Financial Planners near Savage

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“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.“

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“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!“

“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.“

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“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 have been a highly satisfied customer of Kusske Financial for more than five years. After a decade of working in corporate America I ventured into small business ownership and needed a financial advisor who I could trust to consolidate, manage and grow my portfolio while I focused on building my business. I wanted a professional who would cater to my personal goals and objectives and proactively bring forward opportunities to support that plan. Brett and his team are not only experts in the field but extremely passionate about the work they do and go above and beyond to make sure each client's needs are met and exceeded. I have full confidence in the staff and the services they provide. I highly recommend Kusske Financial for all of your financial, investment and tax planning needs.“

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

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

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