Financial Advisory Services in Minnetonka, Minnesota - ViewLocate

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John Thomas - Ameriprise Financial Services, Inc. photos

John Thomas - Ameriprise Financial Services, Inc., Minnetonka

Minnetonka / Minnesota / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

MidCountry Bank photos

MidCountry Bank, Minnetonka

Minnetonka / Minnesota / United States

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MidCountry Bank & Mortgage is a subsidiary of MidCountry Financial Corporation, a financial services holding company. The company was capitalized with over $32 million in August 2002. Its banking subsidiary, MidCountry Bank, has numerous banking offices in Southern Illinois, Minneapolis, and central and northern Minnesota. MidCountry Bank conducts mortgage banking operations through its MidCountry Mortgage Division. The company offers insurance and investment services to bank customers though its subsidiaries, Insurance Planners and MidCountry Investments. Other subsidiaries of MidCountry Financial include OFC Capital, Pioneer Services and Heights Finance Corporation. MidCountry Bank & Mortgage maintains a location in Minnetonka, Minn.

Oppidan Investments LLC photos

Oppidan Investments LLC, Minnetonka

Minnetonka / Minnesota / United States

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Oppidan Investment Company specializes in real estate development, consulting, construction and project management, asset management and brokerage services. The business also has an experienced LEED practice. For more information on the services offered, visit the Oppidan Investment Company website.

Running Wealth Management Group photos

Running Wealth Management Group, Minnetonka

Minnetonka / Minnesota / United States

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At Running Wealth Management Group, we work as a team to serve you with the most up to date research and investment data. We offer advice grounded in methods by our research professionals and our investment committee. We know that the complexities of today’s financial environment require extensive attention and expertise. Our team offers those necessary tools for success and approaches your financial plan with a desire to do what’s best for you. We have our own registered investment advisory that allows us to offer unencumbered investment advice.

American Family Insurance photos

American Family Insurance, Minnetonka

Minnetonka / Minnesota / United States

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As an authorized agent for American Family Insurance, Michael Simonett provides insurance coverage and financial planning services. His products include homeowners’, auto, health, life, umbrella and business policies. Simonett also offers retirement planning and farm/ranch insurance coverage.

Tax Materials photos

Tax Materials, Minnetonka

Minnetonka / Minnesota / United States

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Tax Materials provides a full range of tax preparation materials for businesses. The Tax Book Annual All-States Resource Guide for Tax Preparers, which this company publishes, received high marks in a 2010 customer survey. Tax Materials' web portal, The Tax Library, is an online tax research library. For those interested in CPE education, Tax Materials offers self-study guides. Other products include brochures for clients (such as a donations tracker) and a Fast Tax Facts series on subjects such as small businesses, employee benefits and depreciation.

US Bancorp Investments photos

US Bancorp Investments, Minnetonka

Minnetonka / Minnesota / United States

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Your financial advisor in Minnetonka will work with you to create tailored wealth management strategies. Find a financial advisor near you.

K&MG Advisors - Tax Services photos

K&MG Advisors - Tax Services, Minnetonka

Minnetonka / Minnesota / United States

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Wells Fargo Bank photos

Wells Fargo Bank, Minnetonka

Minnetonka / Minnesota / United States

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Wells Fargo and Company (NYSE: WFC) is a nationwide, diversified financial services company with 1.6 trillion dollars in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,700 locations, more than 12,500 ATMs, online, wellsfargo.com, and mobile devices. Were headquartered in San Francisco, but were decentralized so every local Wells Fargo store is a headquarters for satisfying all our customers financial needs and helping them succeed financially. We do business with one in three U.S. households. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. At the end of third quarter 2014, Wells Fargo ranked fourth in assets among U.S. banks and was the worlds most valuable bank by market capitalization. In 2013, Euromoney named Wells Fargo "Best Bank in its Global Awards for Excellence, the first time a U.S.-based bank has won the top award. The Chronicle of Philanthropy ranked Wells Fargos corporate giving in the top two among all U.S. companies each of the past two years. Our vision: We want to satisfy all our customers financial needs and help them succeed financially.

American Family Insurance-Matthew Miller Agency, Inc photos

American Family Insurance-Matthew Miller Agency, Inc, Minnetonka

Minnetonka / Minnesota / United States

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We are an American Family Insurance agency committed to inspiring and protecting dreams in Minnetonka, MN. Whether youre purchasing a car, buying a home, managing an investment property, starting a small business or leaving behind a legacy, well help you protect your dreams. We start by getting to know you and then provide you with a free auto, home, life and/or commercial insurance quote. By bundling policies, we can often offer a variety of discounts.

John Bailey: Allstate Insurance photos

John Bailey: Allstate Insurance, Minnetonka

Minnetonka / Minnesota / United States

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Amidst the lakes, green meadows and thriving Minnetonka community, you’ll find our Allstate agency. Known for its highly ranked schools, vast park systems and family-focused mindset, the Watermark Insurance Agency is proud to be a staple of this western suburb. Walk through our doors, and youll be greeted by one of our welcoming and knowledgeable agents. We pride ourselves on being a one-stop for your insurance-related needs. My team and I specialize in auto, home, boat, recreational vehicle and life insurance as well as financial services. As a trusted Allstate advisors, were here to help you choose the insurance coverage that fits your needs and are ready to help with questions you may have. Our agency is proud to have represented Allstate since 2008 and to be there for customers when they need us the most. Were dedicated to helping you be prepared for lifes milestones and its hurdles. If you’re in Minnetonka or the West Suburb area, please stop by our office for a quote or financial consultation. We’re located at 17909 Highway 7, at the intersection of Highway 7 and Highway 101. We look forward to meeting you!

First Minnetonka Investment Center photos

First Minnetonka Investment Center

Minnetonka / Minnesota / United States

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First Minnetonka Investment Center is the investment affiliation of the First Minnetonka City Bank. First Minnetonka Investment Center is licensed in various states throughout the Midwest, Southwest and Florida. It provides investment solutions services for clients. For more information on First Minnetonka Investment Center, please call the listed number or refer to the website provided.

First Minnetonka City Bank photos

First Minnetonka City Bank

Minnetonka / Minnesota / United States

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Since 1964, First Minnetonka City Bank has had the "bank among friend" philosophy in the community. From personal checking, savings, commercial banking and multiple-loan options, customers get local advice and friendly service. Convenient banking options include walk-in, drive up, ATM or enjoy the latest secure online banking. Additionally, a sister location is located at 11500 Highway 7 in Minnetonka. Member FDIC.

U.S. Bank Branch photos

U.S. Bank Branch, Minnetonka

Minnetonka / Minnesota / United States

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Let the U.S. Bank Minnetonka - Highway 7/101 Office help you bank smarter with Online Banking, Bill Pay, Checking Accounts, Savings Accounts, Bank Loans and Student Loans.

KLC Financial photos

KLC Financial, Minnetonka

Minnetonka / Minnesota / United States

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Minnwest Bank photos

Minnwest Bank, Minnetonka

Minnetonka / Minnesota / United States

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Minnwest Bank is conveniently located on Highway 7, across from Famous Dave's. The staff at Minnwest are ready and willing to help you with any of your banking needs, from personal checking and savings to business accounts. Stop in and meet the wonderful bankers.

Edward Jones - Financial Advisor: Devon J Roehrich photos

Edward Jones - Financial Advisor: Devon J Roehrich, Minnetonka

Minnetonka / Minnesota / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Financial Advisors | U.S. Bancorp Investments photos

Financial Advisors | U.S. Bancorp Investments, Minnetonka

Minnetonka / Minnesota / United States

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Financial Advisory Services

Your financial advisor in Minnetonka will work with you to create tailored wealth management strategies. Find a financial advisor near you.

Wells Fargo Home Mortgage photos

Wells Fargo Home Mortgage, Minnetonka

Minnetonka / Minnesota / United States

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Block Advisors photos

Block Advisors, Minnetonka

Minnetonka / Minnesota / United States

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With a network of 2,000+ Tax Advisors, averaging 15 years of tax preparation experience each, Block Advisors offers year-round tax preparation, tax planning, and business services to help with any tax situation, no matter how complex. To stay at the top of our game, our Tax Advisors complete specialized training each year, focusing on various areas of tax theory and application. The result? A relationship that extends far beyond the tax return. Schedule an appointment today to visit your local Minnetonka Block Advisors office.

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