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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Rochester is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Rochester & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Rochester?

Looking for a qualified financial advisor in Rochester? We can help you by narrowing down your options & listing the best financial advisors in Rochester as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Rochester near you with the list of certified and vetted Rochester financial advisors.

List of Qualified Financial Advisors in Rochester, Minnesota

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Nate Pribyl

Edelman Financial Engines, LLC

3157 Superior Dr NW

Rochester, MN 55901
(763) 4948889

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Matt Elliott

Pulse Financial Planning

3265 19th St NW Suite 700

Rochester, MN 55901
(507) 2187707

List of Additional Financial Advisors in Rochester, Minnesota*

* Additional advisor listing is provided in partnership with Yext

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Stephen Palen - Ameriprise Financial Services, LLC

1530 Greenview Dr SW
Ste 205

Rochester, MN 55902
5072084711

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Alex Lair - Ameriprise Financial Services, LLC

4115 26th St NW
Ste 100

Rochester, MN 55901
5072814341

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Dennis N Bussian - Ameriprise Financial Services, LLC

2774C Commerce Dr NW

Rochester, MN 55901
5073223649

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Michael Hoffman - Ameriprise Financial Services, LLC

2774C Commerce Dr NW

Rochester, MN 55901
5072065086

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Kathleen M. Allison - Morgan Stanley

14 Second Street SW
Suite 201

Rochester, MN 55902
5075294412

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Echelon Wealth Partners - Ameriprise Financial Services, LLC

4115 26th St NW
Ste 100

Rochester, MN 55901
5072814341

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Pinnacle Private Wealth Group - Ameriprise Financial Services, LLC

1530 Greenview Dr SW
Ste 205

Rochester, MN 55902
5072084711

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Continuum Financial Group - Ameriprise Financial Services, LLC

1530 Greenview Dr SW
Ste 111

Rochester, MN 55902
5072890737

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Barbara O'Connor - Ameriprise Financial Services, LLC

1530 Greenview Dr SW
Ste 205

Rochester, MN 55902
5072084711

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Morgan Stanley

14 Second Street SW
Suite 201

Rochester, MN 55902
5072810403

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Zachary Saiki - Ameriprise Financial Services, LLC

2774C Commerce Dr NW

Rochester, MN 55901
5073223650

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Adam Palen - Ameriprise Financial Services, LLC

1530 Greenview Dr SW
Ste 205

Rochester, MN 55902
5072084711

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The BlackRidge Group - Morgan Stanley

14 Second Street SW
Suite 201

Rochester, MN 55902
5072810403

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Paul L Peterman - Morgan Stanley

14 Second Street SW
Suite 201

Rochester, MN 55902
5075294403

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David A Olson - Morgan Stanley

14 Second Street SW
Suite 201

Rochester, MN 55902
5075294404

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Nicholas Forliti - Ameriprise Financial Services, LLC

1530 Greenview Dr SW
Ste 111

Rochester, MN 55902
5072890737

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Endgame Financial Group - Ameriprise Financial Services, LLC

2774C Commerce Dr NW

Rochester, MN 55901
5072065086

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Brian Martin - Ameriprise Financial Services, LLC

4115 26th St NW
Ste 100

Rochester, MN 55901
5072814341

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Randy Ehleringer - Ameriprise Financial Services, LLC

4115 26th St NW
Ste 100

Rochester, MN 55901
5072814341

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Kari Douglas - Ameriprise Financial Services, LLC

4115 26th St NW
Ste 100

Rochester, MN 55901
5072814341

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Jodi K Miller Hammes - Ameriprise Financial Services, LLC

1530 Greenview Dr SW
Ste 111

Rochester, MN 55902
5072890737

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Stephen Stolz - Ameriprise Financial Services, LLC

4115 26th St NW
Ste 100

Rochester, MN 55901
5072814341

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Stephen Pascoe - COUNTRY Financial

2001 2nd St SW Ste 150

Rochester, MN 55902
5072806451

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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