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.
Our Financial Advisors provide a holistic approach, attention to detail, depth of experience and unbiased independent advice. All of this together, creates long-lasting relationships with high levels of proactive service.
Local Advisors, Global Investment Partners
We know the value of having a local investment resource. Merchants Investment Financial Advisors and Consultants serve the local communities where we have Merchants Bank locations , giving you convenient access to investment professionals who understand the local and global economies and markets.
Our local structure encourages deep relationships with clients and individual service based on your personal needs and goals. Through our partnership with Securities America , our broker/dealer, we have access to global investment and insurance options, providing a wide range of offerings for your situation. We believe this provides the best of both worlds: local relationships with an experienced advisor, paired with independent access to the world of investments.
We offer a variety of investment options including:
- Financial planning for retirement, investments, estate, income taxes, college education and more.
- Investment management.
- Business retirement plans, risk management, succession planning and insurance.
- Life insurance, disability insurance, long-term care insurance and annuities.
Merchants Financial Group (MFGI) is the parent company for Merchants Investment Services, Merchants Bank Equipment Finance and Merchants Bank . With total assets exceeding $1.6 billion, MFGI is among the largest independent financial organizations in our region. We are proud to be locally owned by our employees through our Employee Stock Ownership Program (ESOP) and approximately 760 individuals and families mostly from communities in southeastern Minnesota and west-central Wisconsin.