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Closed today
7825 Washington Ave S #100, Bloomington“Before working with the team at Boulevard, we had worked a little with a traditional financial company, and it felt like every meeting was a sales pitch. Every conversation with the team at Boulevard by contrast has been a strategic discussion about our goals, which goes well beyond discussions about money or specific investments. At every step of the way, from organizing our financial picture to helping us with estate planning, their focus has been on educating us and offering deeply informed guidance on how we could best meet our goals. We quickly developed a trusting relationship because of their professionalism and team-based approach, and it has evolved into an essential partnership that has enabled us to meet and exceed the goals we started with and focus on multi-generational financial security. We would recommend them to anyone looking for a long-term partner who is always focused on serving your best interests.“
Closed today
701 Carlson Pkwy, Minnetonka“Lauren and the Cresset Event team are always a pleasure to work with! They always have a killer vision but trust in their vendors to bring it to life!“
Closed today
701 Lake St E Suite 200, Wayzata“I have worked with Mark for a number of years and found his insights to be incredibly valuable! I would highly recommend Mark!“
Closed today
12100 Singletree Ln Suite 175, Eden Prairie“Tim Brown and his team are so knowledgeable and professional. He provides more than just investing services. He also helps you keep your personal and financial information safe. If you are looking for a new advisor, check them out. We went through 5 different financial services companies. Once we found Tim and his staff we would never think of changing companies.“
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