We provide the experience you need and the people you trust. Our team always puts you first.
We believe in a comprehensive collaborative approach. We work together to pursue your goals.
Your Personal Financial Strategy is developed with your needs and aspirations in mind.
When you partner with Discovery Financial, you can feel confident that you’re partnering with professional financial advisors who have the experience to help you pursue your financial finish line. But strategies aren’t created in a vacuum, which is why we manage challenges better when collaborating as a team. Our clients receive the support and advice from our multiple advisors, so contact us today to get going and experience the benefits of working with a team!
LPL Financial Advisor - Red Wing
LPL Financial Advisor - Red Wing & Rochester
LPL Financial Advisor - Red Wing & Bloomington
David Ritter, CFP® , MBA
LPL Financial Advisor - Hudson & Red Wing
Cody R. Buck, CFP®
LPL Financial Advisor- Bloomington & Red Wing
LPL Financial Advisor- Bloomington
LPL Financial Advisor - Rochester
LPL Financial Advisor - Bloomington & Eagan
LPL Financial Advisor- Rochester
Director of Client Service - Red Wing
Office Mgr., Administrative Associate - Red Wing
Client Service Associate - Red Wing
Financial Operations, Business Manager, Client Service Associate - Bloomington
Client Service Associate- Red Wing
Client Relationship Associate- Red Wing
We offer a full range of investment and financial services and have access to a wide array of solutions.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.
Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.
A sound estate program can help protect your family from the financial consequences of life's unexpected events.
Managing your money involves more than simply making and following a budget.
We’ll analyze your cash flow situation to calculate if you’re on track for retirement and aim to ensure your peace of mind.
"Financial freedom is available to those who learn about it and work for it."
- Robert Kiyosaki
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"Look before, or you'll find yourself behind."
- Benjamin Franklin