Heartland Money Management was founded in June 1979 with the goal of assisting our clients here in the Heartland in every aspect of their financial lives. We’ve worked to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. 

 

Our Commitment 

Our company is founded on the principle that the client’s education and understanding of their future financial situation is vital to the success of their planning. Should you have any questions about your current financial situation or wish to schedule an appointment, please send us an email or give us a call at (507) 288-5006. 

Our Principle 

Our staff has a blend of experience and youth with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realize their dreams.