Dream. Plan. Retire.
Helping "Declutter" the Financial Areas of your Life
Great Rivers Investments & Tax Services, LLC works for you to cover all aspects of your financial portfolio, taxes, and insurance, to maximize profitability and minimize tax consequences. Also, we act in a fiduciary capacity to act in the best interest of our clients at all times.
S E R V I C E S
INVESTMENT MANAGEMENT
Through our process, we evaluate our client’s needs, assess their risk tolerance, and then recommend a portfolio that is both suitable and in your best interest.
FINANCIAL PLANNING
Our process includes a one-hour free consultation where we will gather your information and provide you with a detailed plan showing your next steps.
TAX SERVICES
Offering Tax preparartion for individuals and representation before the IRS.
ESTATE PLANNING
We plan the preparation of tasks that serve to manage an individual's asset base at death, which includes asset distribution and the settlement of estate taxes.
Proud to offer Both Fidelity and Schwab in One Local Office
If you are interested in either, give us a call today!
Marvin Thomson, CFP®
Certified Financial Planner™
President/CEO
Marvin specializes in comprehensive, fee-based financial and estate planning. He earned his Series 6, 7, 24, 51, 63, 65 and Insurance Sales certifications, and in February of 2010, earned the Certified Financial Planner (CFP®) designation.
After 26 years of working for insurance companies and a community bank as a financial advisor, In February of 2021, Marvin started Great Rivers Investments, LLC. In February of 2026, the name was changed to Great River Investments & Tax Services, LLC to reflect our expanded financial services.
What is a CFP?
Most people think all financial planners are "certified", but this isn't true. A Certified Financial Planner (CFP®) is a formal recognition in the areas of financial planning, taxes, insurance, estate planning, and investments.
Legal Disclosure
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Great River Investments & Tax Services, LLC is not affiliated with Integrity Wealth. Great River Investments & Tax Services, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. Enrolled Agent. Authorized to represent taxpayers before the Internal Revenue Service. Tax services provided are separate from the Securities or Advisory services offered through Integrity Wealth. For additional information, please contact Marvin Thomson at 319-576-2264 and mthomson@brokersifs.com.
Check the background of this investment professional on FINRA's Brokercheck.
2723 Mt. Pleasant Street, Suite B
Burlington, Iowa 52601
319-576-2264
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