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Finance Advising reviews in Hugo

  • A
    Ferguson Financial Inc.
    We interviewed a few CFP's.  We ended up choosing Greg because of recommendations on Angies List, he was more down to earth and there was more to his fee than just getting a boilerplate plan.   The process was much harder than we anticipated.  There was some confusion about what information we needed to get to Greg, and the entire process took a couple of months.  So there was a lot of back and forth via email between Greg and ourselves.  Greg was very patient, explained financial tactics in easy to understand terms and didn't treat you like you were a financial luddite if you asked questions.  The last 2 sessions were exactly what I was hoping for.  Greg went through a variety of scenarios based upon what we were looking for financially.  Even though our appointments are finished we can still log into the software and view our current scenarios and tweak them if our situation changes.  Greg also offered to assist us with 529 purchases.  Out of all the Financial Planners we interviewed I never got the feeling that Greg was overbearing or just going through the motions, but actually cared whether we succeeded or not. Another huge plus was that we didn't deal with an assistant, but dealt only with Greg. 
    - Keith O.
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Financial Advisors in Hugo

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  • 360 Financial

    11100 Wayzata Boulevard, Suite 360
    Minnetonka, Minnesota