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.

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.

Kristin is the BEST! She really does care and listen, she's helpful and is backed by her great team…read moremembers.

We just moved to MN with Cobra Insurance and are so thankful we found Erik Ebeling who helped us…read morenavigate all of our options from the vast sea of choices. Not to mention he is save us $100's of dollars a month in premiums. My husband researched and researched all the plans but it was Erik who took the time, explained our options and and helped us pick the perfect plan for us. Eric is a specialist in insurance options, great listener and all around wonderful. I would highly recommend giving him a call. Thank you Erik!

We feel so comfortable every year after Eric Ebeling has looked over any changes in the past year…read moreon our health and meds,so he can make the best choice for our insurance needs. I referred my brother to IB; he was surprised there wasn't any cost and how much he saved on his home and car insurance! Thank you IB for your excellent care! Diane & Jim Sawyer

Recently switched to State Farm in the past few months for home and auto insurance. I was moving…read morefrom out of state and have had some things come up recently that led to having questions on my policy, I called the office and Bethany Donner took my call and was able to help me right away! Good customer service and transparency from everyone I've talked to here - it's clear they're working to actually make sure your needs are covered and help rather than try to upsell or make any process difficult.

Honestly I haven't been with a company that care so much about their customers! If you like…read moreamazing customer service and maybe even some financial advice.... these are probably the best out there!

Matt and his team were great partners during our home buying process. He was available during…read morenon-business hours as we were trying to get offers on properties and pre-approval paperwork in ASAP. They were helpful during the process when there were questions and very thorough with all of the paperwork. I highly recommend Fairway Mortgage.

I worked with Bryan at Fairway and he was AMAZING!! He answered all of my (many) questions and…read morewalked me through the process. He was also very responsive in texts and emails, and was quick to provide numbers and calculations. :)

I'm very pleased with all the help I received from Ms Maggie, this morning. She is professional,…read morefriendly, and very knowledgeable about getting the insurance quotes for Home and Auto Insurance and making sure it is affordable and getting the best deals possible. Thank you! It was my pleasure to meet you. Take care and talk to you soon!!!

Team is very responsive. I was looking to switch providers, and they provided me with a thorough…read morequote very quickly. They also took the time to walk me through the recommended coverage, and also discussed other options.