Financial Advisors in Minnesota
Browse 2 verified financial advisors in Minnesota. Find the right advisor for your needs.
Lisa Kowalski
CFP, ChFC · Kowalski Financial Group
Margaret Ellis
CFP, CDFA · Ellis Financial Transitions
Financial Planning Tips for Minnesota Residents
Understand Your State Tax Burden
Minnesota's state income tax rate is 5.35-9.85%. A local advisor can help you minimize your combined federal and state tax burden through deductions, credits, and strategic timing.
Leverage Your Cost-of-Living Advantage
Minnesota offers a favorable cost of living, meaning your dollar goes further. An advisor can help you allocate the savings toward retirement accounts, investments, and emergency funds.
Review Your Estate Plan Under State Law
Estate planning laws vary by state. Minnesota has specific rules around probate, trusts, and inheritance. A local advisor familiar with Minnesota law can ensure your assets are protected and transferred efficiently.
Optimize Retirement Savings
Whether you're just starting out or nearing retirement, a Minnesota-based advisor understands local pension systems, state retirement benefits, and regional economic factors that affect your retirement timeline.
Protect Against Regional Economic Risks
With Minnesota's economy driven by Healthcare & Finance, diversification is key. A local advisor can help you build a portfolio that accounts for regional industry concentration and protects your wealth.
Minnesota Financial Snapshot
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