Front Desk, advised waiting on another will assist me. Name…read morecalled after forms were up dated. The Tax Preparer reviewed the documents and asked if I was there last year told him yes. Prepared forms online and RECEIVED COPY OF 2024 after signing. Week later State Refund came & IRS Refund came a few days later.

They do your taxes. FOR FREE. The end…read more Qualifications? You need to be either... a) poor and single (read: less than 30K a year) b) relatively poor and a business owner (business makes below $50K a year) Call them. Make an appointment. Let them do all the work. They even provide coffee and snacks while you wait. Then, receive your check in the mail. Is there anything else more glorious than making one of the worst responsibilities so impossibly easy?

My husband and I just wrapped up working with Bill and we feel so empowered by what we learned…read more Bill is professional, approachable and knowledgeable. He presented information to us in ways that were easy to understand and comprehend. He sparked several conversations for us about both our short term and long term goals and we have started taking steps he suggested that will guide us through our finances for the next 40 years. We can't recommend Bill enough and we are looking forward to continuing to work with him for the next several years.

From the owner: As a partner at Trailhead Planners, Bill Mulvahill CFP®, CPA provides holistic, tax-focused…read morefinancial planning to help clients organize, grow and protect their assets through life's transitions. This includes providing customized financial planning, investment management and tax preparation under one roof. As a fee-only, fiduciary, and independent financial advisor, Bill Mulvahill is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

The Best of the Best in twin cities, David is being doing our personal and business taxes, he is…read morevery nice and very profesional. He always willing to help you and to understand everything. If you want a very profesional and trusty service he is the one.

From the owner: We are a financial group led by David Vaca, with over 15 years of experience in corporate…read moreaccounting, tax services, and financial advisory for both businesses and individuals. David, an Ecuadorian immigrant and entrepreneur, founded his tax preparation business in 2010 with the firm purpose of providing reliable and approachable solutions. Our focus is on building strong relationships and always safeguarding the client’s best interests, offering detailed and strategic insight for financial growth. What sets us apart is our strong commitment to community and excellence, earning the trust of every satisfied client.

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.

Went to this location to open an account and invest in CDs. Teller said, "Next!" I went up and…read moretold her what I wanted to do. No "HELLO!", no smile, nothing. She just started typing and clicking her mouse: type, type, type, type, click, click, type, type, click, click, click, type, type, type, type, click, click, type, type, click, click, click, type, type, type, type, click, click, type, type, click, click, click. I wondered what she was doing, as she hadn't asked my name or for a driver's license or anything - what could she be typing? So I stood there waiting, and waiting and waiting, and waiting. FINALLY, she looks at me with the most stone-faced expressionless look I've ever seen and said, "We can have someone meet with you at 2 pm if you want to come back." (I was there in the morning.) Can you imagine if Walmart or Target ran their business that way?: You're at the checkout with your cart of items and the cashier says, "Can you please go and put all those things back on the shelves and come back later to buy them?" Sorry. You've already lost this potential customer. I took my business to a different nearby credit union where I was treated like an old friend even though it was the first time I'd been in there. What a difference! Blaze blew it.

So far, I've used this branch in-person twice since opening my account nearly a year ago. Each…read morevisit has been pleasant and efficient. One visit was to simply deposit a check when I had other errands in the area. The other, more recent, visit was to open an IRA account before filing my 2021 Federal taxes. For opening the IRA, I made an appointment online and went the following day to meet with a representative, Scarlette Lao, who was so pleasant, personable and helpful. I felt like I was well-attended to and that I and my business there was appreciated. I left there feeling like I had a new friend!

refusal to honor terms in disability waiver. will not acept VA (federal government…read moreforms) 100% permanent and total disability certification as proof. Will not accept Wisconsin Department of Veterans Affairs (WDVA) certification of 100% permanent and total disability. have constantly lied about what is in the contract. Refused to offer a electronic way to submit waiver then claimed they lost it after reciving it certified and then sudenly they could recive it electronicly.

This was once (long ago) a "Christian based financial institution" - but after an internal shakeup…read more- they are now just another all-but-secular financial institution. If you experience mediocrity with this "lip service" bunch, consider yourself lucky. We went from responsive representatives to a revolving door of faceless nameless drones who were no help at all. High expense + poor yield + aggressive sales = mediocre scheme. Considering how many reputable financial planning and investment businesses are out there, why anyone would settle for this dreck is a wonderment.

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.

We recently met Leif Hagen and immediately loved his work ethic, personality and friendly office…read morestaff. He welcomed us with his warm smile and kindness and gave us his full attention to help us roll our retirement investments from a company it was time to leave. His knowledge of how and where to place our money was a great relief to us. He put our minds at ease with his expertise and we know he will monitor our funds and keep us informed when changes are necessary. We left with absolute resolve that we had made the right decision to invest with Leif Hagen and Hagen Financial!

From the owner: Financial Advisor assisting with wealth management through financial and investment planning. Also…read moreadvising seniors on Medicare supplemental and Part D insurance. Please email me: Leif@AchievementFinancial.com