Best Financial Advisors in Coon Rapids

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.8/5.0
Average Rating

Coon Rapids Financial Landscape

Coon Rapids boasts a stable economy with a mix of retail, healthcare, and manufacturing sectors. The city benefits from its proximity to the Minneapolis-St. Paul metropolitan area.

Major industries
Healthcare, Retail, Manufacturing
Population
62.1K (metro: 3.6M)
Median household income
$75,000
Unique needs
Coon Rapids requires tailored financial advice due to its suburban dynamics and diverse economic base.
Market Insights
Economic Growth
According to BEA (2023), Coon Rapids has shown steady economic growth, driven by local healthcare and retail sectors.
Wealth Demographics
According to Census (2023), the median income in Coon Rapids is approximately $75,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in Coon Rapids are increasingly focusing on retirement planning and tax strategies.
Local Considerations
Cost of Living
According to BLS (2024), Coon Rapids has a moderate cost of living, making it an attractive option for families and retirees.
Real Estate Market
According to Zillow (2024), the real estate market in Coon Rapids is competitive, with rising home prices and a limited inventory.
Business Environment
According to Fortune (2024), Coon Rapids offers a supportive business environment, attracting small to medium-sized enterprises.

Top 5 Financial Advisors in Coon Rapids

Edward Jones - Financial Advisor: David N Fish, AAMS®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Nathaniel Loge, AAMS®
★ ★ ★ ★ ★ 5
Dorval & Chorne Financial
★ ★ ★ ★ ★ 5
Nicholas Bednarczyk - Raymond James
★ ★ ★ ★ ★ 5
Legendary Capital Solutions
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Coon Rapids, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Coon Rapids-Specific Expertise
For Coon Rapids residents working in Healthcare, Retail, Manufacturing, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Coon Rapids' reliance on retail and healthcare poses risks; housing market may face bubble concerns. Prepare for flooding and diversify investments.

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Find Financial Advisors in Nearby Cities

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