Financial advisors in Welch, MN

Looking for a financial advisor in Welch, MN? We list 2 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

2Advisors with offices here

10Median years of experience

100%At fee-only firms

1Firms represented

Largest firms here: Couloir Wealth Advisors (2).

Nearby: Cannon Falls, Red Wing, Hastings, Hampton, Cottage Grove, Frontenac, Afton.

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Couloir Wealth Advisors

10yrs

Janice Fier

Financial advisor

Welch, MN

10 years in the industry

CFP®FiduciaryFee-only firm

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Couloir Wealth Advisors

8yrs

Justin Fier

Financial advisor

Welch, MN

8 years in the industry

FiduciaryFee-only firm

Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read

HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read

HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read