“I thought I should write a review as I wish more people would provide more reviews about Valtinson. I was looking for a financial advisor and came across this firm by accident and I am glad I did. Initially, I met with Larry who explained his services and experiences. I didn't feel pushed to select one service over another and ended up doing a Financial Planning service. The subsequent meetings were with Brandon and Larry and they were prepared! Although they are a little slow to respond to my emails, I feel that I have their full attention and they addressed all the questions I sent prior to the meetings.Retirement planning has a lot to do with managing tax and Brandon and Larry drew many pictures to help me understand the steps to take throughout the pre/post retirement. I expect to come back closer to our retirement to review our plan. I am sure tax law will change and I can count on them to help me efficiently use the funds I worked years to save.”
“My first experience at Blaze and it was truly a phenomenal experience. Roop was great and he made the experience very seamless and answered all my questions that I had. I am looking forward to working with him and the team there more in the future!!”
“Always friendly, prompt service at this location. Easy to schedule an appointment. I was nervous as I've never applied for a loan before, but Maria made it so easy. Throughout the many steps, she answered all my questions and was able to get me into the vehicle of my dreams. Thanks so much Maria and Blaze!”