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Income Planning Group
- Investment Service
- Minneapolis, MN
About this business
Location details
15600 36th Ave N, Suite 200, Minneapolis, MN, 55446, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I can’t say enough good things about my financial advisor. From day one, they’ve been professional, knowledgeable, and genuinely invested in my financial goals. They take the time to explain things clearly, answer every question (no matter how small), and create strategies that actually make sense for my situation. I always feel confident and supported knowing my finances are in their hands. If you’re looking for someone you can truly trust with your financial future, I highly recommend them.
I recently transferred my accounts over from Thrivent, and the level of service is miles ahead of what I experienced before. Not to mention the fee schedule is the lowest I've ever seen. Jack took the time to understand my full financial picture and walked me through every step of the transition. He’s extremely knowledgeable, easy to talk to, and genuinely committed to helping his clients make smart financial decisions. And they do my taxes! Highly recommend.
I’ve had an excellent experience working with Income Planning Group. They’ve been incredibly helpful with both my business investment and tax strategies, as well as my personal tax planning. Everything is explained clearly, and the strategies are practical and forward-thinking. I feel confident knowing my business and personal finances are structured the right way. Highly recommend to anyone looking for a knowledgeable and proactive financial planner.
I can’t recommend this financial planner highly enough. From day one, they took the time to truly understand my goals, risk tolerance, and long-term vision, and then built a clear, thoughtful plan tailored specifically to me. They explain complex topics in a way that’s easy to understand, are always responsive to questions, and make me feel confident about every decision. I never feel pressured—just informed and supported. Working with them has brought me peace of mind and a much clearer path toward my financial future.
Highly knowledgeable fiduciary advisors. I use them for all of my investment, planning, and tax needs.
Frequently asked questions about Income Planning Group
How is Income Planning Group rated?
Income Planning Group has a 5 star rating with 2 reviews.
When is Income Planning Group open?
Income Planning Group is closed now. It will open tomorrow at 8:00 a.m.