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January 2024 by golf buachart
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.
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August 2023 by Cheryl Linden
I have been with Larry Valtinson as my financial planner for 36 years. He is amazing as is his staff. Use their expertise when making plans gor your financial future.
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May 2023 by Brandon Londo
A colleague of mine recommended that I work with Valtinson Tax Services, part of Valtinson Bruner Financial Planning, when my annual returns started getting more complicated. I've worked with Justen Valtinson for several years now and he has been fantastic. Justen works hard, communicates well, takes time to explain things, and is very transparent about the actions that he takes. He has been genuinely accommodating over the years as my tax needs have changed. I highly recommend Justen Valtinson and Valtinson Tax Services!
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December 2022 by Cammie Wadman Baca
This is one of the top notch Financial Planning & Tax Services businesses in the Twin Cities! They accommodate you, educate you, watch out for you and make you feel like you are their priority at all tomes!times!! I can not say enough good things about this business.....thank you Larry & Tyler Valtinson.
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February 2022 by Darlene Carpenter
I have been going there for many years now and I have always been very satisfied with the service. They have been very prompt in returning my calls. I am so glad that they are my financial team.
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January 2022 by Laura Mogelson
Valtinson was recommended to me by a close friend after they helped her with some estate planning. They are long time customers of my friend’s parents as well. Then, when I had a highly complex situation come up with my families estate planning, they came to the rescue. I couldn’t have figured it out or managed without them. Very competent and responsive. They also do an excellent job with simple and more difficult taxes. I’ve seen them in action with another friend in a complex situation as a widow and they were great.
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January 2022 by Shehla Mushtaq
Larry and his team are top-notch professionals. They are very well versed in all aspects of investment management and taxes. They explain things in detail, so I love that I get to learn so much from the Valtinson team.The team are also very responsive to my queries. I am so grateful to have been introduced to the Valtinson team many years ago!!
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January 2022 by Rose Berglund
We have been with Valtinson for many years and would highly recommend them for financial planning along with tax preparation. They are a full service firm and are always available if we have questions or need help, especially from Rob Bruner. Many thanks for all of your good services. Gregg and Rose Berglund
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January 2022 by Nancy Giguere
My husband and I have worked with the team at Valtinson for many years, for both financial planning and taxes, and we are pleased with their services.
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January 2022 by Sandee
Very personable…I’m a client as well as a friend. They take care of my portfolio, taxes, process my RMD’s, everything. I don’t have to read the fine print anymore, complete any forms….the Valtinson group takes care of it all.
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September 2021 by Accolades Staff
Valtinson Tax Services hasserved me well. They have helped guide my business to success with tax strategies and accounting practices that I had no skills . Thanks Team Valtinson!
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September 2021 by Dakota Schlaeger
My family and I have been coming here for financial assistance / tax help for several years and they have delivered quality service each and every time. 10/10 would recommend!!! ??
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September 2021 by Alana S.
I've been using them for years and always have been happy! They are very knowledgeable and answer any questions I have. I recently got married and the transition from just my taxes to doing them with my husband has been so easy! My husband, my family and I will continue to use their services every year. I recommend them 100%!!!!!!!
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March 2020 by Bruce Fredericksen
I've invested with them for a long time. Never once did they communicate to me directly about investment opportunities. Went elsewhere and am extremely happy. I now have an investment strategy that makes sense while we are in the midst of uncertain times.
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January 2020 by Judy F.
I have been working with Valtinson financial and tax over 20 years, they have helped my husband and I greatly and when he recently passed away they took care of everything and I am so grateful I am going to be ok. I appreciate all of the staff as well, they are all great to work with. Linda H.
