Financial Advising in Minnetonka, MN
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2 locations found near Minnetonka
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11100 Wayzata Blvd #570, Minnetonka MN 55305
“We worked with Kim Pedersen and her team on a purchase of a 2nd home in Wisconsin. Kim and the entire team were fantastic! The whole process was made easier because they were friendly, quick to respond, and had everything organized, including sending us weekly update reports. It could not have gone any smoother!”
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11450 Wayzata Blvd, Minnetonka MN 55305
“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!”
