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.

We have had Ramsay & Associates do our taxes for years. They provide excellent services. Highly…read morereccommend

This is an excellent local accounting firm which provides additional financial services. We have…read morebeen very happy with their services and can recommend them in the strongest possible way.

Dahlia is persistent yet very nice. The company works well with other businesses and people.read more

Received a job offer, but when I came back with a counter offer to their first offer the company…read morewas mad for my counter offer. They responded 3 days later, saying no part of the offer is negotiable, not pay, not pto, not even if I dont need their insurance benefits, sorry we will not negotiate any job details. I asked how long will you give me to decide on your offer? 3 days. The 2nd day of the 3 days allowed I agreed to their offer via email as requested. The 3rd and final day I heard no response from the company. The following day, at 4:50 pm I received an email telling me they rescinded my offer altogether. Very unprofessional company

I am finding it very hard to work with and trust Glen. I have asked for my account to be closed and…read moreliquidated two months ago and he never did it but kept my account as is and has continued to charge me for managing my account. It has been nothing but problems working with him for my family and I. I would take a look at other places before investing your money with Glen.

I spent YEARS trying to climb out of debt I start accruing in college thanks to a credit card I…read moreacquired when I was 18. I would pay it off and then get right back into bad financial habits, which I brought with me into my marriage. I finally fit rock bottom and knew things were out of control, so I called Kaitlyn. We started working together in fall 2018 and within the first two months she had taught me how to make, use, and stick with a budget. She helped me trim the fat and talked me through a lot of healthy changes. After that, we started working at debt. By the time we had been working together for 5 months, a huge chunk of my debt was gone, and I am on pace to be consumer debt free by the end of the summer - less than a year after we started working together. I cannot recommend Kaitlyn enough. She has been a godsend to my family.

From the owner: Stress Less Financial Coaching is a full service financial coach located Minneapolis, MN serving…read moreclients nationwide. When you need help taking control of your spending and debts we are at your side, providing expert consultation and making plans to help you meet all your financial goals. Contact us today for financial coaching, financial planning, and financial help. I am here to motivate you to think differently about how good money management can empower your life! Coach Finance Minneapolis, MN 55428 Financial Life Coach Minneapolis, MN 55428 Financial Advisor Minneapolis, MN 55428 Financial Counselor Minneapolis, MN 55428 Stress Less Financial Coaching ensures you are fully equipped to manage even the most difficult financial challenges, and we can always explain your situation in terms you understand. We look forward to providing you with a personal finance coach, personal financial coach and personal financial planning.

Connor and his team were very helpful. Could not done by myself using store bought software given…read moreall changes that happened last year in the tax code

This was our first year working with Track and it was awesome. I loved the intake form to get all…read moreof the details from us first - it make the process go so fast. I also love that they are super connected with our financial advisor and overall was just a very dare I say enjoyable process.

Went to this location to open an account and invest in CDs. Teller said, "Next!" I went up and…read moretold her what I wanted to do. No "HELLO!", no smile, nothing. She just started typing and clicking her mouse: type, type, type, type, click, click, type, type, click, click, click, type, type, type, type, click, click, type, type, click, click, click, type, type, type, type, click, click, type, type, click, click, click. I wondered what she was doing, as she hadn't asked my name or for a driver's license or anything - what could she be typing? So I stood there waiting, and waiting and waiting, and waiting. FINALLY, she looks at me with the most stone-faced expressionless look I've ever seen and said, "We can have someone meet with you at 2 pm if you want to come back." (I was there in the morning.) Can you imagine if Walmart or Target ran their business that way?: You're at the checkout with your cart of items and the cashier says, "Can you please go and put all those things back on the shelves and come back later to buy them?" Sorry. You've already lost this potential customer. I took my business to a different nearby credit union where I was treated like an old friend even though it was the first time I'd been in there. What a difference! Blaze blew it.

So far, I've used this branch in-person twice since opening my account nearly a year ago. Each…read morevisit has been pleasant and efficient. One visit was to simply deposit a check when I had other errands in the area. The other, more recent, visit was to open an IRA account before filing my 2021 Federal taxes. For opening the IRA, I made an appointment online and went the following day to meet with a representative, Scarlette Lao, who was so pleasant, personable and helpful. I felt like I was well-attended to and that I and my business there was appreciated. I left there feeling like I had a new friend!

When the housing market tanked in 2007, I tried to move some money out of one of our failing…read moreinvestments and was not able to do so. Years later, we got a local Thrivent Representative. He was helpful and polite at our first, in person meeting. Some time later, I wanted to move some money and he was very impatient and rude over the phone. I wanted to understand my options. On a positive note, more recently, we had some money to invest for retirement. I decided to call the cooperate office, "Member Care Services". They were all helpful and understanding, especially advisor, Stacy Dobberstein and one other woman (sorry...forgot name). Ms. Dobberstein is very knowledgeable, patient and pleasant. I hate to end with a negative but, I wrote a letter and email because I felt that a committee leader at Thrivent, was pushing her own political ideas, behind her particular program, per her public letter to members. I felt that some of her opinions did not line up with Christian values as described in scripture. I suggested that she stay more generic and focus on universal Christian values. Though I may not have written my best letter, I was hoping for some kind of response, especially since i am the client and Thrivent claims to be a Christian organization. Plus, we are trusting them with our money; money which they profit from. I was happy with the cooperate office in every way, so that is who I recommend. 1* star for the local folks and 5* stars for cooperate.

refusal to honor terms in disability waiver. will not acept VA (federal government…read moreforms) 100% permanent and total disability certification as proof. Will not accept Wisconsin Department of Veterans Affairs (WDVA) certification of 100% permanent and total disability. have constantly lied about what is in the contract. Refused to offer a electronic way to submit waiver then claimed they lost it after reciving it certified and then sudenly they could recive it electronicly.