Stocker Agency

Burns Brothers Financial Group, located in Bloomington, Minn., has more than 45 years of experience in tax and financial planning and has access to Asset Management Service with a registered investment advisor through affiliation with Harbour Investments. The company s reporting service tracks more than 8,000 investments and also has a retirement and estate planner to help its clients with retirement income decisions, estate taxes, probate and nursing home cost containment. BBFG s clients have invested more than $100 million in various products such as mutual funds, stocks, bonds, modified endowments, variable and fixed annuities. Some of its services include accounting services, financial planning seminars, life insurance, disability insurance, individual retirement account, pension plan distributions, asset management service, investment alternatives, retirement planning, asset protection, college planning, pension maximization, estate planning and business protection. The company s tax manager is an enrolled agent through which it provides free audit service to tax clients for their personal tax returns.

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