| Investing Services |
Product Options |
Insurance Services |
- Assessing your financial situation
- Assistance in determining your financial goals and needs
- Education Funding
- Financial Planning
- Retirement Planning for individuals and businesses
- Estate Planning
- Retirement Account and IRA rollovers
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- Mutual Funds
- Stocks and Bonds
- Fixed and Variable Annuities
- Fee Based Programs
- Traditional and Roth IRAs
- 401K, 403b and 457 plans
- Simple and SEP IRA's
- Real Estate Investment Trusts
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- Long Term Care
- Disability
- Life (Term, Whole, Universal and Variable)
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| and more... |
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Annuities
and Insurance Products are guaranteed, underwritten, and issued exclusively
by the respective insurance companies. Penalties may apply for early withdrawal.
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Investment
and Insurance Products are offered through Fintegra,
LLC an independent registered broker/dealer,
Member FINRA/SIPC, 763.585.0503. Eagle Bank and Fintegra are not affiliated. Kristi Mertens is a registered representative of Fintegra.
Investment
and Insurance Products:
- Are NOT FDIC Insured
- Carry NO Financial Institution Guarantee
- Are NOT Insured By ANY Government Agency
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- Are Not Bank Deposits
- May Lose Value
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| Kristi
Mertens is registered to conduct securities business and licensed
to conduct insurance business in Minnesota. Response to, or contact
with, residents of other states will only be made upon compliance
with applicable licensing and registration requirements. The information
in this website is for U.S. residents only and does not constitute
an offer to sell, or a solicitation of an offer to purchase brokerage
services to persons outside of the U.S. |
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