Financial Planners near 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!“

“We have been with Echo even before she began EWM. Was thrilled when she took the calculated risk to take off on her own, and have only grown more impressed each year. Echo and her growing team of highly professional, highly responsive and always on top of things has continuously demonstrated commitment to doing the best and we continuously confident in knowing we're being cared for. We've been pleased to have referred EWM to other family and friends over the years.“

“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.“

““

“Zigler & Associates are Financial advisors that are true fiduciaries that don't sell a bunch of junk products. If you want actual good advice on how to manage your money or get quality Life Insurance products I would talk to Mike.“

“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!“

“I have worked with Mark for a number of years and found his insights to be incredibly valuable! I would highly recommend Mark!“

““

“My husband and I have been working with Laura Kuntz, owner of this business, for something like twenty years, and we are grateful for her and her associates' help with our finances all this time. She listens to our goals and values and recommends financial solutions to fit with them, such as moving most of our assets into socially responsible investments. She mentors newer people in her field, and we've seen them mature into advisors who are trustworthy, responsible, and helpful like she is. We get answers and explanations for things we don't understand; help with transitions like retiring, downsizing, and future planning; excellent, growthful monitoring of our investments;
advice about taxes and insurance; and contact when we need it, all at reasonable fees. Having Laurel Wealth Planning handle our finances has given us huge support for our busy lives, doing things we know more about than finances.“

“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!“

““

“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.“

“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!“