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Foresight Bank Investment Services
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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.

 
 

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!
 
Photo of Deb Wolf

Debra R. Wolf, BFA ™
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
 
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Discover the benefits of paperless record keeping with electronic financial documents, delivered securely to your account.
 
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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.