About Haven Financial Group
Haven Financial Group is a highly customer-focused business that offers a wide range of financial services, particularly specializing in retirement topics such as social security and Medicare. Clients appreciate the friendly and welcoming atmosphere created by the professional staff, who strive to make everyone feel comfortable and at ease from the moment they enter the office. The team is known for being knowledgeable, patient, and genuine, with advisors like Glenn providing clear, thorough explanations without pushing for decisions, which helps clients feel confident and less anxious about their options. Mitch is praised for his quick responses and personal guidance, assisting clients through retirement planning and semi-retirement. Lance, the tax specialist, is recognized for his expertise throughout the year, not just during tax season. Many clients highlight the exceptional customer service, noting that the staff truly cares about helping people achieve their financial goals. With recent expansion efforts, Haven Financial Group aims to serve even more individuals seeking guidance for a better future. Overall, the business is highly recommended for its professionalism, expertise, and dedication to its clients’ financial well-being.
Have been a client of Haven for 5 years. Terrific team from the minute you walk thru the door. Have had great contact with many of the group including Pakoula, Beverly, Isabella & Rachelle. Shout out to Larry (retirement scholar) and Lance (tax guru) who both have given invaluable advise. Special shout out to Glenn (Medicare savant) who this year alone helped us fill out IRMA paperwork saving us $9000. Even though we have recently retired to SC we intend to keep Haven Financial Group as our advisors as they feel like family.
I moved from another financial service to Haven because I was referred by a friend. Best decision I ever made! The staff is always warm and friendly whether I call or visit in person.
I have gone from having just little knowledge of retirement planning to feeling very comfortable after just a few appointments. Jeff answered all my questions and guided me through steps for understanding retirement funds. Lance is great with tax information and throwing in some humor. I would highly recommend the Haven group and you get warm cookies too!!
Haven Financial is a trusted financial partner for our real estate business. We've had good experiences with several different financial partners over the years, but Haven is another level of service. They handle all our business financial needs from accounting, budgeting, accounts receivable/payable, etc... Their monthly reports are very visual and easy to read. In addition, they are very communicative and easy to reach. If you are looking for a financial partner so you can focus on the core of your business, I'd highly, highly recommend Haven Financial Group.
Monday 9AM - 5PM
Tuesday 9AM - 5PM
Wednesday 9AM - 5PM
Thursday 9AM - 5PM
Friday 9AM - 3PM
Saturday Closed
Sunday Closed
12940 Harriet Avenue South Ste 102, Burnsville, MN 55337
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