Was knowledgeable enough and reasonably priced, we were customers for years. Then last year we had…read moresome changes and after our taxes were done there were questions. I was ghosted and after multiple calls, Dillon never responded back to me! I don't operate that way and have since found another tax preparer.

My daughter paid Jasicki Tax & Financial Inc in Champlain to complete and file her state of…read moreMinnesota and federal taxes for 2021. This past May the state of Minnesota garnished her refund for overpayment of her property tax refund. She asked me to help her figure out why they did that. A quick call to the State of Minnesota (is there such a thing?) and I was informed that there was no return filed for her for 2021. I reached out to Dillon at Jasicki as he was the preparer that completed and signed her return. Always got the answering machine or left a message with the always pleasant lady that answered the phone. Once on May 19. Three times on May 27. Twice on June 3. Four times on June 4. Twice on June 6. Again on June 26. Twice on June 27. Concurrently during this stretch of time, I sent out numerous emails requesting information and seeking guidance. NOT ONE TIME DID I GET THE COURTESY OF A CALL BACK OR A RETURN EMAIL. I had to literally catch Chuck answering the phone almost 2 months into attempting to contact them to have a conversation with him. Extremely frustrating and disappointing given that she paid them to prepare and file, and interest and penalties accruing daily. So, what happened? They filed the federal return but it was not accepted for reasons not provided to her at the time. They did not even notify her that her return was not accepted. As the filer they got notice but failed to communicate directly with my daughter that they needed more information for the return to be accepted. It ended up being a 1095 health insurance form that was never discussed or requested when they prepared the return. When I finally got Chuck on the phone, he transferred me to Dillon and in 34 minutes we had it worked out. Simple right? All could have been handled at the time and saved the $435 in penalties and $257.08 in interest. I would ask them to cover the costs incurred due to their pathetic lack of follow up, but they don't answer emails or return phone calls. Do yourself a favor and have your taxes prepared elsewhere.

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.

Amy--so friendly efficient knowledgeable. Best ever. Knew what I needed and then did it. No nonsenseread more

Great customer service, excellent rates, quick responses, and very easy to work with. They made the…read moreinsurance process simple and stress-free. I really appreciate how helpful and professional everyone has been. Highly recommend!

I've worked with Amy Wakem and her staff for several years, and I truly can't say enough good…read morethings about them. My children, family members, and many friends have all worked with her as well. Amy has always been incredibly respectful, knowledgeable, and genuine. What I appreciate most is that she never makes you feel like you're being "sold" something. Instead, she takes the time to educate you on what's truly best for your family and your situation. She has always made us feel protected through life's unexpected events by making sure we were properly insured and, more importantly, by walking us through claims and helping us understand the process every step of the way.

Amy and her staff have always been very helpful. Even when State Farm as a company has not been…read moreresponsive or helpful, Amy & co have stepped in and done everything they can to get us the service we need. When we had a hit and run accident while driving a rental in another state and had no idea what to do or what our coverage would be, one of their staff talked to me on the phone, explained all of it, and took me from feeling panicked to relaxed. In a world of AI chat bots and phone trees, having real humans to call and ask for help feels like magic sometimes.

I'm glad I found Shamrock agency. Mark always brings the best rates without the sales pitch. He is…read morealso quick to return calls. Five stars!!!

I just randomly picked Shamrock based solely on their location. They gave me several quotes in a…read moretimely manner and even cut one of my current rates. The associate I worked with seemed slightly overwhelmed at the time and a little scattered but I truly appreciated all of their help and how responsive they were. I ended up going with them and was able to complete everything over email within days. They were also very helpful at answering all of my questions! I will be returning to them in the future.

Alyssa and Amanda helped me and they were able to get me what I wanted…read moreThey were very kind and knowledgeable I would recommend them

Called to inquire about a home equity loan and was transferred to one loan officer who transferred…read moreme a second to leave a voicemail. I left a voicemail and it was not returned. The following day I called back and was told they were busy and I was on the return call schedule

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.

My experience with Novallus has been awesome! I worked with Nick Homuth after working directly with…read moreinsurance companies myself, and it was seriously a breath of fresh air. Nick was very patient and spent a lot of time with me on the phone to make sure I understood everything I had questions about. His communication was on point and was extremely easy to work with. In the end I am confident I got the right home and auto insurance for me and my family at a really good price. I would not have gotten this good a policy working with agents directly myself.

I couldn't be happier with my experience working with Novallus Insurance Brokers...specifically…read moreNick Homuth. Best in class communication, service and education. I really liked that he took the time to get to know us personally and what we were wanting with our home, auto and umbrella policies. He's independent so found the best policies for the best price. Highly recommend