Manage & Plan

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Tomorrow is closer than you think. But don’t let that get your heart racing. There’s never a wrong time to start thinking about where you are, where you’re going and where you want to end up. The important thing is that you create a plan for how to get from here to there.

Our advisors start by finding out what the future means to you. From there, we'll take a look at your finances and personal assets before exploring your options for insurance, investing and retirement so that you can wake up each day with the confidence that you’re one step closer to where you want to be.

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44,000+

Commercial, agricultural and personal insurance policies in effect

76%

Percentage of Millennials who say they need a financial plan to achieve traditional milestones1

8,000

The average number of days you'll need to plan for in retirement2

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Financial planning to help you manage and preserve your money

Preparing for the future doesn’t have to be scary. We’ll meet with you to answer your questions about everything from saving for retirement and paying for college to navigating tax time. Then we’ll help you create a plan based on your unique situation.

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Investment planning to build your future

Create a strong portfolio that doesn’t just reflect your financial goals, but helps you meet them.

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Insurance options to protect what matters

Find peace of mind with the right insurance plans to cover your health, home, vehicle and more.

Develop your financial instincts

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Investment products are not insured by bank insurance, the FDIC, or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Bremer Investments, Bremer Bank and its affiliates are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Bremer Investments, 7924 Highway 7, Saint Louis Park, MN 55426, 952-932-6751.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Products and services offered through Bremer Insurance are not insured by the FDIC or any Federal Government Agency, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risks including possible loss of the principal amount invested.