Guide Financial Planning, LLC - Shoreview, Minnesota

Address: 3600 Lexington Ave N, Shoreview, MN 55126.
Phone: 6514612121.
Website: guidefp.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Guide Financial Planning, LLC

Guide Financial Planning, LLC 3600 Lexington Ave N, Shoreview, MN 55126

⏰ Open Hours of Guide Financial Planning, LLC

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Introduction

Guide Financial Planning, LLC, nestled at 3600 Lexington Ave N, Shoreview, MN 55126, is a trusted financial planning firm dedicated to helping clients navigate the complex world of finance and achieve their financial goals. With a strong commitment to personalized service and comprehensive guidance, Guide Financial Planning has established itself as a reliable partner for individuals and families seeking expert financial advice.

Main Services

  • Comprehensive Financial Planning: Guide Financial Planning offers holistic financial planning services tailored to each client's unique needs and objectives. This includes strategies for investment management, retirement planning, tax planning, estate planning, and risk management.
  • Investment Management: The firm employs a disciplined, evidence-based approach to investment management, aiming to maximize returns while minimizing risks. They provide ongoing portfolio management and monitoring to help clients stay on track towards their financial goals.
  • Retirement Planning: Guide Financial Planning helps clients plan for a secure and comfortable retirement. Services include assessing readiness for retirement, creating a retirement income plan, and managing retirement benefits.
  • Tax Planning: The firm offers strategic tax planning to help clients minimize their tax liability and maximize their after-tax income. They work closely with clients' tax professionals to ensure coordinated and effective tax planning.
  • Financial Education: Guide Financial Planning is committed to empowering clients with the knowledge and skills they need to make informed financial decisions. They provide educational resources and workshops to help clients better understand complex financial concepts.

Location and Access

Guide Financial Planning's office is situated at 3600 Lexington Ave N, Shoreview, MN 55126, in the heart of the Twin Cities metropolitan area. The location is easily accessible via major highways, including Interstate 35E and Interstate 694. Public transportation options are also available nearby, with the Shoreview Transfer Center located approximately one mile from the office.

The firm offers ample parking for clients, with dedicated spaces for visitors and disabled individuals. The office is designed with accessibility in mind, featuring a wheelchair-accessible entrance, parking lot, and restroom to accommodate clients with mobility impairments.

Featured Characteristics

  • Independent and Objective Advice: As an independent, fee-only financial planner, Guide Financial Planning offers unbiased, objective advice, free from conflicts of interest or proprietary products.
  • Fiduciary Duty: The firm adheres to a fiduciary standard, meaning they are legally obligated to act in their clients' best interests at all times.
  • Professional Designations: The financial planners at Guide Financial Planning hold prestigious professional designations, such as the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) credentials, demonstrating their expertise and commitment to the financial planning profession.
  • Client-Centric Approach: The firm is committed to building long-term relationships with clients, providing personalized service, and tailoring financial plans to each client's unique goals, needs, and circumstances.

Practical Information

  • Contact Information:
  • Business Hours: The firm is open Monday through Friday, from 8:30 AM to 5:00 PM. Appointments are recommended, and evening and weekend appointments may be available upon request.
  • Services Offered: Guide Financial Planning offers a range of services, including financial planning, investment management, retirement planning, tax planning, and financial education. They serve individuals, families, and small business owners.

Positive Aspects from Reviews

Guide Financial Planning has received 11 reviews on Google My Business, with an average rating of 5/5. Clients praise the firm's professionalism, expertise, and personalized approach to financial planning. Some of the positive aspects highlighted in reviews include:

  • Expert and knowledgeable financial planners who take the time to understand each client's unique situation and goals.
  • A comprehensive and holistic approach to financial planning, addressing all aspects of a client's financial life.
  • Clear and concise communication, making complex financial concepts easy to understand.
  • A strong commitment to building long-term relationships with clients and providing ongoing support and guidance.
  • Affordable and transparent pricing, with no hidden fees or commissions.

These reviews reflect Guide Financial Planning's commitment to providing high-quality, personalized financial planning services and building strong, lasting relationships with clients.

👍 Reviews of Guide Financial Planning, LLC

Guide Financial Planning, LLC - Shoreview, Minnesota
Angela D.
5/5

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.

Guide Financial Planning, LLC - Shoreview, Minnesota
Abby S.
5/5

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!

Guide Financial Planning, LLC - Shoreview, Minnesota
Emma J.
5/5

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.

Guide Financial Planning, LLC - Shoreview, Minnesota
Gary C.
5/5

We have been with Guide Financial for 5+ years. Beyond their financial expertise that has led us to a retirement we never thought possible, it is their core values that have solidified our relationship. They continually put their clients first, even when it will cost them revenue. That kind of integrity creates trust that is priceless. We highly recommend Ben and his wonderful team at Guide Financial

Guide Financial Planning, LLC - Shoreview, Minnesota
Derry &. K. G.
5/5

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.

Guide Financial Planning, LLC - Shoreview, Minnesota
Caleb J.
5/5

My wife and I have been working with Ben and his team at GFP for a couple years now, they do an OUTSTANDING job taking care of their clients. You will not find better service or advice from another financial advisor. The advice, attention, and service is all personalized---you are a human being to them with a real life-story, not just one cog in a large financial machine. Ben's advice is based on timeless Biblical principles--whether you're a Believer or not this advice will serve you well.

Guide Financial Planning, LLC - Shoreview, Minnesota
Amanda W.
5/5

We have been working with Ben, Cal and team for several years and are continually impressed with their guidance and support. We greatly appreciate their faith based approach to financial planning and the way we can work together with that common ground. They are very responsive and have always been able to help us through questions and decisions.

Guide Financial Planning, LLC - Shoreview, Minnesota
Bjork O.
5/5

Kind and smart fiduciary financial advisors for the win! I've referred both family and friends to Ben and his team at Guide Financial Planning. We're grateful to work with such good people.

Guide Financial Planning, LLC - Shoreview, Minnesota
Mallory W.
5/5

Ben and his team at Guide Financial Planning have been absolutely wonderful to work with. We have worked with them for over 10 years and would highly recommend them to anyone. They are thorough, respond quickly and thoughtful in their communication. Aside from their wonderful work, every staff member we have worked with has been incredibly kind and attentive.

Guide Financial Planning, LLC - Shoreview, Minnesota
Davis J.
5/5

We’ve been working with Guide for several years now, and I continue to be amazed by their deep expertise in all things finance and their ability to make it all feel approachable. They’ve completely demystified budgeting, spending, and planning—and helped remove so much of the stress and anxiety that often comes with money.

Guide asks the right questions, listens well, and has led us toward a much healthier, more honest relationship with our finances. I can’t recommend them highly enough.

Guide Financial Planning, LLC - Shoreview, Minnesota
Peter P.
5/5

Ben and his team have been so great to work with. They have not only given us great advice regarding our financial journey but have helped us maintain the values that are most important to us. We highly recommend Guide Financial Planning.

Guide Financial Planning, LLC - Shoreview, Minnesota
Anne S.
5/5

We began using Guide to Financial Planning's services about 5 years ago and could not be happier. We feel fully confident with their professional expertise and have no reservations in trusting them with our finances. Ben and each member of his team with whom we've interacted with have all been consistent in monitoring our savings and investments, providing us with clear, easily understood information and guidance in both written form and in Zoom meetings. We receive prompt responses to any questions we have or actions that need to be taken on our behalf. We have benefited greatly from their services.
We appreciate and are in agreement with their Christian faith, especially as it's reflected in their values, integrity and business practices. So, whether you already know a lot about finances or little (like us), we highly recommend them to guide you in making wise decisions.

Guide Financial Planning, LLC - Shoreview, Minnesota
Doris M.
5/5

My husband and I would not have been prepared for retirement if we hadn't started working with Ben Wacek and his competent team at Guide Financial. He helped us go through all the steps of coming up with a budget we could live with and making good investments that helped us build towards being able to comfortably retire. We always felt that he cared about us as people. We are so grateful for all his help.

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