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Finance Advising reviews in Osseo

  • A
    Ferguson Financial Inc.
    We sat down with Mr. Ferguson, everything was presented very professionally and all of our questions were answered (we were in the middle of dispersing a trust account). We were given a 100 dollar discount on future services.
    - Karin G.
  • 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
    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!

    - William C.
  • F
    When his estate had incurred such very high costs (the $30,000 is a very minimal estimate based on the taxes, with the cost of the attorney closer to $45,000.), I  took a friend to meet with the manager at the Fidelity office.  The manager blamed me for the problems!   I believe the laws of a fiduciary are to look out for the client's best interest which clearly was not done. I believe others, especially those caring for a vulnerable adult should know not to risk their trust with this organization.  The manager behaved like a school yard bully. I believe he was afraid I would sue and was trying to scare me off. I should mention that they give you whatever advisor has the fewest client's so I was not able to have the advisor I asked for until after the mistakes had occurred.  I received other wrong advice from them regarding inherited IRA.  My friend was more appalled than I was after such loss.  When I asked him for some information on my own account at the time, he said it was too complicated and I would have to write a letter or ask someone else.  I have since moved my own investments away from Fidelity. 
    - PAULA M.
  • A
    Ferguson Financial Inc.
    When we met Greg, we were impressed by his thorough-ness. He asked us to analyze our current monthly expenses, while he analyzed our auto, home, and health insurance policies. Because we are at the early stages of life and newly married, we wanted to meet with someone who would put us on track for paying off consumer debt, teach us ways to save for retirement, and help us figure out whether or not this is the right time to purchase a new car or home. We especially liked that Greg isn't a salesman. He didn't try to sell us anything, in fact, he recommended that we speak with our current insurance carriers for policy changes, and didn't push us to use a referral of his. He is quite willing to recommend professionals with whom he has experience, but during this phase, his focus was on getting us and keeping us focused on our goals.
    - Jennifer G.
  • A
    Phillip James Financial
    Awesome prepared for me exactly what I asked for and was done in a timely manner.
    - dan s.
  • A
    - LAVETA Z.
  • A
    - EDWARD V.
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Financial Advisors in Osseo

Companies below are listed in alphabetical order.

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  • 360 Financial

    11100 Wayzata Boulevard, Suite 360
    Minnetonka, Minnesota