Network·Family Office

Greater Midwest Financial Group, LLC

Unclaimed

📍 SAINT PAUL, MN

Family Officefinancial servicesreal estate
www.greater-midwest.com

SEC CRD #801-127206

About

Comprehensive Planning | Greater Midwest Financial Group Skip to main content menu Home About About Us Our Process Who We Serve Our Team Why GMFG? Services Benefit Planning Business Owner Services Educational Planning Estate Planning Executive Benefit Strategies Insurance and Risk Management Long-Term Care and Elder Care Planning Organizational Services Retirement Planning Tax Planning Wealth Management Resources Financial Calculators Useful Links Blogs Contact eMoney Login Social Security - When, Why, and How Should You File? Read The Guide Now HERE The confidence to pursue your ambitions. Learn More 01. About Us Our financial advisors are real experts who provide real advice, share your work ethic and make a true financial difference in your life. We have been putting clients’ interests first since day one. Learn More 02. Our Philosophy Our mission is to provide holistic and straightforward financial advice and be an essential partner to you by leveraging our experience, expertise, and passion for service to help you develop the confidence to pursue your ambitions. Learn More 03. Our Process A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. Learn More Honored to be recognized in Forbes Our team is committed to helping our clients achieve their financial goals. We’re honored that Forbes has recognized this

Key Contact

RJ

ROBERT J. PHILLIPS

PRESIDENT AND CCO

📞 (651) 490-9790

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Geographic Focus

mnunited states

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AUM

$589M

Location

SAINT PAUL, MN

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