3 Best Financial Services in Sioux Falls, SD

“Compass Financial Group is a family-owned financial planning firm, led by John Haller, who serves as the president. With over 20 years of experience in the investment industry, John 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.”

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“Jennifer R. Tolk, holding the prestigious CFP® (Certified Financial Planner) designation, is committed to helping families and businesses achieve their financial goals by providing personalized financial strategies. 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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“Meadowland Financial Group LLC is led by Matthew W. Grimlie, the 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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