Financial Planners near Edina

“We would highly recommend! Laura is trustworthy and gives great financial guidance. She cares about her clients and is a very knowledgeable advisor.“

“TWN has been my primary investment broker for at least 20 years. Brad Johnson has provided top rate professional advice dring this entire period.“

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“I have been a highly satisfied customer of Kusske Financial for more than five years. After a decade of working in corporate America I ventured into small business ownership and needed a financial advisor who I could trust to consolidate, manage and grow my portfolio while I focused on building my business. I wanted a professional who would cater to my personal goals and objectives and proactively bring forward opportunities to support that plan. Brett and his team are not only experts in the field but extremely passionate about the work they do and go above and beyond to make sure each client's needs are met and exceeded. I have full confidence in the staff and the services they provide. I highly recommend Kusske Financial for all of your financial, investment and tax planning needs.“

“Have had truly good experiences here! Working with the team has been a beautiful blend of professional and friendly. Whenever I walk into the building, I immediately feel a sense of calm and am always warmly welcomed! Their knowledge is impressive and I can rest assured knowing that they honestly have my best in mind when handling my account. Their wisdom and insight into how to handle finances well is so appreciated and they have consistently given excellent advice that I can trust. So thankful for the team at Boulevard and I consistently recommend them!“

“I used to use Fidelity. They were ok, but they used a "cookie cutter" approach to financial planning. Echo adjusted my portfolio and actively manages it. She helped me set up an HSA which is one of the few ways I can save tax free anymore. Additionally, she has made recommendations regarding my will, life insurance and other areas so when I leave this world, the process will be easier for my children. Overall, I'm in a much better position since she has been advising me.“

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“Tim Brown and his team are so knowledgeable and professional. He provides more than just investing services. He also helps you keep your personal and financial information safe. If you are looking for a new advisor, check them out. We went through 5 different financial services companies. Once we found Tim and his staff we would never think of changing companies.“

“Really intelligent and classy group. I highly recommend James Paulson's research and and any of Steve's old books and interviews you can find. Also very successfulfor clients.“

“A great family office for successful CEO founders, entrepreneurs and multi-generational families!“

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“Larry is an outstanding financial advisor. He has helped me with simple and complex financial investments after the death of a family member. He is kind, knowledgeable, has good communication, explains everything on my level and honestly helped me more than anyone else in other organizations when I ran into issues. I trust him to help me make good financial decisions. I highly recommend Larry Calhoun.“

“I have been with Dan Brooks and Bill Kohn for many years. They have guided me through pre and post retirement. They are professional and I am happy with their handling my portfolio.“

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