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651-490-9790
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Services

Home   /   Services

  • Services
  • Benefit Planning
  • Business Owner Services
  • Educational Planning
  • Estate Planning and Wealth Transfer
  • Executive Benefit Strategies
  • Insurance and Risk Management
  • Long-term Care and Elder Care Planning
  • Organizational Services
  • Retirement Planning
  • Tax Planning
  • Wealth Management

Services customized for your life

Reach your financial goals with helpful services from Greater Midwest Financial Group. Our licensed financial advisors specialize in small business planning and retirement planning, so we combine your comfort level with years of expertise to make the most of your financial future.

Benefit Planning

Find the appropriate benefits for you. Your annual enrollment booklet contains a lot of benefit options.... Read more

Business Owner Services

Big plans for small businesses. Ready for your small business to grow and prosper? At Greater... Read more

Educational Planning

Be ready when your kids are. Your kids deserve a valuable college education. But with the costs... Read more

Estate Planning and Wealth Transfer

Nothing is more valuable than your peace of mind. When your estate planning is in order, you feel at home. At... Read more

Executive Benefit Strategies

Reach your financial goals with your executive benefits. If you’re a company executive, you know the executive benefits... Read more

Insurance and Risk Management

Secure the insurance coverage that’s right for you. Insurance is a necessary cost to help protect your life, your... Read more

Long-term Care and Elder Care Planning

Plan now for the right care later. As you age, it’s important to recognize that you’ll likely... Read more

Organizational Services

Save time with organization solutions. When life is busy, it’s hard to stay organized. We get it.... Read more

Retirement Planning

We work hard for your future. Whether you’re an employee or a small business owner, saving for... Read more

Tax Planning

Take the stress out of tax planning. Tax planning should be an integral part of your overall financial... Read more

Wealth Management

Position your portfolio for success. Whether you’re saving for retirement or simply need help... Read more

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2021 Five Star Wealth Manager
Greater Midwest Financial Group, LLC
3222 Rice Street
St. Paul, MN 55126
651-490-9790
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BrokerCheck

Check the background of this firm on FINRA's BrokerCheck.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Greater Midwest Financial Group, LLC is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide legal or tax advice. View Investor Disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

To receive the 2021 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 3606 wealth managers in the Twin Cities area were considered for the award. 589 were named 2021 Five Star Wealth Managers which represents 16% of the total candidates in the area. Wealth managers do not pay a fee to be considered or placed on the final list of the 2021 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.

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