Best Rated Sponsor
Meyer Financial LLC

ADDRESS: 616 Sinclair Lewis Ave, Sauk Centre, MN 56378, United States
NUMBER: +1 320-352-1383
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Always an excellent customer experience! Sean has always been ready and willing to answer questions, and offer solutions. They definitely work above and beyond for their clients and give that little extra. Thanks! – Dustin Thompson
REVIEW #2 – When my friends recommended a good tax prep they weren’t joking. The team here knocked it out of the ballpark and took a huge burden off of me. I would recommend to everyone. Also I would like to say thank you. – DJ Hartley
REVIEW #3 – Meyer Financial LLC has helped me improve my portfolio and provided me with a plan. I understand my investments better and feel that I am on an excellent path to financial security. – Sean Fogarty
REVIEW #4 – Nice small shop, investment advice & some taxes. Good team of people. – Andrew Burlet
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Tricia Klaphake Investment Solutions, LLC

ADDRESS: 508 Main St S Ste 9, Sauk Centre, MN 56378, United States
NUMBER: +1 320-352-4403
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Wealth management, Financial Planning And Advising, Investment Products And Services, Investment Solutions, Retirement Planning, Retirement Savings Accounts
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Working with Tricia has been a great experience. She’s knowledgeable, responsive, and explains things in a way that actually makes sense. I always feel informed and confident about my financial decisions after our conversations. Her staff is also very welcoming and professional. If you want sound financial advice from someone who genuinely cares about her clients, I highly recommend TK Investments. – Elizabeth Chambers-Brown
REVIEW #2 – Our experience with Tricia has been remarkable. We have talked with many different financial planners in the past and Tricia by far has exceeded our expectations. She does a great job explaining her ideas to us. She is available to talk to whenever questions come up. We appreciate her work ethic as she guides us through our financial path. I would highly recommend Tricia for all your financial questions. – Brenda
REVIEW #3 – So glad we took the plunge into financial planning with Tricia! She truly speaks the language and does an excellent job translating complex information in a way that makes sense. Our portfolio and overall outlook have improved, and it feels both empowering and responsible to dedicate time to regularly review our progress. Tricia guides, listens thoughtfully, and has a real gift for putting things into perspective. – Amy Felling
REVIEW #4 – Tricia is very easy to work with. She gets to know you on a personal level. She is always friendly, respectful and courteous. She has a bubbly personality that we love!! – Patrick Robischon
REVIEW #5 – We enjoy our visits and updates with Tricia and Ann, they are both so warm and personal and so knowledgeable! I would highly recommend them to anyone looking for a place to start some financial planning. Our son in law recommended Tricia to us. – Merilyn Juelke
REVIEW #6 – Tricia takes the time to get to know everyone and understand their individual situation. I recommend her to anyone! – Eric Pachan
REVIEW #7 – I’ve been working with Tricia for years. She’s always been able to explain any questions and Ann has been a big help as well. I’ve sent many friends here and will continue to do so! – Nic Pachan
REVIEW #8 – I had previously worked with two other investment managers in the Cities. About three years ago I switched to Tricia. I felt like I switched from a big corporate firm to a small town personable friend. Tricia takes the time to discuss with us what our needs and wants are, and then skillfully manages our portfolio to meet those needs. We could not be more satisfied! – John Carlson
REVIEW #9 – Tricia was wonderful to work with. She was very informative and presented the material in a way that was easy to understand. I had a great experience and have recommended her to other people. I have given her five stars that she deserves. – Dan Marthaler
REVIEW #10 – Tricia is knowledgeable and listens! Love working with her! – Teri Brunsvold
REVIEW #11 – Knowing very little about investing, Tricia has guided me throughout the process and explains things to me that make sense. I would highly recommend Tricia and Ann to be a part of your financial team! – Michele Olk
REVIEW #12 – We are very pleased with the detail Tricia goes through to explain our portfolio. She definitely helps you make decisions that are best for us.
Tricia provides you with a portfolio binder that she meets with you on a timely matter and updates your binder with your current investment reports.
Very satisfied and impressed. – Jan Minette
REVIEW #13 – Tricia is wonderful. She helped us prepare for retirement and continues to make sure our investments are growing during our retirement years. I have recommended Tricia to our friends. She is the best. – Cathy VonWahlde
REVIEW #14 – Tricia does a great job answering all my questions in a way that I understand. She is great to work with and I refer friends and family knowing they won’t be disappointed. – Shari Heitzman
REVIEW #15 – Very friendly. Tricia and Ann make it a comfortable experience.
I believe Tricia is good at what she does and recommend her to anyone. – Mark Formanek
REVIEW #16 – We have nothing be excellent comments for Tricia Klaphake Investment Solutions.
She handled our mother’s finances and now is also handling ours. Very helpful, Informative, and welcoming. We consider them friends. She will assist with any questions we have and offer suggestions that we may choose to follow if we want.
We highly recommend TKIS. They make you feel like family. – Dale and Cindy Kennedy
REVIEW #17 – Tricia is always easy to work with. She’s very thorough with her explanations and takes time to thoroughly discuss everything. – Mary Tamm
REVIEW #18 – Tricia does a great job with investing. She is a joy to work with and I would recommend her to anyone. – Cindy Eischen
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