Our team helps you manage and enjoy your wealth. We assist with Portfolio Management, Retirement and Estate Planning, Risk Management, etc.
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Our team helps you manage and enjoy your wealth. We assist with Portfolio Management, Retirement and Estate Planning, Risk Management, etc.
PrairieView Partners, located in St. Paul, Minnesota, is a highly regarded Estate Planning Attorney known for its exceptional financial planning services, investment advice, and tax expertise. Clients praise the firm for its integrity, personalized approach, and thorough assessments that help families navigate their financial goals and prepare for retirement. With a strong commitment to customer service and a deep understanding of their clients’ needs, PrairieView Partners has built lasting relationships and earned the trust of many families over the years.
PrairieView has been one of the biggest disappointments in my lifetime. Bo Aylin and Jonathan Jaranson butter you all up and then they take their piece of the cheese. I encourage everyone if you are a client to really look at your quarterly fees. Jonathan has been adjusting the numbers manually to make the firm more money every quarter. It gets even worse if you are a tax client.
My husband and I have worked with PrairieView Partners since Bo Aylin and Jonathan Jaranson first established their office in St. Paul. I was immediately impressed with their extensive assessment of where we were financially, our short-term goals, and our retirement plans. I have always relied on their integrity, professionalism and honest care for us and our family.
We were very happy to discuss the details of our account and received detailed and interesting feedback and guidance at every step of what could have been a confusing process. The professionals handling our accounts are informative and suggested a number of options that meet our long and short term goals. We are happy to be clients.
