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Closed today
300 Prairie Center Dr #210, Eden PrairieClosed 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.“
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
5201 Eden Ave Suite 300, Edina“We would highly recommend! Laura is trustworthy and gives great financial guidance. She cares about her clients and is a very knowledgeable advisor.“
Closed today
701 Carlson Pkwy, Minnetonka“Working with Lauren from Cresset's Events Team was an absolute pleasure from start to finish! As the venue host of her annual client event over the past 3 years, we have consistently been impressed by her professionalism, organization, and attention to detail. She’s incredibly thoughtful in her communication, always quick to respond, and makes planning a seamless collaboration every time. Lauren truly understands how to bring a vision to life. We would welcome the opportunity to work with her and her team again anytime!“
“I highly recommend Chris. He and Emma are very helpful, respond promptly and take the time to get to know you and what you need.“
Closed today
120 Broadway Ave S STE 200, Wayzata“Can’t say enough about the care and service we have received from the team. Truly a personal experience that makes my wife and I feel so valued! So happy we were referred to you!“
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
6121 Excelsior Blvd, St Louis Park“I don’t know how there is anyone giving less than 5 stars for this company. My family, extended family, and business all use the secured retirement family for financial planning and retirement. I couldn’t recommend a better group of people to work with who continue to treat us all like family every time we talk with them. Thank you secured for all you do!“
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