Great River Investments

Great River Investments is a Financial Planner in Burlington, IA, located at 2723 Mt Pleasant St Suite B. The firm provides financial, estate, and retirement planning services to individuals and businesses, aiming to help clients manage their financial portfolios, taxes, and insurance. Services include investment management, financial planning, tax preparation, and estate planning. The business holds a 5.00 rating based on customer reviews. Marvin Thomson, CFP®, serves as President and CEO. He began his career in 1992 with an associate degree from Southeastern Community College and graduated from Western Illinois University in 1994. He worked for Horace Mann Insurance Company in Chicago, becoming a manager, before returning to Burlington. He joined Krantz Investments in February 2002, which was later acquired by Two Rivers Financial Group. He served as a registered representative and brokerage department manager for Two Rivers Bank & Trust until 2020. He founded the firm in February 2021, and the name changed to Great River Investments & Tax Services, LLC in February 2026. The firm acts in a fiduciary capacity, prioritizing the best interest of clients. He earned the Certified Financial Planner designation in February 2010. The firm offers both Fidelity and Schwab services. It provides individual tax preparation and representation before the IRS. The firm is not affiliated with Integrity Wealth, and securities services are offered through Integrity Alliance, LLC, a Member SIPC. The business maintains a perfect 5.00 rating from its customers. Thomson’s extensive background includes over thirty-two years of experience in financial services, insurance, and banking. His credentials include the Enrolled Agent status, which grants unlimited rights to represent taxpayers before the IRS. Great River Investments brings decades of fiduciary expertise to Burlington, IA, combining certified financial planning with federal tax credentials to serve local residents and businesses.

Great River Investments is situated on Mt Pleasant St in Burlington, IA, near Community Field which is about a tenth of a mile away. The location is also close to Aldo Leopold Middle School, approximately half a mile distant.

BizScoreAI gives Great River Investments a performance score of 74 out of 100. This rating reflects how quickly the website loads, which helps keep visitors on the page. Search engines also use this speed as a factor in ranking the business.