7th Street Financial

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Eden Prairie, United States

7thstfinancial.com
Financial planner· Financial Services· Investment service

7th Street Financial Reviews | Rating 5 out of 5 stars (3 reviews)

7th Street Financial is located in Eden Prairie, United States on 18535 Maple Leaf Dr. 7th Street Financial is rated 5 out of 5 in the category financial planner in United States. A different type of financial planning. I decided to enter this specific industry and start this company after hearing stories from friends who had made ill advised financial decisions simply because they weren't armed with the information they needed. I believe strongly in the benefits that financial planning can provide. I just don’t think the current setup works very well for customers. Most firms charge too much for the service in my opinion and there is no way to tell who is really a financial planner with your interests at heart or a salesperson looking to sell you investments you don’t need so they get a fat commission. My goal is to make financial planning services available to people who are largely ignored by the industry today and help them make smarter decisions with their money. Here are some ways we are different than a typical financial planner. We put a focus on tailoring services to individual needs and having you pay only for the services you actually need. We offer a flat monthly fee option that covers the services you need. We will not sell you any products. We offer financial advice and will recommend products but won't sell products to you directly. In addition, we have no partnerships with any other organizations that do sell financial products. We receive no commissions, no kickbacks or fees of any kind from any products we recommend for your purchase. If we recommend a product it is truly because we feel it is right for you. We will work to construct an investment portfolio for you that is lower in fees and expenses so more of your money stays invested. You will get more personal attention. Unlike some larger firms where the target is 300 clients per advisor out goal is to have 75 ongoing clients meaning you will get more attention paid to your needs.

Address

18535 Maple Leaf Dr

Phone

+1 6125629228

Company size

Myself Only

Headquarters

Eden Prairie, Minnesota

Founded

2017

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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J

Joanne Olson

My husband and I each had separate financial advisors before becoming a joint client of Jeff's at 7th Street Financial. To begin our engagement, he did a thorough review of our current financial situation and goals in our approaching retirement years. His philosophy as a financial advisor is to help people at any asset level. I never feel like I am asking a dumb question. For the first time I feel like someone truly cares about us and gives the guidance needed in making major financial decisions. Jeff provides regular reviews and contacts us if he thinks we need to evaluate our situation. As his client, we have become more financially secure. He is a smart, honest, caring professional. I HIGHLY recommend his services.

M

Maria Balintona

Top notch financial planning with customer focused care. Jeff provides detailed strategic planning, optimization of options, and goes above and beyond for his clients.

R

Reshma Kolhapure

Jeff Burke - is great is understanding your needs and providing the plan that is right for you. Thank you Jeff for all your help.