Feltl & Co. - 507-387-5050

Feltl & Co. - 507-387-5050

Feltl & Co. is a full-service financial and wealth management firm located in Mankato, MN, at 150 N Riverfront Dr #120. Founded in 1976, our goal is to empower our clients to make sound financial decisions that align with their values and goals. Our dedicated team of financial professionals understands that each client's situation is unique. That's why we customize strategies to ensure their financial future is sound and secure. We provide a full range of services, including:

Investment Management

Our advisors emphasize diversification and responsible investing, while also crafting well-balanced portfolios that are tailored to each investor's particular situation. Whether you're an established investor looking to grow your investments or a new investor with growing wealth, we will work with you to find the right course for your investments.

Retirement Planning

Retirement planning can be complicated and overwhelming. Our advisors are well-versed in the process and can help you make sense of it. We will walk you through the various options available – from traditional 401(k)s and IRAs to Roth IRAs, SEP IRAs and other retirement accounts – and help you make the best choice to ensure your financial future is in good hands.

Tax Planning

Tax planning is a critical component of any financial plan. Our advisors understand the complexities associated with taxes and can help you navigate them. We can provide guidance on taxation issues related to investments and retirement, as well as estate planning and charitable giving.

Insurance Planning

The right insurance plans can provide peace of mind during difficult times. Our advisors will work with you to develop a plan that covers all of your needs and fits within your budget. Our offerings include life, disability, and long-term care insurance, as well as annuities and other insurance products. At Feltl & Co., we are committed to providing personalized financial guidance to help you reach your goals. To learn more about our services or to schedule a consultation, please call us at 507-387-5050. Our team is here to help you create a plan for a more secure financial future.