The Bank of Elk River Investment & Insurance Center is now Realize Financial Advisors
The Bank of Elk River Investment & Insurance Center is now Realize Financial Advisors
The Bank of Elk River announced on Monday, September 30, 2019 that they are changing the name of the Investment and Insurance Center to Realize Financial Advisors.
The bank changed the name in order for customers to clearly differentiate between The Bank of Elk River banking services and the Investment and Insurance services. Because this is a name change only, the location of the new Realize Financial Advisors will remain inside The Bank of Elk River location at 630 Main Street in Elk River. Long-time Financial Advisor Peter Reiner, as well as the infrastructure, product offerings and broker dealer all remains the same.
“We are excited about the name change to Realize Financial Advisors. We feel that the new name encompasses life's possibilities, whether a client is saving for retirement, education, or a lake home," said Financial Advisor, Pete Reiner. "My goal is to help clients realize what is possible and take the necessary steps to get there. I encourage anyone to contact me with their retirement planning or insurance needs. Our strong relationship with The Bank of Elk River has been paramount to our success.”
Realize Financial Advisors offers the following services for customers:
- Roth & Traditional IRA's
- 401(k) distribution options
- Education savings plans
- Account consolidation
- Investments in individual stocks, mutual funds, corporate & municipal bonds
- Annuities
- Life Insurance needs
- Financial Planning
- Business Planning
- Tax Strategies
Realize Financial Advisors proudly serves the financial needs of individuals and businesses in the Twin Cities metro area. Follow Realize Financial Advisors on Facebook, Twitter, and LinkedIn.
Investment adviser representative and registered representative of, and securities and investment advisory services offered through, Voya Financial Advisors, Inc. (member SIPC).
Realize Financial Advisors is not a subsidiary of nor controlled by Voya Financial Advisors. Voya Financial Advisors is not an affiliate of The Bank of Elk River.
Investments are: not a deposit; not FDIC or NCUSIF insured; not insured by any federal government. CN972488_1021
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