Michael K.
5/15/2018
Background: I'm a fairly experienced investor who never appreciated the standard wealth advisory business model where I'm paying a fixed percentage on my assets under management, regardless of...
Boulay
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(3)
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11095 Viking Dr Ste 500
Eden Prairie, MN 55344
Boulay, Heutmaker, Zibell & Co., established in 1934 and based in Minneapolis, is an independent accounting and consulting firm. The company offers services to business owners to create, measure, manage and grow their wealth within and outside of their companies. It provides strategic accounting, tax, business planning and wealth management services. The company has a staff of financial advisors and also offers services in the areas of accounting and auditing, business valuations, cost segregation studies, employee benefit consulting, and planning and administration. Its other areas of service include estate planning, litigation support, mergers and acquisitions, outsourcing, and tax planning and preparation.
Also at this address
Reviews
2.53 reviews
Sarah S.
1/11/2022
This review is from the perspective of customer service and user-friendliness of the website. I have an ESOP account that Boulay holds. I needed some documentation outside of the yearly...
Lindsay S.
12/6/2022
I would not use this company. Very unethical. Told my husband they would save us money because the previous tax person did not do our taxes correctly and he would get us money back. No quote. Sent...
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