Financial Advising near Robbinsdale, MN

16 locations found near Robbinsdale

“I hope this message gets back to bank representative “Stephanie”. I made a phone call as my last resort of being without my payroll check as it was “on-hold”. I have no food at home and couldn’t pay my bills. She told me she could see what she could do but there was no guarantees that she could release the hold a day earlier. As it was set to release tomorrow. But she stated she would speak with management and call me back. She called me back and stated the hold was released and it was RESOLVED. I’m so happy for her wonderful customer service. This proves that they do care about helping resolve our concerns and I was grateful for any help I could get. As I was already at my lowest. PLEASE GIVE HER A RAISE! She made me cry how grateful I am of this service. I love US Bank!!❤️?? Thank you Stephanie, I was living paycheck to paycheck and being without my check from work that long was hard.. happy holidays to you and bless you for understanding my emotional distressed call today. I can now feed my family and pay my bills.”

1.8 Poor70 Reviews

“ProperLink Tax Group has been great to work with, they take complicated tax matters and accounting issues and break them down in a way our business can understand what to do and set-up for future success. Would recommend them to all businesses, both big and small. Great experience.”

5 Superb92 Reviews

“5/5 Stars
I’ve known Dan Lear since our college days, and I can confidently say he’s one of the most trustworthy and exceptional financial advisors out there. Over the years, he has gone above and beyond to help me feel completely secure with my finances during life’s biggest moments. Whether it was wedding planning, home buying, important decisions, or long-term planning, him and his team’s meticulous approach and deep care have given me real confidence to live my life fully, knowing my family’s future is in safe hands.
What stands out most is how personalized and thoughtful his guidance is. He doesn’t just manage numbers — he helps you build true financial peace of mind. His entire team (w/ Michael Fishman) has been fantastic to work with as well: responsive, professional, and genuinely helpful. I feel comfortable reaching out to them anytime for advice on just about anything, and they always deliver.
I would (and do) recommend Dan and his team to my closest friends without hesitation. If you’re looking for someone who truly has your back and treats your financial future like it’s their own, it’s this company.”

5 Superb18 Reviews

“Between my diligence and there's, I ended up getting 3½ times more back that what was extorted from me in the first place..All taxes are voluntary btw, To opt out it's 1 form, the Minnesota W4MN”

4.2 Good71 Reviews

“My wife and I opened an account with Blaze - we highly recommend! They have great offers for opening new accounts and for refinancing vehicles. They also done have crazy monthly fees for their accounts.

Duncan was very friendly, informative, and professional!

Cannot recommend them enough!”

3.8 Good63 Reviews

“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!”

4.3 Superb18 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

“Went in and had the pleasure of working with Luke Simonis who took care of my family from start to finish! He made everything as clear as possible and the whole process was smooth and simple. I would absolutely recommend him and Blaze as a whole for your financial needs.”

3.7 Good50 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 Superb7 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

“David Vaca with Vaca Financial is an outstanding accountant who has consistently exceeded my expectations with his expertise in taxes. His attention to detail, clear communication, and thorough understanding of tax laws makes the entire process seamless and stress-free. I highly recommend David for anyone seeking reliable, professional, and top-notch tax services. You will not be disappointed.”

5 Superb10 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

“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

“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!”

2.3 Poor13 Reviews

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