Find Top Financial Advisors in Edina, MN

Recent Finance Advising Reviews in Edina

• A

  Daly & Associates - Woman Owned

  We 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.
• A

  Phillip James Financial

  Great- 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.
• A

  Phillip James Financial

  They're professional, quick to respond, and really put us at ease by laying out an achievable long term plan.
  - Alyson J.
• A

  Phillip James Financial

  I 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.
• A

  Phillip James Financial

  We 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.
• A

  Phillip James Financial

  Phil 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.
• A

  Phillip James Financial

  Both 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.
• A

  Phillip James Financial

  A 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.
• A

  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.
• A

  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.