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Finance Advising reviews in Mounds View

  • A
    Greg took all of our income, savings, retirement, benefits and other information and helped us craft a retirement plan that fit our goals. 
    Greg is great. He was available on weekends. He is very friendly. He is not connected with any investment plan at all, and so his efforts did not include recommendations to invest in his products. 
    At the end, we had a plan that we can access online, a set of goals for our retirement and a way to achieve those goals. He also gave us excellent recommendations on our life, auto and home insurance plans and products. 
    We would absolutely recommend people use Greg Ferguson.
    - Jonathan M.
  • A
    I have been with them for many years and I trust them. I consult a couple and one of them is Richard Atkinson. He listens to me and suggests me. He is very personable and I leave it in their hands because I know they do it. They make good suggestions and they are professional. I will continue to use them in the future.
    - ELAINE P.
  • A
    Both times that we worked with Greg, he took the time to understand our questions and answered them patiently and gave us the most current market information. Greg was familiar with the investment options my husband and I had at our place of employment and made suggestions that helped us meet our retirement goals.
    - EILEEN B.
  • C
    - Mumtaz S.
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Financial Advisors in Mounds View

Companies below are listed in alphabetical order.

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  • 360 Financial

    11100 Wayzata Boulevard, Suite 360
    Minnetonka, MN