Last year, I enlisted P&P's services for tax preparation and filing for my refund. Their…read morekindness, helpfulness, and extensive expertise left a strong impression on me. I consider myself fortunate to have discovered them and I will definitely be returning this year.

Front Desk, advised waiting on another will assist me. Name…read morecalled after forms were up dated. The Tax Preparer reviewed the documents and asked if I was there last year told him yes. Prepared forms online and RECEIVED COPY OF 2024 after signing. Week later State Refund came & IRS Refund came a few days later.

My husband and I just wrapped up working with Bill and we feel so empowered by what we learned…read more Bill is professional, approachable and knowledgeable. He presented information to us in ways that were easy to understand and comprehend. He sparked several conversations for us about both our short term and long term goals and we have started taking steps he suggested that will guide us through our finances for the next 40 years. We can't recommend Bill enough and we are looking forward to continuing to work with him for the next several years.

From the owner: As a partner at Trailhead Planners, Bill Mulvahill CFP®, CPA provides holistic, tax-focused…read morefinancial planning to help clients organize, grow and protect their assets through life's transitions. This includes providing customized financial planning, investment management and tax preparation under one roof. As a fee-only, fiduciary, and independent financial advisor, Bill Mulvahill is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

The Best of the Best in twin cities, David is being doing our personal and business taxes, he is…read morevery nice and very profesional. He always willing to help you and to understand everything. If you want a very profesional and trusty service he is the one.

From the owner: We are a financial group led by David Vaca, with over 15 years of experience in corporate…read moreaccounting, tax services, and financial advisory for both businesses and individuals. David, an Ecuadorian immigrant and entrepreneur, founded his tax preparation business in 2010 with the firm purpose of providing reliable and approachable solutions. Our focus is on building strong relationships and always safeguarding the client’s best interests, offering detailed and strategic insight for financial growth. What sets us apart is our strong commitment to community and excellence, earning the trust of every satisfied client.

Let me just say how HUGE their heart is to all who trusted this wonderful financial group! You…read morebecome family. You are A EXTREMELY cared for and about. My husband and I were clueless with this sort of financial help. Took a chance went to the fabulous dinner they provided at PorterCreek in Burnsville ( they did NOT hold back FOR OUR DINNER btw), and we found ourselves with honest, very helpful bunch of talented folks who KNOW their calling! thanks to Larry and everyone we have worked with for showing us we may just be ok when we retire. A big WHEN AND IF we retire!

Extremely helpful people run this office. New educational…read moreclassroom has already offered several informative classes. We've really appreciated the help we've received over the years in choosing a Medicare Advantage plan. I recommend Haven Financial Group for any financial advice.

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.

I sent in a POA for my aunt's account. Thrivent sent a message that they received it and it would…read moretake 5 business days to approve it. After 10 business days, I called again. Thrivent neglected to send me a confirmation that it had been approved. Seriously? I have to call a company to ask. Please email your customer as soon as it is approved. This company has horrendous customer processes.

Love this place. Jim always takes the time to find out that YOUR goals are then plan to fulfill…read morethem. My portfolio has done better than ever!! Thank you !!

From the owner: DS&B Financial Services, LLC is a financial services firm offering financial planning, investment…read moreand insurance to business owners, professional and executives. Our mission is to help you create, grow and preserve wealth for you, your family and business.

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