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Finance Advising reviews in Oakdale

  • A
    Lynn and her staff are excellent.  They were very patient with my lack of knowledge in the area of investing.  They were always available and able to answer any of my concerns and questions.  At last, I feel confident that I'm with the right advisor.
    - Jody S.
  • D
    Tom gave us forms to fill out and instructions on what financial information we needed to gather. Our meetings generally went well. It became apparent over the several meetings that his goal was to have us as an ongoing client, which we were not interested in. Tom and Kelly are very nice people. Occasionally we had to be persistent about getting a specific question answered. By the third meeting Tom had prepared a small five page booklet showing our assets and liabilities and a retirement assessment that showed us where we were at and how soon we could retire. It also showed options for retiring earlier or later than our plan. He also provided a booklet of Morningstar reports on each of our assets. He discussed with us the need for diversification and in which category each asset fell. He warned us that we were heavily invested in the stock of the husband's employer and how we needed a more balanced portfolio. Up to this point we were very pleased and the information was very helpful. He strongly urged that we needed to sell large amounts of this employee stock plan. He advised 1/3 immediately and 1/3 the next two years. He also strongly advised we sell other assets to move towards more diversity. We kept asking about the tax consequences of doing so much so quickly and if we would trigger the Alternative Minimum Tax. He would brush aside the question and we never got a clear answer. Several months later while filing taxes we found out the impact. Due to the assets he urged us to sell, our income doubled. We not only triggered the AMT, we lost every possible deduction-child, marriage, IRAs, itemized deduction phase-out, on and on. Plus we are forced to pay estimated tax payments this year based on this inflated income amount. The impact on us was nearly $20,000 in extra taxes paid, not including the estimated tax payments to both Federal and State for this year. On reflection, it was clear that Tom wanted to manage our assets. He couldn't access them where we had our assets. His plan was to move our money into accounts he could manage. His service helping us assess our situation and lay out a plan for college and retirement was sound. The timetable to sell and diversify our assets that he strongly stressed to us was greatly flawed.
    - D W.
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Financial Advisors in Oakdale

Companies below are listed in alphabetical order.

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  • 360 Financial

    11100 Wayzata Boulevard, Suite 360
    Minnetonka, MN