Broker Check

Investment Management

“Risk comes from not knowing what you are doing.” 
- Warren Buffet

Let Us Assist & Guide You In Mitigating The Risks

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. We take the time to make sure you are comfortable with and understand your investment selections before we take action.

We pride ourselves on making investing simple. Contact us today for a complimentary financial diagnosis of your current investments.

Financial Experience

We're experienced when it comes to working with your current investments, new investments or when reviewing financial products. This means that we will:

  • Offer you a variety of custom investment options based on your risk tolerence
  • Develop sound strategies for both short and long-term investing
  • Assist in selecting the best financial options to fit within your investment and retirement goals

Being an Agent/Broker at an independently managed firm we are able to access a large amount of products that we filter to fit your specific needs and goals.

Holistic Approach

When you partner with Tonka Financial Services, we will take a holistic approach.  We do this by gaining a thorough understanding of your life situation and risk tolerance as well as your financial objectives, and then work with you to develop an investment strategy tailored to your goals. We want to make sure you have realistic expectations and an understanding of the risks and rewards, inherent in your investments.

To answer any questions, or to schedule for a complimentary assessment of your situation, please fill out this form.

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