Best Financial Advisors in Duluth, MN

“I initially had the opportunity for connection with Dorval and Chorne through their superb networking of services offered to registered nurses through MN Nurses Association.”

“He answers every question I have quickly and in a professional manner, pricing is very affordable and the process from start to finish couldn't be more efficient!”

“We have worked with Bo Aylin and Jonathon Jaranson long before they helped form Prairie View Partners, and have benefited from their combined savvy as they guided us through several life changes.”

“When I needed help to perform a tax deferred transfer of non-qualified funds from an inherited retirement account to an investment with a higher return, I gave All Things Annuity a call.”

“Their quoted price matched the final cost, despite all the unexpected time that they had to spend on us during the switchover from our previous accountant to their firm, such as cleaning up a cluttered Depreciation Schedule that had to be converted f...”

“Arnaldo (the owner) is such a great guy really cares about his clients and takes the time to walk you through step by step with anything or any question that you throw at him !!”

“Liz and Joe are very knowledgeable and have done an outstanding job in getting us ready for retirement and now being able to enjoy retirement and knowing we will be financially sound.”

“2019 - First time there this year and was very pleased with Charles Amevo as a tax person (CPA) He reviewed our previous taxes, asked good questions and was very through”

“A colleague of mine recommended that I work with Valtinson Tax Services, part of Valtinson Bruner Financial Planning, when my annual returns started getting more complicated.”

“They have helped us with everything as it pertains to our company's retirement plan: our plan design, adoption agreement, vendor selection, investment selection, and employee education & enrollment.”

“Nick Swedberg and Tracy Stevens gave clear, actionable advise on a wide variety of tax and reporting issues, especially great guidance on our SBA loan.”

“After a decade of working in corporate America I ventured into small business ownership and needed a financial advisor who I could trust to consolidate, manage and grow my portfolio while I focused on building my business.”

“For a busy professional like myself, I need someone to handle every detail from start to finish and to make tax season a breeze for me.”

“He came well recommended by others we knew, and after using his services for the first couple years, we started recommending him to our own friends and family.”

“We also love the holistic approach they take to our financial planning to ensure we are not only covered for retirement, but make the most out of our money today and living the life we want to live right now.”

“Curtis is very knowledgeable and he explained the product very well so I fully understood what I was getting and how it fit into my overall retirement portfolio.”

“They handle my personal and business tax returns and are levels above other accounting firms I have used when it comes to tax strategy.”