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    Principal Financial Group

    5.0 (2 reviews)
    Closed 8:00 am - 4:00 pm

    By appointment only

    Services - Principal Financial Group

    Debt management

    Estate planning

    Inheritance planning

    9 More Services

    Insurance planning

    Investment management

    Life insurance

    Pets

    Homeowner or property

    Retirement planning

    Tax planning

    Trust planning

    Vehicle

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    Recommended Reviews - Principal Financial Group

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    Creative Money

    Creative Money

    (55 reviews)

    Downtown

    I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

    I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

    Paula D Fedirchuk - Edward Jones

    Paula D Fedirchuk - Edward Jones

    (3 reviews)

    Ballard

    "If you need somebody you can trust, trust yourself"…read more Bob Dylan was right but heck, I know NOTHING of investment banking so I had to trust someone else to help me on this. I had some complicated moving a 403b into an IRA paying for school money switcherroo I was putting off for years as I was sure it would hurt real bad to deal with all that paperwork and red tape. I was definitely procrastinating, waiting until the last possible second. WHY DID I WAIT? Paula at Edward Jones is such an easygoing, friendly, professional and kind human being, I mean, she made it not only painless and easy, but FUN? I've worked with her via an agency I worked at as well and she was a great resource for all things related to both retirement plans and socially conscious investing for our board of directors. All that and she has an adorable dog at the office & a whipsmart assistant manning the front desk who is like her secret weapon of more niceness. If you need any help of the financial kind, I tell you Paula's there to help and if I trust her, I can assure you she's the one you can also lay your trust with.

    We were very new investors several years ago and we went to Paula. We didn't have a large amount…read morebut to us it was quite large. Paula treated us like we were investing millions with her. She took time to explain our options and what might be best for our personal plan. She has continued to update and keep in touch with us so we are getting the most for our investment. I have referred family members to her as well and they have all been pleased with her advise and services.

    Principal Financial Group - financialadvising - Updated May 2026

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