Financial consulting in Minneapolis, MN

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We act as the bridge between your business and personal finances to bring strategy, structure, clarity and confidence to your financial life and keep it that way. Arete Wealth Strategists offers financial planning and investment management specialized to the needs of business owners. Our clients seek professional and unbiased financial planning guidance. Why Choose Us? - We specialize in the needs of business owners - Fee only and signer of fiduciary oath - Credentialed and experienced - Innovative, flexible and tailored investment philosophy - Cutting-edge technology to save you time, increase accessibility & reduce our carbon footprint

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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. 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.

Burns Brothers Financial Group, located in Bloomington, Minn., has more than 45 years of experience in tax and financial planning and has access to Asset Management Service with a registered investment advisor through affiliation with Harbour Investments. The company s reporting service tracks more than 8,000 investments and also has a retirement and estate planner to help its clients with retirement income decisions, estate taxes, probate and nursing home cost containment. BBFG s clients have invested more than $100 million in various products such as mutual funds, stocks, bonds, modified endowments, variable and fixed annuities. Some of its services include accounting services, financial planning seminars, life insurance, disability insurance, individual retirement account, pension plan distributions, asset management service, investment alternatives, retirement planning, asset protection, college planning, pension maximization, estate planning and business protection. The company s tax manager is an enrolled agent through which it provides free audit service to tax clients for their personal tax returns.