Love this place. Jim always takes the time to find out that YOUR goals are then plan to fulfill…read morethem. My portfolio has done better than ever!! Thank you !!

From the owner: DS&B Financial Services, LLC is a financial services firm offering financial planning, investment…read moreand insurance to business owners, professional and executives. Our mission is to help you create, grow and preserve wealth for you, your family and business.

First Fiduciary Corp was a court appointed guardian for a friend of mine. They have been very…read moregracious in including me in decisions regarding his care along the way. Numerous times they consulted me for my thoughts regarding his needs and preferences when he was unable to express them himself. They have seemed genuinely interested in his wellbeing throughout his journey. Karen K.

The CEO received a 1099-R for a deposit entitled "death benefit" from my husband's portfolio…read more Taxable? I thought they brokerage firm would send me a 1099. Instead they sent it to First Fiduciary. I never got it. I didn't know about any of this until I had gotten a letter from the IRS in 2023 asking where their money is. They wanted taxes, penalties, interest. We're still trying to get that reduced. Dan Lodahl made this mess by not giving me that 1099, he should be cleaning it up, not me. Whenever I asked for anything I NEVER got information I needed. I started out with First Fiduciary with $450,000.00 I left with $225,000.00 and that was after about 16n months. They were paying thenmselkves 2,500-3,500 each month. What did that buy? They wouldn't tell me. PLUS they got my checking. savings, and social security.

I spent YEARS trying to climb out of debt I start accruing in college thanks to a credit card I…read moreacquired when I was 18. I would pay it off and then get right back into bad financial habits, which I brought with me into my marriage. I finally fit rock bottom and knew things were out of control, so I called Kaitlyn. We started working together in fall 2018 and within the first two months she had taught me how to make, use, and stick with a budget. She helped me trim the fat and talked me through a lot of healthy changes. After that, we started working at debt. By the time we had been working together for 5 months, a huge chunk of my debt was gone, and I am on pace to be consumer debt free by the end of the summer - less than a year after we started working together. I cannot recommend Kaitlyn enough. She has been a godsend to my family.

From the owner: Stress Less Financial Coaching is a full service financial coach located Minneapolis, MN serving…read moreclients nationwide. When you need help taking control of your spending and debts we are at your side, providing expert consultation and making plans to help you meet all your financial goals. Contact us today for financial coaching, financial planning, and financial help. I am here to motivate you to think differently about how good money management can empower your life! Coach Finance Minneapolis, MN 55428 Financial Life Coach Minneapolis, MN 55428 Financial Advisor Minneapolis, MN 55428 Financial Counselor Minneapolis, MN 55428 Stress Less Financial Coaching ensures you are fully equipped to manage even the most difficult financial challenges, and we can always explain your situation in terms you understand. We look forward to providing you with a personal finance coach, personal financial coach and personal financial planning.

If you want an advisor that is caring, knowledgeable, trustworthy and experienced you can rest…read moreassured that Richard has all those attirbutes. I would trust referring him to an elderly parent. I refer my senior clients to Richard when I have the opportunity. Thank you Richard!

From the owner: Rich Dunn is the proud owner of Dunncreek Advisors, a fee-only, fiduciary, financial advisory firm…read morewhere we enjoy placing our clients' interest first at all times. As fiduciaries, our client is at the center of our practice. We have no incentive to promote products or generate transactions. We are proud to do well for our practice by doing right by our clients - always. Rich was born and raised on an Illinois farm, where he learn the value of integrity and hard work. Since 2002 he has brought those values to his financial planning practice. Our clients all value integrity, hard work and a commitment to the best, time-tested strategies to reach your financial goals.