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.

Last year, I enlisted P&P's services for tax preparation and filing for my refund. Their…read morekindness, helpfulness, and extensive expertise left a strong impression on me. I consider myself fortunate to have discovered them and I will definitely be returning this year.

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.

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.

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 have had Ramsay & Associates do our taxes for years. They provide excellent services. Highly…read morereccommend

This is an excellent local accounting firm which provides additional financial services. We have…read morebeen very happy with their services and can recommend them in the strongest possible way.

Your staff is nice enough but when I ask a question about the market, and the Treasury takes a hit…read morethe very next day because of the fed and Chinese sell offs, a heads up would've been pretty fuckin nice, because I would've hedged my portfolio with gold, which shot up Monday morning, predictably, when the Treasury loses value. I still value the tools of a brokerage firm, but your "professionals" aren't going to be helping me with my portfolio anytime soon.

I recently visited a Fidelity location in Chanhassen, Minnesota. Emily greeted me and was very…read morepleasant. I was also impressed by the high-class and professional decor of the front entryway. Because of these positive experiences, I plan to return to new investment services.

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.

Thanks for hosting today's highly effective & informative Orientation session at your newer…read morelocation ... 3460 Washington Drive (55122)

From the owner: Galligan Financial Advisors offers comprehensive personal financial planning services to…read moreindividuals, families and small business owners.

I retired and was told my insurance carried over to Securian. I called them and got a tiny policy…read morebecause the cost to carry was HUGE. They sent me a bill for $262. I paid in full because they said monthly was not an option. I got a cancellation notice for non payment. Called them and they said the payment was not enough. They sent me another bill that was more. I asked for my money back and they would never give it back although they cancelled my policy. I complained to the states DOI, so almost a year later rather than send my money back, they claimed that I was mistakingly cancelled and they reinstated me and sent a bill. I replied that I want money back not their insurance because I had been cancelled for almost a year and if I had died no insurance would have been available. DO NOT BUY SECURIAN ANYTHING.

Can't believe I even have to write this, I never do reviews. This company is impossible to do ANY…read morework with and can't get any information. My mother unfortunately passed away, she had a life insurance policy with Securian. I've submitted the requested documentation 7 times on their websites and it even says they received it. Nothing is progressing and nobody is admitting to receiving any documents. When I try to reach out and try to submit documents another way, they say they'll reach out in 24 hours, but NEVER do. I'm at my wits end relying on this money to pay for my mother's house. Anybody willing to help.

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.