Advanced Financial Consultants

Advanced Financial Consultants is a Financial Planner in Rochester, MN. The firm provides comprehensive planning, tax and distribution planning, generational planning, and portfolio management. They serve individuals and families by tailoring financial strategies to specific goals and circumstances. The firm holds a 5.00 rating.

Since 1964, this boutique firm has integrated family values into its professional practice. The team focuses on building long-lasting relationships through transparency, integrity, and a commitment to understanding each client's unique needs. Their services include managing wealth, protecting assets for future generations, and optimizing finances to minimize taxes. The firm emphasizes a culture of continuous learning and education to adapt to evolving markets.

Located on Commerce Dr NW, the office is approximately 0.2 miles from the Office of Congressman Brad Finstad and a short drive from Badger Ridge Park.

Advanced Financial Consultants is known for its deep-rooted expertise and decades of experience in the industry. The firm is recognized for its dedication to helping clients achieve their financial goals through a personalized, client-centered approach.

With over five decades of experience, Advanced Financial Consultants provides professional financial planning services to the Rochester community.