Financial Planning Investment Management
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Fortress Financial Group is a Fee-Only Registered Investment Advisor with Minnesota roots. We are held to a fiduciary standard meaning we must always act in your best interest. Our team of advisors spends time getting to know our clients and their goals then we work together to maximize the potential to meet the goals.
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At Merchants Investment Services, our Financial Advisors and Consultants goal is to help people like you achieve their financial goals. Whether you're starting your first job, managing a business or nearing retirement, our consultative, client-first approach will meet you right where you are. Merchants Investment Services helps individuals and businesses with financial planning, investment management, retirement planning, 401(k)s, 529 college savings plans, insurance offerings, tax planning and more. Our Financial Advisors provide local investment expertise with access to global resources and meet with clients at locations throughout the Merchants Bank footprint. Advisory services offered through Securities America Advisors, Inc.
The further you go in your financial life, the more complex it becomes. That's why you need a partner who can help you plot a course. The Edelman Financial Engines office in Rochester - open by appointment only - is here for you, serving the Rochester area, southwestern Minnesota, and western Wisconsin. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
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