top of page

Insuring Your Future by Helping You

Plan For Tomorrow

Providing Financial Guidance in Minnetonka, MN

LEARN MORE
Welcome to
MACHTAN FINANCIAL SERVICES GROUP
Life's Lazy Money

Life's Lazy Money

Play Video

Machtan Financial Services Group is a financial services firm that provides retirement planning, estate preservation concepts, and comprehensive investment management throughout Minnesota and Wisconsin.

 

Financial Guidance

We Offer Personalized Plans to Match Your Needs.

 

At Machtan Financial Services Group, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

We Make House Calls!
We want to make it as convenient as possible for you to get answers to your financial questions.  That's why we are happy to come to you.  If you prefer to visit our office, we are located near Highway 169 and the Crosstown Highway 62.  Simply call to make a no-obligation appointment at your home or any site most convenient for you.
​

952.936.2223

OUR SERVICES
financial advisor, financial planning, investment management, retirement planning, minnesota, life insurance, financial planning, retirement planning
INVESTMENTS

Your investment should be designed to help you on your journey. Growing your wealth requires patience with time-tested strategies. We will help build long-term profitability through short-term planning.

financial advisor, financial planning, investment management, retirement planning, minnesota, life insurance, financial planning, retirement planning
RETIREMENT INCOME PLANNING

It is never too early to start planning for your retirement. Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

financial advisor, financial planning, investment management, retirement planning, minnesota, life insurance, financial planning, retirement planning
INSURANCE

What you leave behind can be altered greatly by what you do when you are here. A good defense is the best offence. Let us surround you and your family with options to meet your insurance needs.

MEET OUR ADVISOR
Ronald E. Machtan

Founder/President

​

Ron has been serving clients throughout Minnesota and Wisconsin since 1972. His longevity can be

attributed in part to adherence to his mission statement: to provide quality information and ethical

service to folks who need to deal with the complexities of retirement planning and estate planning.

Ron helps people achieve their financial goals by simplifying the complicated, using common sense

approaches to tailor strategies suitable for each family’s needs.

​

Ron begins with a free, no-obligation in-depth analysis and evaluation of your current financial situation. If there are areas of need and you choose to utilize his experience, he will then put together a recommendation specific to you and your situation. You make all decisions without pressure.

bottom of page