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Wealth Management

At Pioneer Bank, it is very important to us that our customers meet their financial goals and that we offer you the professional attention you deserve. To ensure this, we are working with a locally based financial services provider, Guide Wealth Partners, to offer our customers access to a representative at our Mankato location.

Guide Wealth Partners is a comprehensive financial services firm, committed to helping clients improve their long term financial success. They offer a wide range of quality financial products and can offer investment advice tailored to your circumstances.

With offices throughout the Midwest, Guide Wealth Partners is firmly committed to providing you with:

  • Expertise—A team of knowledgeable professionals and support staff work together to help maximize the resources required to provide you with quality strategies to help you pursue your financial needs.
  • Sound strategies and quality products—Guide Wealth Partners uses a one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies to meet your needs.
  • Exceptional Service—"Service that excels" is their trademark. Guide Wealth Partners provides consistent, responsive service that's underscored by the dedication of their staff and their commitment to provide strategies that reflect the specific needs of their clients.

Guide Wealth Partners offers a wide range of quality insurance and investment products. Their financial professionals work with you to help create financial solutions tailored to your individual needs and spend the necessary time to thoroughly understand each client´s financial situation. Then they focus on helping clients define their current situations and develop specific, achievable goals. Guide Wealth Partners is committed to helping you develop long-range strategies with the goal of financial success in the following areas:

Services for Individuals, Families & Businesses

  • Financial Strategies (Individuals, Families & Businesses)
  • Key Employee Insurance
  • Business Succession Strategies
  • Charitable Giving Strategies
  • Deferred Compensation Strategies
  • Employee Benefit Planning
  • Estate Planning
  • Executive Bonus Strategies
  • College Funding Strategies
  • Retirement Solutions
  • Pension Plans for Businesses
  • Education Group Seminars

Products for Individuals, Families & Businesses

  • Asset Management Programs
  • Mutual Funds
  • Individual Stocks and Bonds
  • Individual and Group Life Insurance
  • Individual and Group Disability Program
  • Individual and Group Long Term Care
  • Individual and Group Health Insurance Plans
  • Individual and Group Annuity Plans
  • Individual and Group Pension Plans

To set up a complimentary no-obligation appointment, contact Kevin Sanger or Eric Opsal, Guide Wealth Partners.

[email protected]
515-341-2151
1450 Adams Street
Mankato, MN 56001

[email protected]
507-344-4522
124 E Walnut St. #250
Mankato, MN 56001

 

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Check the background of this firm on FINRA Broker Check

Learn more about Guide Wealth Partners at guidewealthpartners.com

Products provided by Cetera Advisor Network are not insured by the FDIC, nor are they an obligation of or guaranteed by Pioneer Bank. Products provided by Cetera Advisor Network are not a condition of any bank service and are not guaranteed by Insurance Underwriter performance. Investment products involve investment risk and can lose value.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.

Neither Cetera Advisor Network, Kevin Sanger, Eric Opsal, or Guide Wealth Partners are affiliated with Pioneer Bank.

Kevin Sanger is a registered representave and investment advisor representative of Cetera Advisor Network. Eric Opsal is a registered representative of Cetera Advisor Network. Securites and investment Advisor services are offered through Cetera Advisors Network, Member FINRA/SIPC. Guide Wealth Partners is independently owned and operated. The Cetera name and logo are registered trademarks of Cetera Advisor Network, and have been licensed for use by Guide Wealth Partners 124 East Walnut Street, Mankato, MN 56001 (507) 387-5638

Certain individuals associated with Guide Wealth Partners are registered with and offer securities and investment advisory services through Cetera Advisor Network a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Cetera are authorized to offer only those securities and investment advisory services that have been specifically approved by Cetera. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck. For information about which individuals associated with Guide Wealth Partners are registered with Cetera, as well as information about which securities and investment advisory services such individuals are authorized to offer on Cetera's behalf, please contact Cetera at 1-800-820-4205.

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Pioneer Bank does not offer any securities or investment advisory services. Guide Wealth Partners and Cetera Advisor Network are not affiliated with Pioneer Bank.

The Client Relationship Summary (or Form CRS) contains important information regarding products, services and fees. Click here to learn more.

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