Financial Advising near Coon Rapids, MN

“I chose a credit union due to poor experiences with national banks. I moved to Anoka from Hudson, WI 4 years ago. Looking for a new credit union near me, I chose Spire and I'm glad I did. I'd like to give a big "shout out" to an outstanding manager, Caitlan Nordlund, who went above and beyond to help me get the "hold" on an insurance check sooner rather than later. She listened to my "story", empathized with the situation, then actually followed through to ease my concerns. So grateful for Spire.”

“I thought I should write a review as I wish more people would provide more reviews about Valtinson. I was looking for a financial advisor and came across this firm by accident and I am glad I did. Initially, I met with Larry who explained his services and experiences. I didn't feel pushed to select one service over another and ended up doing a Financial Planning service. The subsequent meetings were with Brandon and Larry and they were prepared! Although they are a little slow to respond to my emails, I feel that I have their full attention and they addressed all the questions I sent prior to the meetings.Retirement planning has a lot to do with managing tax and Brandon and Larry drew many pictures to help me understand the steps to take throughout the pre/post retirement. I expect to come back closer to our retirement to review our plan. I am sure tax law will change and I can count on them to help me efficiently use the funds I worked years to save.”

“Customer service has always been top notch. This company is filled with individuals who truly care about the members. You feel like family when you work with them!!”