Merchants Investment Services 102 East 3rd Street, Winona, MN 55987

Merchants Investment Services, located at 102 East 3rd Street in Winona, Minnesota, is a finance institution dedicated to helping individuals and businesses pursue their financial goals through tailored investment strategies. Our client-first approach ensures that we meet you where you are in your financial journey, whether you are just starting out in your career, managing a business, or approaching retirement.

Our team believes that financial planning should always start with you. We begin by having a conversation to understand your current financial situation, future goals, hopes, and dreams. We recognize that each person, couple, or family has unique financial goals that are aligned with their values, beliefs, and purpose. Our priority is to listen and create a personalized plan that suits your needs, whether it involves retirement planning, saving for your child's education, long-term care insurance, and more.

For businesses, we offer tailored recommendations to help plan for the future of your employees and company. By getting to know your business goals, purpose, and plans, we can provide strategies designed to meet your needs now and for generations to come.

Our experienced investment team is ready to partner with you to help you pursue your investment goals. As a local financial partner, we have access to national investment and insurance options through our partnership with Securities America, providing a wide range of offerings for your unique situation.

We believe in providing the best of both worlds: local relationships with an experienced advisor, paired with independent access to a world of investments. Whether you are planning for retirement, saving for a major purchase, or simply looking to grow your wealth, we can work together to create a strategy that aligns with your financial goals.

Contact us today to schedule a complimentary, no-obligation review of your financial plan or portfolio. Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. We are not affiliated with Merchants Bank or Merchants Investment Services. Please note that not all products and services referenced on our site are available in every state.

Our Financial Registered Representatives are registered in various states, and we do not provide tax or legal advice. It is important to consult with your tax or legal advisor regarding your specific situation. Enter the provided PIN to initiate a Co-browse session on our site.