David Jurisz has made my transition from WI to MN so much easier than I anticipated! I am so…read moreappreciative of his quick response, easy explanations of everything dealing with insurance, and friendly manner. I feel lucky that I found him! My situation is not easy, but he handles all of my questions and weird circumstances with the best customer service I've ever experienced. He helped me with my health insurance, my renter's insurance, my car insurance (many cars and many states as I cover kids in collegiate transitional stages, my boat insurance, and now he dropped everything 10 minutes before 5PM before the 4th of July and helped me with a question about covering my belongings during a move and while items will be in a storage unit. He is seriously good and kind.

Have been a customer with State Farm in Edina for the past 55 years…read more I want to note the exceptional quality and service I've received from both Matt, and Brad Mills who have handled my account with professionalism, honesty and quick responses. I highly recommend them for any insurance needs! Kudos.

Matt is above all an honest and caring guy. He will drop everything to take care of you and make…read moreyou feel like his only client.

This firm is the best that we have worked with by far. We have been working with them now for a…read morenumber of years after they were recommended by the attorney who prepared our wills. I can only say I wish we'd met much sooner. Joe and his associates are always available to answer questions and provide guidance and recommendations. They meet quarterly with clients to review and inform on progress, so we feel we are informed and in charge of our personal situation! If accounting services are required, they are available within the same complex.

Working with this amazing team of highly skilled professionals, now named "TruMix Advisers." It's a…read morenew name for the firm, but the old dedicated Team that we trusted in the past. I enjoy working with Grant at GTS Financial now renamed to "TruMix Advisers." He and his dedicated team have been very knowledgeable in helping us navigate retirement and all of the complicated decisions that come with it. I truly value the relationship we share.

I've been w this office for 25 years. As far back as I can remember, Amanda Riddle is the agent who…read morehas handled our family's needs. She is prompt, thorough and has always gone "above and beyond". I'm very happy to recognize her excellence in customer service. She has always gone to bat for me, particularly with a couple of very complex issues. Thank you, Amanda, for making my life easier in so many ways!

Amazing company, staff is always helpful and very friendly…read more We definitely recommend them to anyone looking for any insurance needs.

/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.

Prior to Joe, My husband and I sat down with a financial planner and were given so many options and…read moreeven more forms to fill out. We had to do a physical and not just one, but they came multiple times, it was an awful experience. I knew that I needed to get life insurance, but did NOT want to go through the process again. Then I met with Joe and he came to my office, I answered a few questions, did a phone interview and a short physical, within a few weeks I had my policy. Not only do I have peace of mind that if something were to happen to me MY family is protected, but I got to work with someone who truly cares about their customer. Joe didn't over sell me, didn't pressure me and in the end gave me exactly what I needed.

Joe manages my life insurance for my whole family (kids and adults) as well as my business…read moreinsurance. He is truly as good as it gets. He's honest, forthright, and guides the insurance process so that you have the right amount of insurance for YOU. I love working with Joe and his team!

I've been using them for years and always have been happy! They are very knowledgeable and answer…read moreany questions I have. I recently got married and the transition from just my taxes to doing them with my husband has been so easy! My husband, my family and I will continue to use their services every year. I recommend them 100%!!!!!!!

I have been working with Valtinson financial and tax over 20 years, they have helped my husband and…read moreI greatly and when he recently passed away they took care of everything and I am so grateful I am going to be ok. I appreciate all of the staff as well, they are all great to work with. Linda H.