Edina, MN Financial Planner

Excellent. I needed to close accounts in another investment firm and RBC took care of all paperwork and contact

Excellent. I needed to close accounts in another investment firm and RBC took care of all paperwork and contact

I have known Todd Loudenslager for more than 7 years. He treats his clients like gold and puts their best interest first. I strongly recommend him as a financial advisor ... more

Just had the pleasure of rolling over a 401K with Greg. He is great to work with. Very knowledgeable and professional. Ken and I highly recommend his services!

Knowledgeable and very thorough. Jason makes his ideas understandable with clear, patient communication, providing high overall comfort and trust with financial planning.

We've worked with Greg for many years. I believe we began with him when he first started out. We've stayed, because he takes the time to understand us, and our needs. ... more

Brian is an excellent advisor. He's honest, loves teaching us about investing, and never tries to sell me stuff. He's the real deal. He always timely in getting b ... more

I've been working with Tyler Mattson as a Financial Advisor now and can honestly say that he is the most principled professional I've run across in the industry. Tyler do ... more

We've worked with Greg for many years. I believe we began with him when he first started out. We've stayed, because he takes the time to understand us, and our needs. ... more

Mark is very knowledgeable and has many years of experience. I've enjoyed working with him and his clients over the years and look forward to many more to come.

Cheri is thorough and knows her stuff

My wife and I had an amazing meeting with Lisa Mulcare. She has helped quide us financially, with professional explanations which were very understandable and easy to fol ... more

Mike Sturgis and the team at GWG are highly professional and knowledgeable. Nice to have people you trust!

After getting bounced around by multiple advisers, we ended up with Lisa about seven years ago.  She is extremely personable but also serious in regards to her clients st ... more

I have worked with Matt Brewers as my financial advisor for a number of years. I have total confidence in him and his ability to do the best for me and my finances. I h ... more

Worked here before moving to AZ. Wonderful place. Management is more family then co-workers. They go above and beyond to help you succeed. I would recommend everyone to w ... more

Bankers Life is a sham company that takes clients payments but denies legitimate claims! My mother is in the throes of the insidious disease dementia. We have been lied t ... more

The company and the people that work here in Edina are so impressive. The career gives you all the tools and training you'd possibly need to succeed, while greatly rewa ... more

Very tacky cold call, solicitation of employees from another insurance agency.

Run! This woman is completely incompetent. I wouldn't trust her with your piggy bank.

The reviews from Dennis Young, Jordan Freidrickson and Jack Paulier, are not credible reviews. The timing of these match up with the termination of a disgruntled employee ... more

Update: A complaint was filed and now a review letter of complaint findings sent to me and guess who reviewed the complaint? Ameriprise did. So of course its a biased co ... more

I was not happy with my experience with Chris. During the initial covid crash I wanted to sell off a large chunk of my holdings. He basically yelled at me and took it pe ... more

After utilizing Ameriprise Financial services for over 7 years, we finally elected to leave this establishment. While Confetti Wealth is very well known for one particula ... more

Literally the most unethical broker I've ever seen. She does the most unscrupulous things to retain clients. If there was a 0 stars, I would give her that. "Shady" is too ... more

Literally the most unethical broker I've ever seen. She does the most unscrupulous things to retain clients. If there was a 0 stars, I would give her that. "Shady" is too ... more

Suggest you shop around. Facts of my 3 yr experience: 1. Sold me whole life cash value policy that front loads large fees and early term rule that that means you don't ... more

Both times we took out money, Scott forgot to send it. Not sure why anyone would trust his financial advice when he can’t do the simplest task.

Gary is amazing as a loan officer and friend. He gets all my sales to closing. He is so patient with clients and proactive with his work.