Your staff is nice enough but when I ask a question about the market, and the Treasury takes a hit…read morethe very next day because of the fed and Chinese sell offs, a heads up would've been pretty fuckin nice, because I would've hedged my portfolio with gold, which shot up Monday morning, predictably, when the Treasury loses value. I still value the tools of a brokerage firm, but your "professionals" aren't going to be helping me with my portfolio anytime soon.

I recently visited a Fidelity location in Chanhassen, Minnesota. Emily greeted me and was very…read morepleasant. I was also impressed by the high-class and professional decor of the front entryway. Because of these positive experiences, I plan to return to new investment services.

My husband and I just wrapped up working with Bill and we feel so empowered by what we learned…read more Bill is professional, approachable and knowledgeable. He presented information to us in ways that were easy to understand and comprehend. He sparked several conversations for us about both our short term and long term goals and we have started taking steps he suggested that will guide us through our finances for the next 40 years. We can't recommend Bill enough and we are looking forward to continuing to work with him for the next several years.

From the owner: As a partner at Trailhead Planners, Bill Mulvahill CFP®, CPA provides holistic, tax-focused…read morefinancial planning to help clients organize, grow and protect their assets through life's transitions. This includes providing customized financial planning, investment management and tax preparation under one roof. As a fee-only, fiduciary, and independent financial advisor, Bill Mulvahill is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Love this place. Jim always takes the time to find out that YOUR goals are then plan to fulfill…read morethem. My portfolio has done better than ever!! Thank you !!

From the owner: DS&B Financial Services, LLC is a financial services firm offering financial planning, investment…read moreand insurance to business owners, professional and executives. Our mission is to help you create, grow and preserve wealth for you, your family and business.

We feel very well taken care having our investments in trusted hands. We are excited to watch it…read moregrow & plan to stay long term. Thanks for your help Curt!

For all of your investment needs Safe Harbor Capital Management LLC serves individuals and families…read moreseeking growth of capital with limited risk. They serve the Minneapolis and St. Paul areas.

Would love to give them ZERO stars. Don't bother going here. Called TWICE ahead of time to confirm…read moreI didn't need an appointment and what documents I would need to bring in to get my request processed. Showed up as soon as they opened on a Friday morning, ended up taking the individual we worked with (John S.) about an hour to get through everything. He failed to have us sign a form (he had to overnight it to me, then I had to overnight it to my brother, and then back to fidelity) and didn't upload some of our legal documents. I've called back multiple times, and can never get anyone on the phone. I was told to upload said documents that I brought in the first time through their secure online messaging, but the files are too big (unsurprising, these are legal documents). The VP branch leader, Megan Hrabe, called me back, left a voicemail, but no callback number and it's clear from her voicemail that she doesn't understand the frustrations. We are going on THREE WEEKS of trying to finalize all information for a Trustee Certification even though we came prepared to the appointment with all information in hand. Don't waste your time, go to a different branch or move your money elsewhere. We will be.

I don't know if this is the location I called but I needed help transferring my 401k to the correct…read moreaccount and after months of waiting for a check and getting my old account closed I was able to rollover my funds today. Thanks to Caesar, his customer service skills were A1. I don't think I've ever been helped by someone so patient and kind at the same time. He waited for me to login and download the Fidelity app and log in to that, took me step by step through the process. It made me feel confident and safe about what I was doing, this man deserves all the praise!!!!

Core Strategy was a very good course. It is challenging but the support I received was great…read more Spencer Lewis is a great instructor, he is super knowledgeable and keeps the content relatable. The whole team has been great.

I enrolled in Online Trading Academy's Mastermind program based on how the program was presented…read moreduring the sales process. The enrollment discussions emphasized structured guidance, ongoing support, strategy development, and a learning environment designed to help students apply rules consistently with disciplined risk management. While instructional components were provided, my experience did not fully align with the expectations set at enrollment. Certain tools and community features that were described as meaningful parts of the learning ecosystem were either unavailable or did not function in the way I understood they would. Although alternatives were mentioned, the overall structure and accessibility felt different from what I anticipated when making the enrollment decision. I understand that OTA identifies itself strictly as an educational institution and not as an investment advisory or signal service. However, the way trade examples, success narratives, and consistency concepts were framed during marketing and class discussions contributed to expectations that, in my personal experience, were difficult to reconcile with real-world results. This review is not about individual instructors or staff professionalism. My interactions were generally professional. My concerns relate to program value relative to enrollment representations and the overall experience compared to the expectations created during the sales process. Prospective students should conduct thorough independent research, review the curriculum carefully, ask detailed questions about how support systems function in practice, and fully understand refund and contract terms before enrolling. It may also be helpful for consumers to be aware that the company has previously been subject to a Federal Trade Commission enforcement action resulting in a court-ordered injunction governing certain advertising and sales practices. That information is publicly available and may be relevant context when evaluating the program. This reflects my personal experience and perspective so others can make informed decisions.

I have been with Summit Investment Advisors since 2008. I have never regretted having made that…read moredecision. I have watched my investments grow over the years with comfort and relaxation that the people that I am working with have my interests and needs as a major factor in every decision that is being made. Because of this decision I was able to retire at the age of 62 and I have had a very comfortable, worry free retirement. I was in control of my investments when I transferred all over to Summitt and since then I can only look back and realize all the choices that have been made that grew my portfolio in a manner that has allowed me as a single women to remain independent and happy. I would also like to mention that over the years I have enjoyed working with everyone that I have come in contact with that is employed at Summitt and have enjoyed many Seminars that helped to keep me knowledgeable and understanding the information about what we were doing and why. Thanks to all: Connie M

From the owner: Are you ready to discuss your financial aspirations and a plan to achieve them? Contact us today to…read morearrange a consultation!