Duluth, MN Reviews
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Laura Goldberg17 September 2026Trustindex verifies that the original source of the review is Google.
Posted on GoogleJana Pastika30 June 2026I’m always pleased with Cory and MPPL Financial’s work on my behalf. They consistently get good results. I highly recommend them.Posted on GoogleSusan W18 May 2026I've worked with MPPL personally and professionally. The folks here enjoy what they do and are engaged with their work and their clients. They're able to explain things in the most simple terms to clients, but they also explore complex or novel approaches where appropriate. Their creativity and professionalism make them a great group to work with.Posted on GoogleDoris Mehlberg15 May 2026MPPL has advised our retirement planning so very well. Providing the financial guidance over the years that we did not posses, their knowledge has guided us into a comfortable retirement. We recommended MPPL to lifelong friends; they have thanked us many times.Posted on GoogleDarin Albrecht8 April 2026Posted on GoogleSteve Gulbrandsen22 March 2026We have been clients for a number of years, and came to MPPL after experience with several other firms. The professionalism, genuine concern over our needs and communication have all been absolutely stellar. While portfolio returns have been excellent, the thing that really sets them above the competition is thorough and timely communication combined with concern over all aspects of our financial situation beyond just investments. This "total picture" planning has given us tremendous peace of mind. In the past, our experiences have revolved around an emphasis on being sold a specific product. Scott and the team at MPPL are more focused on helping us to make fully informed choices. We feel far more confident and secure in our retirement plan than ever before. We cannot recommend them any more highly.Posted on Googlebreeann E21 March 2026We have had the pleasure of working with Scott and MPPL for 19 years. Scott and his staff are extremely knowledgeable and always explain things thoroughly. They have done a tremendous job managing our accounts. I feel they have a very bespoke approach by tailoring to your specific needs and risk comfort level. We recommend them to friends and family all the time. We would not trust anyone else with our accounts and highly recommend them.Posted on GoogleMark Engelsgjerd21 March 2026We have had the best experience with Scott and the MPPL team. We have been clients for 19 years. When we first became clients, I was age 42. My retirement investments had recently been decimated due to a divorce. With Scott’s guidance and extremely wise investments, I was still able to retire comfortably at the age of 56, 4 years ago. Obviously, we have been extremely happy with Scott’s financial guidance. We have referred multiple friends and family to MPPL and wouldn’t hesitate to recommend their services in the future.Posted on GoogleDani Watkins18 March 2026MPPL is tops in my book with financial planning. They are thorough, prompt in responding to my questions and requests. Everyone at MPPL is friendly and courteous. I have complete trust in their services.Posted on GoogleKathy Benham13 March 2026I have been using MPPL services a couple of years and highly recommend them for financial planning. What do I like about them? They take their fiduciary responsibility seriously by always keeping my best interests in mind. Scott Wallschlaeger, MPPL CEO, and his team ensure our financial plans align with my personal life goals – they do not operate on a “one size fits all” mentality, everything is tailored to my personal needs. The MPPL team is always responsive, operates with high ethical standards, and has excellent communication skills – they explain recommendations very clearly and keep me informed as needed. The results have been awesome for me with a strong investment performance. Without their guidance and the trust I have in their abilities, I would not be enjoying retirement even half as much as I am given the peace of mind that comes with their expertise. Highly recommend MPPL Financial!Posted on GoogleMichael & Nicole Karnowski with Metamorphosis CCT8 March 2026MPPL Financial in Duluth gave us far more than generic investment advice. Their planning process was thoughtful, detailed, and incredibly helpful as we looked at what it would take to step away from a major employer and make wise long-term decisions. We walked away with clear recommendations, practical guidance, and a much better understanding of our financial picture.Posted on GoogleMary Hanson5 March 2026MPPL is extremely diligent with my financial well being and making sure that i have all the resources and finances available for all my needs now and in the future. I couldn't be happier and have recommended their services to others. Their personal attentiveness is amazing. Corey and team will make sure I'm covered. Thanks guys.Posted on GoogleLaurie Carlson24 October 2025We met with Scott and Brady several times and every time we learned something new. Well worth it.Posted on GoogleDoug Furnstahl5 August 2025My wife and I moved our small supplemental account to MPPL Financial 3 years ago and we wish we would have done it much earlier. We were assigned our own advisor who has got to know us and our needs and advises us accordingly. The last group never did that. We always thought we could be doing better finacially with our hard earned money and now we are...much better! A friend of ours recommended MPPL to us because of their experiences with them and now I recommend them to you. Set up an initial meeting with them. You will be very glad you did! Just like Men's Warehouse, I guarantee it!Posted on GoogleDale Vanderscheuren12 May 2025We have had other financial advisors and have been disappointed feeling they were working for themselves rather then working for us. Then we met Eric with MPPL and have been well cared for by Eric, Scott, Cory and staff for close to 20years. They are professional, patient, caring and feel like family. Besides investing our monies they invest in our lives by watching over our tax situations, retirement, major financial decisions and our dreams. We started with MPPL feeling cautious and uninformed from past experiences. We now feel informed and secure knowing that decisions made are for our best interests and future. Highly recommended! Thanks MPPL! D and NPosted on GoogleDebbie Miller16 January 2024I am glad I chose MPPL for my investment management firm. Eric and Cory have made me feel secure in my retirement. Their financial suggestions have been a positive growth experience.Posted on GoogleVon Borg2 November 2023Personal, professional, and friendly financial services. Completely satisfied with how our specific retirement needs were listened to, and a customized plan was developed together.Posted on GooglePatty Shogren26 October 2023Eric and Cory presented our financial statements for the past six months. They suggested some changes at our last meeting. The changes proved to be sound advice as it grew our total portfolio They encouraged us to ask questions and explained their responses in terms we could easily understand. We highly recommend them. They are very professional, smart and care about their clients.Posted on Googlegail sjelin11 February 2023When we started using MPPL as financial advisors, we anticipated we would be retiring in 10-15 years. "Life happened", and one of us retired 8 years sooner than anticipated, changing our financial picture. Scott and Eric became much more than financial advisors for us; they were a support system who helped us navigate disability insurance, and helped us create a workable financial plan for our future. They meet with us every 6 months to "tweak" our plan, and over the course of the years they have become friends we trust with our financial future. Now that we are both retired, they are guiding us through how to enjoy "the fruits of our labor". We continually tell them how thankful we are for them and how they helped us through some difficult years. My husband and I highly recommend Scott and his team at MPPL financial services.+0Posted on GooglePeggy Bruner25 January 2023Mppl is an outstanding organization! I never worry about my investments because I know they have my best interests in mind! The whole team at Mppl is considerate, kind and thoughtful regarding all aspects of money management! I’m staying with Mppl forever!!
Clients were not compensated for providing their review. The opinions expressed by clients are not endorsed by MPPL Financial and may not reflect the views expressed by other clients. Depending on the facts and circumstances, public commentary made directly by a client about their own experience with, or endorsement of, an investment adviser, their personal investments, or their approval of Midwest Professional Planners is considered a testimonial. Testimonials are based on unique experiences from current clients and are not representative of all client experiences nor is it indicative of future performance or success.