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We strive to be a true strategic financial partner by listening to our customer's need and delivering the tools to help them be successful. We provide the finest financial products and services available, combined with objective, unbiased advice and superior support.
Defining your goals, then evaluating and choosing an investment strategy is only the beginning in trying to maximize your assets, with the goal of enriching your life now and in the future. We will be there to help you develop, allocate, manage, review, and update your financial portfolio, to continue moving you forward on the path to financial freedom.
The personalized, individualized, unbiased service we provide is what differentiates us in our industry. We take pride in understanding our clients and their financial needs and adhering to the highest ethical standards in the industry. We also enjoy educating our clients to empower them on their financial journey.
In addition to leading-edge technology, Investment Solutions offers:
- Stocks and Bonds
- Mutual Funds
- Roth and Traditional IRAs
- Retirement plans: 401(k), SIMPLE, and SEP IRAs
- Advanced Small Business Insurance Solutions
- Asset Allocation Investment Portfolio Development and Maintenance
- Retirement Planning
- Fixed and Variable Annuities
- Education Funding
- Estate Planning
Our friendly and knowledgeable Account Executives can help you with your questions.
Waseca (located in the Roundbank building)- Adam Leach, adaml@fintegra.net, 507-461-0838
New Prague (located in the Roundbank building) - Shannon Brusseau, shannonb@fintegra.net, 952-758-PLAN (7526) & Registered Sales Assistant, Julie Eide, juliee@fintegra.net, 952-758-PLAN (7526)
Farmington (located in the Roundbank building)- Glen Anderson, glena@fintegra.net, 651-400-0069
Investment and Insurance products are offered through Fintegra Financial Solutions, an independent, registered broker/dealer. Member FINRA/SIPC. OSJ phone 763-585-0503. Roundbank and Fintegra are NOT affiliated. Account Executives are Registered Representatives of Fintegra. Investment and Insurance are NOT FDIC Insured, are NOT insured by Any Government Agency, are NOT Guaranteed by Roundbank or any Financial Institution and May Lose Value.
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