Financial Advising in Edina, MN

6 locations found near Edina

“Excellent and thorough tax services. This a group of real professionals and they made the entire process much easier than doing it ourselves. We will be sticking with them!”

4.8 Superb43 Reviews

“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.”

5 Superb2 Reviews

“Working with Brian has been a very positive experience over the years. He is friendly, patient, honest, and very low-pressure. Am very appreciative for all that they do.”

5 Superb4 Reviews

“Worked with TJ today. Great experience all around. If there was a complaint, the coffee machine needs directions or need to be replaced with something "normal."”

2.9 Average20 Reviews

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