Here’s The Deal: PrairieView Partners is a locally owned financial planner in Saint Paul, Minnesota. Kristy Schaffer is a partner and financial planner at the firm. She completed her undergraduate degree at the University of Redlands, double majoring in Business Administration and International Relations, and completed her graduate work in accounting. She also earned a Master of Science in financial planning before becoming a licensed CPA. Kristy Schaffer holds credentials as a Certified Financial Planner® (CFP) and Personal Financial Specialist (PFS). She joined a private investment advisory firm as an investment manager and advisor to high-net-worth clients. At PrairieView Partners, the team provides a clear plan and expert guidance on managing and enjoying your wealth for today and tomorrow. Their goal is to serve as the central point of communication for their clients, thoroughly understanding their situation and objectives and ensuring their investment, retirement planning, estate planning, tax, insurance, and other financial needs are appropriately met.
3 Best Financial Services in St Paul, MN
Expert recommended Top 3 Financial Services in St Paul, Minnesota. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 PRAIRIEVIEW PARTNERS REVIEWS
My wife and I have been clients of Prairieview Partners for over 15 years and highly recommend them. Their astute financial management carried us through the final decade of my employment and into a comfortable and stress free retirement. We’ve relied on their advice and support for estate planning, tax advice and many other issues and decisions affecting our family. You won’t be disappointed working with them. They are a first class, value driven team with a proven track record.
My experience over 10+ years of working with the tax and investment experts at PrairieView has been consistently positive. I have always received solid, knowledgeable advice and results on my accounts as well as some long term purchase decisions. The partners and their staff have maintained the high standards of customer service as they have grown and I believe that will continue.
My husband and I have worked with PrairieView Partners since Bo Aylin and Jonathan Jaranson first established their office in St. Paul. I was immediately impressed with their extensive assessment of where we were financially, our short-term goals, and our retirement plans. I have always relied on their integrity, professionalism and honest care for us and our family.
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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: Quarry Hill Advisors is a fee-only financial planner in Saint Paul, Minnesota. Kyle Moore is the founder and financial planner of the firm. As a CERTIFIED FINANCIAL PLANNER™, he is committed to the industry's highest standards of excellence and professionalism. At Quarry Hill Advisors, the team helps you manage and align your resources to support the life you want. They aim to support you in this endeavor through dedicated financial planning and investment management strategies personalized to you. They practice making your retirement transition optimal and stress-free. They deliver the most outstanding value when they focus on situations requiring expertise. Their personalized financial planning lays the foundation for a lifetime of smart financial decisions that meet your unique needs.
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TOP 3 QUARRY HILL ADVISORS REVIEWS
I've been a client of Kyle Moore and his firm, Quarry Hill Advisors, since its inception. I was also a client of Kyle's previously before he started Quarry Hill, and I hold him in the highest regard. He is personable, attentive to clients' needs, knowledgable and smart. I particularly like the fact that Quarry Hill adheres to a fiduciary standard in all their dealings with clients. His recently-hired associate, Shelley Austin (who also is a Certified Financial Planner) is likewise a delight to work with. I heartily recommend Quarry Hill.
I have been working with Quarry Hill, specifically Kyle, for a little over a year now and am very pleased with my experience. I was nervous before my first meeting, worried I would be judged for my spending habits or past debts, but instead I have found that I always leave meetings feeling empowered and well-informed. Kyle does a great job explaining complex financial concepts in an approachable way. I appreciate that he explains his strategy for investing and saving - it allows me to feel like I am a part of the process and not just sending my money off into the abyss. I would highly recommend Kyle and the entire Quarry Hill team.
After interviewing several advisors I went with Quarry Hill Advisors. Kyle and his team have been responsive, professional and personable, Their investment strategies and philosophy and financial approach / overview checked all my boxes.
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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: Dunncreek Advisors LLC is a client-focused advisory financial firm consistently serving as the client's advocate. As a fiduciary advisor, the firm prioritizes the client's best interests, adhering to a fee-first approach, where clients can rely on transparent and unbiased advice. Richard F. Dunn, CFP® AIF®, serves as the Principal Financial Planner at Dunncreek Advisors, possessing two esteemed accreditations in the financial services realm—the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Accredited Investment Fiduciary® (AIF®) designation. With more than twenty years of experience, Rich is a dedicated financial expert who genuinely cares about assisting clients in attaining their financial objectives. Committed to delivering high-quality service, he takes pride in his role as a financial planner. Leveraging his extensive experience, Rich offers innovative solutions, providing reliable results. A staunch advocate for his clients, he continually explores new approaches to optimize their financial outcomes. Rich specializes in guiding families through the transition from saving for retirement to effectively managing and utilizing retirement income.
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TOP 3 DUNNCREEK ADVISORS LLC REVIEWS
Working with Richard at Dunncreek Advisors has been an incredibly positive experience. His professionalism, knowledge, and commitment to client satisfaction are second to none. I have complete confidence in Richard's abilities, and I highly recommend him to anyone seeking expert financial guidance. Whether you're a seasoned investor or just starting your financial journey, Richard Dunn is the advisor you can trust!
Overall, I cannot recommend Dunncreek Advisors LLC highly enough. If you are looking for a financial advisory firm that will take the time to understand your unique situation, provide expert guidance, and deliver exceptional service, then look no further than Dunncreek Advisors LLC.
Are you looking for an advisor with experience, integrity, and a sincere desire to see you succeed financially? Look no further. Give Rich Dunn at Dunncreek Advisors a call to set up a meeting to see how he can help you too.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
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.