VALTINSON BRUNER FINANCIAL PLANNING Cleveland Ave, New Brighton

VALTINSON BRUNER FINANCIAL PLANNING Reviews

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  Laura Mogelson
  5

  Valtinson was recommended to me by a close friend after they helped her with some estate planning. They are long time customers of my friend’s parents as well. Then, when I had a highly complex situation come up with my families estate planning, they came to the rescue. I couldn’t have figured it out or managed without them. Very competent and responsive. They also do an excellent job with simple and more difficult taxes. I’ve seen them in action with another friend in a complex situation as a widow and they were great.

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  Shehla Mushtaq
  5

  Larry and his team are top-notch professionals. They are very well versed in all aspects of investment management and taxes. They explain things in detail, so I love that I get to learn so much from the Valtinson team. The team are also very responsive to my queries. I am so grateful to have been introduced to the Valtinson team many years ago!!

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  Rose Berglund
  5

  We have been with Valtinson for many years and would highly recommend them for financial planning along with tax preparation. They are a full service firm and are always available if we have questions or need help, especially from Rob Bruner. Many thanks for all of your good services. Gregg and Rose Berglund

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  Sandee
  5

  Very personable…I’m a client as well as a friend. They take care of my portfolio, taxes, process my RMD’s, everything. I don’t have to read the fine print anymore, complete any forms….the Valtinson group takes care of it all.

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  Nancy Giguere
  5

  My husband and I have worked with the team at Valtinson for many years, for both financial planning and taxes, and we are pleased with their services.

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  Darlene Carpenter
  5

  I have been going there for many years now and I have always been very satisfied with the service. They have been very prompt in returning my calls. I am so glad that they are my financial team.

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  Accolades Staff
  5

  Valtinson Tax Services hasserved me well. They have helped guide my business to success with tax strategies and accounting practices that I had no skills . Thanks Team Valtinson!

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  Dakota Schlaeger
  5

  My family and I have been coming here for financial assistance / tax help for several years and they have delivered quality service each and every time. 10/10 would recommend!!! 👍🏽

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  Bruce Fredericksen
  1

  I've invested with them for a long time. Never once did they communicate to me directly about investment opportunities. Went elsewhere and am extremely happy. I now have an investment strategy that makes sense while we are in the midst of uncertain times.

• J

  Jeffrey Clements
  5

  Best tax services I’ve ever worked with! They work hard to make sure I get best return possible and are very kind! Would highly recommend!