What We Do
Individuals and Business Owners
We work with individuals and business owners on their big picture. We help alleviate confusion by creating a plan that simplifies, organizes, and maximizes the value to our clients.
We have a passion for researching quality replacement property for a 1031 exchange as well as analyzing economic trends and investment strategies.
I'm Matthew B. Brozik
a person who opposes or rejects popular opinion, especially in stock exchange dealing.
2.) opposing or rejecting popular opinion; going against current practice.
I am an Accredited Investment Fiduciary (AIF) in Mankato, MN. We are a fully independent financial advisory firm, meaning we answer directly to our clients.
We are a financial quarterback for our clients, solving their investment, tax, estate and insurance challenges. Our independent nature is in stark contrast to our competition.
We are transparent about how we are compensated. We liberate our clients from the world of hidden fees, conflicts of interest and unaccountability.
We are contrarian by nature. We do not follow the “HERD." We provide measurable value to our clients.
Check the background of this investment professional on FINRA’s BrokerCheck »
Here's what happens
We schedule a complimentary meeting. You'll find out if you feel comfortable with us. We will find out if you're a client we can work with.
If we're not a good fit for each other, then we go our separate ways, with no obligation either way.
Matthew B. Brozik
100 Warren Street, Suite 346
Mankato, MN 56001
(507) 625-0882 office