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“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!”
“I had P&P prepare my taxes and file for my refund last year. They were so kind and helpful and very knowledgeable! I am so lucky to find them. I am going back this year as well.”
“The experience my wife and I had working with Matt Havel for our mortgage financing was superb. Matt made sure we were well informed on each step of the process to get us to closing. We appreciate his diligent work and great communication. Thank you!!”
“Customer service has always been top notch. This company is filled with individuals who truly care about the members. You feel like family when you work with them!!”
8:30 AM - 5:00 PM
201 Silver Lake Rd NW Ste A, New Brighton
Financial Advising
“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+”
10:30AM - 7PM
1854 Central Ave NE, Minneapolis
Financial Advising
“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!”
“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.”
“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.”
“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!”
“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!”
“Great experience moving money into Fidelity. We moved some money late in the year to test end of year reporting, found it excellent, and moved the rest of our retirement funds there. As someone who considers herself technologically challenged, I really appreciate the website. For example, there are two major buttons, one for trade (making changes to assets within an IRA or brokerage account) and one for transfer (moving money out of an account, such as cashing out part of an IRA or money money from a brokerage account to our bank accounts). I needed some handholding at the office and got it!”
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“Find yourself needing cash yet no ATM is accepting your card, then stop wasting your time searching. Head to U.S. Bank great and reliable banking for Chime user, no fees on withdrawals.”