Annalise Montgomery
Financial Planning Associate
Annalise supports advisors and clients with planning materials, research, and a thoughtful client experience that connects financial goals with personal values.
Read full bio for Annalise MontgomeryMinnesota · Faith Investor Services
Wealth management
in White Bear Lake.
Reach Faith Investor Services at our White Bear Lake office on White Bear Parkway. Begin a conversation about your financial plans, your investment priorities, and the people or causes you want to provide for.
Start a conversation
Or call 480-780-0476People behind your plans
Meet your White Bear Lake team.
A personal connection, with the wider FIS team behind you.
Your goals. A broader perspective.
A place to talk about
what comes next.
Start with what matters to you. Explore our services before connecting with the White Bear Lake office.
01
Financial planning
Bring your priorities into focus. Explore planning for the decisions ahead and the goals that matter to you.
Explore service 02Investment management
Consider your portfolio in the context of your wider financial picture, objectives, and comfort with risk.
Explore service 03Business & organizational needs
Explore retirement plans, endowments, and business continuity and exit planning through our wealth management services.
Explore serviceMake the conversation yours
Bring your questions.
Start with your priorities.
You don’t need to have every answer before reaching out. A few questions can help you decide what you would like to discuss.
Meet the FIS teamWhat would you like your wealth to make possible?
What has changed in your life or financial picture?
Which investment or planning decisions are on your mind?
White Bear Lake, Minnesota
Let’s begin with you.
Contact our office on White Bear Parkway to take the next step.
Contact our team