3 Best Financial Services in Minneapolis, MN

I spoke with Ben Olson this morning, and I would recommend Guardian Wealth to anyone who is looking for financial guidance. Although I am not in a position right now to fully utilize their services, it is clear to me that Ben and the team at Guardian, truly care about their clients and are excellent at what they do. Ben was willing to meet with me for an hour to explore some of my goals and it was very valuable for me. If you are interested in any kind of financial guidance, don’t hesitate to reach out to Ben and Guardian. The experience was great and I hope to work with Ben in the future!

Brent Hoppe and the team are terrific. My husband and I completely trust them for objective, professional advice on not only our investments, but everything related to our investments. Over the past 20 years, he has also coordinated our taxes, insurance, cash flow needs and estate planning. We love that they not only give advice but complete the next steps for us.

Engaging Guardian Wealth Strategies for wealth management in Minneapolis was one of the wisest decisions I've ever made. Their insightful guidance and expert strategies have helped grow my wealth beyond my expectations. I'm pleased with their services and highly recommend them to others.

My wife and I have been extremely pleased with Fyooz. Natalie and Dan provide exceptional service. They spent the time to get to know our goals, backgrounds and risk tolerances and only then provided us with a specific plan tailored to our situation and objectives. Unlike typical brokers, their recommendations are not biased by commissions, which I think is critical. I also very much appreciate the fact that they don’t simply provide recommendations, but give the reasons for their advice — that gives us peace of mind during the inevitable periods of market volatility. Finally, they are a pleasure to work with in all respects — prompt to respond to questions, thoughtful, proactive, and they obviously care very much about their clients.

Not only are Dan and Natalie both incredibly knowledgeable as CFPs, but they’re both very kind and helpful. My wife and I assumed financial planners were for the ultra rich only, and for people much older than us. Natalie and Dan have shown us how wrong we were! We couldn’t recommend them enough

Natalie and Dan are very professional and knowledgeable in the areas of financial planning and investment management. I enjoy reading their blog posts and they are always quick to respond to any questions that I have. Hire them!