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Minnesota Valley Investments
James Nelson

About Our Company

Minnesota Valley Investments was built on a foundation of principles that guide us each day. We believe in excellent communication and providing superior service for our clients.

We want you to know that you can depend on us
for all of your financial needs. We will work with you to reach your financial goals.

Investment Brokerage Services

  • Assisting with your wealth management and investing
  • Helping to plan and save for your retirement
  • Providing cash management services
  • Referring mortgages
  • Helping to plan and save for education

Investment Advisory Services

  • Providing non-discretionary wrap accounts
  • Providing discretionary fee based accounts

Insurance Services

  • Protecting your loved ones in case of your death
  • Insuring your assets before a crisis occurs

Long Term Care

Real Estate Services

  • Assisting with tax-saving 1031 Exchanges
  • Providing consultants on real estate needs
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IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable--we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Securities offered through Moloney Securities Co., Inc., Investment advisory services offered through Moloney Securities Asset Management,LLC, Registered Investment Adviser. Member FINRA/SIPC.



This communication is strictly intended for individuals residing in the state(s) of CA, FL and MN. No offers may be made or accepted from any resident outside the specific states referenced.
 


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