I spent YEARS trying to climb out of debt I start accruing in college thanks to a credit card I…read moreacquired when I was 18. I would pay it off and then get right back into bad financial habits, which I brought with me into my marriage. I finally fit rock bottom and knew things were out of control, so I called Kaitlyn. We started working together in fall 2018 and within the first two months she had taught me how to make, use, and stick with a budget. She helped me trim the fat and talked me through a lot of healthy changes. After that, we started working at debt. By the time we had been working together for 5 months, a huge chunk of my debt was gone, and I am on pace to be consumer debt free by the end of the summer - less than a year after we started working together. I cannot recommend Kaitlyn enough. She has been a godsend to my family.

From the owner: Stress Less Financial Coaching is a full service financial coach located Minneapolis, MN serving…read moreclients nationwide. When you need help taking control of your spending and debts we are at your side, providing expert consultation and making plans to help you meet all your financial goals. Contact us today for financial coaching, financial planning, and financial help. I am here to motivate you to think differently about how good money management can empower your life! Coach Finance Minneapolis, MN 55428 Financial Life Coach Minneapolis, MN 55428 Financial Advisor Minneapolis, MN 55428 Financial Counselor Minneapolis, MN 55428 Stress Less Financial Coaching ensures you are fully equipped to manage even the most difficult financial challenges, and we can always explain your situation in terms you understand. We look forward to providing you with a personal finance coach, personal financial coach and personal financial planning.

Negative stars. I normally don't take my time to write bad reviews, but will do so when I feel it…read morewill help others. I've had one of the worst "professional" experience with CTB, primarily with the owner. Do not trust this company with your money. You don't know who you are dealing with. Their website may show friendly and professional people, but don't be fooled, especially the owner. He looks and acts (at first) like he wants to help, but pretty soon his true nature will be revealed. Very unprofessional, fake, judgmental, and other words I can't say on here or my review will be removed. Run with your money! Do not come here. Owner should really lose his license the way he handles his clients and money.

From the owner: We provide a unique set of capabilities and services not available anywhere else:…read more Investment management based on Modern Portfolio Theory using true and accurate asset classes. Integration of income and estate taxes with your investment portfolio. Personal financial strategies unique to us. Focus on education and face-to-face relationships. CTB Financial Services is not a large, faceless investment firm, nor are we stock-pickers with a "secret" investment methodology. We are a privately owned, independent investment advisory firm. And because of our strategic partnerships, our investment reach is much more sophisticated and global in nature than you might expect. Dedicated to providing quality financial advisement and personal customer service, we bring together over three decades of tax, estate planning, and investment knowledge to help you make the your smartest financial decisions.

When the housing market tanked in 2007, I tried to move some money out of one of our failing…read moreinvestments and was not able to do so. Years later, we got a local Thrivent Representative. He was helpful and polite at our first, in person meeting. Some time later, I wanted to move some money and he was very impatient and rude over the phone. I wanted to understand my options. On a positive note, more recently, we had some money to invest for retirement. I decided to call the cooperate office, "Member Care Services". They were all helpful and understanding, especially advisor, Stacy Dobberstein and one other woman (sorry...forgot name). Ms. Dobberstein is very knowledgeable, patient and pleasant. I hate to end with a negative but, I wrote a letter and email because I felt that a committee leader at Thrivent, was pushing her own political ideas, behind her particular program, per her public letter to members. I felt that some of her opinions did not line up with Christian values as described in scripture. I suggested that she stay more generic and focus on universal Christian values. Though I may not have written my best letter, I was hoping for some kind of response, especially since i am the client and Thrivent claims to be a Christian organization. Plus, we are trusting them with our money; money which they profit from. I was happy with the cooperate office in every way, so that is who I recommend. 1* star for the local folks and 5* stars for cooperate.

I sent in a POA for my aunt's account. Thrivent sent a message that they received it and it would…read moretake 5 business days to approve it. After 10 business days, I called again. Thrivent neglected to send me a confirmation that it had been approved. Seriously? I have to call a company to ask. Please email your customer as soon as it is approved. This company has horrendous customer processes.

My business colleague and I started a women's owned small business in the legal nurse consulting…read moreand healthcare re-design fields. We are really good at what we do, but no expertise or knowledge to assure all of our financial obligations were met. Adam Lund from Stewart Tax & Accounting has been our guru with regards to payroll, state and federal withholding requirements, timely submissions, additional supportive work for our business and does so with patience and kindness. He has taken time time to learn about our business and provided us with extremely valuable advice. I highly recommend their services.

From the owner: Stewart Tax & Accounting LLC Provides Tax Preparation, Bookkeeping, Gift & Estate Tax and Tax…read morePlanning to the Golden Valley, MN Area.

I met with Curt via Zoom to go over my retirement plan with my employer and to ensure that I am set…read morefor retirement. Curt was knowledgeable patient, and explained things in an easy to understand manner. Knowledge is power and leaving the meeting I felt relief knowing that I have a team I can access to ensure my financial future is bright.

Element Squared is a great company and they've done an excellent job reviewing my portfolio and…read moremaking recommendations. I would highly recommend at least having a conversation with them.