“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.”
“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+”
8:30 AM - 5:00 PM
201 Silver Lake Rd NW Ste A, New Brighton
Financial Advising
“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!”
“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.”
“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!”
“I have been a member for many years. Originally from the Woodbury location. And have always received excellent service. Which continued seamlessly when we moved to the western burbs. Eden Prairie location has been my home location for more than 6 years and continues to provide professional and courteous service”
“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.”
“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!”
“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!”
“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!”