A full-service company specializing in retirement planning and estate conservation.

Welcome to Financial Services of Winona, a full-service company specializing in retirement planning and estate conservation.

As personal financial professionals, we can:


  • Help you clarify and define your goals
  • Recommend solutions that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Make investment planning easier



Feel free to browse our site.  You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.


If you have any questions, please call us at 507-454-2355 or e-mail us at phillip.anderson@securitiesamerica.com.  We will be happy to help.  We look forward to talking with you.