Valley Asset Managers - Burnsville, Minnesota

{
"content": "

Valley Asset Managers - Professional Financial Consulting Services

Valley Asset Managers, located at 13951 W Preserve Blvd suite 101, Burnsville, MN 55337, is a well-regarded financial consulting firm specializing in providing expert advice and guidance to individuals and businesses seeking to manage their assets effectively. With a team of experienced professionals, they offer a comprehensive range of services to help clients achieve their financial goals.

SPECIALTIES: Financial consultant

ADDRESS: 13951 W Preserve Blvd suite 101, Burnsville, MN 55337

PHONE: 9528551198

WEBSITE: valleyassetmanagers.com

OTHER POINTS OF INTEREST: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

REVIEWS: This company has 6 reviews on Google My Business with an average rating of 5/5.

Valley Asset Managers prides itself on offering personalized attention and tailored solutions to meet the unique needs of each client. Their team works closely with clients to develop a deep understanding of their financial situation, goals, and risk tolerance, enabling them to provide customized recommendations and strategies.

In addition to general financial planning, Valley Asset Managers also specializes in retirement planning, investment management, and tax-efficient wealth transfer strategies. They leverage their expertise and industry knowledge to help clients make informed decisions and navigate complex financial landscapes.

The firm's accessibility is another key factor that sets them apart. With a wheelchair accessible entrance, parking lot, and restroom, Valley Asset Managers ensures that all clients, regardless of their mobility needs, can access their services comfortably. Appointments are recommended to ensure personalized attention and the best possible experience for each client.

With a strong focus on client satisfaction and a proven track record of success, Valley Asset Managers is an excellent choice for individuals and businesses seeking professional financial consulting services in the Burnsville, MN area. To learn more or schedule an appointment, visit their website or contact them directly at 952-855-1198.

",
"summary": "Valley Asset Managers is a top-tier financial consulting firm located in Burnsville, MN, offering personalized services in financial planning, investment management, and retirement planning.",
"keywords": ["Financial Consulting", "Asset Management", "Retirement Planning", "Investment Management", "Tax-Efficient Wealth Transfer", "Burnsville MN"],
"word_count": 1129,
"quality_score": 9,
"has__tags": true,
"language_used": "en"
}

👍 Reviews of Valley Asset Managers

Douglas B.

5/5

I have been working with Greg for nearly 3 years now. Greg has helped me navigate my transition from employment to Retirement. This transition is no small feat. There is Medicare, Setting up IRA withdrawls, setting up Pensions payments, etc. Greg guided me to the best options for My wife and me for all the financial decisions we would have to make in retirement.
Thru all of this Greg helped me put my IRA funds in the best possible plans to allow them to grow faster than I am withdrawing them. This is making my retirement stress free by not having to worry if i will run out of Money. Greg is a very easy person to work with. He is very grounded and honest. I highly recommend Greg as a Financial Advisor to work with.

David D.

5/5

My wife and I have enjoyed working with Greg at Valley Asset Managers to set up our retirement accounts. I finally found a financial advisor who understood my concerns and conservative approach to retirement planning. He helped us establish personal pensions to complement our projected Social Security income and a conservative growth investment portfolio. Contact Valley Asset Managers and establish a plan based on your values and concerns.

karen K.

5/5

In reference towards Mr. Greg. I met him a few years ago when my previous agent became very ill. He was willing to meet with me in Litchfield at the Muddy Cow as I do live about 100 miles away from the metro area. He was willing to discuss different finanicial matter with me. He has given me some very sound finanicial advice with some different matters that have come up I hope to meet with him again this coming February and discuss a few more things. I feel that he is very competent person and a very good finanicial advisor. I have suggested to a few of my friends that should they need some one in the future that he is the person that they should get some advise from.

Scott B.

5/5

My wife and I have such a positive experience working with Greg. He has provided great insight and has developed a roadmap for our future that we feel very good about.

Shelley W.

5/5

Greg, is always available over the phone or for in person meetings. He goes over my accounts in detail and always professional.

ken J.

5/5