2nd Ideal Credit Union visit after the nice gal on the phone assured me that the coin sorter was…read moreworking/no wasted trip. Location is very bright and tidy. The staff was super friendly and helpful, had big smiles for everyone. I wish the location was closer, as I'd make banking visits in person just to say 'Hi!'

Predatory practices - charges customers for having a low balance ("non participation fee") without…read moreany warning. Stay far away.

Let me just say how HUGE their heart is to all who trusted this wonderful financial group! You…read morebecome family. You are A EXTREMELY cared for and about. My husband and I were clueless with this sort of financial help. Took a chance went to the fabulous dinner they provided at PorterCreek in Burnsville ( they did NOT hold back FOR OUR DINNER btw), and we found ourselves with honest, very helpful bunch of talented folks who KNOW their calling! thanks to Larry and everyone we have worked with for showing us we may just be ok when we retire. A big WHEN AND IF we retire!

Extremely helpful people run this office. New educational…read moreclassroom has already offered several informative classes. We've really appreciated the help we've received over the years in choosing a Medicare Advantage plan. I recommend Haven Financial Group for any financial advice.

I cannot beleive the service and care that Summit has provided my clients through Dan Hughes. Their…read morerates are competitive and most importantly they provide options that dont take my clients through the ringer. I have been selling real estate for nearyly 30 years and Dan/Summit has been one of the best loan officer/mortgage company combo I have ever worked with.

Patty McLain, a loan officer at Summit Mortgage Corporation has been nothing but helpful and…read moreinformative throughout the mortgage process. She took the time to present the options that were best for our family and let us know how we could get a better interest rate by taking care of some old items on our credit report. We highly recommend working with Summit Mortgage Corporation!

I've used Ralph Vix as my accountant/CPA for the past several years (and chose to utilize him after…read morehe left his previous employer, Bayerkohler & Graff). Ralph came highly recommended from my financial advisor. He's very communicative and patient with my numerous questions (as I'm not tax/financial savvy!). He's brilliant and has been super helpful with both my small businesses. I've since recommended him to over 6+ people!

Had the opportunity to work with Vivianna Esquivel at the St. Paul branch, and I can't say enough…read moregood things about her consistent follow-up, professional demeanor, and overall care/support regarding a complicated loan process. Instead of just letting the initial process fall through the cracks, she offered soulutions to get around the obstacles surrounding my loan. While some bankers would have closed the door, she diligently worked with me to find the best case scenario and secured my transaction. Plus, she likes her job! It was very hospitable and a friendly "can-do" apporach that sustained my trust in doing business with Wings in the future. Way to level up, Viviana! :)

I love how you are greeted and feel at home here , Jennifer welcomed me in and got me hooked up…read morewith theola who did an amazing job getting me in and out and really going over everything thoroughly so I understood everything . THANK YOU

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!

Switched to this office, because it was closer to home…read more She was so patient and thorough reviewing everything and made sure we understood all of our policies. She made sure that what we had met our needs. Glad we made the switch!

Jen Johnston's branch of State Farm has been very good for my HO6 (Condo) policy. I've only been…read morewith them a short time (6 months) but their service, communication, and effort has been top notch. They're very reachable by phone, text, etc and are very willing to help explain coverages and reassure you of sufficient coverage. Their pricing is very competitive (I compared them to USAA). Ultimately, for my needs it did make sense to switch to USAA (mainly for certain specific coverage I need & my family's long history at USAA) but I will be continuing to check in with Jen to reevaluate periodically. As well, I'd highly recommend Jen to anyone looking for insurance, or at least to merely consider Jen in your assessment of insurance provider options.

My wife and I met with Kyle from Quarry Hill in 2021 while looking for a new financial advisor. We…read morehad an introductory meeting where Kyle listened to our situation and asked some great questions about what we needed in an advisor and told us about what they do and a bit about how they work. We felt great in that initial meeting and set up a follow up meeting where Kyle was able to explain their philosophy (important), how they make money (also very important) and specifically what services they would be able to provide to us. That second meeting was helpful because after learning about what we were looking for Kyle was able to ask something to the effect of "Are you looking for a guidebook? Or are are you looking for a sherpa?" I am sure those weren't his exact words, but the point was... Quarry Hill really focuses on taking the burden of managing money for folks who either have little interest in doing all the work themselves or just have better things to do with their time; they are really good Sherpas. Turns out, my wife and I both really felt like we wanted to play a more active role in managing our finances, but were mostly looking more for occasional guidance. Kyle was very generous and recommended a specific local advisor who would be more of a fit and cost less. We followed that advice and ended up going with his recommended advisor. I really value the time he spent with us. I really felt like he had our best interest at heart and I would highly recommend meeting with them if you're looking for a full-service advisory.

Bait and Switch - BEWARE! Quarry Hill advertises a "free individual financial assessment." After…read moreproviding extensive personal financial information to Quarry Hill (WHEN THEY REQUESTED IT), we were not given the financial assessment but instead were subject to hard sales tactics to sign up for their services. They are unethical.