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
⏰ 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:
- Address: 3600 Lexington Ave N, Shoreview, MN 55126
- Phone: 651-461-2121
- Website: guidefp.com
- 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.