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A27Reviews
Business Description:
UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If yo...
Recent Review:
ARandy was extremely helpful with our situation! He was very thorough with his explanation and advice. He provided scenarios that we hadn’t thought of that we will be using. Highly recommend. Professional and courteous.
Reviewed by Stacie G.
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A8Reviews
Business Description:
Tax Preparation, Financial Planning, Estate Planning,
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A335Reviews
Business Description:
www.scoreologyusa.com is a national credit repair company providing our clients with one on one unmatched customer service. We have a track record of proven, outstanding results. We offer a wide variety of credit repair, building and budgeting services. Give us a call to set up your Free Consultation. Scoreology was formerly known as Credit Dr.
Recent Review:
AUnbelievably well. Daniel was real good with advices and which direction to take. Real honest and straight forward. I would recommend to anyone struggling to get back on track as far as credit scores go. Don't hesitate.
Reviewed by Adriano S.
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A3Reviews
Business Description:
We specialize in working with women who are about to retire or are retired. We help with all of your retirement needs; including retirement and financial planning, pension options, social security options, investment advice and insurance planning. People hire Daly & Associates for our excellent customer service, competitive fees, investment risk management and easily understood education. Lynn established Daly & Associates in 2001 and has been in the industry since 1991. Please give us a call...
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A93Reviews
Business Description:
We offer personalized and expert tax and financial services. We build relationships with every client and get to know your individual situation so that you can achieve your goals in the most efficient way possible. With over 11 years of experience we offer tax preparation, financial planning, investment education and management, insurance, and consulting. We are conveniently located in St Paul right off 94. Award winning. Additional email - info@bergersontax.com.
Recent Review:
AJennie Bergerson did our taxes for 2018, and she was professional and efficient.
Reviewed by Thomas M.
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A152Reviews
Business Description:
Capitol Benefits is an award-winning independent insurance agency representing 12 states. Our two main offices are in the Washington DC area and the Jacksonville, FL area. We represent over 200 insurance companies and all types of insurance.. We represent our clients, not an insurance company. Discounts of up to 30% are available for combining home and auto, AARP members, Federal Government employees, safe drivers, and more. Visit our website at www.capitolbenefits.com for instant quotes and ...
Recent Review:
ATheo went above and beyond great customer service. He was friendly, empathetic and put my mind at ease in an otherwise extremely stressful situation. I would recommend him for ANY service!
Reviewed by Gina L.
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A38Reviews
Business Description:
Flexible appointment hours
Recent Review:
APersonal taxes. Robert returns calls, answers questions, is professional and knowledgeable. He explains things well and I recommend him.
Reviewed by Kivie W.
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A64Reviews
Business Description:
With over 30 years of combined experience, we pride ourselves on offering top-level, white-glove service to our clients. Visit us today for a FREE review of your previous year tax return! We use the latest technology, including a secure cloud file exchange and electronic document signatures. You can view our office and meet Greg and Angela at this link: http://www.taxproff.com/greg-freyman-video/
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A1Review
Business Description:
Credit Monkey is now offering services to all 50 states. We have a automatic software that disputes and challenges all of your negative and inaccurate items as well as inquires on your credit report. We make sure that all corrections are made with all 3 bureaus (Experian, TransUnion and Equifax) to Increase Your Credit Score. Credit monkey has a $0 enrollment fee. Yes, FREE to start, We Don’t charge anything until your first letters are mailed. Rates start from $99 monthly (monthly payments d...
Recent Review:
AMy score was increased tremendously within 40 days of hiring credit monkey. Thank you guys so much!!
Reviewed by Sel Y.
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A1Review
Business Description:
We help clients with Retirement Income Planning needs We coordinate investment strategies with social security, life style expenses, healthcare needs, and other income sources. We help clients who have Wealth Accumulation needs You will grow to appreciate our institutional quality investment management by the experienced hands as well as personal attention to you during market turmoil. We help clients who are Business Owners We help business owners' with their risk management needs and uni...
Recent Review:
AUjae and Sarah Kang of UAK Diversified are people of high integrity that provide outstanding service with personal attention. They are professional, knowledgeable advisors you can trust, as I have, to meet your financial needs and estate planning goals.
Reviewed by David B.
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Recent Finance Advising Reviews in Edina
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ADaly & Associates - Woman OwnedWe worked well together to achieve my retirement goals. She is straight forward and we discuss the cost and benefits. Investments are made through a NYC firm that knows the markets and makes them work for you. There are no gimmicks or too good to be true deals and all her fees are visible and reasonable.- NANCY B.
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APhillip James FinancialGreat- Phillip took time to explain exactly how he works and recommended colleagues that were cheaper than he was but still good. He didn't judge us on our ages either and he is young himself!- Emily V.
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APhillip James FinancialThey're professional, quick to respond, and really put us at ease by laying out an achievable long term plan.- Alyson J.
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APhillip James FinancialI hired Phillip James Financial December 2014, and I have been very pleased with the services I?ve received over the last 10 months. I needed financial and investment advice as I approach retirement age, and spoke to a couple firms before selecting Phil and Jim. Theirs is a service that requires some time before you can access the quality of the work, and I find them both to be very professional and knowledgeable. During the first meeting they listened to what was important to me, and respected my opinion and needs for managing certain investments even when it was contrary to their advice ? they took those needs into consideration with their plan and financial projections. They do not sell investments but rather provide a fee for service if you are looking for financial planning consulting or charge a percentage of the value if they manage your investment portfolio. I don?t think they have a minimum dollar value of your investments before working with you and don?t look down their nose at you if you aren?t a millionaire (as some Financial Planners do). I?ve had to get their advice on how to handle a unique investment situation and they researched the options and prepared an analysis of the tax implications, and then proceeded to help me with each step of the process. There was no extra fee for this help, and Phil is always patient with my questions. Most importantly I trust them with my money. I am not wealthy but needed to know I was saving enough to meet my goals for retirement. They provided several different scenarios that were realistic and gave me a clear picture of how much I will need and how much longer I need to work and save to achieve it. Whether you are looking for a financial budget to save for your children?s college or as I did a plan for retirement, I strongly recommend you meet with Phil and Jim to hear what they can do for you.- NITA B.
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APhillip James FinancialWe started with taxes for two tax seasons based on a high recommendation from a current customer of Phillip James. They exceeded our expectations in this realm. Upon further research, we decided to hire them as our financial planner. Based on our initial meetings, personal research and interviews, we chose Phillip James to guide us through the mire that is financial, retirement and estate planning and investments. We are extremely secure in our confidence of their capabilities and honesty in monitoring our assets. They explained their philosophy and gave us an opportunity to express our philosophy to create a plan that works best for us under their guidance. To this point we are more than pleased with Phillip James both professionally and personally.- Kaari N.
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APhillip James FinancialPhil takes a percentage of gains from the portfolio as payment. He doesn't sell products. His only interest is investing money for long term growth and making tax advantages for his clients. He waived the 750 fee when we invested through him. He understands markets and portfolio allocation in conjunction with different markets and trading atmospheres. He doesn't give blanket statements of how and why like a lot of financial advisors. His experience working in a hedge fund shows when we discuss market strategy and technical analysis. My experience in trading has been met with adversity with other financial advisors simply because they don't understand the technicality behind trading but Phil isn't like that. He's not only understanding of my trading behavior but he's also eager to work with me and my needs and wants in this endeavour; he is willing to adjust our portfolio to meet these needs. He has never lectured me on the risks or given me a competitive vibe which I can not say is true for all financial advisors.- JESSE S.
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APhillip James FinancialBoth Phil and James acted professionally, made us feel welcome and comfortable, and were very knowledgable in investment, retirement, estate, and tax planning. We did not feel pressured to commit to anything we did not fully understand. They are very responsive to emails, questions, and calls. When we were with them we felt we had their full attention and were important enough to matter. Great group!- Mikayla R.
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APhillip James FinancialA wonderful experience. I highly recommend Phillip and Jim. They are very professional and they know their stuff. No high pressure sales, they just provide great information. Having a financial plan done was a huge relief. We now where we stand and feel like we have a better chance of accomplishing our financial goals. There were a some things we needed to change that we realized after going through the plan with them and they helped us implement everything, but the best part is they explained everything in easy to understand terms. I will be recommending them to others! Thanks!- William C.
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ACapitol Benefits LLCJosh was fantastic. He is very knowledgeable and responds extremely quickly to my questions and requests. He definitely outperformed my existing insurance agent, which is why I decided to switch to his company.- JOEL R.
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AChessie Tax, LLCI've had no issues. I've always felt I've received what I felt was my max refund. The process is pretty straightforward, streamlined and secure. I was able to submit all my documentation online and deal with everything else over the phone. Very professional and courteous.- Darlene K.