About PrairieView Partners
Reviews for PrairieView Partners
Write a reviewHours
Monday: 8:30AM - 4:30PM
Tuesday: 8:30AM - 4:30PM
Wednesday: 8:30AM - 4:30PM
Thursday: 8:30AM - 4:30PM
Friday: 8:30AM - 4:30PM
Saturday: ClosedSunday: Closed
PrairieView Partners provides personalized financial planning and wealth management services with integrity and professionalism. They take a thorough approach, assessing clients' financial situations, short-term goals, and retirement plans. This outstanding comprehensive financial planning organization developed a financial strategy that took clients through their work years, retirement, and estate planning. The team is very responsive, professional, and personable, offering same-day responses and thorough, reliable, and trustworthy guidance. They help families achieve their financial objectives, earning high recommendations from long-term clients.
Financial Planning Excellent! A strength of the group along with tax strategies.
Assistance with Fund Transfers: 4/5 Staff turnover has led to confusion on who to contact; sometimes staff makes errors in paperwork
Communication: 5/5 Same-day response on questions given. Responses thorough
Personal Portal: 4/5 Fund review easy. Uploading docs a bit 'klunky'. Is a more secure portal available for communications?
Personal Interactions with Team: 5/5 Team is professional and personable.
Outstanding comprehensive financial planning organization.
They developed a financial strategy that took us through our work years, retirement, and estate planning. Fee schedule and investments are first class.
Bonnie & I have been extremely pleased with all the attention our account has received. We are especially pleased with our tax preparation as it has been very successful with the new staff. Thanks for all you do.
Don & Bonnie Pavek