Financial Advising near Minnetonka, MN

12 locations found near Minnetonka

“Jonah at this location helped me with a complicated rollover transaction after I was unsuccessful using the app and getting help over the phone from the help desk team. He was very patient and did a ton of investigating to figure out exactly how to successfully deposit my rollover check.

Stellar customer service!”

2.3 Poor29 Reviews

“Excellent and thorough tax services. This a group of real professionals and they made the entire process much easier than doing it ourselves. We will be sticking with them!”

4.9 Superb43 Reviews

“Great branch! Casey, Tyler, and the rest of the staff are just the best. Very knowledgeable and helpful. If you're shopping for a home loan, car loan, or a line of credit no one will beat blazes terms and fees. Proud to have been with them for 15 years now! Thanks guys”

4 Good43 Reviews

“Had problems with a mobile deposit. Called customer service and spoke with Paula. Best customer service experience ever. She was understanding and extremely helpful. I wish I could always get someone this helpful!!!”

3.8 Good38 Reviews

“As newer small business owners, Adam has been a pleasure to work with. He is trustworthy and sticks to his commitments. We feel blessed to have found Stewart Tax!”

5 Superb7 Reviews

“Great place to work, just make sure that you go to work with a positive attitude and you'll be happy ? to be honest, the company actually went out there way to make sure I was happy.”

3 Average35 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.”

5 Superb3 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.”

3.3 Good9 Reviews

“Worked with TJ today. Great experience all around. If there was a complaint, the coffee machine needs directions or need to be replaced with something "normal."”

2.3 Poor24 Reviews

“I’ve had a great experience working with Izaak for my trading needs. From the beginning, he's been professional, knowledgeable, and always available to answer my questions—no matter how simple or complex. His insights and guidance have helped me make smarter, more confident decisions in the market.

What really stood out was his patience and willingness to educate me along the way. Whether it was helping me understand different strategies, breaking down the risks, or walking me through trades step by step, I never felt rushed or overwhelmed.

Thanks to Isaak's support, I’ve not only improved my portfolio but also gained a stronger understanding of how to trade more effectively. I truly appreciate his help and would highly recommend him and Charles Schwab to anyone looking for a reliable and supportive stock broker.”

3 Average4 Reviews

“Over the weekend my checking account was compromised, so after putting a freeze on my account via a phone call to customer service I came in when the branch opened on Monday. Without an appointment the branch manager, Holly Kvapil, met with me, changed over my checking and savings, updated my account to my married name, called and got me new credit/debt cards to be sent to my house, and answered all of my questions. As someone who has never had a checking account with fraud, the experience was new to me but Holly was incredible. I would recommend this branch to anyone!”

2 Poor57 Reviews

Related Categories