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Investments

Planning for your future has never been easier than with our partner Servion Financial Advisors.

Whether you’re new to investing or a seasoned pro looking for a little guidance, we can help. You’ll enjoy personal attention and service tailored to your needs.

Dave Murdock, investment professional, is available by appointment Monday – Friday. To get started with a complimentary consultation, call (651) 765-6778 or e-mail dmurdock@servionfa.com

Our Investment Product/Services Include:
Services

  • Advisory Services
  • Asset Allocation
  • Retirement Planning
  • Insurance Planning
  • Group Benefits
  • Financial Management
  • College Planning
  • Trust Services
  • Business Planning
  • Qualified Retirement Planning

Insurance

  • Long-Term Care
  • Variable/Whole Life
  • Variable Universal
  • Term Life
  • Universal Life
  • Disability

Education

  • 529 Savings Plan
  • UTMA/UGMA
  • Coverdell Education Savings Account

Mutual Funds

Annuities

  • Fixed, Indexed and Variable

IRAs

  • Coverdell
  • SEP-SAR/SEP
  • SIMPLE
  • Traditional
  • Rollover
  • Roth

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SlPC, a Broker-Dealer and a Registered Investement Advisor. lnvestments are: Not NCUSIF insured. May lose value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency, Cetera is under separate ownership from any other named entity.
http://brokercheck.finra.org/
http://www.sipc.org
http://www.finra.org/
Registered Branch Location: 5500 South Robert Trail, Inver Grove Heights, MN 55077 Phone: (651) 451-5160

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at http://www.ceteraadvisornetworks.com

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