PrairieView Partners

My experience over 10+ years of working with the tax and investment experts at PrairieView has been consistently positive. I have always received solid, knowledgeable advice and results on my accounts as well as some long term purchase decisions. The partners and their staff have maintained the high standards of customer service as they have grown and I believe that will continue.

We have been with PrairieView for nearly 15 years after several disappointing years with other firms. From the beginning PrairieView listened to our financial needs and prepared a personalized plan for us as we began looking forward to retirement in 2013. They have been helpful with every aspect of financial planning for our family. We highly recommend PrairieView Partners!

Trusting Prairie View partners with our investments was the best decision. Our portfolio has grown and we are very pleased with PVP?s accessibility, sound advice and recommendations. I am a firm believer in letting the experts deal with what they know best. My husband and I highly recommend this group. We have been with them for over 15 years.

My wife and I have been clients of Prairieview Partners for over 15 years and highly recommend them. Their astute financial management carried us through the final decade of my employment and into a comfortable and stress free retirement. We?ve relied on their advice and support for estate planning, tax advice and many other issues and decisions affecting our family. You won?t be disappointed working with them. They are a first class, value driven team with a proven track record.

We have been working with PrairieView Partners since 2011? Bo and Jonathan in particular?and are so grateful for the relationship we've established with them over the last twelve years. From the very beginning they have listened closely to our goals and values, and taken care to structure investments that match them. Put simply, PrairieView thinks about money so we don't have to! We look forward to our yearly check-in meetings, not only for the financial updates, but because we've gotten to know them well e

We were referred to PrairieView Partners and have been working with them nearly a decade. They have done a great job helping us diversify our portfolio, strategize for retirement and with investment strategies. We like that alignment with our tax accountant as well which helps for see less planning. We would highly recommend PrairieView Partners as a valued partner for investing.

I have been with Prairie View Partners since May, 2008. They have invested for me and the portfolio has grown 96 percent since inception. Over the years they tempered my fears about the economy. Not only do they work with you concerning your investments but also help you with legal issues. My husband passed away in 2016 and they helped with my questions concerning my revocable trust. Thank goodness for the help. I want to recognize Bo Aylin who has guided me for the last 15 years. If you contact him he is q

I have nothing but kudos for PrairieView Partners. My husband and I have been clients from the beginning and they have been instrumentally helpful to us and now to me (my husband died nearly 10 years ago). I trust this firm, they listen, get back to their clients quickly and has done well for us/me. If you want to connect with a firm that is smart, honest, respectful, PrairieView ought to be your choice!

We have been with Prairie View Partners for over a decade. We are, and have been, very pleased with the partnership and the service they provide. In addition to being good shepherds of our money, there are a couple things that set them apart, in my opinion. First, they are very competent and hire very carefully and intentionally. Second, they get to know us on a personal level, as that helps them serve us best. Finally, they are also available and willing to help us with other facets of our life, wheth

Our experience thus far at PrairieView has been stellar. Our team is extremely knowledgeable, clear and effective communicators, and patient as we ask question after question. They have made helpful and significant recommendations which previous financial advisors did not. We trust their expertise which helps us feel more confidant in our financial plans for the present and future.

As a Retiree, I am grateful that a friend recommended PrairieView Partners! My Financial Planners consistently provide detailed information and updates regarding my investments. I would highly recommend PrairieView Partners to anyone seeking professional, trustworthy and knowledgeable financial planners regarding saving, spending and investing! Best regards, Carolyn Williams

I?ve been using Prairie View for 15+yrs. First, they helped me establish a discipline to managing my investments. Even though I knew the principles, I was easily sidetracked on my own by potential high pay offs or I would have been with the Great Recession ? PVP reminds me of the basics and it?s PAID OFF! Second, they consistently respond quickly to questions and requests. The reports are easy to understand. Finally, the people are likable.

We became clients of what would become Prairie View long before the firm was established. Initially, we were seeking a re-write of our wills and advice regarding trusts. This led to their handling our investments, with planning for major expenses and retirement at the forefront. 20+ years later, we are retired and financially solid, in great part a credit to Prairie View. In fact, we now have a "second generation" of investors with them. As a former high-school English teacher, I "grade" every thing fr

We've got a situation where we need to make sure my elderly parents invest and use their money wisely as they move through the assisted living/nursing home system and PrairieView is helping us. I really appreciate their approach and how accessible they are. Very helpful and knowledgeable. They came highly recommended to us by friends who've also worked with them and we're very happy with our experience. Our friends were right!

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 have been with Prairie View for ten years and they have been great to work with and always very prompt and helpful when we have contacted them for help or with questions! They are very good at helping us determine our needs and interests beyond just the dollars and cents. They have always shown concern and sensitivity about our person and not how deep our pockets are!

Bo and Matt W have been our "primary" advisors for the past several years and I'm always impressed with their knowledge, thoroughness in going over every aspect of our portfolio, and ability to answer questions regarding the handling of our stocks, IRA, Roth accounts, etc--even those they don't handle directly. My husband follows trends and financial reports so he has a pretty thorough understanding of stocks, investments and so forth and can see that Matt and Bo do a good job of looking after that end of o

Prairieview has been our financial planner for years. We have been not only impressed, but reliant on their expertise and care. We have stopped worrying about our financial health and are confident in their knowledge and genuine concern. Everyone we have dealt with, starting with Kristy and Jonathan and including every employee who has worked with us, have been equally knowledgeable, professional and kind. Thank you, Prairieview!

I have worked with Prairieview since 2017. I appreciate how thorough they have been in working with me and my wife. I personally work with Bo and Matt- I am able to get my questions answered quickly and their staff is very good at helping me get small, but important things done when I shift money or open accounts (like 529's or our charitable fund). I have known Bo for a long time and find him to be honest and straightforward in answering questions- even if I don't always like the answer. I feel very sa

We began using PrairieView Partners in 2008 and have greatly appreciated the professional relationship and genuine friendships that have developed over the years. When our son finished college, he too, began to use the services and advice of PrairieView Partners. We have referred this group to many of our friends! The advice we have received has given us great dividends - pun intended.

If you're looking for expert financial advice and a tailored approach to planning, we can't recommend the Prarieview Team enough. They've been instrumental in helping us plan for retirement and achieve our goals for over 15 years now. Whenever we need help making tough decisions, they're always there for us with quick, thoughtful responses. We're so grateful for their expertise and dedication!

PrairieView Partners has been great to work with. They made us feel very comfortable during our first visit and did a great job consolidating our portfolio.

My wife and I have worked with Bo Auylin and Matt Weier for close to 15 years now. Initially for investing for retirement and now in our retirement. We feel like we have received exceptional advice, treatment and results. We have referred people we know with complete confidence that they will receive the same Prairie View experience. Highly recommend

After many years of relationship, I have found PrairieView Partners to be a reliable and very trustworthy Personal Wealth Management firm. I highly recommend their broad array of investment, planning, and management services.

We have worked with Bo Aylin and Jonathon Jaranson long before they helped form PrairieView Partners, and have benefited from their combined savvy as they guided us through several life changes. Those changes included going into retirement, moving to new homes, and securing our financial future along the way. The firm has supported us, giving us the security of a long-term plan as the global economy fluctuated. As we entered retirement, our predicted end-goal was met. We highly recommend their philosophy an

After interviewing several potential firms, my wife and I have been absolutely thrilled with PrairieView. Despite tough times in the economy, our portfolio has shown fantastic results.

I am very comfortable having our financial matters overseen and directed by Prairieview Partners. They listen closely to our concerns and needs and provide clear advice and management. They are also very pleasant to deal with. I have recommended them to others and will continue to do so. I trust them

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.

PrairieView Partners has a very knowledgeable and professional staff, always available to assist with any questions I have. I would highly recommend this firm to help anyone with their investment/retirement planning decisions.

Prairie View is a great company with amazing people in whom I place complete trust. They not only do an excellent job taking care of my financial assets, but more importantly, care about me as a person.

Mary and I have been working with Paula and Matt for roughly four years now. We have been very pleased with both Paula and Matt and how they work as a team within the different areas of financial planning and taxation. Hopefully both Paula and Matt continue working with us, so we can keep building a trusting relationship for years to come. Greg and Mary Larson

Financial Planning Services: 5/5 Excellent! A strength of the group along with tax strategies. Assistance with Fund Transfers: 4/5 Staff turnover has led to confusion on who to contact; sometimes staff makes errors in paperwork Communication: 5/5 Same-day response on questions given. Responses thorough Personal Portal: 4/5 Fund review easy. Uploading docs a bit 'klunky'. Is a more secure portal available for communications? Personal Interactions with Team: 5/5 Team is professional and personable.

My family has about 20 years? experience working with PVP. If there were a chance to give six stars on this review, I would not hesitate to do so. We have received expert, full-service financial management assistance. This has been highly personalized to my family?s needs and wishes, and coupled with over-the-top, unparalleled customer service. PVP customer service has included: -phone calls and emails being unfailingly answered almost as quickly as they were completed -willingness of staff to go way beyond

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.

The team at PVP have been extraordinarily helpful to my wife and I as we have been preparing for retirement these past several years and have now taken that step. They are both professionally competent and personally caring. We are very grateful for PVP!

Outstanding comprehensive financial planning organization. They developed a financial strategy that took us through our work years, retirement, and estate planning. Fee schedule and investments are first class.

We are long time Prairie View clients. They handle both taxes, investments and most recently retirement. Great responsiveness to questions and great people.

Bonnie & I have been extremely pleased with all the attention our account has received. We are especially pleased with our tax preparation as it has been very successful with the new staff. Thanks for all you do. Don & Bonnie Pavek

Very responsive and thoughtful. I've worked with them for years. PVP provides guidance for every aspect of your life that rubs up against finances, and they do it well.

This firm of professionals has been fantastic at managing our financial assets. They are very responsive and know what they are doing. I couldn?t recommend them highly enough!

I've always appreciated their attentiveness and high regard for my personal & professional needs. My questions are answered promptly and their depth of knowledge and strategy has greatly enhanced my financial strength. Thank you!

We continue to have very professional interactions with all Prairie View staff and appreciate the financial guidance the staff provide.

excellent service, high level of financial expertise, quick in communication, great level of detail - we would highly recommend PrairieView Partners to others!

Bo has gone over the top to aid my parents with any question or circumstance.

Very knowledgeable team!

Excellent money management and advice.