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.

Marc's philosophy about examining everything that affects your finances was life altering for us!!…read moreHe is methodical, and helped us walk through getting ourselves into a financially sound position in relatively short order. He is supported by Ann, who is lovely & thorough. Couldn't more highly recommend this firm!!!!

We have been working with this financial planning firm for more than a decade, and we believe that…read morethey have been instrumental in helping us reach our goals for our retirement planning. Marc and his team have a sound approach to investing and have helped us over the years with college planning for our son to making suggestions for different ways of saving and efficiently investing to meet our goals. We realize that the planning starts with us, but having a financial firm like Work Optional there to support our future was a sound investment and we highly recommend that anyone would highly benefit from managing their investments with Work Optional!

/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.

We've worked with John and his team since we moved here almost 12 years ago. They have always been…read morehelpful and there when you need them. We feel confident in the choices we have made in our insurance, validated by those times when you need it. We're also pleased with how John and his team are quick to respond to our life changes, providing suggestions for those additional coverages (or changes to our existing coverages) that are needed, with an eye on not only our bottom line but our future well-being. Highly recommend John and State Farm!

I have had State Farm with John Curlee for 10 years and have no complaints. They are very down to…read moreearth people. Always helpful and just want you to get the best price and that makes me feel a bit safer! Go check them out!

If you want an advisor that is caring, knowledgeable, trustworthy and experienced you can rest…read moreassured that Richard has all those attirbutes. I would trust referring him to an elderly parent. I refer my senior clients to Richard when I have the opportunity. Thank you Richard!

Derek was easy to talk to and very knowledgeable about Medicare insurance. He was able to answer…read moreall my questions and concerns along with my wife.

It is hard for me to write this, since my family has been with American Family Insurance (and Chris…read moreWay as our agent) for about 20 years. We've trusted her with all our insurance needs (home, cars, various property, special coverage, etc.) and with a couple very minor exceptions have never filed a claim. In recent years, despite our loyalty (and steady revenue) to American Family for over two decades without a hint of risk or trouble, in my experience our insurance agent for American Family, Chris Way of the Chris Way Agency, seems to have forgotten several things that most great business embrace like religion. Christine Way has always been available when it came to selling my family more coverage or cashing our premium payments... and is generally a very nice person. Unfortunately, I recently learned during my first auto insurance claim that I was wrong to assume that Chris Way (or her staff) were interested in doing any 'insurance agent' activities beyond upselling coverage and cashing our checks over the years: I thought she would behave like the licensed insurance agent that she is, and help me with what has become a very complex and difficult claim. Chris Way would not, and has not, helped me with my accident claim. I tried talking to her several times about the incident in great detail, but the only sense I got was that she wanted to get me off the phone. Since nobody else at American Family would step up to coordinate the claim for me, I have been essentially given a list of claim-related tasks to do and a dozen phone numbers to call -- and very little else in the way of claim support. So American Family Insurance is forcing us, people who know next to nothing about insurance or the claims process, to be OUR OWN INSURANCE AGENT with a terribly complex situation in which our brand new 2012 car with less than 2,200 miles on it was hit while parked (and unoccupied) in the course of a drug deal gone bad. And even more outrageous? We're forced to pay a $1,000 deductible under our policy, and for that we get left to the wolves because our "insurance agent" tells us after the incident, "Claims aren't my thing..." ---=---- In desperation, I've called Chris Way back a couple times to tell her how stressful this is (I'm not an insurance expert... she is!), on more than a couple occasions it was clear that she didn't even take the time to learn about the most basic facts of my claim or the incident. When I finally let her know that I was not pleased with the level of service I was getting from her and that I expected more, she didn't apologize or step up: Chris Way just seemed to get very defensive, and began blaming me for a variety of delays, as well as other complaints about me. This is not only the opposite of customer service... she has been plain rude. Disrespectful. Uninterested in helping her customer. And ultimately, I am certain her unwillingness to help me or advocate on my behalf will end up costing me a lot of money, time and energy that I should not have to expend when supposedly working with a 'licensed insurance professional'." Despite Chris Way's poor showing and sub-par everything, and the weak effort demonstrated by the AmFam Consumer Affairs people (supposedly there to advocate for the consumer!)... There are good, professional people at American Family: Eileen Kayfes: Subrogation Sr Adjuster, is a 100% professional who stepped up to the plate from the moment she came into the picture (late in the process, alas). Always returned calls, always gave us straight answers, and delivered in the end. Bravo to her. Is Eileen's effort enough to keep us with AmFam? I can't see how. We don't feel safe, insured or protected by American Family after this experience. It's time to find another carrier.

Chris Way has been with American Family Insurace for over 38 years. She is wonderful for leading…read moreyou to the coverage that is just right for your family and your budget. Her staff is fully trained and know how to offer old fashioned customer service. Chances are they will know you by name when you walk into the office. I switched to her agency 2 years ago, and do not have a single regret.

When my agent retired my policies got absorbed into Chad's office in Excelsior. A nice 17 mile…read moredrive from my home and wasn't looking forward to it. When I called to set up a life insurance policy one of the people at his office met me at a coffee shop in Minneapolis, so I wouldn't have to make the trip. Pretty amazing. Recently they opened up this office in Highland Park. That's right near my home. It's a beautiful office and you're welcomed in right off the bat. Everyone is friendly and really wants to help you. I've had State Farm for almost 20 years, and sometimes it's easy to take for granted when you have an amazing agent. A few days ago I had a minor fender bender and I got rear ended. The person who hit me had possibly the worst insurance agent in the world. Right away it made so thankful my policies went to Chad Babcock's office where they really care and want to make sure you're taken care of. Thank you Chad and everyone at his office. 5 stars all day every day!