BerganKDV
Greater Cedar Valley 2021 Campaign Investor (Silver)
BerganKDV was formed when three successful firms merged – Bergan Paulsen, Networking Solutions and KDV. Combined, our roots trace all the way back to the 1940s. From our humble beginnings as trusted business advisory firms, we have expanded and adapted to now offer business planning and consulting, tax, audit and accounting, technology and wealth management services throughout the Midwest.
Discerning Wealth
At Discerning Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc; we take the time to get to know you and your goals for the future. Then, using our integrated team approach, we work closely with you to create a personalized plan that helps you set and reach your goals while giving you the confidence to live life brilliantly.
Our mission is to help simplify the financial lives of our clients to assist them in achieving peace of mind so they have more time to pursue the more meaningful things in life.
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Edward Jones- Financial Advisor:Matt Trueg
Matt Trueg is a Financial Advisor with Edward Jones located at 211 E San Marnan Dr.
I partner with individuals, families, and businesses to create a personalized financial plan by delivering a high level of personal service. Together we will monitor your progress to make sure that you are on track or determine whether adjustments have to be made to keep you on track to meet your goals. Edward Jones advisors and branch office administrator dedicate all of our time to maintaining and deepening existing relationships.
We offer help with retirement planning, life Insurance, disability Insurance, education savings, and long term care insurance.
Financial Decisions Group
Greater Cedar Valley 2021 Campaign Investor (Silver)
FDG has been locally owned since 1960 and still maintains the core values and commitment to personalized service that has earned us trust from each of our clients. We enjoy offering you the benefits of comprehensive financial information and resources in an environment of hometown service.
Financial Resource Advisors
FRA has provided financial services since 1978 and is focused on providing the best independent, professional asset management and financial advice to individuals and businesses. Our services navigate the development, implementation, and monitoring of strategies designed to address your individual situation. Our Retirement Plan Services Team specializes in services to employer sponsored retirement plans, such as 401(k) and Cash Balance Pension Plans. We provide top-level guidance to management on investments, risk and fiduciary duties, and employee education.
Northwestern Mutual
PLANNING WITH NORTHWESTERN MUTUAL
Our financial planning process is designed to help you make the most of your money,
no matter how much you have, so you can balance the life you want now and later.
Shaw Financial Services
Shaw Financial Services offers both investment and insurance planning. Robert Shaw and Jason Luders are Registered Reps with a combined 30 years of industry experience. Shaw Financial is committed to actively serving the Cedar Valley through individual, community programs and partnerships with great local organizations.
Speer Financial, Inc.
Greater Cedar Valley 2021 Campaign Investor (Bronze)
Thrivent Financial Midwest Group
We're Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization nearly 2.5 million members strong. We're a Fortune 500 financial services organization with the strength of more than $75 billion in assets under management. Being membership-owned, we do what's best for our members, supporting the values of faith, family, stewardship and service.
Tuve Investments, Inc.
Started in 1953 by Stanley A. Tuve, Tuve Investments, Inc. has been helping clients achieve financial security through our cutting edge, individualized financial strategies specifically designed to meet our client’s goals. From complex wealth management to your retirement needs, we can help you with your financial planning.
