Here’s The Deal: Compass Financial Group is a family-owned financial planning firm in Sioux Falls, South Dakota. John Haller serves as the president of the group. With over 20 years of experience in the investment industry, he graduated from Augustana College with a degree in business. John has earned several certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant™ (ChFC®), Chartered Retirement Planning Counselor™ (CRPC®), Accredited Wealth Management Advisor™ (AWMA™), and Chartered Life Underwriter. He has also passed the FINRA Series 7 and 66 exams and holds licenses in Life, Health, and Accident Insurance. The team at Compass Financial Group focuses on your entire financial picture. They handle investments and insurance needs and provide guidance in various other areas. They evaluate your current assets and create a net worth statement based on these assets.
3 Best Financial Services in Sioux Falls, SD
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TOP 3 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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Here’s The Deal: Jennifer R. Tolk is a Financial Advisor at Edward Jones in Sioux Falls, South Dakota. With the prestigious CFP® designation, she tirelessly assists families and businesses in achieving their financial goals. Jennifer began her career as an Edward Jones financial advisor in 2013, following over 20 years of experience in banking and financial consulting. She holds a bachelor's degree from Augustana University in Sioux Falls and earned her MBA from Creighton University in Omaha. Additionally, she has obtained the CFP® and AAMS® professional designations to serve her clients better. 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.
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TOP 3 EDWARD JONES - 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 well-informed and was incredibly helpful in progressing our non-profit. When she could not take us on as a client, Jennifer referred us to a trusted colleague and provided resources and guidance on choosing the right retirement plan for our needs. The process would not have been as seamless without her expertise. Thank you.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Meadowland Financial Group LLC is an independent financial planning firm in Sioux Falls, South Dakota. Matthew W. Grimlie serves as the firm's managing partner. He graduated from South Dakota State University with a degree in Business with an emphasis in Economics. The Meadowland Financial Group team enjoys assisting individuals and business owners at all stages of their financial journey. They prioritize focusing on you so that you can take the time to live life, believing that financial wellness is achievable for everyone. They are dedicated to listening to your concerns, understanding your goals, and offering tailored solutions to help you achieve them. With a commitment to being by your side every step of the way, they explain complex financial concepts in simple terms and address any questions you may have. By fostering a trusting relationship with their clients, they empower them to make informed financial decisions and create plans that help them achieve their long-term financial goals.
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TOP 3 MEADOWLAND FINANCIAL GROUP LLC REVIEWS
Working with Osaic Wealth Inc. was an excellent experience. Their team provided comprehensive financial planning tailored to my specific needs. They were professional, knowledgeable, and truly cared about helping me achieve my financial goals. I especially appreciated their expertise in retirement planning and investment analysis. Highly recommend their services.
Met with Matt today for the first time. He was very good at explaining things and helping solve some issues with a prior financial group. Great experience.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.