This firm is the best that we have worked with by far. We have been working with them now for a…read morenumber of years after they were recommended by the attorney who prepared our wills. I can only say I wish we'd met much sooner. Joe and his associates are always available to answer questions and provide guidance and recommendations. They meet quarterly with clients to review and inform on progress, so we feel we are informed and in charge of our personal situation! If accounting services are required, they are available within the same complex.

/Peter Taurinskas has been my financial advisor since 2002, when I contacted him through a…read morerelative's church for help in managing her estate. Subsequently, I transferred my own retirement funds to his care. Throughout our long relationship, Pete has kept in touch with me frequently. I especially appreciate his vigilance regarding deadlines and decisions that have to be made. Pete coordinates his work on my behalf with my tax accountant, and together they make informed recommendations. During the 15 years of our relationship, I have lived in three different states; Pete has taken the extra effort to make sure that he and I are both in compliance with laws outside Minnesota. He combines compassion, expertise, and professionalism in his work as a financial advisor.

Agent, Jim, displays a passion and knowledge that seems exceeding rare in his industry these days…read more He's always stressing the importance of reviewing coverage so it's apparent that he wants the best for his clients - whether he can offer the best rates or not. This type of care can be felt when when talking with him directly or with his insureds. Give Jim a call!

We've used McKee and Andrews for four years for our small business insurance needs. Jim Andrews is…read moreour direct contact and has been very helpful in having yearly reviews suggesting the right coverage and carriers for our needs. Even though we are a small business, we have employees out of state and it has been confusing navigating all the state laws in regards to workers comp and other insurance coverage requirements. When we discovered a mistake in coverage for the State of New York that would potentially cost us a penalty fee, Jim assured us that McKee and Andrews would cover the costs. We've been satisfied that McKee and Andrews are looking out for our best interests.

This is our second year I've used Excelsior for my tax preparation. Kay sat down with my partner &…read moreI and in under an hour, our taxes were ready to be submitted. Miraculous. And reasonably priced.

we loved working with Eileen! she is passionate about what she does and she is so great at…read morecommunication! you really feel as though Eileen is fighting for you as her client which speaks volumes to us as first time home buyers!

Eileen Theisen simply awsome, personality, experiance, dedicartion, knowledge, diligence focusing…read moreon helping us find and achieve our dream. This only begins to describe the experiance we have enjoyed working with Envision Capital, Eileen and her, our, team. We were on a unique journey into homownership. Not sure what we really wanted and needed and what we could do, what options were available. Instead of a bank or other financial options, going with Envision Capital independant mortgage broker, Eileen Theisen, was the best direction to go and a great decision! Eileen and this team helped with finding the right fit. Having options available and everything ready if and when things come up and any changes needed always accomplished. Going the extreme extra, double work, always communicating everything. Pushing and keeping us all on track with whats needed and all time lines. Everything! Could not have done all this without Eileen and our team! The outcome was great. We love our home and our team!! Thank you for everything. If anyone is thinking about home ownership I would strongly suggest this group, with Eileen Theisen!!!!!

My mom was looking for a new tax person in Iowa so I referred her to Jack after speaking with him…read more Even though he is in MN, he does taxes in other states as well. It turns out he does taxes taxes in many different states a few that I know of is MN, IA, SD, TN, FL, CA to name a few. She is self employed, travels, has rental properties and other sources of income. She told me, he is the only tax person she has had that took the time to listen to her questions & concerns and broke it down into easy to understand bits for her to fully comprehend! She continues to rave about how good he is and how he has helped her understand taxes better than ever. I would not hesitate to refer anyone to Jack, not only is he good at what he does, but he has also owned his own business for years before doing taxes! It has been a pleasure to work with him through my mom, as well as a few others I have referred him. Don't hesitate to give him a call for a consultation and then decide if my review is any different for you!

Michelle fettig is amazing! She's saved hundreds of dollars a year on our home and auto insurance…read more The best part is she regularly checks every 12 months for us to make sure we are getting the best rate. For example, I was originally paying $180/month for auto insurance, they checked the next year and saw that I was turning 25 during the next cycle, switched me to a different company, and I started paying $90 per month! A 50% reduction! When my fiancé was added to my plan her auto insurance rates were cut from $150/month to $110! They're all so helpful, and my fiancé and I are incredibly grateful.

I've been using them for years and always have been happy! They are very knowledgeable and answer…read moreany questions I have. I recently got married and the transition from just my taxes to doing them with my husband has been so easy! My husband, my family and I will continue to use their services every year. I recommend them 100%!!!!!!!

I have been working with Valtinson financial and tax over 20 years, they have helped my husband and…read moreI greatly and when he recently passed away they took care of everything and I am so grateful I am going to be ok. I appreciate all of the staff as well, they are all great to work with. Linda H.