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