Sandvold Financial Group 10900 Wayzata Boulevard, Minnetonka, MN 55305
About the Business
Sandvold Financial Group is a leading finance institution located at 10900 Wayzata Boulevard in Minnetonka, Minnesota, United States. With a team of experienced financial advisors, they provide comprehensive financial planning, investment management, retirement planning, and wealth management services to individuals, families, and businesses. Their personalized approach and commitment to client satisfaction sets them apart in the industry. Contact Sandvold Financial Group today to secure your financial future.
Photos
Location & Phone number
10900 Wayzata Blvd, Minnetonka, MN 55305, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We switched over from Ameriprise in 2015 and have not looked back. Terry and his group of professionals are just that. Very attentive to our family's financial present and future needs. Terry is a pleasure to work with, David Cooper (one of Sandvold' s associates) calls me occasionally when they have a suggestion or opportunity to move some funds whether buying or to purchase. They listen to my concerns and I appreciate they way they handle our funds."
"They have well qualified staff, successful relationships with most clients and many product offerings. I left to another service provider after the Sandvold team made enough missteps that affected our relationship."
"I have had a few financial advisors but settled on this group 10 years ago. You could not pay me to switch to anyone else. This group, specifically Blake Sandvold, is absolutely outstanding. We do monthly calls and semi-annual in person meetings to go over the status of my portfolio and the broad market. What I love most, outside of the personal attention to my finances, is that I do not feel like a number, but rather a valued customer. Blake also explains his logic in making investment choices so I feel informed and educated as to why we are making certain choices. I have already recommended Blake and his team to all of my family and would recommend him to anyone who wants to have their finances well managed."
"Excellent service! Been with Terry for many years. Very honest and helpful in my assisting me with my financial decisions. I am very pleased with the service I have received. Wonderful staff as well. :) Thank you Terry for giving me the peace of mind knowing that I can trust you with my financial care!"
"They appear give honest and researched advice on stocks. They are better than most to call to review your account, at least once a year. The advice is more proactive than reactive. They do give you a lot more attention if you are new and haven't yet signed up for additional services such as life insurance. American Express did the same thing only a little more sales pressure. Don't get fooled by their concern for your well being. I believe it is insincere and has more to do about making money off of you. Always be careful as you never know who is going to take all your money. Best advice is to not keep all your eggs in one basket."
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Business Investment Options
- Business Retirement Plans
- Business Succession Planning
- Comprehensive Financial Planning
- Estate Planning Specialists
- Family Office Managers
- Family Office Services
- Financial Advisor Services
- Financial Goal Setting Services
- Financial Planning Services
- Independence Financial Planning
- Individual Investment Portfolios
- Inheritance Planning Expert
- Investment Advice Services
- Investment Management Firms
- Investment Portfolio Management
- Investor Education Resources
- Legacy Wealth Planning
- Personalized Wealth Management
- Philanthropic Investment Options
- Retirement Income Planning
- Retirement Planning Strategies
- Tax Efficiency Solutions
- Wealth Creation Strategies
- Wealth Management Solutions
- Wealth Preservation Strategies
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