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Valtinson Financial Services
- Financial Planner, Tax Advisor
- 2475 15th St NW Saint Paul, MN 55112
- Closed
Referral from
Jan 02, 2014
Kelly M.:
Anyone have a fabulous tax accountant - specializing in small biz + personal - they might recommend? Someone in/around Mpls area?
Chris D.:
Larry@valtinsonfinancial.com, his office is not far from central and 694, he's a great guy Sullivan Financial Service
Referral from
Oct 17, 2016
MinneapolisLiz:
Does anyone know any financial advisors that are women that they can recommend? Want to support a woman in this field.
Rachel R.:
My good friend Kelly is in biz w/ her Dad: http://www.sullivanfinancialadvisors.com/ Neighborhood Development Alliance
Referral from
Jun 01, 2014
Jackie R.:
Wondering if anyone has a recommendation for some sort of a financial planner? Not talking stocks and bonds, more debt and budgeting help.
Ann B.:
Definitely check with Neighborhood Development Alliance (NeDA). They are on the west side of St. Paul near Taco House and many of their... Gallagher Mark
- Financial Planner, Tax Advisor
- 2586 7th Ave E Saint Paul, MN 55109
- Closed
Referral from
May 28, 2013
Nicky B.:
Need a tax advisor/financial planner that specializes in small business. Does anyone have a good recommendation?
Robin N.:
Mark Gallagher, Gallagher financial, 651-774-8759 Frequently Mentioned on Social Media
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Referral from January 17, 2014
Ann K. asked:
Can anyone recommend a great financial planner?
Dudley V. replied:
I highly recommend Mindy Reid at Ameriprise
Christopher O. replied:
John M. Schneider, CIMC VP - Wealth Management Consultant The Private Client Reserve of U.S. Bank 800 Nicollet Mall, 16 th Floor Minneapolis, MN 55402-7020 612.303.3082 800.723.3535 (toll free) john.schneider1@usbank.com
Christopher O. replied:
Jake Trimble, U.S. Bank, 612-659-2008
Dennis S. replied:
Yes! My friend, Curtis Brock is EXCELLENT! Trust me!
Christopher O. replied:
i was referred to Schneider by a Portfolio Manager in the same group who is a friend of a friend. He referred me to Trimble when I did some research for my folks. Private Client Reserve is the high net worth group at U.S. Bank. I think Trimble was for the next wealth segment down and based out of a branch, he might be responsible for a given territory like AV.
Scott S. replied:
Leah Theorin...thrivent financial. Not only a great woman, and financial planner, but you and her have a lot in common personally.
David M. replied:
If you mean investments, etc., my guys at Merrill Lynch are great. Message me and I'll hook you up!
Mike S. replied:
Bruce A Hennnen Ameriprise Financial 651-256-6006
Cory C. replied:
Dustin James Smith. Jonathan Guyton.
Referral from March 24, 2013
Stephanie H. asked:
Can anyone recommend a financial planner?
Sarah G. replied:
Scott Counihan. You may also want to ask your tax guy...
Marty B. replied:
Larry Donna. Anchor Bank North St.Paul!
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