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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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MSPWM 2023 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.

Greater Midwest Financial Group, LLC (“Greater Midwest”) is an SEC registered investment adviser located in St. Paul, MN. Registration as an investment adviser does not imply a certain level of skill or training. The publication of Greater Midwest’s web site on the Internet should not be construed by any consumer or prospective client as Greater Midwest’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.

A copy of Greater Midwest’s current written disclosure statement as set forth on Form ADV, discussing Greater Midwest’s business operations, services, and fees is available from Greater Midwest upon written request. Greater Midwest does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD-PARTY WEB SITE LINKED TO THIS WEB SITE.

To receive the 2023 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. 4080 wealth managers in the Twin Cities area were considered for the award. 633 were named 2023 Five Star Wealth Managers which represents 14% 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 2023 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.

©2023 Greater Midwest Financial Group.
All Rights Reserved.