Greater Midwest Financial Group, LLC

Greater Midwest Financial Group, LLC A professional independent wealth management practice whose professionals provide customized guidance to help clients achieve financial independence.

Greater Midwest Financial Group combines our expertise with your level of comfort in an effort to meet your goals. We are based in the Twin Cities, yet we have clients throughout the United States. Our licensed financial planners specialize in small business planning and individual/family comprehensive financial planning. Securities offered through Kestra Investment Services, LLC (Kestra IS), memb

er 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. www.finra.org and www.sipc.org

The site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS 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 advisory listed. For additional information, please contact the Kestra IS Compliance Department at 737-443-7101.

We work with dental practices of all sizes throughout the twin cities. Explore our services and what we've done for othe...
01/03/2024

We work with dental practices of all sizes throughout the twin cities. Explore our services and what we've done for other practices here:

Build your dental business with guidance and financial management from our trusted financial advisors at Greater Midwest Financial Group.

When comparing retirement plans as a small business owner, keep these options in mind.
12/28/2023

When comparing retirement plans as a small business owner, keep these options in mind.

Explore the top retirement plan options for small businesses, understand their features and costs, and find the perfect fit to attract top talent without straining your finances.

One of the most common struggles for small business owners is determining how to pay themselves. Often, it’s an aftertho...
12/21/2023

One of the most common struggles for small business owners is determining how to pay themselves. Often, it’s an afterthought – which can come back to bite you when money is tight. Here’s what you need to know to decide how to pay yourself as a small business owner.

There are a few different ways that business owners can pay themselves, and the right approach depends on your business size, number of employees, revenue, and your needs.

We've been seeing some more scams trending right now during the holidays. Keep an eye out for them and protect yourself....
12/20/2023

We've been seeing some more scams trending right now during the holidays. Keep an eye out for them and protect yourself.

We’ve been seeing these scams trending lately: keep an eye out for them to avoid disaster.

If you’re a company executive, you know the executive benefits you receive—and the issues that can arise—differ from the...
12/20/2023

If you’re a company executive, you know the executive benefits you receive—and the issues that can arise—differ from the norm. Do you know the best way to choose and manage your stock options or compensation plan? We can help.

Discover the additional benefits available to business executives and the best way to manage them with GMFG Executive benefit Strategies.

Asset management and wealth management often go hand-in-hand, but are two different services. Here's the breakdown of wh...
12/05/2023

Asset management and wealth management often go hand-in-hand, but are two different services. Here's the breakdown of what you need to know.

Asset management focuses exclusively on investments, while wealth management takes a broader approach to your overall money.

Building wealth during times of economic uncertainty is challenging, but not impossible.
11/30/2023

Building wealth during times of economic uncertainty is challenging, but not impossible.

Building wealth can be done even in a volatile market. In this blog we look at some areas to look at when investing for long-term success.

As a small business owner, there is one inevitability: what happens when the time comes for you to step down? How do you...
11/29/2023

As a small business owner, there is one inevitability: what happens when the time comes for you to step down? How do you ensure that your hard work and legacy live on, even when you're no longer at the helm? That's where a well-crafted succession strategy comes into play.

Creating a small businesses succession strategy is a complex task, but it can be broken down into smaller steps that make it easier to tackle.

Discover how to balance budget and employee satisfaction when creating an employee benefits plan.
11/28/2023

Discover how to balance budget and employee satisfaction when creating an employee benefits plan.

Follow these tips to create an economical employee benefits plan that’s appealing to employers and employees.

As the holidays approach, so do financial scams looking to prey on stressed, unsuspecting victims. Keep an eye out for t...
11/21/2023

As the holidays approach, so do financial scams looking to prey on stressed, unsuspecting victims. Keep an eye out for these scams!

We’ve been seeing these scams trending lately: keep an eye out for them to avoid disaster.

ATTN: Dental Professionals. Our FREE guide to creating an attractive employee benefits plan is tailor-made for dental pr...
11/21/2023

ATTN: Dental Professionals. Our FREE guide to creating an attractive employee benefits plan is tailor-made for dental practices to find the best options. Get it here:

Get the guide for the most popular benefits package options with case studies from Greater Midwest Financial Group for dental practices in the Midwest.

NerdWallet's best of 2023 is here: this a great resource for comparing credit cards, banking options, and more.
11/20/2023

NerdWallet's best of 2023 is here: this a great resource for comparing credit cards, banking options, and more.

NerdWallet’s Best-Of Awards List is here. The best of the best in financial products for the year. Your shortcut to all your money goals, backed by nerdy research.

Address

3222 Rice Street
Saint Paul, MN
55126

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16514909790

Website

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