VALTINSON BRUNER FINANCIAL PLANNING

I’ve been working with Justen Valtinson for a few years now—both personally and for my business—and he is truly the best in the industry. One of the most responsive and reliable professionals in my entire arsenal, by far. If you need an accountant, tax expert, or financial planner who actually communicates, delivers accurate guidance, and keeps both your personal and business finances dialed in, Justen is the one to call. His expertise in tax planning, small-business accounting, and long-term financial strategy is unmatched.

They have helped in areas with my parents financial matters everyone on staff has been very helpful and great to work with.Thank you Tony Orhn.

I thought I should write a review as I wish more people would provide more reviews about Valtinson. I was looking for a financial advisor and came across this firm by accident and I am glad I did. Initially, I met with Larry who explained his services and experiences. I didn't feel pushed to select one service over another and ended up doing a Financial Planning service. The subsequent meetings were with Brandon and Larry and they were prepared! Although they are a little slow to respond to my emails, I feel that I have their full attention and they addressed all the questions I sent prior to the meetings. Retirement planning has a lot to do with managing tax and Brandon and Larry drew many pictures to help me understand the steps to take throughout the pre/post retirement. I expect to come back closer to our retirement to review our plan. I am sure tax law will change and I can count on them to help me efficiently use the funds I worked years to save.

My husband and I have worked with the team at Valtinson for many years, for both financial planning and taxes, and we are pleased with their services.

• Positive: Responsiveness, Quality, Professionalism, Value

I have been with Larry Valtinson as my financial planner for 36 years. He is amazing as is his staff. Use their expertise when making plans gor your financial future.

A colleague of mine recommended that I work with Valtinson Tax Services, part of Valtinson Bruner Financial Planning, when my annual returns started getting more complicated. I've worked with Justen Valtinson for several years now and he has been fantastic. Justen works hard, communicates well, takes time to explain things, and is very transparent about the actions that he takes. He has been genuinely accommodating over the years as my tax needs have changed. I highly recommend Justen Valtinson and Valtinson Tax Services!

This is one of the top notch Financial Planning & Tax Services businesses in the Twin Cities! They accommodate you, educate you, watch out for you and make you feel like you are their priority at all tomes!times!! I can not say enough good things about this business.....thank you Larry & Tyler Valtinson.

I have been going there for many years now and I have always been very satisfied with the service. They have been very prompt in returning my calls. I am so glad that they are my financial team.

Larry and his team are top-notch professionals. They are very well versed in all aspects of investment management and taxes. They explain things in detail, so I love that I get to learn so much from the Valtinson team. The team are also very responsive to my queries. I am so grateful to have been introduced to the Valtinson team many years ago!!

• Positive: Responsiveness, Quality, Professionalism, Value

Very personable…I’m a client as well as a friend. They take care of my portfolio, taxes, process my RMD’s, everything. I don’t have to read the fine print anymore, complete any forms….the Valtinson group takes care of it all.