Financial Advising in Edina, MN
7 locations found near Edina
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Financial Advising
Financial Advising
Financial Advising
“There are a lot of good wealth managers in the cities but few are this good. Not only are their actual planning services very tailored to you personally, but they really know what they are doing and can answer any question. If you are looking for service, comfort and results, I would call them.”
Financial Advising
“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.”
Financial Advising
“I've found TD Ameritrade has the best customer service among all the online brokers, and I've tried quite a few. They also have extremely competitive pricing. They may not be the absolute lowest but they are close to it, and with its superior service, it's worth paying incrementally more. If I've ever had an issue, I call them, and they've always taken care of me and answered my questions, and also thrown in some free trades for any inconvenience I may have had. So I'm giving them 5 Stars to the whole online experience and 1-800 call in/telephone customer service. Now these retail stores are a bit different. They can help you with quite a bit including managing your money which is not what I'm using them for, nor what they are known for. I did have one guy from the local office who kept calling me trying to get them to manage my money (for a fee mind you), and he reminded me of the cliche-ish used car salesman. He is now gone. The person who calls me now is much more of a listener rather than pusher, and respects my wishes. If I need to drop off a check, I can do it at this local office, though that's not what the office is there for. If you are looking for an online broker I do recommend TD Ameritrade. If you are looking to open an account with them and haven't done so yet, send me a note and I'll help you get the most.”
Financial Advising
Financial Advising
“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!”