/Peter Taurinskas has been my financial advisor since 2002, when I contacted him through a…read morerelative's church for help in managing her estate. Subsequently, I transferred my own retirement funds to his care. Throughout our long relationship, Pete has kept in touch with me frequently. I especially appreciate his vigilance regarding deadlines and decisions that have to be made. Pete coordinates his work on my behalf with my tax accountant, and together they make informed recommendations. During the 15 years of our relationship, I have lived in three different states; Pete has taken the extra effort to make sure that he and I are both in compliance with laws outside Minnesota. He combines compassion, expertise, and professionalism in his work as a financial advisor.

I've worked with Todd and Anna for years and am so grateful for their expertise. In everything from…read moresaving for our house to maximizing our work retirement accounts and planning for future education, they have been an excellent financial partner. A few reasons we have chosen to work with Giere Investment Services: Professional All interactions are very professional and free of any judgment. We choose the lifestyle and investment level that suits us and they are there to support us with strategic advice that accomplishes our goals. True Partners I know I can call any time and speak with Todd and Anna. They don't refer me to a help desk that doesn't know me or my accounts. They've helped us understand the tax implications of different strategies and even show us how accounts at work (which they don't manage) can be used most strategically in our portfolio. Timely Todd and Anna work quickly to set up accounts, transfer money and distribute important information. The option to sign documentation electronically makes transfers and account changes very simple.

Spoke with Todd on the phone, basic interview about their services. Continually talked over us on…read morethe phone, felt very rushed like he had something more important to do, barely was able to answer any of our questions and kept pushing us to meet up and see if it is even a fit for them. I understand that their company works with your money for investment purposes, mostly doing things behind the scenes, but it would not kill you to maybe be nicer to potential customers on the phone and help answer questions they have verses talking over them and being in a hurry. I would not recommend investing even a cent with these guys behind the wheel, don't waste your time.

I worked with Marian (on behalf of Dwight) and she was amazing! Night & day difference from the…read moreinsurance broker I was with for 20 yrs. Exceptional customer service. Prompt responses, very pleasant on the phone, better auto insurance rates than expected, very well versed in condominium insurance and H-06, explained everything thoroughly, didn't feel rushed...took care of everything. I would 100% recommend!!

Dwight inherited our account when our agent retired. He has done a good job reviewing our…read morepolicies, providing advice and helping me keep the bill as low as possible while managing risk, which is the point of insurance. Been with State Farm for over 20 years. Feel like the longevity buys some assurance.

I really appreciate the thorough explanations I received from Jason on multiple policies for my…read morehome, auto, business, and life insurance. Patti has always been extremely helpful and I would highly recommend you giving them the opportunity to serve you. Thanks Jason, my family and I are very grateful!

After over 25 Years with Country Insurance my Agent retired and sold his business to Jason. Since…read morethat time have had next to no communication and or guidance in our insurance needs. His office made a mistake on paperwork/billings on monthly payment plan and made a big issue for myself and my family. Not ONE time did Jason or Patti reach out to review the mistake. We have multiple policies for properties through his office and now looking for a different agency after over 25 years. Very frustrating to say the least with lack of desire to service or communicate with his clients.

I have several policies (home, life, and ATV) with Tou Thai Lee. He is knowledgeable and supportive…read morethrough the process.

I needed life insurance and decided to contact Select Quote and Tou Thai Lee SF. Never thought…read morethat I can get a better deal with SF. Now, my home rental insurance, car insurance and life are all with one agency. Saved more $$ moving from American Family to State Farm!

April is amazing. I don't how many ways to express that…read more I was a nervous first-time homebuyer who thought she would just rent forever. April not only went over all of my financing options, she kept in close touch every step of the way from the initial offer through the closing, offering good advice. Her calm, soothing demeanor talked me off the ledge more than once, especially when we had a low appraisal at our first attempted purchase. She and her team made a seamless transition in moving everything over to the second property we found. Thanks again, April!

April invests time in every potential customer. She is very generous with her knowledge and…read morestrategizes with you based on your circumstances. When I first contacted April, she educated me on buying a home. Years later, she navigated me through the purchasing process and directed me to the best product for my circumstances when I was ready to buy. She later seamlessly refinanced my loan in record time. April is a trusted partner when considering any real estate transactions.

We used Farmers for our home mortgage when we moved. Our "regular" bank was not very responsive in…read morethe Home Mortgage area. Rick took great care of us amid all else he had going on. Treated us like a member of the community before we even got here! Now 18 months later, Rick called us, asking if we were interested in saving some money. Turns out interest rates were down, and even with paying them for the Refi, we are going to save thousands. Thank you for having a team that looks out for their members!

We hired Rapacki + Co. to handle our 2024 personal and business tax returns. We signed off on…read moreeverything through SafeSend as instructed, on time. What we weren't told is that signing in SafeSend didn't mean the return was actually filed -- that step never happened on their end, and no one told us - therefore our taxes were not filed.

Truly awful. All very friendly until you really need their help, or have questions about issues…read morewith prior returns, or a tax demand that relates to a mistake they made in the past. It's in this particular example where they suddenly become too busy to help and, most unbelievably started to send insulting emails. Really quite staggering for a small local business that presumably needs to build trust with the local community in order to succeed. I cannot warn you strongly enough to look elsewhere for competent accountants. You'd be far better off with TurboTax than trusting this incompetent firm with your finances and livelihood. Avoid.