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Minnesota Valley Investments
Nelson, Henjum, Lee and Patock, See Locations for Adv offices

About Our Company

Minnesota Valley Investments was built on a foundation of principles that guide us each day. We believe in excellent communication and providing superior service for our clients.

We want you to know that you can depend on us
for all of your financial needs. We will work with you to reach your financial goals.

Investment Brokerage Services

  • Assisting with your wealth management and investing
  • Helping to plan and save for your retirement
  • Providing cash management services
  • Referring mortgages
  • Helping to plan and save for education

Investment Advisory Services

  • Providing non-discretionary wrap accounts
  • Providing discretionary fee based accounts

Insurance Services

  • Protecting your loved ones in case of your death
  • Insuring your assets before a crisis occurs

Long Term Care

Real Estate Services

  • Assisting with tax-saving 1031 Exchanges
  • Providing consultants on real estate needs
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 Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC.  Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser.    Moloney Securities Co., Inc. and Moloney Securities Asset Management, LLC are not under common control or ownership with Minnesota Valley Investments Inc.(business operated by the registered rep). 

This communication is strictly intended for individuals residing in the state(s) of CA, FL and MN. No offers may be made or accepted from any resident outside the specific states referenced.
 


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