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BEST RATED SIOUX FALLS, SD FINANCIAL SERVICES

3 Best Financial Services in Sioux Falls, SD

Expert-recommended Top 3 Financial Services in Sioux Falls, South Dakota. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Compass Financial Group - Sioux Falls, SD Financial Services
Compass Financial Group - Sioux Falls, SD Financial Services
10+ YEARS IN TBR
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COMPASS FINANCIAL GROUP

(4.9 Score)
4300 South Louise Avenue, #300,
Sioux Falls, SD 57106 Directions

Since 1989

Specialty:

✓ Financial Planning and Investments ✓ Traditional IRA ✓ Roth IRA ✓ SIMPLE IRA ✓ SEP IRA ✓ Individual Brokerage ✓ Joint Accounts ✓ 529 Plans ✓ Employer Sponsored Plans 401(k) ✓ 403(b) ✓ 457(b) ✓ Retirement Accounts ✓ Estate Planning ✓ Living Wills ✓ Insurance ✓ Life Insurance ✓ Long-term Care Insurance ✓ Disability and Health Insurance ✓ Medicare Supplements ✓ Medicare Part D

"Compass Financial Group is a locally owned family business and has over 35 years of experience. John Haller is the president of Compass Financial Group and has been in the investment industry for over 20 years. He graduated from Augustana College with a degree in business and has gone on to earn his certified financial planner™ (CFP®), chartered financial consultant™ (ChFC®), chartered retirement planning counselor™ (CRPC®), accredited wealth management advisor™ (AWMA™) certifications, is a chartered life underwriter, has passed the FINRA Series 7 and 66 exams, and is licensed in life, health, and accident insurance. Compass Financial Group assists with investments, insurance needs, and guides many other financial areas.

2026 Update: Jesse Haller is a partner and co-founder, Jasen Haller is a partner and adviser, and Caleb Shives is a partner and adviser of Compass Financial Group."

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Price:

Jesse Haller Membership Fee $400
Jesse Haller Territory Fee $550
Jasen Haller Membership Fee $400
Jasen Haller Territory Fee (Two Territories) $1,100

Contact:

(605) 338-7150 (800) 473-7150

Mon-Fri: 7:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Jennifer R Tolk - Sioux Falls, SD Financial Services
Jennifer R Tolk - Sioux Falls, SD Financial Services
Jennifer R Tolk - Sioux Falls, SD Financial Services
Best Financial Services in Sioux Falls SD - Jennifer R Tolk - EDWARD JONES video
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JENNIFER R TOLK

(4.9 Score)
EDWARD JONES 5128 South Cliff Avenue, Suite 202,
Sioux Falls, SD 57108 Directions

Since 2013

Specialty:

✓ Retirement Savings Strategies ✓ Retirement Income Strategies ✓ Wealth Strategies ✓ Intergenerational Planning ✓ Financial Planning for Farmers and Ranchers ✓ College Savings Planning

"Jennifer R Tolk is a financial advisor at Edward Jones and has over 20 years of experience in banking and financial consulting. She is committed to helping families and businesses achieve their financial goals by providing personalized financial strategies. She holds a bachelor's degree from Augustana University and earned her MBA from Creighton University in Omaha. She has obtained the Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS) financial advisor certifications. Jennifer R Tolk and her team develop strategies tailored to help you achieve your goals. Using their established process and staying within your risk comfort zone, they partner with you throughout your life to keep you on track.

2026 Update: Edward Jones is an investment firm that believes financial goals deserve a face-to-face conversation. The firm helps clients prepare for retirement, save for education, and make tax-smart investment decisions."

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Price:

Edward Jones Guided Solutions $5,000
Edward Jones Advisory Solutions $25,000

Contact:

(605) 332-2275

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Ascend Financial - Sioux Falls, SD Financial Services
Ascend Financial - Sioux Falls, SD Financial Services
Best Financial Services in Sioux Falls SD - Ascend Financial video
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ASCEND FINANCIAL

(4.8 Score)
326 East 8th Street, Suite 101,
Sioux Falls, SD 57103 Directions

Since 2012

Specialty:

✓ Financial Planning ✓ Estate Planning and Conservation Issues ✓ Life Insurance ✓ Personal Asset Protection ✓ Business and Farm Asset Protection ✓ Retirement Planning ✓ Investment Planning ✓ Tax Planning

“2026 Update: Ascend Financial is a financial planning firm offering services such as auto, home, and life insurance. The firm has more than 13 years of experience in the financial services industry. Kris Jerke is the president and financial advisor at Ascend Financial. The team works with clients to develop personalized plans that address important financial concerns, including mitigating the risk of early death or disability and the potential financial impact on families. The firm also helps clients prepare for the possibility of long-term care and protect their estates from related financial consequences. Ascend Financial creates investment strategies designed to align with each client’s risk tolerance, time horizon, and financial goals. Their well-structured insurance strategies help protect loved ones from the financial effects of unexpected events. The firm also has an office in Yankton, South Dakota, and provides fair and transparent quotes for clients.”

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Contact:

(605) 553-9620 (605) 299-2520

Mon-Fri: 8:30am - 5pm
Sat-Sun: By Appointment

TBR® Inspection Report:

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COMPASS FINANCIAL GROUP REVIEWS

My wife and I have met with Jesse at Compass Financial Group a couple times. We could not be more satisfied. He does a great job at explaining everything and does not push us on anything. His advice is rooted in solid wealth building principals. Jesse and the staff at Compass make my wife and me feel like we are their only client. I look forward to building my families stability and wealth with the help of Compass Financial Group.

I have been with Jasen and the Family at Compass Financial for several years now, and I can't thank the work and commitment they provide to their clients. Jasen and Wytner have been so great to work with, detailed meeting notes, always available for concerns and comments. I highly recommend if you are looking for a company who truly shines in customer satisfaction and commitment.

I had a unique situation with a tax client regarding an inheritance. Jesse was particularly persistent and a strong advocate for his client in getting the K-1 amended. The effect was a substantial tax savings to my client. Kudos to Jesse - I can't say enough good about him and Compass Financial - Jeff Alvey - Fair Tax Inc

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JENNIFER R TOLK REVIEWS

Jennifer has outstanding advisor to client skills. She explains investments in a way that we can understand and she genuinely cares about people regardless of how much one invests. She takes time to regularly reach out to offer supports and feedback. We are very thankful for her professionalism and care in valuing our partnership.

Jennifer is extremely helpful and confident. She is assuring, positive, optimistic, and very yet real. She is strong in her market knowledge and where to invest for current situations. I appreciate everything she has done for us and conversations we have had. Thank you Jennifer.

Jennifer is very knowledgeable and professional. She has been very helpful in guiding us to make the best investments for our future. Highly recommend Jennifer for all those that are unsure how to invest in todays market.

ASCEND FINANCIAL REVIEWS

Kris has been very easy to work with. Answers questions promptly and is always available and personable. He's saved me a ton of money. He's been my one stop shop for insurance and other investments. I recommend him to everyone I meet.

Kris has been amazing in the way he explains information about policies and options to our family, while also going above and beyond to care in a way that creates a family type atmosphere. While working with Kris, it is clear to see that he has our best interest in mind in each situation, and it is also clear to see that he is very knowledgeable about the material he presents.

Kris is very knowledgeable and answered all questions timely. He made the whole experience pleasant and as easy as possible. Kris always responds in a timely fashion and checks back to make sure things are working ok. Love the binder for keeping everything together!!! Job well done.

TBR® Inspection Score Report

COMPASS FINANCIAL GROUP Total Inspection Points: 118/120
Business Hours: 9
Business Images: 9
Acknowledgments: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

JENNIFER R TOLK Total Inspection Points: 117/120
Acknowledgments: 9
Business Images: 9
Current Evaluation: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

ASCEND FINANCIAL Total Inspection Points: 114/120
Business Images: 8
Acknowledgments: 9
Business Hours: 9
Complete Info: 9
Current Evaluation: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10