Our Story
At Machtan Financial Services Group, we believe that our mission is to provide quality information and ethical service to folks throughout Minnesota and Wisconsin who need to deal with the complexities of retirement planning and estate planning. Our founder, Ronald E. Machtan, has been serving clients throughout Minnesota and Wisconsin since 1972. Throughout the past 35 years, Ron has been helping people achieve their financial goals by simplifying the complicated with a method he developed called "The Basics of Financial Security". We begin with an in-depth analysis and evaluation of your current financial situation, always done free of charge and without obligation.
Our Services
We specialize in providing comprehensive financial guidance that tailors to the unique needs of our clients. Our services include:
Investments
Growing your wealth requires patience with time-tested strategies. We will help build long-term profitability through short-term planning. Learn More
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. Learn More
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. Learn More
Meet Our Advisor
Ronald E. Machtan, LUTCF
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.
Our Team
We are a team of dedicated professionals who are committed to providing exceptional service to our clients. Our team is led by Ron Machtan, a seasoned financial advisor with over 40 years of experience.
Our Firm
Our firm is built on a foundation of integrity, trust, and professionalism. We are dedicated to providing our clients with personalized service and tailored financial solutions. We take the time to understand our clients' unique financial goals and objectives, and we work closely with them to develop a customized plan to help them achieve their financial aspirations.
Get in Touch
If you're looking for a trusted financial partner to help you achieve your financial goals, we invite you to get in touch with us. Please don't hesitate to contact us at (952) 936-2223 or (888) 667-0005, or visit our office at 6125 Blue Circle Drive, Minnetonka, MN 55343.
LIARS AND UNSATISFACTORY EXPERIENCES
The first review is a scathing critique of a dishonest seller, Michael machtan, who sold the reviewer a Range Rover with a blown headgasket and tampered with the key. The reviewer claims that the seller lied about the car's condition and has caused immense stress and trauma. The reviewer also mentions not receiving the entire title and certificate, making the car essentially unusable.
POSITIVE EXPERIENCES
On the other end of the spectrum, Rusty Water had a very positive experience with Ron. The reviewer praises Ron as a down-to-earth advisor who provided helpful advice and guidance without exerting pressure. The reviewer mentions having several good meetings and coming up with effective plans.
MORE UNHAPPY EXPERIENCES
Tammy Hoff shares a disturbing experience with a healthcare professional who disregarded COVID-19 safety protocols to conduct house calls. The reviewer feels that the professional is only motivated by making money and does not care about the well-being of his patients.
DISAPPOINTMENT AND SENTIMENT
Jeff Bauer's review is a mix of frustration and disappointment. He felt like he had to beg for a home visit and then waited an extended period for a follow-up appointment. The reviewer feels like they are not considered important enough to receive timely attention from the service provider.
Be the first to review Machtan Financial Service Group.
Write a Review
