement Benefits Rank
Top Benefits
NORTH CENTRAL EQUITY LLC
NORTH CENTRAL EQUITY LLC
Minneapolis, Minnesota
100-499 employees
Operating holding company which owns service, manufacturing and distribution companies. The company owns companies in the midwest midwest.midwest midwestuppmidwest.midwestand Canada but will look at company opportunities anywhere in the United States or Canada. The type of companies owned can be found on the company web site which is www.ncequity.net.
Retirement Benefits Rank
Market Laggard
SUMMIT INVESTMENT ADVISORS, LLC
SUMMIT INVESTMENT ADVISORS, LLC
Roseville, Minnesota
1-24 employees
Guiding You To Your Summit You can have confidence in our knowledge, passion, and dedication to help you and your loved ones reach the summit! Helping you to discover what financial and life success truly means to you is at the core of our methodology. We formulate a plan to help get you there, partnering with you along the way to assist you with pursuing your goals. It may be easier than you think, especially when you have a solid plan in place. Summit Investment Advisors provides expert wealth management & financial planning services, including: • Wealth Planning • Investment Management • Alternative Investments • Estate Planning • Small Business Planning • Insurance Services • Risk Management Planning • Educational Workshops for families, groups, & businesses. Securities offered through LPL Financial. Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial & have not been reviewed by LPL Financial as to their accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, GA, IA, IL, MI, MN, MO, MT, NC, ND, NE, NY, OH, OR, TX, WA, WI, and WY. Summit Investment Advisory Services LLC (“SIAS”) is a registered investment advisor. SIAS provides investment advisory and related services for clients nationally. SIAS will maintain all applicable registration and licenses as required by the various states in which SIAS conducts business. FINRA: www.finra.org SIPC: www.sipc.org Specialties Wealth Planning, Investment Management, Alternative Investments, Estate Planning, Small Business Planning, Insurance Services, Risk Management Planning, Educational Workshops for families, groups, and businesses.
Retirement Benefits Rank
Market Leading
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CPR WEALTH ADVISORS LLC
CPR WEALTH ADVISORS LLC
Hudson, Wisconsin
1-24 employees
* Assist three representatives* Prepare all client paperwork accurately and timely* Set up and maintain client online customer management system* Submit and follow up client processes
Retirement Benefits Rank
Top Benefits
GREAT WATERS FINANCIAL, LLC
GREAT WATERS FINANCIAL, LLC
Shoreview, Minnesota
25-49 employees
We are a group of professionals who want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams. Our philosophy bridges the gap between technical experience and showing our clients how each piece supports the future they are building. We have deep experience in investments, portfolio management, benefits, and Social Security. Every one of us at Great Waters Financial is committed to delivering you a comprehensive retirement plan that’s tailored to your goals, and as time goes on, supporting you through proactive guidance. We make sure your custom architected plan meets your goals of today and aspirations of tomorrow. We'll evaluate investment approaches and tax consequences, and implement the strategies so you don't have to. And we won't stop evaluating and implementing because the market is always changing and your needs may change too.
Retirement Benefits Rank
Market Leading
LEGACY CAPITAL, LLC
LEGACY CAPITAL, LLC
Forest Lake, Minnesota
1-24 employees
Legacy Capital Wealth Management is dedicated to helping you pursue your financial goals and life aspirations by developing an investment portfolio and planning foundation in a manner consistent with your risk profile. As your financial partner, we listen and respond appropriately to your needs, using clear and simple language. We offer a high level of personal service, innovative strategies, and a promise to always act in your best interest. This is accomplished by implementing a wealth management and investment philosophy complemented by a disciplined investment procedure customized to each client’s specified needs. Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through Magnetic North Advisors, a separate entity. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, FL, ID, IL, MI, MN, ND, OR, WI
Retirement Benefits Rank
Top Benefits
TROTT BROOK FINANCIAL
TROTT BROOK FINANCIAL
Anoka, Minnesota
1-24 employees
- Coordinate social media marketing, monitoring & engagement- Create content for use on social media channels, including digital ad design- Experience with Hootsuite and Facebook Insights
Retirement Benefits Rank
Market Leading
BRIGHTON SANDBLASTING, INC.
BRIGHTON SANDBLASTING, INC.
Blaine, Minnesota
1-24 employees
Brighton Sandblasting is a business supplies and equipment company based out of 9905 Xylite St Ne, Blaine, MN, United States.
Retirement Benefits Rank
Market Laggard
EFS ADVISORS
EFS ADVISORS
Cambridge, Minnesota
25-49 employees
Navigating Your Financial Future. Our approach and equation is simple – our focus is on you. We will - help you get on the path to your financial success. We will - work together with you to get you to your destination, by focusing on your unique goals, values and priorities, by creating a financial plan that is suited to your distinctive situation. Our experienced advisors will take a holistic approach to your financial plan, and by reviewing your plan regularly, adjustments can easily and quickly be made as your life changes and evolves, which can impact your financial goals and needs. In addition, our long history working with non-profit organizations has positioned us as a trusted resource for retirement and pension plans, and helping our clients make better decisions going into retirement, based on their plans and contracts. Let EFS Advisors take care of you, so you can focus on the more meaningful things in your life. Important Disclaimers - https://efsadvisors.com/site/assets/files/2593/social_media_disclaimer.pdf
Retirement Benefits Rank
Below Market