Tax and accounting services are an important component to help you reach your financial goals. We understand the value of having a trusted financial advisor and/or attorney helping you along your way. We work directly with multiple advisors and attorneys that have provided excellent service to mutual clients that we trust. Here are a few of the professionals that we trust.
Summit Private Wealth Group
Summit Private Wealth Group is comprised of 18 financial advisors that work with clients on a personal level to give individual attention to help attain your long-term financial goals. The diversity of their financial advisors allows for collaboration and flexibility to increase the value provided to you the client.
Pinnacle tax Solutions LLC has a partnership with Ameriprise Financial and this advisor and may, from time to time, identify and refer potential clients who may benefit from Ameriprise Financial’s services. The business relationship with the Advisor creates a conflict of interest. Ameriprise advisors offer products and services based on appropriateness; therefore, not all referrals result in a client relationship.
Severson Porter Law
Severson Porter Law specializes in Real Estate, Business, and Estate Planning. Mark, Kurt and their support staff have the ability to work through complex legal documents and relate to their clients so that the legal document protects their clients without unnecessary complexity. Their offices are located in Brainerd Lakes Area but make scheduled visits to our office in Edina for client appointments.