Financial Planners near St. Louis Park picked by BestProsInTown
“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!”
“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.”
