Giere Investment Service

At Giere Investment Services Inc., we believe that creating and preserving a successful financial destiny is one of the most challenging and rewarding endeavors many individuals, families, and small businesses will ever undertake. Achieving these goals takes vision, discipline, and focus - by investors and their investment professionals alike. With over two decades of experience serving the Twin Cities Area and beyond, Todd Giere, MBA, Certified Financial Fiduciary, and his team offer personalized services designed to meet your unique needs, values, and long-term goals.

Our Team: Guiding You Through Your Financial Journey

Our team is comprised of highly qualified and experienced professionals who are dedicated to providing exceptional client service, comprehensive financial planning, and tailored investment strategies. With expertise in various areas such as retirement planning, estate and legacy strategies, investment portfolio management, and risk mitigation, our team will work alongside you to create a personalized plan that aligns with your individual goals and values.

Comprehensive Financial Solutions

We offer a comprehensive range of services to address your diverse financial needs. Our services include:

• Retirement Planning: Developing strategies to maximize your contributions, optimize your savings, and ensure a secure retirement.
• College Funding: Planning and implementing strategies to save and invest for your children's education.
• Estate and Legacy Strategies: Creating a customized estate plan to protect your assets and ensure their distribution according to your wishes.
• Strategic & Tactical Investment Portfolio Management: Developing and managing a diversified portfolio that aligns with your risk tolerance and financial goals.
• Charitable Gifting: Incorporating charitable contributions into your financial plan to make a meaningful impact.
• Tax Strategies & Minimization: Identifying and implementing tax-efficient strategies to reduce your tax burden.
• Risk Assessment & Mitigation: Identifying potential risks and implementing measures to minimize their impact on your financial goals.

Experience, Integrity, and Personalized Attention

Our firm excels in providing personalized and attentive service. We take the time to understand your unique financial goals, concerns, and aspirations. We will work collaboratively with you to create a roadmap for success, delivering regular updates and proactive communication throughout the process.