Financial Planners in Edina

“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.“

“TWN has been my primary investment broker for at least 20 years. Brad Johnson has provided top rate professional advice dring this entire period.“

“We would highly recommend! Laura is trustworthy and gives great financial guidance. She cares about her clients and is a very knowledgeable advisor.“

“My appreciation of the Team assisting me from Laura through all of my advisors remains unchanged and is overall extremely high! They (my team) continue to provide me with intelligent and very personalized advice and management which match my goals precisely. They continue to educate me in areas where I am weak and never hesitate to repeat information when they sense I’m not absorbing all of the messages correctly. They are totally honest and not only acknowledge where they might have done better as well as self correct even before I am aware of the change in approach. Their fees are very reasonable as well as open to me, and not any concern. I could not be more positive regarding my experience with Laurel Wealth!“

“Kathy is an absolute pleasure to work with. Not only is she knowledgeable (and one of the best financial planners), she is one of the nicest people you'll meet! Wishing you all at Flourish the best!“