Rochester, MN Financial Planner

Rick and Marty are my guys! They do good work, auto and home.

Levi and his team are amazing and the results are even better! Always have better returns than the market average, and Levi takes the time to explain anything and everyth ... more

Not only are Dan and Natalie both incredibly knowledgeable as CFPs, but theyre both very kind and helpful. My wife and I assumed financial planners were for the ultra ric ... more

Evin does an awesome job, super knowledgeable about not just investment, but many other aspects of life and things most people don't consider when doing their financial p ... more

Professional and dedicated and to helping small business owners succeed. Elocina treat business owners with courtesy and kindness while helping them achieve their busines ... more

Thankyou for your patience and expertise in the complex world of finance with guiding direction in improving my retirement investments. it was really a pleasure working ... more

Great for retirement planning, and life insurance

Buyer beware don't have joint accounts unless your married because this team will choose who to give it to even though either can take what they want when they want. Upp ... more

Eric Gatz is phenomenal at what he does. He is very knowledgeable! I'd highly recommend him to anyone I know!

The girl with the blonde hair needs an attitude adjustment. If there is a miscommunication with the branch locations that is not the customers fault. Of course, being sen ... more

Bad relationship

Lovely building and great people

Phil Reiter has served as a great advisor for my families needs.

One of the most polite staffs I have ever done business with!

The absolute worst customer service.

Had a representative call me which was a pleasant surprise (add 1 star), making me even more motivated to begin trading, I stopped into the office to get some information ... more

(Translated by Google)(Original)