Financial Advising in Minneapolis, MN

18 locations found near Minneapolis
View Map

“I have been working with Rene at Prosper Link for several years and the service has always been top notch. Very quick and responsive to questions and or concerns. Good customer service!”

4.9 Superb33 Reviews

“Working with Danielle and Sara was an exceptional experience. Their attention to detail was superior to other 1031 exchange companies. I highly recommend the First American Exchange team of Minneapolis for your 1031 needs. AAA+”

5 Superb5 Reviews

“Service was so helpful. Heather at the front desk went above and beyond to aid in navigating a TD Ameritrade/Schwab merger-related challenge.I see there's an option to add photos to this review. It did not occur to me to photodocument the moment.”

4 Good10 Reviews

“We’ve been working with Vaca Financial for several years now for taxes & financial advising. We are extremely happy with the services we have received and would highly recommend Vaca Financial for any of your personal and/or small business needs!”

4.3 Superb6 Reviews

“It was September and I was looking at a sizable tax bill due to poor planning and a lack of heads up by my previous accountant. After one meeting (prior to signing a retainer agreement), the EB team helped me figure out a plan to buy time and manage the consequences. Since then, they have been proactive and responsive to my accounting needs. They even found extra tax savings in the subsequent year! Knowledgeable partners that interface with clients in addition to very skilled associates and staff.”

3.3 Good10 Reviews

“Thank you for always providing excellent customer service. Today, Crystal exceeded my expectations when she helped me resolve an issue after I made a mistake ordering checks! Thank you, Spire and Crystal!”

2.9 Average19 Reviews

“One of the highest rated financial advisor groups in both Minnesota and the country. Been with Ameriprise for 37 years and enjoying retirement due to their superior customer service.”

3 Average2 Reviews

“Great experience in managing my 401k and personal investments! I see some complaints from others on Google reviews re: Trusts, etc. Definitely important to understand them from a custodial standpoint and what can/can't be done with them. No issues with TrustPoint on my end!”

2.1 Poor9 Reviews

You May Also Like