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Guide Financial Planning, LLC
3600 Lexington Avenue North, Shoreview, Minnesota, United States
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About the Guide Financial Planning, LLC
Guide Financial Planning, LLC is a finance institution located at 3600 Lexington Avenue North in Shoreview, Minnesota. We specialize in helping individuals strategize their investments to reach long-term financial goals. Whether you prefer to manage your finances independently or with our assistance, we can help you develop a cash flow plan to track your expenses and prioritize your financial objectives, such as debt repayment and retirement savings.
Our team can also assist you in creating a savings strategy that allows you to retire comfortably without sacrificing your present lifestyle. We provide guidance on selecting the most suitable insurance options to protect you and your loved ones from unexpected events. At Guide Financial Planning, LLC, we believe in managing money with wisdom and generosity, ensuring a secure future for your family.
In addition to our financial planning services, we offer educational resources through our blog posts and budget template. As a registered investment adviser, we offer advisory services in multiple states, including Minnesota, Virginia, Wisconsin, Florida, California, and Texas. Our goal is to provide personalized investment advice that aligns with your individual needs and goals.
Please note that the information provided on our website is for informational purposes only, and opinions expressed are those of Guide Financial Planning, LLC. Before implementing any financial strategies, we recommend consulting with an advisor, accountant, or legal counsel. Contact us today to begin your journey towards financial security and success.
Photos of Guide Financial Planning, LLC
3600 Lexington Ave N, Shoreview, MN 55126, United States
Opening hours of Guide Financial Planning, LLC
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Guide Financial Planning, LLC
"Easy to give a five star review after our experience with this team. They sought to really understand our situation, values and desires, which led to personalized recommendations and advice. In addition to their valuable knowledge and experience, we felt they sincerely care about us and want us to succeed."
"Guide Financial has been superb in their financial advice and planning that they have done for me and my family. My only regret is that I didn't find them and seek their advice sooner. Working with Amy and Ben has been an excellent experience."
"My husband and I have been so thankful for the Biblically-based, family-focused, well-run resource we've found in Guide Financial Planning! The whole team has been great to work with and has shown us time and time again that they are trustworthy. They truly take the time to do their research to ensure they're best serving their clients specific needs and questions. In addition, they have been great at communicating complex ideas and processes to us in ways that allow us to understand and make informed, educated decisions. Guide Financial Planning has been a blessing to us and I'd recommend them to anyone looking for financial guidance/management!"
"Working with Ben and team at Guide Financial Planning has been the best financial decision I've ever made. From making a monthly charitable plan to paying for my MBA debt free to being able to purchase my first home a year ahead of schedule when my living circumstances shifted suddenly, Guide has provided constant, responsive support. Along the way, I've learned more about financial strategies, too, and that was a primary goal of mine when choosing a financial advisor. I unreservedly recommend Guide Financial Planning to anyone who seeks to align their financial resources with their personal values and faith. I am a better financial steward because of my partnership with Guide Financial Planning."
"We have been so pleased with Guide Financial Planning. Such high quality, professional, responsive financial planning with intentional, thoughtful, and caring staff. Ben and Cal leave us feeling cared for in both our finances and as people! We really trust them and can't recommend them enough."
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