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.
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.
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.
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.
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.
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.
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.