3 Best Financial Services in St Paul, MN

“PrairieView Partners is a locally owned financial planner in Saint Paul, Minnesota. 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. Their goal is to serve as the central point of communication for their clients, thoroughly understanding their situation and objectives and ensuring their investment, retirement planning, estate planning, tax, insurance, and other financial needs are appropriately met.”

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“Quarry Hill Advisors is a fee-only financial planner in Saint Paul, Minnesota. 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 aim to support you in this endeavor through dedicated financial planning and investment management strategies personalized to you. 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®, serves as the Principal Financial Planner at Dunncreek Advisors, possessing two esteemed accreditations in the financial services realm—the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Accredited Investment Fiduciary® (AIF®) designation. With more than twenty 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. Leveraging his extensive experience, 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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