We recently met Leif Hagen and immediately loved his work ethic, personality and friendly office…read morestaff. He welcomed us with his warm smile and kindness and gave us his full attention to help us roll our retirement investments from a company it was time to leave. His knowledge of how and where to place our money was a great relief to us. He put our minds at ease with his expertise and we know he will monitor our funds and keep us informed when changes are necessary. We left with absolute resolve that we had made the right decision to invest with Leif Hagen and Hagen Financial!

From the owner: Financial Advisor assisting with wealth management through financial and investment planning. Also…read moreadvising seniors on Medicare supplemental and Part D insurance. Please email me: Leif@AchievementFinancial.com

Jeffry has been doing our income taxes for 3 years. He has been great at phone and online…read morecommunication, offers convenient hours (I work full time 45 minutes away from his office), and has a great eye for deductions. He is also knowledgeable and quite qualified as an IRS Enrolled Agent as well as an Dave Ramsey Endorsed Local Provider (ELP). I will continue working with him for years to come.

From the owner: Family Financial & Tax Services is uniquly positioned in the industry and dedicated to serving the…read morefamily. We offer four "Fee-Only" services: Income Tax preparation and Planning *Please go to our website for full business description and regulatory disclosures. www.familyfinancial-usa.com We sell no commissioned based products so conflicts of interest are never a concern. Jeff is currently the only financial professional in Minnesota to hold the Certified Financial Planner® (CFP®) and Enrolled Agent (EA) licenses and be endorsed by Kingdom Advisors and the Dave Ramsey Show.

After getting bounced around by multiple advisers, we ended up with Lisa about seven years ago…read more She is extremely personable but also serious in regards to her clients sticking to their game plan. We also like the fact that she is a fee based practice vs someone trying to go for the commission. The bottom line is that if we are making money, she is making money. She is also honest in the fact that when she says we don't need something (insurance wise) or when we should allocate money around because when we are X age, we don't get dinged. My only wish is we were working with her from the start.

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.

Thanks for hosting today's highly effective & informative Orientation session at your newer…read morelocation ... 3460 Washington Drive (55122)

From the owner: Galligan Financial Advisors offers comprehensive personal financial planning services to…read moreindividuals, families and small business owners.

As a real estate agent I keep my eyes open for good loan officers…read more I listed a house for sale in Bloomington,MN and received an offer to purchase within a few days. With a couple of "back & forths" we agree to terms on April 22, 2020. We are supposed to close tomorrow, June 19th, 2020. I kept wondering when the appraisal would be done. A few weeks before the scheduled closing date I called the buyer's loan officer and left messages asking about the appraisal. They would need to contact the listing agent (me) to schedule that. After a few days I received a call from this loan officer who told me it would be done that Saturday (6/13/2020). But no calls or emails or text messages did I receive to set up the appraisal. Then I was told it would be Monday (6/15/2020). Just got the request for the appraiser to come through (which is needed to close the loan) next Friday, June 26th, 2020. But wait, aren't we supposed to close June 19th, 2020, tomorrow.?? Poor attention to detail means my seller cannot perform at the closing of the house he was going to buy and those sellers cannot move on to close on the house that they were going to buy. I have heard different stories from the loan officer as to why we are in this situation. Bull! He gives different stories to different people. Obviously nobody was in charge and checking on loans in their pipeline. This company is a poor example of a mortgage company. This is one company and their loan officers that I will definitely steer clear of in the future. -Pat Hogan Virtual Realty Associates