8AM - 5PM
17850 Kenwood Trail Suite 221, Lakeville“Richard Dunn is amazing at helping to finalize and organize plans to retire…he helps work through the details and helps you make smart decisions about some of those things you start considering when retirement becomes a potential option. I have no problem referring others to him and I’m impressed with what he does.”
8:30AM - 5PM
3601 Minnesota Dr Suite 430, Minneapolis“Service was so helpful. Heather at the front desk went above and beyond to aid in navigating a TD Ameritrade/Schwab merger-related challenge.I see there's an option to add photos to this review. It did not occur to me to photodocument the moment.”
9:30 AM - 4:00 PM
6445 Nicollet Ave, Richfield“Excellent customer service! I was immediately greeted when I walked in. I needed a lien release for my car and they made everything go smoothly. Very nice and modern bank and really friendly people.”
“"The Best in the Business"Started here as a student in 2017 where I learned how to professionally trade the Stock, Options, & Futures market. OTA eventually brought me on their team as an employee! Working here and seeing the success of our students is something I love deeply. The overall financial market is a very intimidating concept but having OTA push you through the roadblocks is truly inspiring. I would highly recommend OTA, as there is no better place in the world to grow your financial education. There is a reason they've been in business for 25+ years!!!”