Their sales techniques are 1 sided in their favor. One purchase they called me next day to raise…read morethe price quoted in writing before. Next attempt they canceled my quote price because they didn't hear from me for 1 day, yet they threaten legal action if you don't pay them right away. Product takes 2 weeks to ship vs MME 2 days. They act like they're doing you a favor by losing their higher prices to meet competitors with better service. Their methods are clearly geared in their favor don't expect any leeway as a customer.

Miles Franklin was recommended to me through the Dollar Vigilante. After reading the Dollar…read moreVigilante's article on how to own gold, I decided to give Miles Franklin a call. My call was returned (in a timely manner) by a very pleasant, down to earth and professional precious metals specialist named Michael Spector. Michael thoroughly explained the entire buying procedure to me and was open to answering any questions I may have had. He also invited me to call him anytime if I wanted to ask even more questions. He made himself quite accessible. It took a little while to receive my shipment because they will not ship the metals until 7 days after the check is deposited into their account. FYI Wire transfers are also accepted by Miles Franklin, but in my case they were a bit backed up with orders so the check made more sense and saved me on wire transfer fees as was recommended by Michael. Overall, it was a great experience and I will definitely buy from Miles Franklin/ Michael Spector again and recommend them to everyone!

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.

So there are a couple of reviews on here that are not too favorable. Have to say that when I read…read morethe reviews in their entirety, I understood why they're negative: the authors didn't do their due diligence before investing. First, Sandvold doesn't "lose your money." They invest your money based on their best info about market trends. They don't invest anywhere without your permission. Meaning they'll explain market trends, answer questions, make recommendations, but will do nothing unless you approve. If you have less than a set amount invested, there are fees involved; above that amount it's considered "no-load" and you don't pay a fee to invest or trade. If the investment loses money, it's because the market did something unexpected, not because "Sandvold lost money." Sandvold doesn't make money off your loss. He makes money when you do, and he collects a percentage of your return. Please note: a percentage of your *return*, not your principal. This is an important point: they make money only when you do, so they have a vested interest in making sure you make money. I have never had any problem receiving return calls from them. They've been very responsive when I needed to take a distribution for a real estate investment. They worked with me to wire funds rather than mail them to make sure I received them in a timely manner. They meet with me quarterly to review my investments (even those I have invested elsewhere [employer retirement funds]), making recommendations based on analysis of trends and projections. If I fail to call to arrange a quarterly meeting, they call me. I am not charged anything for the meetings, nor for the trades or investments. I've recommended Sandvold to my siblings to invest money earned from the sale of Mom's estate. Both my siblings are out of state; no matter. As another reviewer here mentioned, state lines are irrelevant. They're a phone call away. So: Why did I rate them four stars instead of five? I haven't made money as fast as I wanted. I was an idiot earlier in life and didn't plan for retirement. Now retirement is staring me in the face and I'm woefully unprepared. Sandvold can't fix my decades-old mistake, but they'll work with me to mitigate it as much as possible. I want to make larger returns, but that requires larger risk and based on my "pucker factor" (i.e., my "risk questionnaire"), they're suggesting lower-risk investments. It's my own damned fault that I don't have as much in my retirement funds as I probably should, but they're earning me money nonetheless. It's a respectable firm. And I recommend them.

A few years ago I had a discussion on financial planning with one of my neighbors (who had moved…read morefrom the Twin Cities area to Utah where we live). He told me about the high rate of return and personalized service he was receiving from Sandvold Financial Group. He and his wife choose to move here after they retired. What impressed me was their passion for the CEO Terry Sandvold and what his team was doing for them with their investments so that they could enjoy their retirement without money worries. I had previously met with a couple of other local financial advisors, but after doing so I felt they were more interested in making money from those who invested with them, rather than making money for those who invested. Additionally, these financial advisors represented only a few funds without having access broadly to many options in the marketplace. Eventually, I reached out by phone to Terry. He and his team were knowledgeable and first sought to understand me, where I was in my life, my goals and what I wanted to achieve. After several interactions and careful review of information on their website coupled with review of the detailed information that they sent us, we started cautiously by entrusting a portion of my retirement funds to them. In time I moved more of my retirement funds, as they earned our business. Ultimately, I rolled over all of my retirement funds to them for investing. The results have continued extremely positive. Further, their service has continued as they promised it would. My wife and I are very pleased with both the returns and personalized interest everyone continues to take in us. Incredibly, we realize now that they under promise and over deliver. Once a quarter Terry personally reviews our investments with us and provides advice and direction for our consideration. He has our portfolio well balanced. The research demonstrated both during those personal discussions, as well as periodic interactions with his team have heightened our confidence in Sandvold Financial Group. After the close of each day in the market, their website allows me to check on our investments. If anything, in the beginning Sandvold Financial Group was too modest in both their diverse access to funds and all that they do for customers. I eventually learned how active they are in their community, even contributing with a weekly radio show "Money Talks". I encourage you to do what we did. Namely, check out their website: www.sandvoldfinancialgroup.com and compare their team and expertise with what you are currently doing. Then reach out to them and personally compare their available investment options and expertise. Even the national insurance company I was working for did not have near the access and flexibility in investment options, nor the personalized investment advice, nor the high rates of returns that I have enjoyed and continue to experience. Retirement can last a long time. We are grateful to work with Terry and his professional team. It is nice to enjoy retirement knowing that our money investment matters are in capable hands. Evan B.

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!!!!