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Top Rated Financial Advisors in Rochester, Minnesota

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Rochester, Minnesota is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Rochester, Minnesota with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Rochester, Minnesota near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Steven Farrell

Lpl
PPC, CMFC®
Steven Farrell, a financial fiduciary, provides financial services to clients in the Rochester, Minnesota area. Steven holds a PPC, CMFC® certification. Steven has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC
CFA®
Joe Schwarz, a financial fiduciary, provides financial services to clients in the Minneapolis, Minnesota area. Joe holds a CFA® certification. Joe has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,000

    Name(s) of Custodian(s):
    Fidelity Investments

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