3 Best Financial Services in St Paul, MN

“PrairieView Partners aims to serve as the central point of communication for their clients, thoroughly understanding their situation and objectives. They ensure that their investment, retirement planning, estate planning, tax, insurance, and other financial needs are appropriately met. Kristy Schaffer is a partner and financial planner at the firm. She completed her undergraduate degree at the University of Redlands, double majoring in Business Administration and International Relations, and completed her graduate work in accounting. She also earned a Master of Science in financial planning before becoming a licensed CPA. Kristy Schaffer holds credentials as a Certified Financial Planner® (CFP) and Personal Financial Specialist (PFS). She joined a private investment advisory firm as an investment manager and advisor to high-net-worth clients. At PrairieView Partners, the team provides a clear plan and expert guidance on managing and enjoying your wealth for today and tomorrow.”

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“Quarry Hill Advisors aims to support you in your financial journey through dedicated financial planning and investment management strategies personalized to your needs. Kyle Moore is the founder and financial planner of the firm. As a CERTIFIED FINANCIAL PLANNER™, he is committed to the industry's highest standards of excellence and professionalism. At Quarry Hill Advisors, the team helps you manage and align your resources to support the life you want. They practice making your retirement transition optimal and stress-free. They deliver the most outstanding value when they focus on situations requiring expertise. Their personalized financial planning lays the foundation for a lifetime of smart financial decisions that meet your unique needs.”

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“Dunncreek Advisors LLC is a client-focused advisory financial firm consistently serving as the client's advocate. As a fiduciary advisor, the firm prioritizes the client's best interests, adhering to a fee-first approach, where clients can rely on transparent and unbiased advice. Richard F. Dunn, CFP® AIF®, is the Principal Financial Planner at Dunncreek Advisors. He holds two esteemed certifications in the financial services field: the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Accredited Investment Fiduciary® (AIF®) designation. With over 20 years of experience, Rich is a dedicated financial expert who genuinely cares about assisting clients in attaining their financial objectives. Committed to delivering high-quality service, he takes pride in his role as a financial planner. Rich offers innovative solutions, providing reliable results. A staunch advocate for his clients, he continually explores new approaches to optimize their financial outcomes. Rich specializes in guiding families through the transition from saving for retirement to effectively managing and utilizing retirement income.”

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