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Trusted • Accessible • Genuine • Caring
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We serve business owners, retirees and corporate executives, helping them grow, keep and protect their investments |
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We serve corporate and municipal retirement plans — 401(k)s, 403(b)s and pensions |
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Offering our clients expert guidance, asset management, estate planning and risk management |
If you desire first-rate managers who can guide your wealth for years to come, look to us. We can manage your retirement transitions, build your retirement nest-egg and help you live off the fruits of your hard-earned savings. We take a thorough approach to financial planning which suits investors who want to preserve and enhance wealth through careful investment selection; portfolio management; and estate, tax and insurance planning.
We are retirement plan specialists, capable of benchmarking and managing retirement plans. Having an Accredited Investment Fiduciary (AIF) on staff and being members of RPAG, one of the nation’s largest retirement plan consulting firms, we believe we have the tools necessary to optimize your retirement plans.
Our Five Star award winners, Roger Anderson and Brett Machtig, are well qualified for this honor. Roger Anderson is a Certified Financial Planner™ professional who has been guiding his clients for more than 25 years through some very difficult markets. Brett Machtig is an Accredited Investment Fiduciary® who is a noted author and has appeared on CNN, CNBC and PBS. He has recently served as a member of the National Security Forum, sponsored by the Department of Defense.
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Areas of Focus
| | | Financial Planning |
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Map
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Securities offered through Investors Capital Corporation 800-949-1422 member FINRA/SIPC. Advisory Services offered through Investors Capital Advisory, 230 Broadway, Lynnfield, MA 01940.
Advisory Services offered through The Capital Advisory Group Advisory Services, LLC., 5270 W. 84th Street, Suite 310, Bloomington, MN 55437, 952-831-8243, an Independent Registered Investment Advisor, not affiliated with Investors Capital Corporation.
Securities offered through Investors Capital Corporation, member FINRA/SIPC. Advisory Services offered through Investors Capital Advisory. Advisory Services offered through Capital Advisory Group Advisory Services., LLC., an Independent Registered Investment Advisor, not affiliated with Investors Capital Corporation.
| NOT FDIC-Insured |
No Bank Guarantee |
May Lose Value |
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Twin Cities area (includes Anoka, Carver, Dakota, Hennepin, Ramsey, Scott, Sherburne, Washington and Wright counties in the state of Minnesota; and Pierce and St. Croix counties in the state of Wisconsin) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 16,500 wealth managers in the area. 1,256 award candidates in the Twin Cities area were considered for the award, of which 624 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional, Mpls.St.Paul Magazine or Twin Cities Business.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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