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9AM - 5PM
6465 Wayzata Blvd Suite 350, St Louis Park8AM - 4PM
7601 France Ave S STE 100, Edina“TWN has been my primary investment broker for at least 20 years. Brad Johnson has provided top rate professional advice dring this entire period.“
9AM - 5PM
5201 Eden Ave Ste 300, Edina“We would highly recommend! Laura is trustworthy and gives great financial guidance. She cares about her clients and is a very knowledgeable advisor.“
8:30AM - 5:30PM
7825 Washington Ave S #100, Bloomington“Boulevard Wealth Management is a great company! They are kind, professional, and efficient! Isaac and Brennan are great to work with!“
8AM - 6PM
701 Carlson Pkwy, 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!“
8:30AM - 5PM
3033 Campus Dr n145, Plymouth“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.“
8AM - 5PM
12100 Singletree Ln Suite 175, Eden Prairie“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.“
8AM - 4:30PM
3300 Edinborough Way #790, Edina“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.“
9AM - 5PM
250 Nicollet Mall Suite 2000, Minneapolis“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.“
8AM - 5PM
150 S 5th St UNIT 1700, Minneapolis“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.“
9AM - 5PM
401 N 3rd St Suite 210, Minneapolis“Jay Rezendez was wonderful helping while selling our dad’s house. He comes with the highest recommendation.“
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