Sandvold Financial Group

Sandvold Financial Group is a Financial Planner in Minnetonka, MN. The firm provides holistic financial advice to individuals and businesses, offering services in wealth management, retirement planning, insurance design, and business services. Their approach emphasizes understanding the unique economic and life situations of clients to create plans that align with personal goals, whether purchasing a home, financing education, or preparing for retirement. The group serves clients in Minnetonka and the surrounding area, holding a rating of 4.50 based on customer reviews.

The firm operates with a focus on independence, transparency, and long-term relationships. Founder Terry C. Sandvold established the practice over three decades ago, driven by a mission to help people reach their financial goals through meticulous attention to detail. The team takes a proactive approach, continuously monitoring investments and shifting plans as objectives change. They analyze macroeconomic changes to identify investment opportunities and provide specialized services for businesses, including employer-sponsored retirement accounts, buy-sell agreement funding, and no-cost employee seminars on financial literacy.

Sandvold Financial Group employs a team of financial planners and client service representatives to support its clients. Key team members include Terry C. Sandvold, Founder and CEO; Blake Sandvold, CFP®, CAP®, Chief Investment Officer; Mackenzie Sowada, CFP®, ABFP™, Director of Operations; John Jensen, CFP®, CRPS®, CPFA®; Scott Graul; David Sandvold; David Cooper; and Blake Gleason. The firm maintains an office at 10900 Wayzata Boulevard, Suite 100, where it is open Monday through Friday from 8:00 AM to 5:00 PM, with weekend appointments available by request.

Clients value the firm for its positive rating and reputation for educating individuals in an easy-to-understand manner. The team’s commitment to understanding personal finance allows them to help clients grasp complex concepts and pursue their financial objectives. This dedication to client success and community involvement, including support for local charities, underpins the firm’s standing among Minnetonka residents.

With a history spanning more than thirty years, Sandvold Financial Group combines deep industry experience with a personalized, holistic approach to help Minnetonka residents and local businesses navigate their financial futures with clarity and confidence.

BizScoreAI awards Sandvold Financial Group a perfect 100 out of 100 for its Discoverability score, ensuring AI crawlers can find every page of the website so assistants can recommend the business. The firm also achieves a 100 out of 100 for its Technical score, confirming the site is secure and error-free for search engines. Additionally, the business ranks number 1 of 8 Financial Planner businesses that BizScoreAI has scored in Minnetonka.