Emily Simpson

BFA™

Financial Advisor

State(s) Licensed:   IA, KS, MN, WI

Phone 612-499-6878
Address

1895 Plaza Dr Suite 225
Eagan, MN 55122

Emily Simpson

State(s) Licensed:   IA, KS, MN, WI

Serving individuals and families in the Twin Cities area

  • Navigating every aspect of your financial picture can feel stressful. You don't need to do it alone.
  • I strive to help my clients shorten the learning curve involved with making financial decisions. When we work together, you can count on customized advice and a plan tailored to your individual situation.
  • Getting started is easy. Reach out to schedule an appointment and we will work together on a roadmap to move your goals forward.


Areas of focus:

  • Financial guidance
  • Planning for retirement
  • Investment management
  • Protecting loved ones with life insurance or disability insurance
  • College planning


My office is conveniently located in Eagan and I serve individuals and families in Eagan, Apple Valley, Lakeville, Mendota Heights, Burnsville, Farmington, Prior Lake, Minneapolis and St. Paul. I am also licensed Wisconsin, Kansas, and Iowa.


Meeting Options:

In Person | Virtual - Zoom | Phone

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Location

Eagan Office

Phone:
612-499-6878

Hours

M – F: 9 a.m. – 5 p.m.