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A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. By taking the time to understand what is important to you and your family, we strive to create a plan that aligns all aspects of your life. A financial plan must reflect the stage of life you are in, whether you are purchasing a home, financing a college education, or planning for retirement, each stage of your life requires particular considerations and planning. At Sandvold Financial Group, we approach your financi... read more
10900 Wayzata Boulevard, Suite 100, Minnetonka, MN, 55305, United StatesGet directions
|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.|
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.
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 educate... read more
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 ca... read more
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.
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!
Sandvold Financial Group has a 4.6 star rating with 5 reviews.
Sandvold Financial Group is open now. It will close at 5:00 p.m.