Financial Planners near Minnetonka

“Lauren and the Cresset Event team are always a pleasure to work with! They always have a killer vision but trust in their vendors to bring it to life!“

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

“Boulevard Wealth Management is a great company! They are kind, professional, and efficient! Isaac and Brennan are great to work with!“

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

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“Zigler & Associates are Financial advisors that are true fiduciaries that don't sell a bunch of junk products. If you want actual good advice on how to manage your money or get quality Life Insurance products I would talk to Mike.“

“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.“

“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.“

“My husband and I have been working with Laura Kuntz, owner of this business, for something like twenty years, and we are grateful for her and her associates' help with our finances all this time. She listens to our goals and values and recommends financial solutions to fit with them, such as moving most of our assets into socially responsible investments. She mentors newer people in her field, and we've seen them mature into advisors who are trustworthy, responsible, and helpful like she is. We get answers and explanations for things we don't understand; help with transitions like retiring, downsizing, and future planning; excellent, growthful monitoring of our investments;
advice about taxes and insurance; and contact when we need it, all at reasonable fees. Having Laurel Wealth Planning handle our finances has given us huge support for our busy lives, doing things we know more about than finances.“

“I have worked with Mark for a number of years and found his insights to be incredibly valuable! I would highly recommend Mark!“