At Giere Investment Services Inc, we believe that creating and preserving a successful financial destiny is one of the most challenging and rewarding endeavors that many individuals, families, and small businesses will ever undertake. Achieving these goals takes vision, discipline and focus – by both investors and their investment professionals alike.
Whether you are investing to build future wealth or to protect a financial legacy for the ones you love, our highly-personalized service will focus on YOUR needs, YOUR values, and YOUR long-term goals.
We welcome the opportunity of working toward your financial goals together.
Our Firm
“Helping build successful financial destinies through a tradition of professional guidance for generations… and for generations to come.”
Todd Giere, MBA, Certified Financial Fiduciary®
President, Giere Investment Services, Inc.
Our firm has long been partnering with individuals and small businesses to help create a foundation for successful financial destinies. This has always been our calling and commitment – and it remains to be the reason we serve our clients’ needs each day. Whether you are investing to build wealth, protect your family with insurance, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
With over two decades of experience serving the Twin Cities Area and beyond, Todd continues to provide exceptional assistance and advice to all of his clients. For a clear financial roadmap, professional investment strategies, and a true partner to uphold your values and priorities with integrity and respect, we invite you to find what you're looking for at our firm.
*The Advisor Achievement Program is a program created to reward Registered Representatives of NEXT Financial Group, Inc. by offering qualifying Representatives access to exclusive benefits. Achievement Levels are determined by a producing NEXT Financial Group, Inc. Representative’s Gross Dealer Concessions. Please ask your Representative for more details.
Products and Services
Our firm excels in assisting you in the following areas with high standard in knowledge, integrity and personal attention. We blend time-tested experience, sophisticated portfolio management strategies, and prudent decision-making related to areas such as:
Developing a comprehensive, personal investment strategy based upon your own goals & values
- Retirement Planning
- College Funding
- Estate and Legacy Strategies
- Strategic & Tactical Investment Portfolio Management
- Charitable Gifting
- Tax Strategies & Minimization
- Risk Assessment & Mitigation
Providing customized investment & insurance solutions
- Fee-based Money Management
- Equity & Fixed Income Solutions
- Traditional & Roth IRAs
- Separately Managed Accounts
- Mutual Funds
- Unit Investment Trusts
- 529 College Savings Plans
- Stocks/Bonds/ETFs
- Real Estate Investment Trusts (REITs)
- Insurance & Annuities
Building retirement plans for self-employed and small business owners
- Individual 401(k)
- SEP IRA
- Simple IRA
- Group 401(k)
In 1999, NEXT Financial (NEXT) was founded by a group of financial professionals whose sole purpose was to serve their clients with a fiercely independent approach not clouded by conflicts of interest or proprietary products. Today, NEXT partners with over 400 financial professionals across the country who are dedicated to working in their clients’ best interests and helping them meet their financial objectives.
To learn more about the power and breadth of NEXT Financial Group Inc. and its partnership with parent company, Atria Wealth Solutions, please click on the links below:
