Financial Planning Financial Planners locations near Castle Rock, MN

Showing 1–10 of 10 results

We track 10 financial planning financial planners listings in and around Castle Rock, MN, spread over 3 ZIP codes. Listings here were last checked in Aug 2026.

Community Resource Bank

📍 1605 Heritage Dr, Northfield, MN, 55057

📞 507-645-4441

Good Bankers. Good Friends. Community Resource Bank offers personal and commercial banking services to people throughout the Roseville, Northfield and Cannon Falls, MN areas. “Community” is more than part of our name; it is our mission and we are known for our community leadership. We offer progressive services that are backed by safe and sound financial principles. People come to Community Resource Bank for a variety of reasons, including: • Checking and savings • Debit cards • Lines of credit • Estate accounts • Investments • Merchant services In terms of business loans, we are happy to work with our commercial customers to help them launch or grow their businesses. From purchasing real estate for your farm to SBA loans, our goal is to stay involved in the local community and to provide the financial services that best meet your personal and commercial needs. Call Community Resource Bank for today’s rates or to open an account!

Updated Aug 2026

Thrivent Financial For Lutherans

📍 20700 Chippendale Ave W Ste 9, Farmington, MN, 55024

📞 651-463-1010

🌐 thrivent.com

Updated Aug 2026

Ameriprise Financial

📍 411 Water St S, Northfield, MN, 55057

📞 507-663-0083

🌐 ameriprise.com

Carlson Capital Management

📍 11 Bridge Sq, Northfield, MN, 55057

📞 507-645-8887

🌐 carlsoncapitalmanagement.com

Heimdal Tax & Financial Services

📍 9540 210th St W, Lakeville, MN, 55044

📞 952-469-1428

First National Investment Services

📍 105 4th St E Ste 100, Northfield, MN, 55057

📞 507-645-0495

🌐 investmentcenters.com

Falck Financial Services

📍 509 Professional Dr, Northfield, MN, 55057

📞 507-645-2993

R JF Inc INS

📍 509 Professional Dr, Northfield, MN, 55057

📞 507-645-6636

🌐 rjf-inc.com

Falck Rich INS

📍 509 Professional Dr, Northfield, MN, 55057

📞 507-645-2993

Cetera Investment Services

📍 1605 Heritage Dr, Northfield, MN, 55057

📞 507-645-1841

🌐 community-resourcebank.com