Find Top-Rated Edina Financial Advisors

Finance Advising reviews in Edina

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  Ferguson Financial Inc.

  Greg was very professional and has outstanding expertise on financial matters. He listened carefully to our questions and concerns and answered them thoroughly, thoughtfully and succinctly. We would highly recommend Greg if you need guidance with your financial situation.
  - Bonnie L.
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  Ferguson Financial Inc.

  As can be inferred from the comments above, the advice and assistance provided by Mr. Ferguson was worth every dollar of his fee. Knowing that he was working as a fiduciary rather than as a commission generating agent made his advice all the more valuable and trustworthy. His obvious insistence on integrity as an essential aspect of his business model suggests that reliance on his advice and judgment is well placed.
  - Paul J.
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  Chessie Tax, LLC

  I'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.
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  Ferguson Financial Inc.

  We are a family that is just starting out, and Greg did a great job guiding us through a wide array of matters. Greg guided us in defining our financial/life goals, then used that information to come up with a plan for our investment portfolios, wills, directives, life insurance, home insurance, and auto insurance. He shared sound advice in each of these areas with us. Greg used some pretty slick financial planning software to model our particular situation. Personally, I really like this analytical approach. He also tempered the analytics with his personal experience in the financial markets and investment psychology. This allowed us to develop a plan that, in addition to giving us a high probability of meeting our goals, we felt comfortable sticking to over the long run���even during a rough stretch in the stock market. One really nice perk is that we will continue to have a login to the financial planning site that was used to create our plan. This will allow us to occasionally log in and check to see if we are still on track to meet our financial goals. If we have more children or change jobs, we will be able to add those types of modifications to the model, observe their affects, and adapt our plan if necessary. It���s nice knowing that we won���t have to schedule another financial analysis for every life change we experience. Greg never tried to sell us any financial products. Everything he told us seemed genuinely motivated by our interests. We left with a very solid, easy-to-follow plan on how to save, invest, get our affairs in order, and insure ourselves. Thanks Greg!
  - Michael F.
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  Ferguson Financial Inc.

  He was fantastic!  He really listened to us and took time to understand our situation.  He had some great tools to help define priorities, and to run scenarios so we can understand the best course of action.  He is also very patient - especially in our case where we were sometimes less than responsive and very scattered. 

  
  

  I feel like we have a very clear picture of our next steps.  We like his work so much that we've asked him to help us consolidate and manage our assets.  Both my husband and I talk about what a relief we feel for having worked with Greg.  We couldn't be more pleased and plan to have an ongoing relationship with him.

  - SHELLY J.
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  Ferguson Financial Inc.

  Per my nephew - Greg was great. He was very helpful, shared clear, transparent information, and took the time to patiently answer my questions and respond to any concerns I had. In an industry where trust seems to run low Greg exemplifies simple, honest, helpful financial advice that can really make a difference
  - Mary B.
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  Ferguson Financial Inc.

  This process required the collection of a significant amount of information from numerous sources so that a complete and fact-based assessment of my current financial status could be determined.  Once this calculation was complete, it was possible to utilize a sophisticated computer generated program to determine the best path to follow in moving forward into a successful retirement.  Several multi-hour appointments were needed to create the final product.  The process was conducted with a non-judgmental professionalism that utilized candor and humor in equal amounts.  It was comforting to know that my financial well being was the primary motivation driving the analysis and that I now have a trusted resource to turn to when future financial questions arise.  All in all, dollars well spent.   
  
  - Paul J.
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  Ferguson Financial Inc.

  Greg is my financial go-to guy. I have worked with Greg in the past; recently, my wife and I went to Greg to see if we were still on the right track with our finances. Greg went over everything--I had forgotten how detailed his process is. He took all our information and put it in an easy to understand format. My wife commented that she usually does not understand all the financial details but that Greg explained everything in a way she could understand.

  I have 34 employees and I like to think I know about finances and business. I want to retire in 8 to 10 years. Greg looked at where we are and questioned us about our goals. He then gave us several different recommendations, some of which were new to me. Together we discussed all the options open to us. I have gone over Greg's recommendations with my accountant and he said that Greg is right on. I enjoy working with Greg. I find his process to be very informative, helpful and reassuring.
  
  

  - courtland w.
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  Ferguson Financial Inc.

  A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of Greg's questions as far as where all our money was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
  Greg patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow.
  He's very versed in the myriad of options available, and was able to provide sage advice for not only managing our own finances, but how to do that in the context of owning our own small business.
  He is always professional, unbiased, and responsive to inquiries.
  
  - JOSEPH C.
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  Capitol Benefits LLC

  Josh 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.