I found Kari's financial advisory and planning services online after searching for a…read moreMinneapolis/St. Paul located fiduciary advisor who could review my mother's overall finances and answer some questions about annuities, which I was not very knowledgeable about. If you do not have a lot of time to read the rest of this review, I will just say this: I have now been working with Kari and Adaptive Financial Design for over two years, and I highly recommend her and her company. I have sent several friends and family members her way for help with financial planning. Kari was able to help us greatly when it came to my mom's finances. My mom had an annuity that I personally did not understand, and Kari helped us make sense of how it worked. She also helped us review and reallocate my mom's 401(k), IRA, and cash on hand. At one point, Kari even got on the phone with us and my mother's annuity provider to help get some questions answered. At the end of our first session in 2024, my mom, my sister, and I all walked away feeling a lot better. We finally had a clear plan for my mom's finances going forward. We now touch base with Kari one to two times a year to review my mom's overall portfolio. Kari was so great to work with that I have encouraged several friends to hire her as well. They did, and they had nothing but positive things to say when we talked about their experience. My sister also had Kari review her finances, and I recently hired Kari to review my own personal portfolio too. It is worth noting that if you are looking for ongoing investment management, Kari also offers AUM services. I also love that everything can be done remotely. She offers a free initial consultation, which is really nice because it gives you a chance to understand what she offers and how her pricing works at no charge to you. Overall, I am still referring people to Kari whenever money topics come up. I plan to keep working with her, and I know my friends and family members do too.

Amazing personable customer service and dedicated financial adviser. Jake has helped ensure my…read morefamily has a financially secured future. Jake and his team are very attentive and listen to our questions and ensure that they are doing what is best for us.

I have dealt with Bill Matschke and his office staff for over 12 years now. I could not be…read morehappier. I always get friendly service and things get taken care of right away. He and his staff are like family. I would highly recommend his office to anyone and have several of my friends and family insured there also.

Im 26 years years and i insured my motorcycle threw progressive and i wanted better coverage and…read moregot it with state farm bill matschkes office at the same price i got nothing to say besides bills office rocks. also i got a bank loan 2 percent less then previous holder. thanks great job!

My name is M. Lane, and I almost never write reviews--but I'm making an exception because Barton…read moreWalter Krier (BWK) and John@BWK have shown a level of professionalism, expertise, and generosity unlike anything I've experienced. In my opinion, they are among the most exceptional CPA's and Business Advisors in the industry. When I moved to Minnesota in 2023, I contacted BWK to prepare my taxes. From our very first conversation, I was struck by the depth of knowledge and business insight that John had--he is a true expert. During one discussion, I mentioned a business venture from over a decade ago that had resulted in a significant loss, something I had long written off. He listened closely and said he had an idea--unconventional, never attempted before, but potentially viable. What followed was years of dedication and countless hours on his part. His approach was innovative, bold, and far beyond the standard playbook. His commitment never wavered. The level of effort he put in exceeded the work of ten CPA's I've dealt with in the past. The result? I recovered over half a million dollars from a business that failed in 2012. At 65, this has been one of the most unexpected and meaningful outcomes of my life. BWK treated me with genuine care, respect, and concern--like family. I wholeheartedly and without reservation recommend this company. Thank you, BWK, for everything you've done.

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.

Chris was able to find a plan that fit my goals! I recommend…read moretalking about your situation with his team so they can find the right solution!

Chris lacks professional ethics and preys upon the elderly. We are settling my mother's estate and…read morelearned she has been paying Chris and Allstate for full coverage on a 25-year-old vehicle for years. Chris seems to have had no problem collecting a 6-month premium that exceeds the vehicle's blue book value consistently over time. Moreover, when my sister notified Chris of my mother's passing he said she did not have the authority to cancel or update the policy. Chris - thanks for providing yet another example that Allstate should be an insureds absolute last choice. I hope others learn from this post and find a better option for insurance. I hope you find another profession, since you lack the professionalism for your current profession. Absolutely unbelievable.

great rate and even better guy to know.Glenn will go the extra mile to insure you are taken care of…read moreand then some.Talk about a guy with service and understanding for anyone.highly recommend glenn in anything you do.

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