Best Rated Sponsor
Echo Wealth Management, LLC

ADDRESS: 3033 Campus Dr n145, Plymouth, MN 55441, United States
NUMBER: +1 763-432-7875
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Echo has been my advisor since 2006, and my decision to follow her when she founded Echo Wealth Management is one that I’d make 100% of the time again, without hesitation. She and her team combine intellect, modern methods, top-shelf service, high touch / responsiveness and of course, outstanding measured results. – Andy Kortkamp
REVIEW #2 – We are very happy to being working with the Echo Wealth Mgmt crew. They are knowledgeable and thorough. Their holistic approach to our financial future gives us confidence to move forward into a secure and resourceful retirement. Thanks! – Melle Hanson
REVIEW #3 – Echo and her team are excellent! We are new in our investing journey but Echo’s knowledge is unmatched. She explained things in a way that’s easy to understand and demonstrates her wealth of knowledge. We trust Echo Wealth Management and feel like we have a partner to manage our assets and future. – Alyssa Marschner
Recommended Sponsors
GoldenCrest Metals: Offering the Best Deals for Seniors in America
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
GoldenCrest Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Wealth Enhancement Group

ADDRESS: 505 US-169 #900, Plymouth, MN 55441, United States
NUMBER: +1 763-417-1700
SERVICES: Retirement-related financial consulting, Retirement savings consulting, Financial Planning Services, Investment Strategies, Investment advising, Tax planning, Wealth management, Financial planning
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Nice park to walk around and a clean welcoming place to visit or work – Devin Luloff
REVIEW #2 – Friendly and knowledgeable staff, but antiquated business processes. – Matt Christensen
*** MORE REVIEWS ENDING FOR THIS BUSINESS ***
Income Planning Group

ADDRESS: 15600 36th Ave N #200, Plymouth, MN 55446, United States
NUMBER: +1 763-559-9213
DESCRIPTION FROM BUSINESS: Income Planning Group, LLC is an independent, fiduciary wealth management firm located in Plymouth, MN. Since August 1, 2004, we’ve worked with clients to develop personalized, objective financial plans built on trust—not a one-size-fits-all approach. Our team-based model means you’re never just a number: when you call, you’ll always reach a real person who knows you and your goals. From retirement income planning to tax-efficient strategies, we’re proud to serve the Plymouth community with knowledgeable guidance and a personal touch.
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – IPG manages our money, Nicole does our taxes and Peg has provided our estate planning. It is SO nice to have a one-stop shop! They explain things to us very well we feel valued by the way they treat us. They are professional, comprehensive and have allowed us to plan well into the future! – Brian S.
REVIEW #2 – I can’t say enough good things about my financial advisor. From day one, they’ve been professional, knowledgeable, and genuinely invested in my financial goals. They take the time to explain things clearly, answer every question (no matter how small), and create strategies that actually make sense for my situation. I always feel confident and supported knowing my finances are in their hands. If you’re looking for someone you can truly trust with your financial future, I highly recommend them. – Sam Havnen
REVIEW #3 – I recently transferred my accounts over from Thrivent, and the level of service is miles ahead of what I experienced before. Not to mention the fee schedule is the lowest I’ve ever seen.
Jack took the time to understand my full financial picture and walked me through every step of the transition. He’s extremely knowledgeable, easy to talk to, and genuinely committed to helping his clients make smart financial decisions. And they do my taxes! Highly recommend. – Jesse Collins
REVIEW #4 – I’ve had an excellent experience working with Income Planning Group. They’ve been incredibly helpful with both my business investment and tax strategies, as well as my personal tax planning. Everything is explained clearly, and the strategies are practical and forward-thinking. I feel confident knowing my business and personal finances are structured the right way. Highly recommend to anyone looking for a knowledgeable and proactive financial planner. – Cedar Creek
REVIEW #5 – I can’t recommend this financial planner highly enough. From day one, they took the time to truly understand my goals, risk tolerance, and long-term vision, and then built a clear, thoughtful plan tailored specifically to me. They explain complex topics in a way that’s easy to understand, are always responsive to questions, and make me feel confident about every decision. I never feel pressured—just informed and supported. Working with them has brought me peace of mind and a much clearer path toward my financial future. – Hunter Frericks
Salt Financial
![]()
ADDRESS: Two Carlson Pkwy N Ste 155, Plymouth, MN 55447, United States
NUMBER: +1 763-489-7379
SERVICES: Comprehensive Financial Planning, Estate Planning, Financial Planning Investments, Financial Workshops, Insurance Strategies, Integrated Wealth Management, Investment Advice, Investment Strategies, Investments And Wealth Management, Retirement Income Planning, Retirement Income Strategies, Retirement Plan Distribution, Retirement Planning Strategies, Retirement Plans For Businesses
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 – Nate Richter knows his business. He is very knowledgeable and provides high-level customer service. He cares about his clients and helps them find the best solutions for their families. – Angie Willis
REVIEW #2 – It was the best decision choosing Salt Financial. It was one of the best experiences I have had with any business.a Exceptional people. World class company. – John Beckfeld
REVIEW #3 – Professional staff with financial knowledge to offer various options to meet your investment requirements. Excellent service and followup. – Al Richter
Recommended Sponsors