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Reviews for PrairieView Partners
Add your commentPrairieView Partners
2250 Town Square Tower, 445 Minnesota St, St Paul
Directions Call Website Suggest an Edit
2250 Town Square Tower, 445 Minnesota St, St Paul
Directions Call Website Suggest an Edit
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