|Investment Adviser Representative|
|Investment Advisory Service|
|Individual Retirement Account|
|Education Savings Plan|
|Corporate & Municipal Bonds|
|Disability Income Insurance|
|Loans & Credit Cards|
The Bank of Elk River Investment and Insurance Center along with VOYA Financial proudly serve Elk River, Zimmerman, Otsego and, the surrounding communities' financial planning needs. We help both individuals and businesses in all areas of financial planning and financial management. Our services include investment planning, estate planning, retirement planning, insurance planning, employee and executive benefits, as well as education funding.
INVESTMENT PLANNING: determining how much you need to retire comfortably is an important decision. Our investment advisor can help walk you through appropriate ways to reach your goals by managing your assets and recommending appropriate investment vehicles
ESTATE PLANNING: our estate planning strategies will ensure your estate is preserved for future generations.
RETIREMENT PLANNING: determining how much you need to retire comfortably is an important decision. We can help by walking you through all of your options including employer-sponsored retirement plans, IRAs, 401Ks and rollovers.
INSURANCE PLANNING: finding the right policy for life insurance can be a hard task to do by yourself. Our financial advisor is here to assist you in reviewing existing policies and recommending changes for a positive future.
EMPLOYEE AND EXECUTIVE BENEFITS: let our financial adviser help you attract and retain qualified employees with benefit packages including retirement plans, pension plans, and 401Ks.
EDUCATION FUNDING: at the Bank of Elk River Investment and Insurance Center we can help determine investment and accumulation strategies towards your children's future education.
Our Investment Advisor and President's Club Award Winner, Pete Reiner, has more than 18 years of experience in the financial services industry. At The Bank of Elk River Investment and Insurance Center, we are committed to helping individuals, families, and businesses develop comprehensive financial plans that meet both their short and long-term investment needs.
When it comes to the financial planning of your personal or business life, The Bank of Elk River Investment and Insurance Center has you covered. Contact us today and let us help you plan for the future.
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