How We Help
Foresight Investment Services is passionate about planning for your long-term financial security.
Foresight Investment Services is a premier investment and advisory service in Southeastern Minnesota. Deb Wolf, in her dual capacity as an Investment Advisor Representative and as a Broker, offers a vast array of products that help you achieve and maintain financial security.
- Mutual funds
- Stocks
- Bonds
- Life insurance
- Annuities
- And much more (click HERE for a more detailed list of financial products available)
We work with individual clients to craft plans that:
- Address your investment needs and preferences,
- Reflect your risk tolerance, and
- Take into account your investment time horizon
We work with business owners and other employers to:
- Select and manage appropriate retirement plans (such as 401(k), 403(b), Simple IRA, SEP, and other plans)
- Assist owners and employees in selecting appropriate investment choices
There are several reasons to choose Foresight Investment Services
- Personalized attention – every person matters, regardless of the size of your portfolio
- Transparency – we work hard to make sure you understand every aspect of your financial plan, including how we are compensated
- Values – passionate about serving your best interest
- Tailored planning – experienced in making plans for your security and financial future based on your preferences
- Privacy – your financial matters are held to the greatest security
- Determination – if you have a need, we have the ability and the energy to find the solution
We invite you to contact Deb for a complimentary initial consultation to help identify your financial goals and develop a plan to achieve them!
Debra R. Wolf, BFA ™
Behavioral Financial Advisor
Account Executive
Behavioral Financial Advisor
Account Executive
- Over 14 years of experience advising individuals and businesses
- Prior experience as a licensed educator
- B.A., Concordia University and additional graduate-level coursework
- Member of National Association of Insurance and Financial Advisors
Current Licenses and Qualifications
- Series 7 General Industry/Product Exam (June 9, 2004)
- Series 66 State Securities Law Exam (June 24, 2004)
- Series 24 Principal/Supervisory Exam (November 2, 2010)
Contact Deb
- Direct: 507-534-4527
- Call or Text Business Cell: 507-800-1617
- E-mail: deb.wolf@securitiesamerica.com
eStatements
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Investment Services
Reach your financial goals with Foresight Investment Services. We have the expertise and solutions to help you plan for tomorrow and beyond.