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BestProsInTown

Financial Planners near Minnetonka

Financial Planners near Minnetonka picked by BestProsInTown

Cresset

Cresset

701 Carlson Pkwy, Minnetonka

Thu 8AM - 6PM

5.0 3 reviews

“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!”

Echo Wealth Management, LLC

Echo Wealth Management, LLC

3033 Campus Dr n145, Plymouth

Thu 8:30AM - 5PM

5.0 23 reviews

“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.”

Boulevard Wealth Management

Boulevard Wealth Management

7825 Washington Avenue South Suite 100, Edina

Thu 8:30AM - 5:30PM

5.0 21 reviews

“I have always been skeptical of financial advisors and wealth management firms, but after my experience with Boulevard Wealth Management I'm kicking myself for not consulting sooner. Everyone I worked with was polite and professional and there were many things I learned that opened my eyes. Had I been given the advice and knowledge I have now 20 years ago, I can't imagine how much greater my position would be. I mentioned this to them, and they told me that today is still the best time to start. There is so much strategy with money management, tax considerations and retirement thinking. It's mostly impossible for someone that doesn't do it day in and out to be aware and educated enough to know how to navigate these areas. I am glad I got over my aversion of these kinds of places because I've learned so much and it will help me now and through the rest of my life.”

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