We are a local, financial consulting business helping residents of Southeast Minnesota with investment advice and saving for retirement. Clients come from Rushford, Peterson, Rushford Village, Mabel, Houston, Caledonia, Lewiston, Winona, and everywhere in-between and beyond. You will find us at our new location, 109 S. Mill St. Rushford. Formally the Trojan Theater and most recently, Woxland Plumbing.
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, CA, CO, FL, IA, KS, KY, MN, TX, WI
Licensed to sell insurance products in the state of MN.