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Finance Advising reviews in Little Canada

  • A
    Ferguson Financial Inc.
    I'm about 15 years from retirement, and wanted to make sure my ducks were in a row.  I've been doing the things I need to do, or so I thought, but I went to Greg because I wanted to make sure.  He had so many good, clear suggestions about things I could change to improve my situation, and he also made it clear why each of the changes would help me.  Greg is very good at explaining things - some of the things he talked about rang a bell, like I've heard them before, but they only mean something if they are understandable. Greg made sure I was following what he was explaining.  It was quite a process...at times my "homework" seemed overwhelming, but Greg really needed to know everything about my insurance, my pension, my investments, etc, in order to make his recommendations. It is well worth the time it takes to pull the documents together, because I feel now like I have some steps I can take now to be in a good situation at retirement.  
    - Cheryl J.
  • B
    Go BIG Network
    They haven’t gotten me a pot of gold yet, but I wasn’t expecting that. They’ve changed names a few times since I started working with them, and I’ve had a few different representatives handling my account. My most recent plan was given to me by an employee who is no longer with them. The plan looks good, but I’m a little confused as to what the next step is. I do feel that I’ve gotten my money’s worth for what I’ve paid though.
    - JARED B.
  • A
    Waddell & Reed Minnesota
    unknown
    - Juanita L.
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Financial Advisors in Little Canada

Companies below are listed in alphabetical order.

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  • 360 Financial

    11100 Wayzata Boulevard, Suite 360
    Minnetonka, Minnesota