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Haven Financial Group
12940 Harriet Ave S STE 102, Burnsville
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12940 Harriet Ave S STE 102, Burnsville
Directions Call Website Suggest an Edit
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.
Mitch has been guiding my husband through retirement and helping me semi retire. I appreciate his rapid response where I can literally talk to him. He has made himself available whether by text, email or calling him. Lance the tax guy is very knowledgeable throughout the whole year not just tax time. Highly recommended!
Haven Financial Group specializes in all retirement topics. When my wife and I reached that magic age, we started researching matters such as social security, Medicare, etc. It seemed a bit daunting and somewhat confusing. Fortunately for us, I asked a good friend about the topic and he referred us to the Haven Financial Group. What a blessing that turned out to be.
All the staff at Haven are extremely friendly and engaging. They strive to put you at ease and make you feel comfortable, the moment you enter the office.
We met with Glenn Ramey to discuss our Medicare needs. Glenn is one of those rare gems; he is warm, friendly,... read full review